How to become world class Business Analyst - Cases in Excel
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How to become world class Business Analyst - Cases in Excel

Practical guide how to do business analysis in Excel especially of sales and operations
4.3 (44 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.
1,857 students enrolled
Created by Asen Gyczew
Last updated 3/2017
Current price: $10 Original price: $45 Discount: 78% off
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  • 3 hours on-demand video
  • 1 Article
  • 29 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I Learn?
Understand the main challenges in analyzing different aspects in sales, marketing and operations
Conduct analyses on the intermediate and advance level
Perform the analyses in a very effective manner
View Curriculum
  • Basic or intermediate Excel

What is the aim of this course?

This course will help you drastically improve your knowledge and skills in business analysis through a series of practical cases. It is designed for people who want to become business analyst or do a lot of business analyses at their work. It is based on my 11 years of experience as a consultant in top consulting companies and as a Board Member responsible for strategy, improvement and turn-arounds in biggest companies from FMCG, SMG, B2B sector that I worked for. On the basis of what you will find in this course I have trained over 100 business analysts who now are Investment Directors, Senior Analyst, Directors in Consulting Companies, Board Members etc.

I teach through cases so most of the lectures will be a case study showing some business problem solved in Excel. To every lecture you will find attached (in additional resources) the Excel shown the specific business analysis shown in the Lecture. Thanks to this as a part of this course you will also get a library of ready-made business analyses that can, with certain modification, be applied by you in your work. Every business analysis show in this lecture is easy to edit and adjust to your need.

Why I decided to create this course?

The companies I have worked with so far as a Board Member (I am usually, Chief Restructuring Officer VP responsible for Strategy and Development) still have huge problem with proper analyzing intermediate and advance issues – they are usually preoccupied by current activities and have close to no time for  business analysis and strategic decision. Moreover, they do not know how to approach many subject from the analytical point of view to make sure that they are taking the right decision. Therefore, quite often they hire consultants who in turn lack the practical knowledge and experience. This course is my small contribution to improving both consulting as well operational and strategic analyses in FMC, SMCG, B2B companies including also on-line models like e-commerce, SaaS, marketplaces.

In what way will you benefit from this course?

The course is a practical, step by step guide loaded with tones of analyses, tricks, hints that will significantly improve the speed with which you do the business analyses as well as the quality of the conclusions coming out of available in your company data. Every business analysis is well described and presented in a form of Excel, attachted to the lecture. There is little theory – mainly examples, a lot of tips from my own experience as well as other notable examples worth mentioning. Our intention is that, thanks to the course, you will know:

  • How to analyze different aspect of sales, marketing, operations?
  • How to draw conclusions from those analyses – both for current operations as well ase strategic ones?
  • How to be efficient in your work as analyst?
  • How to build Excels and Power Points so that it is understandable for you and your team, even after some time?
  • Chose the right business analysis to identify problems and opportunities

You 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 in 5 sections and will be adding new section to address other important issues. Currently you will find the following sections:

  • Introduction. We begin with little intro into the course as well as some general info on the role of business analyst – what skills, education, knowledge is required from you and what are the available career paths for you
  • Tools. In the second section we briefly go through main tools and concepts for business analysts. We devote some time to the most popular ones: Excel an Power Point
  • Business modelling - example of analyses. On some occasion you analyze the whole business to see what is the logic behind. Here we show how to prepare the model in Excel for some of the business models
  • Sales & Marketing. Analyzing the market, sales activities and efficiency, potential for expansion are one of the most typical tasks set for business analyst. Here I provide you with plenty of practical real-life examples of problems and solutions. Every business analysis also shows you the potential for increased sales or margin.
  • Operations. Quite often the business performance depends on Operational Excellence. In this section we will show you examples of analysis form logistics, production, production planning, and other supply chain issues. Every business analysis here will show you possible savings or opportunity to increase capacity.

We will be adding new sections in the coming months

You will be able also to download many additional resources

  • Excels with analyses shown in the course
  • Presentation of slides show in the course
  • Links to additional presentations and movies
  • Links to books worth reading
  • Every business analysis is well described, available as a dowloadable Excel file and can be easy modify to meet your needs
Who is the target audience?
  • Business analysts
  • Researchers
  • Controllers
  • Consultants
  • Small and medium business owners
  • Startup founders
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Curriculum For This Course
Expand All 29 Lectures Collapse All 29 Lectures 05:35:08
2 Lectures 04:54

In this lecture we will explain why it makes sense to take the course, what you will get out of it and what you should look forward to. We will also explain the logic we used to build the course

Preview 01:31

Here we will explain who is business analyst, what are the available career pahts to them and what kind of skills are required to become one. We will also briefly talk about what you should gradeatue to have a bigger chances of becoming business analyst

Preview 03:23
Main tools used by Business Analyst
6 Lectures 31:53

Power Pointe presentation is the second most important tools to be used by Business Analyst in his work. After all it is not only important to analyse data and draw conclusions but also to show them in a nice manner to decision makers. Here you will learn basic rules on how to build your Power Point deck in fast and easy manner. You will see also some examples of good and bad slides. There are many advanced tools for presentation (i.e.) Prezi. Still Power Point is the most often used and widely accepted

Power Point - how it should be used by business analyst

In this lecture you will get to know our favorite method for first rough estimation – the bottom-up method. We give you also 2 examples with Excel calculation how to use it.

Bottom-up approach

Top-down is the little brother of bottom-up approach – not used that often but still very useful for re-segmenting the market (niche an low cost strategy)

Top-down approach

As the course is design in such a way to simulate real project in this part we will talk about how you should prepare yourself once you know that you will participate in a project. This lecture will also introduce you to some consulting concepts which will make your life during the project much easier. Attached please find an example of issue tree

Preparation for consulting project and Issue Tree

Slides from intro and main tools section
36 pages
Business modeling - example of analysis for e-commerce
3 Lectures 30:09

In this lecture you will get insight into the business model of different e-commerce companies. E-commerce businesses group is very diversified so we will try to show the similarities and the differences between concepts.. You will learn here the definition of this business model, see some examples of companies using this business models. You will also understand what really matters in this sort of business, what KPIs you should look at and what values you can expect.

E-commerce business model - intro

In this Lecture I will go through a business model of e-commerce and show you how you can model the behaviour of the customer, acquisition methods and margins in Excel. Attachted to this lecture you will find the file that I show in the video so dowload it and go through it. You can use it to model the e-commerce business you are analyzing

E-commerce business model - Excel example

Slides from business model
4 pages
Business modeling - example of analysis for restaurants and retail business
2 Lectures 18:09

Excel gives you great opportunities to calculate whether your idea makes sense or not. For this you will use the knowledge you have gathered in the previous lectures on your concept, location and your customers. Excel is obviously less emotion than you and the model you will create here can be used as a cornerstone of your business plans. It shows also to banks and potential investors what is your cash flow. We start with a simple model so you can understand it and learn how to use it. 

Business model of a restaurant in Excel - basic model

In this lecture we make more advanced model. We introduce the traffic parameter and show how it is converted first into people that are engaged (stop and enter your restaurant) and later into customers (they buy something from you). Here we will be operating on 2 customer groups: first one eats at the restaurant; second one comes for take-aways. For both customer groups we calculate separate conversion rates and Average ticket (ATV). We still here show you a business model for a 1 restaurant

Business model of a restaurant in Excel - advanced model
Sales and marketing analysis - examples
6 Lectures 37:29

In this lecture we show how you can measure and analyze what is the maximal reach of your B2B bussiness having in mind transportation costs and markups. We will provide you with fast way to identify potential customers and measure your targeted price on a specific foreign market

Catchment area / reach analysis - B2B

In this lecture you will learn to calculate sales and margin density for a Retailer using pivot and sumifs function. I will also show you what conclusion you should draw from it.

Sales and margin efficiency in retail

Most producers / brand owners operate using many sales channels: wholesalers, own shops, e-commerce, marketplace etc. It makes sense to check how profitability looks across channels and what can e done to improve overall situation. I will show you how it cane be done with a simple Excel analysis and a pivot table. I will go also try to demonstrate what kind of conclusions can you draw and what should be your next steps, on the basis of the results you are getting form the analyses

Sales channel analysis - case in FMCG

If you work for a retailer one of the most useful analysis is to check whether there is still potential to growth and how big it is. In this lecture I will show you 2 ways in which you can estimate how many shops you can open in a specific location, city, province. One approach will be concentrated solely on the number of shops whereas the second one will also take into account the size of shops

Potential growth by regions - case in retail

Slides from sales analysis section
16 pages
Operations - Production, Supply Chain - examples of analyses
8 Lectures 53:56

We show here how to use the so called OEE (Overall Equipment Efficiency) Analysis that shows you how efficient you are in using your resources. It is very useful for checking whether you use well machines and equipment

OEE analysis

In every company you have bottlenecks that limit your ability to go forward and deliver more goods and services. Here I will show you how to estimate what is the impact for the whole system and how you can remove improve them. I will use simple production example to show you the effect on the whole system. You will see how the bottleneck can shift from 1 shift to another. You will also learn how to prioritize where it make sense to invest to get the best results.

Before doing this lecture I strongly encourage you first to take the OEE lecture – we use the OEE concept here so if you are not familiar with it please start with OEE lecture as a warm-up.

Removing bottlenecks

In this lecture you will learn how to calculate optimal batches and how to estimate savings when comparing to actuals batches. We will use his an example of juice producer

Preview 06:37

2-stage production planning (planning for assembling and bundles). In many cases you have to first prepare the components and then on the basis of this produce the end product. This requires certain amount of additional planning, especially taking into account that the same component can be in different end-products. I will show you here on the basis of example of cosmetics producer how to create such a production plan, assuming optimal production batches for components and taking into account the inventories.

2-stage production planning - example of cosmetics producers preparing bundles

During this lecture I will show you how on basis of small number of data create a model which will show you how logistics costs are created, on what stage and what is the biggest drivers. This in turn will enable you to apply 80/20 rule

Top-dow approach for a FMCG - introduction

In this lecture we will give you some tips how to approach the case and show you the usage of the proper Excel functions

Top down approach for a FMCG - tips how to do it

In this lecture we solve the case with you, show you the outcome, interpret it and give you examples how the results can be presented in terms of Excel and slides

Top down approach for a FMCG - solution

slides from operations
23 pages
Section - conclusions
2 Lectures 00:47
79 pages

Bonus Lecture: up to 90% discounts for all my courses
About the Instructor
Asen Gyczew
4.3 Average rating
440 Reviews
11,589 Students
15 Courses
Expert in performance improvement, turnaround and startups

Expert in performance improvement, startuping and turning-around companies with significant experience both in management as well as in supervision of medium size companies (EUR 20 – 40 million) as well as startups.


Functional experience: performance improvement, strategy development, startups, intrapreneurship, post-merger integration and cost reduction, due diligence;

Industry experience: SMCG (domestic appliances, furniture, ceramic tiles), FMCG (cosmetics, juice, meat), retail (electronics, convenience shops, pharmaceuticals, DIY, vending), B2B (aluminum system, plywood, alcohol, reagents, loading systems), services (MRO, consulting, outsourcing)

Countries: Poland, Serbia, Russia, Ukraine