Excel Pivot Tables for Management Consultants & Analysts
What you'll learn
- You will master the most crucial functions and features of Excel Pivot Tables
- Understand the main challenges in analyzing data with Pivot Tables
- Do calculation 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
- Basic Excel
- Basic knowledge of economics or finance
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 sophisticated one, yet it is universally understood by everybody especially your boss and your customers.
Excel is still a pretty advanced solution with a countless number of features and functions. One of the most useful Excel tools is the Pivot Tables that help you do fast and efficient 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 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 want you also 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 that knows how to use Pivot Tables 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 FMCG, SMG, 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 now are Investment Directors, Senior Analyst, Directors in Consulting Companies, Board Members, etc. On top of that my courses on Udemy were already taken by more than 110 000 students including people working in EY, McKinsey, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange, and 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 show in the lecture that you have gone through.
I assume that you know basic Excel so the basic features (i.e. 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 (i.e. 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 a number of courses showing you how to analyze data in Excel. Yet, I have noticed that some students lack the fluency of 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 be used also as a standalone course that will help you to be smart with Excel Pivot Tables. I recommend it especially to people that have to work in Excel 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 tones of analyses, tricks, 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 in your company data. 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 question either through the discussion mode or by messaging me directly.
How the course is organized?
The course is divided currently 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 Table, Pivot Chart, how to replaces Pivot Tables with some other functions. We will also go through an example of an analysis done using 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, “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 be able also 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 calculation 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?
Students that want to work in Management Consultants
Students that want to work in Private Equity
Small and medium business owners
Who this course is for:
- Business analysts
- Management Consultants
- Students that want to work in Management Consultants
- Students that want to work in Private Equity
- Small and medium business owners
- Startups founders
Expert in performance improvement, scaling businesses, and turning-around companies with significant experience both in management as well as in supervision of medium size companies (EUR 20 – 500 million) and startups. I have trained in person over 100 consultants, business analysts, and managers who now are Investment Directors, CEO, Partners in PE and VC funds, Sales and Marketing Directors, Operational Directors, COO, Directors in Consulting Companies, Supply Chain Directors, Board Members, etc.
Functional experience: performance improvement, strategy development, startups, intrapreneurship, post-merger integration and cost reduction, due diligence, turn-arounds, PMO;
Industry experience: SMCG (domestic appliances, furniture, ceramic tiles), FMCG (cosmetics, juice, meat), retail (electronics, convenience shops, pharmaceuticals, DIY, vending, fashion, toys), B2B (aluminum system, plywood, alcohol, reagents, loading systems), services (MRO, consulting, outsourcing), foodtech, marketplaces
Countries: Poland, Serbia, Russia, Ukraine