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Excel Tables for Management Consultants & Business Analysts

Name: Excel Tables for Management Consultants & Business Analysts
Rating: 4.6 (314 reviews)

A practical guide on how to use Excel Tables during consulting projects.

Highest Rated

Created byAsen Gyczew

Last updated 4/2026

English

What you'll learn

How to create and modify Excel Tables
Create functions based on Excel Tables
How to create dynamic charts
How to use Pivot Tables and Pivot Charts
Use the Data Model
Build relationships between Excel Tables in the Data Model
Create simple Power Pivots

Course content

7 sections • 53 lectures • 2h 36m total length

Introduction2:37
Let's start with a short introduction
A little bit about me1:47
A little bit about me and my experience
How this course will be organized?2:00
Let's see How this course will be organized?
How to deal with Blurry image2:04
Here I will show you what to do if a blurry image appears.
How to reach additional resources1:06
Here I will show you how to find additional resources attached to the course like Excel files, presentations, links, etc.

Essentials – Introduction1:21
Excel Tables use a totally different approach than the regular functions that you will be using most of the time. In this section, we will look at the basic characteristics of Excel Tables.
What are Excel Tables?4:54
Let’s look at the nature of Excel Tables. We will see how it differs from the cells and ranges that we usually use in Excel. This will help you later use it in practice.
How to create a Table in Excel5:07
Let's see how you can create Excel Table fast in a few steps
Additional features of the Excel Tables3:21
Let's check some additional features that Excel Tables offer
The elements of the Excel Tables2:21
Excel Tables consist of different elements. This enables us to create functions referring only to a specific part of the Excel Table.
Functions based on an Excel Table – Introduction4:04
Now let’s see how the concept of Excel Tables will impact functions. Since we don’t use cell addresses or ranges, we will have to alter the way we build functions.
Functions based on an Excel Table – Exercise6:48
Let's create a few functions based on Excel Tables
Changing the name of the Excel Table3:57
Every Excel Table has a name. Let's see how you can change it and how it will impact things in Excel
Changing the look of the Excel Table1:57
You can change the look of the Excel Table. Let's see how this can be done in practice.

Slicers for Excel Tables – Introduction1:08
Slicers enable you to create with the use of Excel Tables and advanced tools. In this section, we will see how you can use them to create Gant Charts, to-do lists, and dynamic drop-down lists.
What are to-do lists8:37
The To-do list – highly popularized by David Allen in Getting things done is a great tool to make sure that you do the right things at a fast pace. In this lecture, we will talk briefly about applying them in practice. I will show you the principles of using it, types of a to-do list as well as a practical example, including the one I am using.
To-do list in Excel – Case Introduction1:19
Imagine that you are the Project Manager responsible for implementing Private Labels in a drugstore chain. You have to improve your to-do list in Excel.
To-do list in Excel – Dropdown list4:22
In this lecture, we will solve the case study that we introduced in the previous lectures.
To-do list in Excel – Table with slicers4:15
In this lecture, we will solve the case study that we introduced in the previous lectures.
To-do list in Excel – Dynamic Dropdown List3:48
In this lecture, we will solve the case study that we introduced in the previous lectures.
To-do list in Excel – Additional Comments3:28
In this lecture, we will solve the case study that we introduced in the previous lectures.
Gantt Chart – Case Introduction0:56
We are back to our example – the Private Label Projects. You have decided to create a Gantt Chart to visualize the tasks.
Gantt Chart – What we want to get1:11
In this lecture, we will solve the case study that we introduced in the previous lectures.
Gantt Chart – Timeline2:36
In this lecture, we will solve the case study that we introduced in the previous lectures.
Gantt Chart – Chart Lines4:01
In this lecture, we will solve the case study that we introduced in the previous lectures.
Gantt Chart – Slicers3:28
In this lecture, we will solve the case study that we introduced in the previous lectures.
Gantt Chart – Final1:52
In this lecture, we will solve the case study that we introduced in the previous lectures.

Essential Pivot Tables – Introduction1:53
Excel Tables are especially powerful if they are combined with Pivot Tables. In this section, you will learn how to use Pivot Tables and Pivot Charts.
Pivot tables – Introduction1:24
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
How to use pivot tables?5:28
We start with basic usage of pivot tables
How to use pivot charts?2:39
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
How to combine pivot tables with regular calculations?2:17
It is not easy to get data from pivot tables. I will show you how to do it without any complications and special formulas
How to use slicers?2:07
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
How to replace pivot tables with sumifs and countifs3:17
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
Going from general to specific with pivots1:57
Pivot tables enable you to go from general to specific. I will show you how to do it.

How to use Tables to make Dynamic Charts0:19
Dynamic Charts in Excel. In some cases, you will want to make your charts more dynamic so they can readjust to changes in parameters or questions asked. In this section, I will show you how you can achieve it in Excel.
Dynamic Charts in Excel – Introduction0:59
In this section, we will see how we can make the charts more dynamic.
Dynamic Chart using Pivot Chart4:09
In this lecture, I will show you how to create a dynamic chart using Pivot Charts.
Dynamic Chart using VLOOKUP & MATCH5:36
In this lecture, I will show you how to create a dynamic chart using VLOOKUP and MATCH.
Dynamic Chart using SUMIFS4:20
In this lecture, I will show you how to create a dynamic chart using SUMIFS.
How to add new data to the chart automatically3:18
In this lecture, I will show you how to add new data to the chart

The Data Model – Introduction1:12
With more complicated calculations, you may have more than 1 data set. If there are put in the form of Excel Tables, you can connect them to simplify your life. In this section, I will show you how to use the Data Model, link Excel Tables, and create simple Power Pivots.
What shows you the Data Model3:57
With more complicated calculations, you may have more than 1 data set. If there are put in the form of Excel Tables, you can connect them to simplify your life. The Data Model shows you 4 main things
Excel Tables added to the Data Model
Variables defined within every table
Browse through copies of Excel Tables
Connections between different tables
How to use the Data Model – Part 13:11
Let's see how you can use the data model in practice.
How to use the Data Model – Part 23:28
Let's see how you can use the data model in practice.
How to use the Data Model – Part 33:01
Let's see how you can use the data model in practice.
Relationships between Tables6:04
In the case of Tables, you can have different relationships between them. Let’s briefly look at them. I will try to explain to you the difference between them.
Many to Many Relationships2:23
In certain situations, Many-to-Many relationships cannot be done. You will have to use a trick that will help you handle such situations.
Analyses of sales in e-commerce – Case Introduction0:58
Imagine that you were asked to analyze the sales in an e-commerce firm. You have 3 sets of data. Let’s see what we know about the firm.
Analyses of sales in e-commerce – Data Available1:25
In this lecture, we will solve the case study that we introduced in the previous lectures.
Analyses of sales in e-commerce – Case Solution3:27
In this lecture, we will solve the case study that we introduced in the previous lectures.
Analyses of sales in e-commerce – Additional Comments1:37
In this lecture, we will solve the case study that we introduced in the previous lectures.

Requirements

Basic or intermediate Excel
Basic or intermediate knowledge of finance & accounting

Description

A practical guide on how to use Excel Tables during consulting projects.

What is the aim of this course?

During the first 2 years, you will be heavily using Excel to do analyses for the customers. On average, you will spend 4-6 hours a day working in Excel. In many situations, you can speed up your work and make your analyses more dynamic by using the so-called Excel Tables. In this course, I will teach you how to use Excel Tables during consulting projects.

In the course, you will learn the following things:

How do Excel Tables differ from regular calculations in Excel?
How to create and use Excel Tables.
How to create dynamic drop-down lists and dynamic charts using Excel Tables,
How to link Excel Tables in the Data Model and use Power Pivot.

This course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement, and turn-arounds in the biggest firms from the Retail, FMCG, SMG, B2B, and services sectors that I worked for. I have carried out or supervised over 90 different performance improvement projects in different industries that generated a total of 2 billion in additional EBITDA. On the basis of what you will find in this course, I have trained in person over 100 consultants, business analysts, and managers who are now Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors, COO, CRO, CEO, Directors in Consulting Companies, Board Members, etc. On top of that, my courses on Udemy were already taken by more than 355 000 students, including people working in EY, McKinsey, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange, and many others.

I teach through case studies, so you will have a lot of lectures showing examples of analyses and tools that we use. To every lecture, you will find attached (in additional resources) the Excel files as well as additional presentations and materials shown in the lectures, so 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 or your team in your work.

Why have I decided to create this course?

Excel Tables are not widely understood by most Management Consultants. They not only help you do dynamic tools like dynamic drop-down lists, project charters, and Gantt charts, but are also necessary components of Power Pivots (Pivot Tables using data from different sources). Once you master Excel Tables, you will be able to understand tools like Power Query, Power Pivots, and Power BI. Therefore, I have decided to create this course that will help students understand or refresh their knowledge of Excel Tables. The course will give you the knowledge and insight into real-life case studies that will make your life during a consulting project much easier. Thanks to this course, you will know how and when to use Excel Tables during consulting projects.

To sum it up, I believe that if you want to become a world-class Management Consultant or Business Analyst, you have to have a pretty decent understanding of Excel Tables. That is why I highly recommend this course to Management Consultants or Business Analysts, especially those who spend a lot of time analyzing data in Excel. The course will help you become an expert in Excel Tables at the level of McKinsey, BCG, Bain, and other top consulting firms.

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 understand and analyze businesses. 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 learn:

How do Excel Tables differ from regular calculations in Excel?
How to create and use Excel Tables.
How to create dynamic drop-down lists and dynamic charts using Excel Tables,
How to link Excel Tables in the Data Model and use Power Pivot.

You can also ask me any questions either through the discussion field 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 introduction to the course, as well as some general information on how the course is organized
Essentials. Excel Tables use a totally different approach than the regular functions that you will be using most of the time. In this section, we will look at the basic characteristics of Excel Tables.
Slicers in Excel Tables. Slicers enable you to create with the use of Excel Tables and advanced tools. In this section, we will see how you can use them to create Gant Charts, to-do lists, and dynamic drop-down lists.
Essential Pivot Tables. Excel Tables are especially powerful if they are combined with Pivot Tables. In this section, you will learn how to use Pivot Tables and Pivot Charts.
Dynamic Charts in Excel. In some cases, you will want to make your charts more dynamic so they can readjust to changes in parameters or questions asked. In this section, I will show you how to achieve it in Excel.
The Data Model. With more complicated calculations, you may have more than 1 data set. If they are put in the form of Excel Tables, you can connect them to simplify your life. This section will show you how to use the Data Model, link Excel Tables, and create simple Power Pivots.

You will also be able to download many additional resources

1. Useful frameworks and techniques

2. Analyses shown in the course

3. Additional resources

4. Links to additional presentations, articles, and movies

5. Links to books worth reading

At the end of my course, students will be able to…

How to create and modify Excel Tables
Do functions based on Excel Tables
How to create dynamic charts
How to use Pivot Tables and Pivot Charts
Use the Data Model
Build relationships between Excel Tables in the Data Model
Create simple Power Pivots

Who should take this course? Who should not?

Management Consultants
Business Analysts
Financial Controllers
Investment Analysts
Project Managers

What will students need to know or do before starting this course?

Basic or intermediate Excel
Basic knowledge of economics

Who this course is for:

Management Consultants
Business Analysts
Financial Controllers
Investment Analysts
Project Managers

Excel Tables for Management Consultants & Business Analysts

What you'll learn

Explore related topics

Course content

Introduction5 lectures • 10min

Essentials9 lectures • 34min

Slicers in Excel Tables13 lectures • 41min

Essential Pivot Tables8 lectures • 21min

Dynamic Charts in Excel6 lectures • 19min

The Data Model11 lectures • 31min

Conclusions1 lecture • 1min

Requirements

Description

Who this course is for: