The Simple Guide to Using Pivot Tables to Understand Marketing Data

Does the word “pivot table” make you want to scream? You aren’t alone. But, if you aren’t using pivot tables, you could be missing out on valuable insights about the effectiveness of your SEO, social media, or content marketing campaigns. Data is the most powerful resource on the planet right now — some are even calling it the “new oil.” But, are you making the most of your marketing data? If you already have a good grasp of the basics of Excel or Google Sheets, then you have a head start. But I’m here to take you beyond the basic functions like SUM, AVG, or adding new rows. You should be using Microsoft Excel to analyze and organize data from your marketing efforts. Why? Because it’s one of the most underutilized marketing assets out there. It’s safe to say that you probably know how to input numbers, words, dollar amounts, and other figures into the rows and columns of an Excel spreadsheet. If that’s all you’re using Excel for, you’re not utilizing the software to its full potential. Why? It’s tough to analyze large data sets without the help of visual aids. This is where you can use a pivot table to make your life easier. What is a Pivot Table, Anyway? A pivot table is an interactive table that allows you to sort and display data based on filters. For example, say you have a massive Excel document of all your customer complaints about your large e-commerce business. It’s a lot of data — but it doesn’t actually tell you anything. A pivot table could display averages about complaints by category, location, date purchased, and any other fields that you have. But that’s just the basics. These fairly simple tables can do a lot more. You can also use them to compare similar data and figures from different perspectives. Despite their reputation, pivot tables are not as complicated as you might think. At their core, pivot tables help: Summarize large data sets Analyze large data sets Explore data insights Present those insights in an easy-to-understand format. These are all crucial elements in your marketing efforts. How can you tell if your efforts are successful or profitable without crunching the numbers? You can’t. That’s where pivot tables come into play. How to Create a Pivot Table Pivot tables are fantastic tools for analyzing large amounts of data. I’ll show you …
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