- Raise your hand, if you like Microsoft Excel.
(cricket chirping)
Okay, glad we're all in agreement
that not many people enjoy using Excel.
To be quite honest, the thought of organizing data
into an Excel sheet, immediately gives me a migraine.
Today, I'm gonna try my best to change your mind about it
because Excel is actually a very useful tool
for organizing data,
if you know how to use it the right way.
Whether you're a business owner and entrepreneur,
a student, or just the type of person
that likes to stay organized, then this video is for you
and hopefully you'll learn some new tips on how to use Excel
to make your workflow easier.
Hey, everyone. It's Rimi from HubSpot.
Welcome back to our YouTube channel.
So, let's talk about
how you can easily make charts or graphs in Excel,
that'll help make it a more enjoyable experience for you.
When you can take marketing data
and put it into a visual form,
it's easier to digest for whoever is reading it.
At HubSpot, we have two awesome and free resources
that are time savers and super helpful
when it comes to using Excel.
The first one is our Excel Training Crash Course.
This is the course that you can take
in literally one hour and 13 minutes,
and it'll teach you all that you need to know
about how to use Excel more efficiently.
If you click the link in the description box below,
it'll take you to the course page
where you'll find all the information about it
and exactly what you'll be learning.
We break down, who this course is for,
what you'll learn, the course details
and the course curriculum.
This course is amazing for someone that wants to learn
how to use a complicated tool like Excel
in a short amount of time.
Now, let's say you already know how to use Excel,
but you don't enjoy the process of building out
your own charts or graphs to plug your data into.
HubSpot has another great tool that you can use,
called the Excel Marketing Templates.
This gives you 9 templates that you can use
to quickly plug in your data
for things like your marketing budget,
your marketing goals, content calendars and so much more.
Let's take a look at how you can use one of these templates.
So, here I've opened up
the master marketing budget template
and as you can see,
the first tab gives you a little summary
on how to use and understand it.
The second tab is the actual chart
and it's already made and organized for you.
All you have to do is plug in your own numbers.
Since this is the master template,
it includes the product marketing, content,
paid advertising, PR, branding and creative events
and other sections for you to fill in.
It's broken into the four quarters of the year
and each month has its own section
with your budget versus your actual expenses below it.
Under budget, you just fill in your projected expenses
and then under actual, you fill in your actual expenses.
Let's say your PR budget for January was $700.
This number would go under budget
as your projected expenses.
Now let's say you spent $1,050 for PR in January.
This number would go under actual as your actual expenses.
As you fill in the chart, you'll see that the totals
automatically populate at the bottom
and the expense summary chart
and you'll see that you spent $350 more
than you should have.
You'll also see that the bar graph
and line graph to the right, automatically adjust as well
as you fill in your numbers.
By having both the chart and the visual graphs,
showing you, your budget for each month,
you'll be able to stay on track with your spending
and adjust accordingly where it needed in future months.
This template takes away the difficulties
of having to create your own charts with your own formulas,
and you can even duplicate it and use it for other focuses
within your company.
Since this is a master template,
it takes a high level view of your marketing budget
but if you want to drill down into specific line items,
you can check out the other budget templates
that were included under this bundle.
Creating charts and organizing graphs can be
such a tedious process.
So if you're a business owner,
then this tool will be a huge time-saver for you.
So there you have it, two awesome tools that will teach you
how to use Excel like a pro.
The links to the course and the templates will be
in the description box down below.
So make sure to check those out.
If you guys have any questions,
make sure to leave them down below in the comment section.
Thank you so much for watching and I'll see you next time.
Bye.
(light music)