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@Albright_C#StateofSearch @dfwsem
Shortcuts &
Winding Paths:
Using Excel to
Save Time &
Gain Insights
Carrie Albright Sr. Account Manager, E-Commerce
Hanapin Marketing @Albright_C
@Albright_C#StateofSearch @dfwsem
HanapinMarketing
Google, Bing, Moz, Wordstream, etc
SMX, Hero Conf, State of Search, etc
PPC Enthusiast
@Albright_C#StateofSearch @dfwsem
Presenting in Excel
Must-haves for
any True Excel
Nerd
Tricks for the Serious
Excel User
Excel Shortcuts for
Everyday Use
@Albright_C#StateofSearch @dfwsem
Excel
Shortcuts
for everyday use
@Albright_C#StateofSearch @dfwsem
The Quick List
Viewing Your
Data
Freeze Panes
Filter
Remove duplicates
Easy Adjustments
Trim
Len
Proper/lower/upper
Create new
content
Anchors
Find & Replace
Transpose
Text to columnDisclaimer*
Mac.
Excel 2011.
Deal.
@Albright_C#StateofSearch @dfwsem
The Quick List
Viewing Your
Data
Freeze Panes
Filter
Remove duplicates
Text Fix
Trim
Len
Proper/lower/upper
Create new
content
Anchors
Find & Replace
Transpose
Text to column
@Albright_C#StateofSearch @dfwsem
Freeze Panes
“Freeze
panes”
allows you
to see any
row without
losing your
column
titles.
@Albright_C#StateofSearch @dfwsem
Remove Duplicates
“Remove
duplicates”
deletes
data when
selected
columns
match.
@Albright_C#StateofSearch @dfwsem
Filter
“Filter”
allows you
to sort and
segment
data by
column.
@Albright_C#StateofSearch @dfwsem
The Quick List
Viewing Your
Data
Filter
Freeze Panes
Remove duplicates
Easy Adjustments
Trim
Len
Proper/lower/upper
Create new
content
Anchors
Find & Replace
Transpose
Text to column
@Albright_C#StateofSearch @dfwsem
Trim  =TRIM(cell)
“Trim”
removes
excess
spaces in a
cell.
@Albright_C#StateofSearch @dfwsem
Len  =LEN(cell)
“Len”
counts the
number of
characters
in the
referring
cell.
@Albright_C#StateofSearch @dfwsem
Proper/Lower/Upper 
=PROPER(cell)
These
formulas
adjust the
capitalization
of your cells’
content.
@Albright_C#StateofSearch @dfwsem
The Quick List
Viewing Your
Data
Filter
Freeze Panes
Remove duplicates
Text Fix
Trim
Len
Proper/lower/upper
Create new
content
Anchors
Find & Replace
Transpose
Text to column
@Albright_C#StateofSearch @dfwsem
Anchors
$A12  Anchors corresponding column
A$12  Anchors corresponding row
$A$12  Anchors entire cell
@Albright_C#StateofSearch @dfwsem
Find & Replace
Hot Tip: Use * to find variations of this:
Bos* -> Replaces entire word containing “bos”
*Bos  Replaces entire cell containing “bos”
@Albright_C#StateofSearch @dfwsem
Transpose
“Transpose” allows you to flip the axes of your data
cells.
@Albright_C#StateofSearch @dfwsem
Text to column
Pro Tip:
Once you’ve
split your data,
remove the
delimited Text to
Column rule
@Albright_C#StateofSearch @dfwsem
@Albright_C#StateofSearch @dfwsem
Must-haves
for any true
Excel Nerd
@Albright_C#StateofSearch @dfwsem
IF
Concatenate
vs.
&
Vlookup
vs.
Index
Match
@Albright_C#StateofSearch @dfwsem
IFIF ERROR
IF (and)
IF (then)
SUMIF
COUNTIF
@Albright_C#StateofSearch @dfwsem
Concatenate vs “&”
=Concatenate(cell1, cell2)
=(cell1)&(cell2)
@Albright_C#StateofSearch @dfwsem
Vlookup vs Index Match
“Vlookup” generates a value based on a reference
data set & requested field.
“Index Match” provides a piece of data that meets a
request & ties it with corresponding data.
@Albright_C#StateofSearch @dfwsem
Vlookup vs Index Match
“Vlookup” generates a value based on a reference
data set & requested field.
“Index Match” provides a piece of data that meets a
request & ties it with corresponding data.
@Albright_C#StateofSearch @dfwsem
@Albright_C#StateofSearch @dfwsem
Tricks
for the serious
Excel User
@Albright_C#StateofSearch @dfwsem
PIVOT
TABLES
EXCEL
SOLVER
MACROS
@Albright_C#StateofSearch @dfwsem
Pivot Tables
Pivot Tables
are matrices
that aggregate
common data
components.
i.e. Pivot tables
are your
bread and
butter.
@Albright_C#StateofSearch @dfwsem
Pivots – The Next Step
Pivot Tales
can be used to
demonstrate
performance
trends and
anomalies.
@Albright_C#StateofSearch @dfwsem
Excel Solver
Solver shortcuts the calculation process when
generating possibilities.
Often used to estimate new budget allocation.
@Albright_C#StateofSearch @dfwsem
What we know
1. We’re losing impressions due to
constrained budget
2. There’s budget to spend
3. Cost, Avg CPC, and conversions are
coming in --- but there are more sales out
there!!
The Question
Q: Where should we spend?
Excel Solver – Fast Track
@Albright_C#StateofSearch @dfwsem
Excel Solver – Fast Track
@Albright_C#StateofSearch @dfwsem
Template Macro
@Albright_C#StateofSearch @dfwsem
Template
Add a set of rules or functions from a templated
spreadsheet to newly added data.
@Albright_C#StateofSearch @dfwsem
Macro Building
Write Your Macro Record Your Macro
@Albright_C#StateofSearch @dfwsem
Writing a Macro
Step 1: Attend a session based 100% on macro writing.
Step 2: ?
Step 3: Profit
@Albright_C#StateofSearch @dfwsem
Recording a Macro
Step 1: Plan your macro  What will be your final outcome?
What story are you hoping the data will tell?
Step 2: What data do you need?  Create a set of data
columns to reference each time this macro will run (or at least a
cheat sheet)
Step 3: Practice. Review. Practice. Review. Run Macro.
@Albright_C#StateofSearch @dfwsem
What to do?
Create dataset template.
Move through process steps concisely and
accurately.
Tools  Macros  Record Macro  Name Macro.
Save as Macro-Enabled Worksheet. Paste future datasets
within this sheet and “Run Macro.”
@Albright_C#StateofSearch @dfwsem
Choosing Your Macro
Account Snapshot
Multi-layered optimizations
Generate dataset
Create desired metric
Enact desired formula
Data output
Set time period
Performance by segment
Import into graph template
@Albright_C#StateofSearch @dfwsem
Hey Girl,
How about you
keep building
those macros
while I braid
your hair.
@Albright_C#StateofSearch @dfwsem
Presenting
in Excel
@Albright_C#StateofSearch @dfwsem
Formatting Don’ts
Do not, for
the love of
your fellow
Excel
enthusiasts,
leave Default
settings.
@Albright_C#StateofSearch @dfwsem
Formatting Do’s
Add
custom
fonts &
colors
specific to
your brand.
@Albright_C#StateofSearch @dfwsem
Formatting Do’s
Take advantage
of whitespace
to provide
corresponding
analysis.
@Albright_C#StateofSearch @dfwsem
Name your Data.
What’s the point, again?
Provide what’s
relevant.
Visualization
Give clear
direction.
@Albright_C#StateofSearch @dfwsem
Visualization
The CTR
itself can
be further
explained
by using a
trendline.
Each trendline
offers a different
view of
performance.
Most easily
understood
are the linear
and logarithmic.
@Albright_C#StateofSearch @dfwsem
Visualization
Using
conditional
formatting to
build a heat
map reveals
where
consistent
performance is
@Albright_C#StateofSearch @dfwsem
Visualization
@Albright_C#StateofSearch @dfwsem
What’s the point,
again?
Visualization
@Albright_C#StateofSearch @dfwsem
Presenting in Excel
Must-haves for any True Excel Nerd
Tricks for the Serious Excel User
Excel Shortcuts for Everyday Use
@Albright_C#StateofSearch @dfwsem
Carrie Albright
Sr. Account Manager, E-Commerce
Hanapin Marketing @Albright_C

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Carrie Albright: Shortcuts & Winding Paths: Using Excel to Save Time & Gain Insights

Editor's Notes

  • #5: For any particular job or academic, or even personal experience, one might utilize Excel. Moving into the PPC realm requires a new subset of tools that you may not have found use for in “regular” life. These shortcuts are intended to compliment a basic knowledge of how to copy & paste data, and even apply simple calculation formulas.
  • #6:   3 Takeaways: Attendees will be given a easily digestible list of shortcuts in Excel, including formulas and keyboard shortcuts. These save time and energy in daily tasks.   Attendees will also be given more advanced uses for formulas, pivot tables, and chart construction. This generates aggregate data more quickly and also provides a client-facing output for presentation.   Lastly, the audience will be shown how to take tables and charts generated in Excel and glean further performance insights. Using heat maps and time lapse charts, I'll demonstrate actionable takeaways and followup optimizations.     Excerpt for app: Because Microsoft Excel is integral to the management of data, particularly in the world of paid search, mastering the available tools and formulas is a must. This session will appeal to both beginner, intermediate, and more advanced Excel enthusiasts by providing a variety of tools and tricks for every day use.
  • #7:   3 Takeaways: Attendees will be given a easily digestible list of shortcuts in Excel, including formulas and keyboard shortcuts. These save time and energy in daily tasks.   Attendees will also be given more advanced uses for formulas, pivot tables, and chart construction. This generates aggregate data more quickly and also provides a client-facing output for presentation.   Lastly, the audience will be shown how to take tables and charts generated in Excel and glean further performance insights. Using heat maps and time lapse charts, I'll demonstrate actionable takeaways and followup optimizations.     Excerpt for app: Because Microsoft Excel is integral to the management of data, particularly in the world of paid search, mastering the available tools and formulas is a must. This session will appeal to both beginner, intermediate, and more advanced Excel enthusiasts by providing a variety of tools and tricks for every day use.
  • #13:   3 Takeaways: Attendees will be given a easily digestible list of shortcuts in Excel, including formulas and keyboard shortcuts. These save time and energy in daily tasks.   Attendees will also be given more advanced uses for formulas, pivot tables, and chart construction. This generates aggregate data more quickly and also provides a client-facing output for presentation.   Lastly, the audience will be shown how to take tables and charts generated in Excel and glean further performance insights. Using heat maps and time lapse charts, I'll demonstrate actionable takeaways and followup optimizations.     Excerpt for app: Because Microsoft Excel is integral to the management of data, particularly in the world of paid search, mastering the available tools and formulas is a must. This session will appeal to both beginner, intermediate, and more advanced Excel enthusiasts by providing a variety of tools and tricks for every day use.
  • #14:   3 Takeaways: Attendees will be given a easily digestible list of shortcuts in Excel, including formulas and keyboard shortcuts. These save time and energy in daily tasks.   Attendees will also be given more advanced uses for formulas, pivot tables, and chart construction. This generates aggregate data more quickly and also provides a client-facing output for presentation.   Lastly, the audience will be shown how to take tables and charts generated in Excel and glean further performance insights. Using heat maps and time lapse charts, I'll demonstrate actionable takeaways and followup optimizations.     Excerpt for app: Because Microsoft Excel is integral to the management of data, particularly in the world of paid search, mastering the available tools and formulas is a must. This session will appeal to both beginner, intermediate, and more advanced Excel enthusiasts by providing a variety of tools and tricks for every day use.
  • #15:   3 Takeaways: Attendees will be given a easily digestible list of shortcuts in Excel, including formulas and keyboard shortcuts. These save time and energy in daily tasks.   Attendees will also be given more advanced uses for formulas, pivot tables, and chart construction. This generates aggregate data more quickly and also provides a client-facing output for presentation.   Lastly, the audience will be shown how to take tables and charts generated in Excel and glean further performance insights. Using heat maps and time lapse charts, I'll demonstrate actionable takeaways and followup optimizations.     Excerpt for app: Because Microsoft Excel is integral to the management of data, particularly in the world of paid search, mastering the available tools and formulas is a must. This session will appeal to both beginner, intermediate, and more advanced Excel enthusiasts by providing a variety of tools and tricks for every day use.
  • #23: If clears up any assumptions you have. If something is true, give a chosen value.
  • #24: Concat or “&” It can be easier just adding your own &, but if you have a million cells, it’s often simpler to just concatenate.
  • #25: PPC Example: Finding geo targets within current settings. Big debate Vlookup works when comparing big data sets. Common hangup- what order your columns are in  but is that really a huge issue? Index alone: 1 value for 1 cell Match alone: cell row reference for 1 value Index Match: hybrid
  • #26: PPC Example: Finding geo targets within current settings. Big debate Vlookup works when comparing big data sets. Common hangup- what order your columns are in  but is that really a huge issue? Index alone: 1 value for 1 cell Match alone: cell row reference for 1 value Index Match: hybrid
  • #30: Building pivot Creating formula Copy & paste multiple tables Group rows *ask for help* -- (side note – have you seen these in Google Adwords? Pivots!!)
  • #45: Use Save Theme for creating a consistent theme for client facing docs. Often this will be in your selected font and a color scheme that works for client or company. Trendlines: Overarching performance. In PPC we can’t get too hung up on the day to day, as our ad platforms rarely respond well to moment-to-moment changes. Recommend exponential or linear but depends on the conversation you’re trying to have.
  • #46: Use Save Theme for creating a consistent theme for client facing docs. Often this will be in your selected font and a color scheme that works for client or company. Trendlines: Overarching performance. In PPC we can’t get too hung up on the day to day, as our ad platforms rarely respond well to moment-to-moment changes. Recommend exponential or linear but depends on the conversation you’re trying to have.
  • #48: Use Save Theme for creating a consistent theme for client facing docs. Often this will be in your selected font and a color scheme that works for client or company. Trendlines: Overarching performance. In PPC we can’t get too hung up on the day to day, as our ad platforms rarely respond well to moment-to-moment changes. Recommend exponential or linear but depends on the conversation you’re trying to have.
  • #49: Use Save Theme for creating a consistent theme for client facing docs. Often this will be in your selected font and a color scheme that works for client or company. Trendlines: Overarching performance. In PPC we can’t get too hung up on the day to day, as our ad platforms rarely respond well to moment-to-moment changes. Recommend exponential or linear but depends on the conversation you’re trying to have.
  • #50: Use Save Theme for creating a consistent theme for client facing docs. Often this will be in your selected font and a color scheme that works for client or company. Trendlines: Overarching performance. In PPC we can’t get too hung up on the day to day, as our ad platforms rarely respond well to moment-to-moment changes. Recommend exponential or linear but depends on the conversation you’re trying to have.