Pull a state code out of a territory with RIGHT
Take the trailing two-letter state abbreviation off the end of a territory code.
RIGHT
Marketing analysis is mostly combining exports that were never designed to be combined, then working out cost per outcome.
Every ad platform exports a different shape. The work is cleaning those files into a common structure, joining them on campaign name, and calculating cost per lead or per acquisition — usually under time pressure before a review.
Joining on a text key that is not consistent between systems. Campaign names differ by casing or a stray space, the lookup fails silently for a subset of rows, and the totals are quietly understated.
Summarising spend and conversions by channel with several conditions, and explaining how you would reconcile two exports whose campaign names do not match exactly.
12 exercises using the situations above. Work down the levels — each one assumes the one before it.
One function, one step, a small and tidy dataset.
Take the trailing two-letter state abbreviation off the end of a territory code.
RIGHT
Express clicks as a percentage of the impressions that earned them.
Divide campaign spend by the leads it generated.
Pull the first name out of a single full-name column.
LEFT · FIND
Combine separate address fields into one line, skipping blanks.
TEXTJOIN
Locate a keyword inside a longer description without worrying about capitals.
SEARCH
Work out what share of one funnel stage reached the next.
Two or three functions combined, or one function with conditions.
Join address parts into one line without leaving gaps where a field is empty.
TEXTJOIN
Add up spend for a single channel out of a mixed campaign list.
SUMIF
Mark a campaign only when it overspends by more than a tolerance.
IF
Read a code's prefix and translate it into a readable category name.
IFS · LEFT
Return the campaign name behind the highest conversion count.
INDEX · MATCH · MAX
Prefer to work in real Excel? Download the practice files — the same datasets with the answer cells left blank. You lose the feedback, which is the part that does the teaching.
These are not specific to marketing — they are the keystrokes and the misconceptions that catch everyone out, whatever the spreadsheet is about.
Open a cell for editing without reaching for the mouse or the formula bar.
Copy the cell above into the cells you have selected, without dragging.
Stamp the current date into a cell as a fixed value.
Pin down what $ changes about a reference, and what it does not.
Read an error code as a diagnosis rather than a failure.
Extend a selection to the last filled row in one press.
Cycle a reference through its absolute and relative forms while editing.
Reach the paste-special dialog to drop formulas and keep results.
Identify the one situation VLOOKUP genuinely cannot handle.
VLOOKUP · XLOOKUP
Pick the right summary statistic for a set with one huge outlier.
AVERAGE · MEDIAN
Recall the argument order that differs between SUMIF and SUMIFS.
SUMIF · SUMIFS
Diagnose a match failure where both values look identical on screen.
XLOOKUP