Excel for marketing

Marketing analysis is mostly combining exports that were never designed to be combined, then working out cost per outcome.

Start Marketing Practice12 exercises, free, no account needed

What the job actually asks for

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.

The recurring tasks

  • Compare channel spend against conversions
  • Calculate cost per lead and per acquisition
  • Clean and combine exports from ad platforms
  • Summarise results by campaign and month

Where people get caught

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.

What interviews test

Summarising spend and conversions by channel with several conditions, and explaining how you would reconcile two exports whose campaign names do not match exactly.

Practice built from marketing work

12 exercises using the situations above. Work down the levels — each one assumes the one before it.

Beginner

7 exercises · 1 step

One function, one step, a small and tidy dataset.

Intermediate

5 exercises · 2–3 steps

Two or three functions combined, or one function with conditions.

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.

Other roles

Skills every role needs

These are not specific to marketing — they are the keystrokes and the misconceptions that catch everyone out, whatever the spreadsheet is about.