The Named range feature found in both Excel and Google Sheet gives the user the ability to name a range of cells with a label that is more memorable than the built in spreadsheet range format of “Sheet!ColumnRow:ColumnRow” (e.g. ‘Excel - Test - One’!A15:AF255’). While there are a few Excel wizards out there that have the ability to interpret the built in reporting format without switching sheets or scanning cells, the majority of users will most likely find this memorization difficult and there is absolutely no shame in that. Named ranges removes these requirements with
A fun challenge that I faced a few days was creating a weekday/weekend day index in Google sheets to count and index the number of weekdays/weekends in a month. This might sound like something easily achieved by placing a static value next to the date based on the preceding index value and day of the week, but the more this process has to be replicated, the more boring and tedious the task will become. This process is simply not for me as I hate manual excel work. As a result, I decided to take some additional time to
A continuation of part one, Better Data Reporting Practices - Gridless, Grouping, Layout Direction. Use Benchmarks This tip should be a given, but if you are not comparing your performance against some historical time series or relevant benchmark metric, then there will be no way for you to understand if your business is growing or shrinking. The decision on what type of benchmark you choose should be dictated by the data types being presented in the report. Some commonly used benchmarks regardless of the data types being used are planned goals, previous time period or trailing historical averages. Just make
One of the most overlooked elements of reporting is data presentation. It is an afterthought compared to core reporting elements like data compilation and analysis largely due to its focus on aesthetics rather than computation. This focus may seem irrelevant to the general purpose of a report, which is to communicate compiled information, but if it is forgotten, then the door is left open to a communication breakdown. If this happens, then it is very likely that misinformed business decisions will happen, voiding the report and potentially hurting a business. In order to prevent this from happening, everything from sheet
A platform that is frequently used by every marketer is Microsoft Excel. This platform is helpful to marketers in a variety of ways with the core purpose of pairing up and analyzing data points from various analytics and marketing platforms. It is an extremely powerful tool and tends to be the most utilized platform for daily data analysis work. With the amount of analysis that is done within Excel, you would think that the majority of marketers would learn keyboard shortcuts and tricks to reduce their manual work, but surprisingly enough, only a small subset of users ever use these
Connor Phillips is a Senior Marketing Analyst located in New York City. He enjoys digging into data and making data-driven marketing decisions. In his spare time he bartends, works on coding and loves to run.