Top 7 Spreadsheet Tips for Marketers

Whether you’re a new or an expert digital marketer in the industry, looking at several data will always be part of your job. Thankfully, there’s a variety of tools that can help you navigate tables of data in the most organized way. These powerful and versatile tools include spreadsheets.

However, if you’re unfamiliar with how a spreadsheet program can work better for your marketing efforts, then you might become overwhelmed with the entire process.

If you’re looking to use spreadsheets to visualize and analyze data, continue reading this article to know the top 7 spreadsheet tips for marketers like you.

Spreadsheet: What Is It?

Primarily, a spreadsheet refers to a software application that allows users to manage data through the use of columns and rows. It’s also an electronic document that’s responsible for storing data in a table format.

If you’re using a spreadsheet program, you might enjoy multiple functions, which include:

  • Data storing and analysis
  • Visualization of data through charts and graphs
  • Mathematical calculations and error-handling capabilities to improve accuracy
  • Formatting and styling to improve readability
  • Compatibility with other electronic programs, and many more.

Spreadsheet file
Spreadsheet: How Can Marketers Take Advantage Of It? 

Now that you know the basics of spreadsheets, it’s time to get familiar with how you can efficiently make use of this software application.

If you need spreadsheets for your marketing campaigns, below are the top useful tips for navigating the app in the most organized manner:

1. Use Borders 

Unless you’re a spreadsheet master, it’s somehow confusing to understand its features at one glance. Therefore, if you have to work with this electronic document, adding borders to cells can make the entire sheet easier and faster to understand. Sometimes, if you know how to use borders to divide data, organizing data in spreadsheets can become super-handy.

Luckily, both Excel and Google Sheets contain a button whereby you can easily add borders. For example, if you’re using a personal computer, you need to press Alt + Shift + the location of the border you want to add, and if you’re on Mac, just substitute Alt for the Option key.

2. Apply Copy Formatting

Generally, formatting spreadsheets based on your preferences takes some time and energy. But, if you’re looking to spend up this process, you can take advantage of copy formatting, in which case, everything is done as quickly as possible.

To get started with this tip, find the Paint Format icon for copying and pasting your formatting. Here’s how:

  • Highlight the format that you want to copy.
  • Click the paint format button.
  • Highlight the area you want to apply your formatting.
  • Then, click the paint format again.

Once you’ve done these steps, you don’t need to do the same formatting over again. You can automatically apply the style you want to those cells. But, if you’re dealing with figures, such as dates, using the spreadsheet query function can help make formatting easier.

3. Add Multiple Lines Of Text Within The Same Cell

For most spreadsheet users, starting a new line in the same cell can be a complicated task. If you’re not well-equipped with the features of spreadsheets, you might end up experimenting to figure out the fastest way to add lines of information using the same cell.

To perform this step correctly, click Alt + Enter if you’re using a personal computer, or Control + Option + Return on your Macbook.

4. Use Fill Down Or Fill Right

If you’re tired of copying and pasting, filling down or filling right can be an excellent spreadsheet shortcut. By using this, you can easily and quickly copy data from the cells without needing to copy and paste.

To do this, click Control + D if you want to copy data from the cell located above. And, if you want to copy the value from the cell located to the left, click Control + R.

5. Apply Conditional Formatting To Make Essential Data Stand Out

Just like other electronic documents, it’s also essential to apply conditional formatting if you want essential data to stand out from the rest. This is crucial in cases when you’re monitoring the progress of your marketing efforts.

To do this, you have to highlight relevant data in your cells and follow these steps to make the process of formatting much more comfortable and faster:

  • Select and highlight the cells of the data you want to format.
  • Click the conditional formatting button to format cells and choose the formatting style.

6. Reference Multiple Sheets At Once

In the world of digital marketing, it’s imperative to calculate marketing trends to determine any change over a certain period of time.

For example, you might have to consolidate site traffic results across different months to know which marketing campaign is effective. As such, you probably need to reference cells across the sheets to make a summary of all your data.

Unfortunately, doing this can be very challenging, unless you’re an expert in spreadsheets.

To get it right, you first need to name the cells directly to reference a different cell with other sheets properly. You can do so by coming up with a formula with an exclamation point to determine the specific sheet that needs to be referenced.

Spreadsheet Data Analysis
7. Do Text Wrapping Or Clipping

As a marketer, you’ll definitely have to deal with lots of URLs in your spreadsheet. However, the problem arises when they’re so long that they tend to reach the next cell. This situation, for instance, makes your tables unorganized.

To avoid spilling into the next cells, text wrapping can be one of the best tips you can make use of for your spreadsheet. If you don’t want your texts to stay in the cell, you can take advantage of two options, such as wrapping or clipping.

When you do text wrapping, you’re able to maintain the same cell width, but the height is adjusted to suit the data in one cell. On the other hand, with text clipping, any text that’s past the cell width will be cut off.

To get you started, click the Format button and choose text wrapping. Under that section, click either wrap or clip to handle the information properly.

Final Thoughts

As you can see, navigating spreadsheets for your marketing campaigns is extremely important. With all the elements that need to be accounted for, such as web traffic, you need a speedy process to consolidate and summarize all the data.

Thus, it’s best to keep one or two of these tips to ensure you can get the most out of using spreadsheets for marketing purposes.

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