Free Download of the Cluster Analysis Template

About the Free Cluster Analysis Excel Template

This template has been designed to help marketing students and practitioners understand the basics of cluster analysis, in order to create valuable and relevant market segments. It will work with Excel 2010 and later and it will work on all personal computers, including Apple Macs.

This free template allows you to enter up to 100 respondents/cases and it will automatically create clusters of two three, four and five segments. Your job is then to determine which segmentation approach works best and is most relevant for your market and data – in other words, your interpretation of the clustering results. Don’t worry, there’s lots of helpful articles on this website. Take the time to look around!

Get Your Free Download

Click here to download your free cluster-analysis-marketing-free-template

How to set up the Cluster Analysis template

  1. Click the link above to get access to your download
  2. Save the ZIP file – open/extract the Excel template
  3. Open the Excel file – please note that only Excel 2010 or later versions will be able to run the calculations
  4. Click to enable editing.
  5. Click to enable macros (click the ‘enable content’ icon).
  6. Add in Excel Solver (if required) – please see full instructions in the spreadsheet template.
  7. Follow the instructions in the spreadsheet – or review the instructions first or watch a how to use video.

No password required!

There are formulas and calculations scattered across the spreadsheet, so the key cells have been protected to ensure that the template runs without errors.

Follow the instructions and enter your data as indicated – the template will work fine and no password is required.

Getting a compile error?

Because the template uses an Excel macro, occasionally (on first time use only), some people may get a macro compile error. This is an easy one-off fix – please follow these further instructions here.

This is what the Template Looks Like When You First Open It

As you can see, there are clear instructions included. Please follow them, enter your data, and then click the orange-yellow button in the template to run your clusters.

If you need any help…

Please contact me via email if you have any problems or check out our set of instructional videos on how to run cluster analysis and use the free template or view this video…

Premium Clustering Excel template

Please note that a more advanced version of the above free spreadsheet is available on this website for just $49 (USD). This more advanced clustering template allows you to create up to 10 clusters/segments, using up to 20 attributes, and up to 1,000 responses. Click here for further details.