
This lecture will provide an introduction to the course and provides answers to the questions.
- Why use Excel for analytical reporting?
- What questions should you have when you are first given a brief?
This lecture will go into detail what analytical reporting is and the thought processes behind analytical reporting.
In this lecture we will go over getting the raw data that will eventually be used to generate insights. We will also be going over ways to clean-up the data whilst taking into account the reporting requirements.
The raw data used in this report can be found below and downloaded for your own use
The next time the report is updated, I add some extra columns by using VLOOKUP. This will be done very quickly therefore I have added some exercises to do before we move on with generating our insights.
An Excel version of the exercises can be found below.
These are the solutions to the previous exercises.
In this lecture, we create insightful pivot-tables and graphs that feed off from the raw data we cleansed in part 1.
In the next part, I will be very quickly creating a table and locking cells in a way to make the build a bit quicker.
Before this tutorial, it is recommended to do these exercises before continuing to the next part.
An Excel version of the exercises can be found below.
This video will show the results of the cell locking exercises I set in the previous video.
In this lecture, I will show you how to convert a simple summary tab into an insightful dashboard
This lecture goes over one very important aspect about generating insights which is critical thinking. The ability to be able to honestly criticize the good and bad elements of your own work is key to understanding the insights that can be developed and the limitations this may include.
In this final lecture, I will explain to you the importance of presenting your insights clearly and in a way to keep everyone engaged when you present.
In this course, you will learn the ins-and-outs of analytical reporting through the eyes of an experienced professional analyst.
You will learn about several key aspects of reporting data and there will be step-by-step tutorials to help you create your very own analytical model that can be used to generate key insights. This course will then teach you how to use these new skills to create a presentation that displays your insights in the best possible way.
All of the techniques taught in this course is what is done in the real-world. Many of the things taught are aspects of business that are only learned once you are in a professional environment, until now.
Mention what you learn, on this course, in a job interview and you will be sure to impress your potential future employer
It seems that many companies are moving away from Excel and using other methods such as AI (Artificial Intelligence) instead but the reality is that Excel is deeply embedded in many companies' systems and processes and it will be here for many years. It would take a multi-year plan and lots of investment to remove even the most technologically advanced teams away from Excel without even considering professions which are notoriously behind the times such as the legal and real estate industries.
Feel free to message me if you have any confusion and I will be very happy to help. Let me know, if you complete this course and then use Python to help with a project. I would love to hear how this course has helped you out.