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Instructor
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Business & Marketing

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Marketing & PR

Handling Marketing Data with Excel - Introduction

An introductory course on easily organizing and analyzing marketing data with Excel! Learn through hands-on practice, including PivotTables, functions, and practical problem-solving, to acquire data analysis skills that can be immediately applied in real-world work.

8 learners are taking this course

Level Basic

Course period Unlimited

Excel
Excel
Excel
Excel

What you will gain after the course

  • How to easily and quickly organize and analyze marketing data with Excel

  • Practical usage of essential Excel functions: PivotTable, IF, VLOOKUP, etc.

  • Hands-on practical analysis and visualization of sales, customer, and campaign data

  • Finding data-driven insights and creating at-a-glance reports

ChatGPT Image Jun 15, 2025 10_05_00 AM

I want to analyze my marketing data in Excel, but where do I start?

Sales data, customer lists, advertising performance reports...
There is a lot of marketing data that we encounter in practice,
This lecture is for those who are at a loss as to how to organize and analyze .

This course is an introductory course on marketing data analysis using Excel .
It's okay if formulas are unfamiliar and pivot tables are difficult.
It is structured so that you can follow along step by step, with practical examples, from the beginning.

🎯 Key points you can learn through examples!

“This hands-on example is based on real marketing data ,
Click-through rate (CTR), advertising efficiency analysis, automatic aggregation, visualization, etc.
You can experience step-by-step analysis techniques that can be applied directly to practice .

  • Core functions/tools: IF, INDEX-MATCH, SUMIF, COUNTIF, PivotTable/Chart

  • Optimized for advertising and marketing data practice

  • With easy examples that anyone can follow ,
    Designed for immediate application in real-world work .

After taking the lecture, you can create results like this.

2025-06-15 09;54;56

Predicting sales using the Forecast function

Use sales data to predict the future.

2025-06-15 09;51;19

Using the Scenario Manager

Use scenarios to develop the optimal strategy.

2025-06-15 09;45;59

Segmenting Customers Using RFM Analysis

Write a brief description of the example.

2025-06-15 09;50;30

Drawing a simple dashboard

Create dashboards to reduce repetitive tasks.

You can learn things like this 👩‍💻

  • Calculating advertising performance indicators such as click-through rate (CTR) and advertising efficiency analysis

  • Classify regular customers by analyzing total sales and purchase price by customer ID

  • Extract and automate conditional data with IF, VLOOKUP, and INDEX-MATCH

  • Create a sales summary report by region, age group, and gender using pivot tables and charts

  • Sales forecast simulation using discount application, scenario tool, and target finding

  • Automating conditional sales and profit aggregation with SUMIF/COUNTIF/SUMIFS functions

Real analytics through practice 💡

A total of 30 practice problems are provided.
If you follow along step by step, you will soon be able to perform the following analysis:

📌 "How much of the sales were generated in the Seoul area alone?"
📌 "Which product group has the highest profit rate by category?"
📌 “Who are the best customers who have purchased in the last 6 months?”
📌 "If the unit price increases by 10%, how much will the total sales change?"

I recommend this to these people 🙌

  • People who are working in marketing but are not yet familiar with Excel analysis

  • People who need to deal with customer/sales data but don't know where to start

  • Beginners who are just starting out with data analysis

  • Beginners in data analysis who want to expand to Tableau and SQL later are also welcome!

Learning Contents

  • Please tell me what I will learn in the course. It would be good to explain what I will learn in each section.

  • If you have example images of what you'll learn in each section, you can create a much more engaging lecture introduction.

2025-06-15 09;42;53

PivotTable, the most powerful analysis tool in Excel

Section (1) Pivot Table

In this lecture, you will create your own pivot table with sample data and experience how easy it is to summarize.

We've organized the class screen so that you can easily follow along with analysis of customer sales by age group, click-through rates by region, and profits by category.

Experience organizing complex data into a visually appealing presentation. Try it now!

Section (2) Add a line graph + trend line

Monthly sales, number of customers, click-through rate trends, etc. are best displayed using a line graph.
You can learn how to create graphs using sample data and add trend lines to visually express the flow of data and even predictions.
Anyone can easily practice by following along while looking at the screen.

2025-06-15 09;47;43

You can see the flow of data and the predicted direction at a glance.

Things to note before taking the class

  • If you have any notes needed for the lecture, please write them down carefully.

  • It can help students fully understand the content covered in the lecture and increase learning satisfaction.

Practice environment

  • Operating System and Version (OS): Windows, macOS, Linux, Ubuntu, Android, iOS, etc. OS type and version

  • Tools used: Microsoft Excel

  • PC specifications: CPU, memory, disk, graphics card, etc. Recommended specifications for running the program, etc.

Learning Materials

  • Format of learning materials provided (providing Excel files related to practice data and examples)


I don't have any advanced knowledge. All I need is to be able to turn on Excel!

  • Without complex coding or analysis tools,
    We'll show you how to organize and analyze your marketing data with just Excel .
    Focusing on data cases that are actually used a lot,
    You will get used to the flow of “This is how to solve this type of practical problem.”

    Start your first step in marketing data analysis right now with this course! Whether you have the required prerequisite knowledge considering the learning difficulty

  • Content directly related to the course, such as lecture video quality (audio/picture quality), and recommended learning methods

  • Questions/Answers and future updates

  • Notice regarding copyright of lectures and learning materials

Recommended for
these people

Who is this course right for?

  • New to Marketing Data Analysis

  • Those who want to learn practical data analysis skills using Excel

  • Applicants for Marketing/Sales/Planning roles preparing for job search and career change.

Need to know before starting?

  • Basic Excel experience is a plus, but not required. VLOOKUP, IF, pivot tables, etc., are explained in detail with practical exercises in the lecture, so the course is designed for even those new to Excel to easily follow.

Hello
This is D3 LAB

Career Verified

I work on understanding and explaining business structures through data.
As a Ph.D. in Management Information Systems (MIS), I have conducted data analysis, BI dashboards, and data education.

I create lectures that connect complex data from Excel to SQL to Cloud Data Analysis,
allowing students to learn through actual analysis projects.

In this course, I provide an experience of building a practical data analysis workflow
rather than just explaining simple functions.

The data structures, KPI definitions, and practical analysis cases covered in the lectures
are continuously updated on the D3 Lab website.

https://www.d3lab.co.kr/

More

Curriculum

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41 lectures ∙ (3hr 39min)

Course Materials:

Lecture resources
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