Analytic Habits
4.4 (4 ratings)
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Analytic Habits

A set of highly effective and easy to enforce habits that professionalize your analytic work
4.4 (4 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
83 students enrolled
Created by Yiding J
Last updated 10/2014
English
Current price: $10 Original price: $20 Discount: 50% off
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Includes:
  • 1 hour on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I Learn?
Recognize the importance of a methodical approach to doing analytic work
Learn good habits for doing analytic work
Pick up universally applicable, practical, easy to enforce habits
View Curriculum
Requirements
  • Some basic understanding of spreadsheet operations
  • A basic understanding of what doing analytic work entails
  • Open mind to change and practice your work habits
Description

Over the last 13+ years, I have identified a number of steps that elevate the quality of analytic work. When done habitually, these steps will professionalize the analysis, making it more error resistant, flexible and effective in answering the “question”.

Most junior analysts have experienced the “oops” moments. My goal is to share with you what I wish someone taught me when I first started working as an analyst.

I have distilled the content into easy to remember sections to ensure that you gain a long lasting value from this course. Each section comes with supplemental material including poster for easy reminder and course reading that for reinforcements.

Course content:

  1. Context
  2. Preparations (filing system, inputs, model structure)
  3. Building (calculations, testing/checking, documentation)
  4. Output (results, presentation, iterations)

Why Habits? Habits drive your life, often subconsciously. Habits are actions that require little effort for you to do and are self-reinforcing.

Whether you decide to take this course, I’d like you to take away these four tips:

Take ownership and persevere.

Be self-aware.

Be curious, embrace change and have fun.

Make your mistakes fast, and be sure to learn from them.


In Summary

Goal - Help you learn and adopt good habits when doing analytic work.

Format - 40 mins of videos that introduce the principles and illustrate the principles through an example. Poster and Reading Materials for each section serves as cheat sheets for future reference and enforcement.

Target Audience - Beginner level analysts or Students who are about to enter the workforce (data, statistical, financial analyses)

This course is

not a training program on how to use MS Excel. We use Excel to illustrate the principles.

not hours on hours of lectures that are hard to remember. 40 minutes is all you need.

Who is the target audience?
  • Beginner and intermediate data and financial analysts
  • Anyone doing regular spreadsheet work
  • Students who are about to enter the workforce
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Curriculum For This Course
Expand All 22 Lectures Collapse All 22 Lectures 57:14
+
Welcome and introduction
2 Lectures 04:04

Introduction to the Habits for Excellence in Analysis course.

Preview 02:14

Introduction to the course chapters and format

Preview 01:50
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Understanding the Context
2 Lectures 05:59

Principles of understanding the Context

Preview 03:06

The example video illustrates how the principles in the previous video is applied in the Chocolate Factory analysis. Note the supplementary material.

Preview 02:53
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Preparations
6 Lectures 17:31

Principles of a good filing system, including folders, file layout and text/colour formats

Filing System
02:34

This example video illustrates how the principles in the previous video is applied in the Chocolate Factory analysis. Note the supplementary material.

Filing System example
04:34

Principles on working with input items

Input Items
02:57

Be careful when using input items such as data and assumptions. Make sure they are relevant and correct.

Input Items checking example
02:44

Principles on designing the model structure

Model structure
02:36

Illustrates the application of model structure principles in our Chocolate Factory example.

Model Structure example
02:06
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Building
7 Lectures 19:26

Principles for building the formulas and performing the calculations

Attached are two PDF print outs containing the

Most Useful Keyboard shortcuts

Most Useful Formulas in Excel

Building principle
02:09

Recommended steps for building your analysis

Building "Dos"
02:43

Building "Don'ts"
03:14

Principles on doing testing and checking of your analysis

Testing and Checking
03:33

Example illustrating testing and checking through our Chocolate factor example

Testing and Checking example
03:25

Detailed documentation is critical to your work

Preview 01:39

Illustration of principles of documenting your work

Documentation example
02:43
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Output
5 Lectures 10:14

Principles on generating great and useful results

Results
01:57

Illustrates how principles relating to results were applied for the Chocolate Factory example

Results example
02:59

Principles on making great presentations of the results

Presentation
01:21

Illustration of how the results could be presented from our Chocolate factory example

Presentation example
03:20

No one gets it right the first time! Iterative refinements are required to identify issues and improve your analysis over time.

Refinements
00:37
About the Instructor
Yiding J
4.4 Average rating
4 Reviews
83 Students
1 Course
Expert in financial and data analysis

I have worked in the data rich healthcare space for over 12 years. Through learning from just about every type of mistakes, I realized that a set of practices, when performed habitually, can turn mediocre analysts into professional analysts. However, most places I worked at did not provide training on these courses, which meant I had to learn these myself, often through hard lessons.

I have chosen a core set of steps that are most practical and easy to enforce. I'd like to share these lessons with you through a short, easy to follow course.

I hope the steps I share with you will reduce the learning curve you have to go through and enable you to realize your full potential in your analysis work.