Analytic Habits

A set of highly effective and easy to enforce habits that professionalize your analytic work
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Instructed by Yiding J Business / Data & Analytics
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  • Lectures 22
  • Length 1 hour
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
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About This Course

Published 9/2014 English

Course 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.

What are the 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

What am I going to get from this course?

  • 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

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

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Welcome and introduction

Introduction to the Habits for Excellence in Analysis course.


Introduction to the course chapters and format

Section 2: Understanding the Context

Principles of understanding the Context


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

Section 3: Preparations

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


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


Principles on working with input items


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


Principles on designing the model structure


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

Section 4: Building

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


Recommended steps for building your analysis

Building "Don'ts"

Principles on doing testing and checking of your analysis


Example illustrating testing and checking through our Chocolate factor example


Detailed documentation is critical to your work


Illustration of principles of documenting your work

Section 5: Output

Principles on generating great and useful results


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


Principles on making great presentations of the results


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


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

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Instructor Biography

Yiding J, 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.

Ready to start learning?
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