Essential Excel for Business Analysts and Consultants

Master the formulas and tricks that will save you time and make you as efficient as consultants in McKinsey, BCG, Bain
Essential Excel for Business Analysts and Consultants
File Size :
2.97 GB
Total length :
5h 26m

Category

Instructor

Asen Gyczew

Language

Last update

8/2023

Ratings

4.4/5

Essential Excel for Business Analysts and Consultants

What you’ll learn

You will master the most crucial functions and features of Excel
Understand the main challenges in analyzing data in Excel
Get ready made analyses in Excel
Analyze complex business problems in Excel
You will master essential Excel shortcuts that will help you drastically speed up your work in Excel
You will learn how to structure Analysis in Excel for your work as Management Consultant or Business Analyst

Essential Excel for Business Analysts and Consultants

Requirements

Basic Excel
Basic knowledge of economics or finance

Description

What is the aim of this course?    Excel is the most often used first-choice tool of every business analyst and consultant. Maybe it is not the fanciest or most sophisticated one,  yet it is universally understood by everybody especially your boss and your customers.     Excel is still a pretty advanced tool with countless features and functions. I have mastered quite a lot of them during my studies and while working. After some time in consulting, I discovered that most of them are not that useful; some of them bring more problems than solutions. On top of that, there are features that we are taught at university that are not flexible and pretty time-consuming.  While working as a business analyst I developed my own set of tricks to deal with Excel  I learned how to make my analyses idiot-proven and extremely universal.     I will NOT teach you the entire Excel as it is simply not efficient (and frankly you don’t need it). This course is organized around the 80/20 rule and I want to teach you the most useful (from a business analyst/consultant perspective) formulas as fast as possible. I want you also to acquire thanks to the course good habits in Excel that will save you loads of time.    If done properly, this course will transform you in 1 day into a pretty good business analyst that knows how to use Excel in a smart way.This course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement, and turn-arounds in the biggest firms from Retail, FMCG, SMG, B2B, and services sectors that I worked for. I have carried out or supervised over 90 different performance improvement projects in different industries that generated in a total of 2 billion in additional EBITDA. On the basis of what you will find in this course, I have trained in person over 100 consultants, business analysts, and managers who now are Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors, COO, CRO, CEO, Directors in Consulting Companies, Board Members, etc. On top of that my courses on Udemy were already taken by more than 181 000 students including people working in EY, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange, and many others.I teach step by step on the basis of Excel files that will be attached to the course. To make the best out of the course you should follow my steps and repeat what I do with the data after every lecture. Don’t move to the next lecture if you have not done what I show in the lecture that you have gone through.    I assume that you know basic Excel so the basic features (i.e. how to write formulas in Excel) are not explained in this course. I concentrate on intermediate and advanced solutions and purposefully get rid of some things that are advanced yet later become very inflexible and useless (i.e. naming the variables). In the end, I will show 4 full-blown analyses in Excel that use the tricks that I show in the lectures.    To every lecture, you will find attached  (in additional resources) the Excel shown in the Lecture so as a part of this course you will also get a library of ready-made analyses that can, with certain modifications, be applied by you in your work.    Why have I decided to create this course?    I have done a number of courses showing you how to analyze data in Excel. Yet, I have noticed that some students lack fluency in operations in Excel. This course is designed to fill in the gap and help you fully appreciate my other courses for business analysts and consultants. It can be used also as a standalone course that will help you to be smart in Excel       In what way will you benefit from this course?   The course is a practical, step-by-step guide loaded with tons of analyses, tricks, and hints that will significantly improve the speed with which you do the analyses as well as the quality of the conclusions coming out of available in your company data. There is little theory – mainly examples, a lot of tips from my own experience, and other notable examples worth mentioning. Our intention is that thanks to the course you will know:    How to use Excel in a smart way to be able to analyze data fast and efficientlyHow to draw conclusions from analyses – chosen examples of analysesHow to be efficient in your work as an analyst?How to build Excels that is understandable for you and your team, even after some timeYou can also ask me any question either through the discussion mode or by messaging me directly.     How the course is organized?   The course is divided currently into the following sections:    Introduction. We begin with a little intro to the course    How to merge data from different sources. Quite often as an analyst, you will have to combine data from different sources. In this section, I will show you how to do it using the VLOOKUP function and others to make sure that you can easily combine data from different tables into the desired analysis. You will also see how to use HLOOKUP, MATCH, SUMIFS, and INDEX functions.Cleaning and unifying data.  50% of your time will be lost on setting the data right so it can be used for analyses. In this section, you will      learn how to clean and unify data fast    How to use the IF function and what you can do instead? Most of the analyses require you to make them dependable on something. For this, you can use the IF function which gets messy with more complicated formulas. I will show you how to avoid the mess and in most cases not use the IF function    Pivot Tables. As a business analyst, you will have to look at data on different levels. I will show you how to do it with Pivot Tables, and Pivot Charts, and what to do instead.    Other useful functions. In this section, I will show you other useful functions that you should master    Example of analysis. Here we show a full analysis from start to end including drawing conclusions. This will show you want should be the end result    Tools for analyzing data. On top of the Excel functions, you have available other tools in Excel that we will discuss in the section. Most of them save you a lot of trouble in analyzing data    Being faster with Excel. If you spend 6-8 hours a day with Excel you have to be fast and not to waste your valuable time. Here I will show you  how to do it    Visual Basic – the main things you should know. Sometimes it is much easier to do something in Visual Basic than go via typical Excel formulas. In some cases, Visual Basics create new opportunities. Here I will show you the most useful elements of Visual Basic.   Essential  Excel shortcuts. In this section, we will discuss the essential shortcuts that will help you do the analyses much faster.You will be able also to download many additional resources   Excels with analyses shown in the courseLinks to additional presentations and moviesLinks to books worth readingAt the end of my course, students will be able to…   You will master the most crucial functions and features of ExcelUnderstand the main challenges in analyzing data in ExcelPerform the analyses in a very effective mannerWho should take this course? Who should not?   Business analystsResearchersControllersConsultantsSmall and medium business ownersStartups founders    What will students need to know or do before starting this course?   Basic ExcelBasic knowledge of economics or finance

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 About Me

Lecture 3 What to do if a blurry image appears

Lecture 4 How to find additional resources

Lecture 5 How to make the most out of the course

Section 2: How to merge data from different sources

Lecture 6 How to merge data from different sources

Lecture 7 VLOOKUP – Introduction

Lecture 8 VLOOKUP with approximate match – Introduction

Lecture 9 What you can use the VLOOKUP for?

Lecture 10 Basic VLOOKUP usage

Lecture 11 Some comments on basic VLOOKUP

Lecture 12 How to assign categories using VLOOKUP?

Lecture 13 How to use HLOOKUP?

Lecture 14 The logic of MATCH function

Lecture 15 Assigning categories based on 2 criteria using MATCH and VLOOKUP function?

Lecture 16 Assigning categories based on 2 criteria using HLOOKUP and VLOOKUP function

Lecture 17 Assigning categories based on 2 criteria using VLOOKUP only?

Lecture 18 How to assign categories based on 3 and more criteria using VLOOKUP?

Lecture 19 How to assign categories using SUMIFS function – Basic Usage

Lecture 20 Assigning customers to segments – Case Introduction

Lecture 21 Assigning customers to segments – Data Available

Lecture 22 Assigning customers to segments – Solution

Lecture 23 The logic of INDEX function

Lecture 24 INDEX & MATCH function – Introduction

Lecture 25 INDEX & MATCH function – Exercise – Case Introduction

Lecture 26 INDEX & MATCH function – Exercise – Case Solution

Section 3: Example of analysis requiring merging data

Lecture 27 Fuel usage analysis using the vlookup function – intro

Lecture 28 Fuel usage analysis using the vlookup function – tips

Lecture 29 Fuel usage analysis using the vlookup function – solution

Section 4: Cleaning and unifying data

Lecture 30 What problems you may face with data

Lecture 31 How to assign categories using string related functions?

Lecture 32 How to divide 1 data into 2?

Lecture 33 How to join 2 data into 1?

Lecture 34 How you can standarize data?

Lecture 35 Example of unifying data – Saturating existing markets – Introduction

Lecture 36 Saturating existing markets – Data for the case study

Lecture 37 Saturating existing markets – Number of Stores

Lecture 38 Saturating existing markets – Stores by concepts

Lecture 39 Saturating existing markets – Concept & Space

Lecture 40 Saturating existing markets – Solution in Power Point

Lecture 41 Saturating existing markets – WaterFall Graph

Section 5: How to use IF function and what you can do instead?

Lecture 42 Why NOT to use IF function

Lecture 43 How to use IF function?

Lecture 44 How to use VLOOKUP instead of IF function?

Lecture 45 How to use IFERROR function?

Lecture 46 How to use MAX and MIN instead of IF function

Section 6: Pivot Tables

Lecture 47 Pivot tables – introduction

Lecture 48 How to use pivot tables?

Lecture 49 How to use pivot charts?

Lecture 50 How to combine pivot tables with regular calculations?

Lecture 51 How to use slicers?

Lecture 52 How to replace pivot tables with SUMIFS and COUNTIFS

Lecture 53 Going from general to specific with pivots

Lecture 54 Example of analyses using pivot tables- Analysis of sales channels for FMCG

Section 7: Other useful functions and tools in Excel

Lecture 55 Other useful functions and tools in Excel

Lecture 56 Conditional Formating

Lecture 57 How to use indirect function

Lecture 58 Histograms

Lecture 59 Regression – introduction

Lecture 60 Regression – example

Lecture 61 Data validation

Lecture 62 How to use SUMPRODUCT function

Lecture 63 Using solver – Planning the flow of finished goods – Introduction

Lecture 64 Using solver – Planning the flow of finished goods – Excel – First Option

Lecture 65 Using solver – Planning the flow of finished goods – Excel – Second Option

Lecture 66 When can I retire – Introduction

Lecture 67 When can I retire – No passive income – Excel Basic

Lecture 68 When can I retire – No passive income – Go seek function

Lecture 69 When can I retire – With passive income

Lecture 70 What will be the effect of the price increase – Introduction

Lecture 71 What will be the effect of the price increase – Solution – Impact on coffee only

Lecture 72 What will be the effect of the price increase – Solution – Full impact

Section 8: Examples of analyses

Lecture 73 Examples of analyses in Excel

Lecture 74 Sales channel analysis – case in FMCG

Lecture 75 Efficiency of marketing activities

Lecture 76 Model of E-commerce

Lecture 77 Expansion strategy into other countries – Case Introduction

Lecture 78 Expansion strategy into other countries – Data for the case study

Lecture 79 Expansion strategy into other countries – Which function to use

Lecture 80 Expansion strategy into other countries – Solution in Excel

Lecture 81 Expansion strategy into other countries – Solution in Power Point

Lecture 82 How to create a waterfall chart

Lecture 83 How to create scatter plot with Names

Lecture 84 Data Visualization

Section 9: Basic VBA usage – example

Lecture 85 Logistics system simulation – introduction

Lecture 86 Logistic system simulation – tips how to do it

Lecture 87 Logistic system simulation – final solution

Section 10: Essential Excel shortcuts

Lecture 88 Excel shortcuts – Why it makes sense to learn them

Lecture 89 Essential shortcuts – Introduction

Lecture 90 No mouse rule

Lecture 91 How to format cells using shortcuts – Text – Part 1

Lecture 92 How to format cells using shortcuts – Text – Part 2

Lecture 93 How to format cells using shortcuts – Numbers

Lecture 94 Copying of cells with shortcuts

Lecture 95 Selecting rows and selecting columns

Lecture 96 Adding and removing rows and columns

Lecture 97 Grouping rows and columns

Lecture 98 How to preserve your results or go back to previous ones

Lecture 99 Going fast around the Excel with shortcuts

Lecture 100 Selecting area with shortcuts

Lecture 101 Search and replace data

Section 11: More advanced shortcuts

Lecture 102 More advanced shortcuts – Introduction

Lecture 103 Shortcuts hidden in Functional Keyboards

Lecture 104 Hyperlinks

Lecture 105 Working with data in a table

Lecture 106 How to see formulas

Lecture 107 How to reach the menu with shortcut

Section 12: Conclusions

Lecture 108 Bonus Lecture

Business analysts,Consultants,Researchers,Controllers,Small and medium business owners,Startups founders

Course Information:

Udemy | English | 5h 26m | 2.97 GB
Created by: Asen Gyczew

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