Analyst Resources

This page is a collection of downloadable tools and resources for digital analysts:

Process Templates

The following are downloadable templates that may have been referenced in a presentation or blog post by a Demystified consultant:

• Hypothesis Library template (Google Sheets)
• Hypothesis Library template (Microsoft Excel)
• Tools self-audit (Google Sheets)
• Tools self-audit (Microsoft Excel)
• Performance Measurement Planning template (Google Sheets)
• 1-Page Guide to Getting to Great KPIs (PDF)
• Google Analytics URL Builder for utm_ Campaign Tracking (Google Sheets)

Data Visualization and Communication Books

There’s a lot to be read on the subject of data visualization. Our favorites:

• Information Dashboard Design: Displaying Data for At-a-Glance Monitoring by Stephen Few
• Show Me the Numbers: Designing Graphs and Tables to Enlighten by Stephen Few
• The Wall Street Journal Guide to Information Graphics by Dona M. Wong
• Brain Rules: 12 Principles for Surviving and Thriving at Work, Home, and School by John Medina
• Presentation Zen: Simple Ideas on Presentation Design and Delivery by Nathan Yau
• slide:ology: The Art and Science of Creating Great Presentations by Nancy Duarte

Excel Tips and Tricks

This is a list of posts developed to support a DAA webinar of Excel tips and tricks, but it seemed worthwhile to post it on this page as well:

• An explanation of Excel tables
• In-cell dropdowns using Excel tables and data validation
• Creating dynamic named ranges using Excel tables
• Creating dynamic named ranges without using Excel tables (i.e., if your data is being brought in automatically in such a way that Excel tables are not an option)
• Creating named ranges for Adobe ReportBuilder queries
• Conditional formatting for compact horizontal bar charts
• Converting dates in Excel to the first day of week, last day of month, etc.
• Combining conditional formatting with custom number formatting
• Dynamically (formulaically…and with array formulas to break ties) sorting lists of data
• Tips for building dashboards with Excel (also see the presentation in the selection below)