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Excel for Marketing Managers

Ivana Taylor and Bill Jelen

Holy Macro! Books

Excel for Marketing Managers

electronic or mechanical, including photocopying, recording, or by any information or storage retrieval

system without permission from the publisher.

Every effort has been made to make this book as complete and accurate as possible, but no warranty or

fitness is implied. The information is provided on an “as is” basis. The authors and the publisher shall

have neither liability nor responsibility to any person or entity with respect to any loss or damages arising

from the information contained in this book.

Written by:

Ivana Taylor and Bill Jelen

Edited by:

Linda DeLonais

On the Cover:

Design by Shannon Mattiza, 6’4 Productions.

Published by:

Holy Macro! Books

PO Box 82

Uniontown, Ohio, USA 44685

Distributed by:

Independent Publishers Group

First printing:

February 2006.

Printed in the United States of America

Library of Congress Data

Excel for Marketing Managers / Bill Jelen, Ivana Taylor

Library of Congress Control Number: 2005929676

ISBN: 1-932802-24-X

Trademarks:

All brand names and product names used in this book are trade names, service marks, trademarks, or

registered trade marks of their respective owners. Holy Macro! Books is not associated with any product

or vendor mentioned in this book.

Table of Contents

Excel for Marketing Managers

Table of Contents

Dedications ..................................................................................................... a

Acknowledgements.......................................................................................... a

About the Authors ........................................................................................... c

What’s in This Book and What Isn’t?................................................................ 1

How to Use Excel to Become a Marketing Genius ............................................. 3

Excel Makes Your Job Easy........................................................................................................................................... 5

Get Wise Before You Analyze: Cool Things Excel Can Do So You Won’t Have to................................................. 6

Excel-lent Beginnings ...................................................................................... 7

Customizing Excel .......................................................................................................................................................... 7

Here’s the Situation ........................................................................................................................................ 7

Here’s What to Do ........................................................................................................................................... 7

Adding More Buttons to Your Toolbars ................................................................................................. 8

Tweaks in the Options Dialog ................................................................................................................ 9

Changing Tab Color ................................................................................................................................ 9

Keeping Headings Visible .................................................................................................................... 10

Printing Headings ................................................................................................................................. 10

Printing Only a Certain Range.............................................................................................................. 10

Printing Headers and Footers.............................................................................................................. 11

Copying a Worksheet.................................................................................................................................................. 12

Here’s the Situation ...................................................................................................................................... 12

Here’s What to Do ......................................................................................................................................... 12

Excel Details .................................................................................................................................................. 14

Showing Numbers in Thousands .............................................................................................................................. 14

Here’s the Situation ...................................................................................................................................... 14

Here’s What to Do ......................................................................................................................................... 14

Gotcha ........................................................................................................................................................... 16

Excel Details .................................................................................................................................................. 16

Time-saving Tricks......................................................................................... 17

Quickly Seeing Sum or Average................................................................................................................................ 17

Here’s the Situation ...................................................................................................................................... 17

Here’s What to Do ......................................................................................................................................... 17

Gotcha ........................................................................................................................................................... 19

Excel Details .................................................................................................................................................. 19

Adding Subtotals ......................................................................................................................................................... 19

Here’s the Situation ...................................................................................................................................... 19

Here’s What to Do ......................................................................................................................................... 20

Excel Details .................................................................................................................................................. 23

Removing Subtotals ............................................................................................................................. 23

Adding a Second Level of Subtotals.................................................................................................... 23

Quickly Filling a Series ............................................................................................................................................... 25

Here’s the Situation ...................................................................................................................................... 25

Here’s What to Do ......................................................................................................................................... 25

Excel for Marketing Managers

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