
Excel is still pretty advanced solution with countless number of features and functions. One of the most useful Excel tools is the Pivot Tables that help you do fast and efficiently data analyses. In this course I will show you how to use the full potential of Pivot Tables during consulting projects. This course is organized around 80/20 rule and I want to teach you the most useful (from business analyst / consultant perspective) features of Pivot Tables 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.
A few words about your humble teacher
Here I will show you how the course is organized
Here I give you some tips how you can get the best out of the course
Here I will show you what to do if a blurry image appears
Here I will show you how to find additional resources attached to the coruse like Excel files, presentations, links etc.
In this section, I will show you the most important features of Pivot Tables that will drastically increase the speed of your data analysis. We will discuss how to build Pivot Table, Pivot Chart, and how to replace Pivot Tables with some other functions. We will also go through an example of an analysis done using Pivot Table
Pivot Tables help you group data and analyze them fast. You can go from general to specific within seconds thanks to pivot tables. I will show you in this lecture how to use pivot tables, and what you can use instead
We start with basic usage of pivot tables
A cousin of pivot tables is a pivot chart. I will show you how to use the pivot charts and how does it relate to pivot tables
It is not easy to get data from pivot tables. I will show you how to do it without any complications and special formulas
Slicers are a nice add-on to pivot tables and pivot charts that enable you fast filtering without any knowledge of pivot tables. They can be successfully used to create i.e. dashboards
Sometimes you need more Excel-like to build on the basis of this. I will show you how to get the same results without pivot tables
Pivot tables enable you to go from general to specific. I will show you how to do it.
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 be done to improve the overall situation. I will show you how it can be done with a simple Excel analysis and a pivot table. I will 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 from the analyses
Conditional Formatting helps your data be more understandable to people. This is a great tool for creating dashboards. I will show you how to use them
Quite often you want to do a lot of calculations on the basis of the original data. You can do it in the original table or directly in the Pivot Table. In this section you will learn how to do it in the Pivot Tables. We will discuss the calculation field, “show as…” option and many others.
In Pivot Table you can directly calculate new values and present them without impacting the original table. In this lecture I will show you how to use the calculated filed in Pivot tables. We will calculate Average Item Price
In Pivot Table you can directly calculate new values and present them without impacting the original table. In this lecture I will show you how to use the calculated filed in Pivot tables. We will calculate Average Weighted Sales Density
In Pivot Table you can directly calculate new values and present them without impacting the original table. In this lecture I will show you how to use the calculated filed in Pivot tables. We will calculate Average Weighted Sales Density
You can change the previously created formula and calculations. Here I will recalculate revenues into USD from EUR and I will show you how to modify this function
If you create the average for calculated filed you need to use a nice trick. I will show you in this lecture how to do it
You can switch the default option in Pivot Tables from sum to count, average etc. I will show you how to do it
Pivot Tables allows you to show the values in different format, with different point of reference. I will show you witch options are on the table
In this lecture I will show you how to show the values in the Pivot table as a percentage of Total in the whole table, total of the row or total of the column
In this lecture I will show you how to show the values in the Pivot table as a percentage of the total for specific subgroup (Parent)
In this lecture I will show you how to show the values in the Pivot table as a difference from the values from specific record of the previous record
In this lecture I will show you how to show the values in the Pivot table as a running total
In this lecture I will show you how to show the values after ranking them
Pivot tables have many pre-defined options such as sorting, filtering, changing source data, adding new variable etc. We will discuss them in this section and will show you some examples how to use them in practice.
In this lecture I will show you how to create a copy of already existing Pivot Table
In this lecture I will show you how to move the created Pivot into new sheet
In this lecture I will show you how to change the source of data for already existing Pivot Tables
I will show you How to hide and show the lists related to the Pivot
I will show you How to add new fields & refresh data in the Pivot Tables
I will show you how to Sort data in Pivot Tables
Here I will talk about filtering options available in the Pivot Tables
Here I will talk about how to filter when you deal with text variables
Here I will talk about how to filter when you deal with number variables
Here I will talk about how to create separate sheets automatically for every value in the filter
In the 5th section I will show you how to improve the look and feel of the Pivot Tables.
Here I will show you how to format the whole Pivot Table in Excel
In this lecture I will show you how to change the colors in the Pivot Table
Conditional Formating helps you data be more understandable to people. This is great tool for creating dashboards. I will show you how to use them
Now I will show you how to customize headers
Layout in Pivot Tables is very important. I will show you how to change it and what consequences it has
In this section I will go into details when it comes to Pivot Charts. I will also show you how to create a Dashboard using Pivot Charts and slicers.
A cousin of pivot tables is pivot chart. I will show you how to use the pivot charts and how does it relate to pivot tables
I will show you how to combine Pivot Chart with slicers and how to make the slicer impact more than one Pivot Chart.
Now we will build using the slicers and Pivot Charts from the previous lecture Dashboard.
Now we will build using the slicers and Pivot Charts from the previous lecture Dashboard.
In this lecture, I will discuss how to impact the look & feel of Pivot Charts.
Let's have a look at a few examples of how to use in practice Pivot Tables
Let’s see how you can use the online store checks to analyze the market. This time around we will do a store check for cosmetics
In this lecture we look at the data on cosmetics producers and their products that we will need for this case study
In this lecture we solve the case study on onlie storecheck
In this lecture we solve the case study on onlie storecheck
In this lecture we solve the case study on onlie storecheck
Data for a another analysis of store checks
Let's look at the solution to the case study
Imagine that you were hired by a firm to analyze the emailing software market and to tell them whether there is a niche for them to create a new product. Use the customer reviews
Let's see at the data that we have for the case study that we will be solving
In this lecture we will be solving the case study introduced in the previous lectures
In this lecture, we will be solving the case study introduced in the previous lectures.
This course contains the use of artificial intelligence.
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 solution with countless features and functions. One of the most useful Excel tools is the Pivot Tables, which help you do fast and efficient data analysis. In this course, I will show you how to use the full potential of Pivot Tables during consulting projects. This course is organized around the 80/20 rule, and I want to teach you the most useful (from a business analyst/consultant perspective) features of Pivot Tables as fast as possible. I also want you 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 who knows how to use Pivot Tables in Excel in a smart way. It is based on my 15 years of experience as a consultant in top consulting companies and as a Board Member responsible for strategy, improvement, and turn-arounds in the biggest companies from the FMCG, SMG, and B2B sectors that I worked for. On the basis of what you will find in this course, I have trained in person over 100 business analysts who are now Investment Directors, Senior analysts, Directors in Consulting Companies, Board Members, etc. On top of that, my courses on Udemy were already taken by more than 350 000 students, including people working in EY, McKinsey, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange, many others
I teach step by step on the basis of Excel files that will be attached to the course. To make the most 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 showed in the lecture that you have gone through.
I assume that you know basic Excel, so the basic features (e.g., 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 (e.g., naming the variables). In the end, I will show full-blown analyses using Pivot Tables that use the tricks that I show in the lectures.
For every lecture, you will find attached (in additional resources) the Excel files shown in the lectures. In this way, 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 several courses showing you how to analyze data in Excel. Yet, I have noticed that some students lack fluency in operations in Excel, especially when it comes to Pivot Tables. This course is designed to fill in the gap and help you fully appreciate my other courses for business analysts and consultants. It can also be used as a standalone course that will help you to be smart with Excel Pivot Tables. I recommend it, especially to people who have to work in Excel for 2-3 hours a day or want to become management consultants.
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 using Pivot Tables, as well as the quality of the conclusions coming out of available data in your company. 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 use Pivot Tables in practice?
How to calculate things directly in Pivot Tables
How to draw conclusions from analyses – chosen examples of analyses
How to improve the look & feel of Pivot Tables and Pivot Charts
How to use Pivot Charts to present the data & conclusions
You can also ask me any questions either through the discussion mode or by messaging me directly.
How is the course organized?
The course is currently divided into the following sections:
Introduction. We begin with a little intro to the course
Basic Usage of Pivot Tables. In this section, I will show you the most important features of Pivot Tables that will drastically increase the speed of your data analysis. We will discuss how to build Pivot Tables, Pivot Charts, and how to replace Pivot Tables with some other functions. We will also go through an example of an analysis done using the Pivot Table
Calculation in the Pivot Tables. Quite often, you want to do a lot of calculations on the basis of the original data. You can do it in the original table or directly in the Pivot Table. In this section, you will learn how to do it in the Pivot Tables. We will discuss the calculation field, the “show as…” option, and many others.
Other useful pre-defined options. Pivot tables have many predefined options, such as sorting, filtering, changing source data, adding new variables, etc. We will discuss them in this section and will show you some examples of how to use them in practice.
Improving the look and feel of the table. In this section, I will show you how to improve the look and feel of the Pivot Tables.
Pivot Charts. In this section, I will go into details when it comes to Pivot Charts. I will also show you how to create a Dashboard using Pivot Charts and slicers.
Examples of analysis using Pivot Tables. Here I will show examples of real-life data analyses using Pivot Tables.
We will be adding new sections in the coming months
You will also be able to download many additional resources
Excels with analyses shown in the course
Links to additional presentations and movies
Links to books worth reading
At the end of my course, students will be able to…
You will master the most crucial functions and features of Excel Pivot Tables
Understand the main challenges in analyzing data with Pivot Tables
Do calculations directly in the Pivot Table without impacting the original data set
Perform the analyses in a very effective manner
Build Dashboards using Pivot Tables and Charts
Who should take this course? Who should not?
Business analysts
Consultants
Students who want to work as Management Consultants
Researchers
Students who want to work in Private Equity
Controllers
Small and medium business owners
Startups founders