Client database management Excel // IT Management Solutions

Client database management Excel

newbadtableToday’s post is by 3Q Digital Search Account Coordinator (and Excel whiz) search blog partnership. Now, let’s get to some advice on advanced Excel reporting.

There are many useful Excel tips for PPC out there and even more general Excel help forums offering all sorts of suggestions for formulas, reference sites, etc. It’s all great stuff, but one of the things I’ve had trouble finding lots of info on is reporting templates for PPC.

For those savvy in Excel, it’s fairly easy to use the formulas and tips you find online to build yourself a clean and nice-looking report. Building out sheets for each variation and request and manipulating the data for each report, though? That’s a major time sink. But rather than pay a third party to make your reports for you, which costs lots of money and adds a potentially clumsy middleman, you can learn to do automated reports yourself and become the office hero.

Learn what a good PPC report looks like and discover formulas that will unlock a whole new world of Excel wizardry.

Reporting Templates for PPC

Very often I see reports with long scrolling sheets full of data tables from past months/weeks/days:

This never-ending sheet of past data feels messy and unprofessional to me, and I always want to provide the client with something cleaner and more presentable. Why not build out a template that can be used universally on most client accounts with a vast range of data that a) looks nice and b) condenses the data in a much more digestible manner, both for the ease of use for the client as well as for internal account monitoring?

This thing is beautiful, no?The report should be easy to update and still look nice with little work needed on upkeep:

For this report, you dump your data into a hidden raw data sheet that is leveraged onto a table with drop-down menu choices that will adjust the tables’ data accordingly. In this case, there is just one table with multiple week choices, removing the need for a long sheet of messy tables.

Formulas for PPC

I’ve always felt macros can scare away a lot of people from Excel once you start needing to use visual basic, so my goal was to create a universal (with some rare exceptions) report that could easily be adjusted to each client but, once set up, would offer a quick and painless way to generate the weekly/daily/monthly reports that usually take hours of time each time you update. Internally, we’ve recognized the need for some time; one of my colleagues, Jay Stampfl, has also been hard at work making reports better, faster, and more digestible (for our company and the industry at large).

Most people with experience in Excel and PPC have the formula knowledge to build and maintain a report template. There is a fairly steep learning curve, but once you get past that initial step, you have some very powerful formulas at your fingertips that can do a lot more than many think they can do.

See also:

You might also like

Database Marketing Analyst??

by JobFiller

Requirements
–3+ years progressive business experience in database marketing or related fields;
–Experience working with third-party list and data providers – Harte Hanks, Dun & Bradstreet, etc.;
–Experience working with, or exposure to, campaign management, data mining and statistical modeling tools and customer/prospect databases;
–Strong application/programming skills including SQL, Access and Excel;
–Strong strategic thinking, communication and analytic skills;
–Client-service and/or consulting experience a plus;
–Formal Education/Degree.

Contact mgmt program advice needed

by Liminality

I'm a mac user starting up my business, and an advisor told me that I need a contact management data desk program that is cross platform/multiplatform so I can share my data (address book client database, excel spreadsheets, etc) with pc users in my organization (global). This program should also be able to work with my cell phone (I'm not sure what coach means here...but I think it's so that I can work w/ more mobility and pull my data through my cell phone as well.
Does anyone have any advice on program names, versions, etc? Approximate costs? Anything you know that I should know is appreciated

Check out this admin position on CL today.....

by myownway

Not just an admin, it's Administrative/Personal Assistant......$10/hr. In other words, take care of me and everything in my life for 10 bucks an hour. I just hope no one is desperate enough to take it.....
Exciting Mortgage Company seeking energetic individual to join the team! Part-Time to Full-Time available, likewise hours are flexible.
The role requires attention to detail, customer service skills and strong computer skills. Organizational skills and client database management required. As the administrative lead, day to day task management for the Company President will be expected

Wrox Professional Microsoft PowerPivot for Excel and SharePoint
Book (Wrox)

Protecting Data Wherever It Goes: Dell Unveils New End User Data Security ..  — Virtual-Strategy Magazine
Dell today announced new proactive security solutions designed to provide organizations of all sizes with protection for their valuable data in the face of new and increasingly sophisticated end user security threats, while continuing to meet employees ..

Microsoft Press Business Intelligence in Microsoft SharePoint 2010 (Business Skills)
Book (Microsoft Press)
Microsoft Press Microsoft Office Professional 2013 for Touch Devices Plain & Simple
Book (Microsoft Press)
  • Used Book in Good Condition
AEC Software aec software f164mc0ce fasttrack schedule 10 1u macintosh
Software (AEC Software)
  • Product Name: FastTrack Schedule 10| Marketing Information: For a days worth of tasks to long-term projects, FastTrack Schedule helps you easily organize, plan...
  • Software Name: FastTrack Schedule v.10.0| Features: Get on schedule quickly| Features: Choose from over 50 QuickStart Templates or instantly create schedules from...
  • Features: Assign and manage people and equipment with pinpoint accuracy to stay within budget. Resource graphs clearly show under or over allocation, making it easy...
  • Features: Exchange data with Microsoft Project, Mindjet, and export tasks to your favorite calendar programs including Outlook and iCal.| Features: Share your schedules|...
  • System Requirements: Processor| System Requirements: 867 MHz or faster Intel, PowerPC G5 or PowerPC G4| System Requirements: Operating System| System Requirements:...
McGraw-Hill Osborne Media Microsoft SQL Server 2014 Query Tuning & Optimization
Book (McGraw-Hill Osborne Media)

Related Posts



Copyright © . All Rights Reserved