Predict to Win in Business with Excel and Numbers

Don't just "keep the books," see the future, know what to do and when, using every day data from existing reports
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  • Lectures 45
  • Length 6 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
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About This Course

Published 8/2013 English

Course Description

If you use spreadsheets in your work, this course will revolutionize the way you look at data. If you "were" a startup, and are finding that Run is not the same as Start Up when money now has to come from cash flow, not investors, take this course!

Working hard in your business, there can be precious little time to work ON it, to make things better. When you do find time, trying to see what matters in columns and rows packed with too much data but too little meaning bites!

Do I have the cure? Not just how to keep the books, but how to know their meaning: everything you need to know to know when, whether, and where to act, and predict what will happen in the near future with confidence, so you can anticipate problems before they happen.

Starting with an overview of what will be learned, the course includes:

  • An entertaining Primer on Financial Reports and Accounting Principles, if that is possible...
  • In depth look at the problems of these reports as tools for operating a business
    • The Flaw of Averages
    • The Foibles of Percentages
    • And the Dangers in Limited Comparisons
  • Then how to create reports that do work, quickly and easily using the same data, only transforming it visually to allow you to see the real context, what the data means and what is mostly likely to happen, so you manage it with your eyes on the road in front of you, not stuck in the rear view mirror.
  • Many examples from real people like you.
  • Lots of working together, in virtual real time, like the Khan Academy
  • Independent exercises and study to help you nail how to do them.

Based on a proven system with more than 80 years of successful application in a wide variety of businesses, packed with examples from sports, healthcare, retail, manufacturing and more, and step by step hands on practice, guided by a Master, you will learn to transform data from your existing reports in a few minutes with a flick of a pen or a mouse.

If Simon Sinek helps with the why, this course helps with the how. How to know with precision what you need to make things not bite, as in earn more, be more productive and have more time in your life and enjoy it.

You will need a pencil, an eraser, some graph paper preferably, a straight edge, a calculator, a computer and spreadsheet software would be nice, but most of all, your uncomputer... your mind.

The course is made up of 45 classes, with over 6 hours of video, plus pdf's for study, supplementary materials, and an hour or two of independent practice to move you from first exposure to mastering the art of making wonderfully useful reports and how to apply them for breakthrough, magical results.

What are the requirements?

  • Some familiarity with the Profit and Loss report in particular, though there is a primer on the fundamental business reports so someone with focus could dominate the course from scratch with dedication, a pencil and eraser, some paper, preferably graph paper, a copy of either Excel® or Numbers® (or OpenOffice®), a computer, some time for practice and your UNcomputer... your mind!

What am I going to get from this course?

  • By the end of the course you will be able to take available data, and in a few minutes a day, squeeze the meaning out of it creating real, actionable knowledge for your business, while at the same time eliminating wasted time and effort spent on chasing things that in the end don't make a difference.
  • For those more well versed in Corporate MBA Accounting Speak, or anyone else who prefers bulletpoints to step by step practice, jumping around is recommended.

Who is the target audience?

  • Anyone who uses spreadsheets and/or report data in their work

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.



A more detailed overview of the course and what will be covered.

Section 1: Introductions, Expectations and What Will Be Covered
An Introduction to me, what I need from you and what you can expect from me.

Demystifying with humor the Profit and Loss and Balance Sheet (if accounting can be humorous), a short primer on the basics of two of the three main reports in GAAP, or Generally Accepted Accounting Principles. Great for those who want to bone up on the subject, or those who have used it for years, perhaps, secretly, wondering why.

Section 2: A Review of Financial Reports: What they were really designed for and why

It's not you! Why the common reports like the P&L do not provide context, are hard to connect with what really happened, or in other words, how can you know without enough context.


Why the flaws of averages and "apples and orange" percentage comparisons muddle understanding.


Why single datapoints and limited comparisons are so dangerous.

Review of Single Datapoints and Limited Comparisons

A short inspirational...

Section 3: Fourth Dimensional Visual Reporting

Moving from 2D to 4D reporting using the age old controversy, who is the greatest home run hitter of all time. (Thank you, Dr. Wheeler)


Another example from Football, (the one played with the feet, known as Soccer in the US), comparing Pele and ...

Section 4: Nature and Human Nature

What science explains about why we so easily find connections in data that may not be real, and other revolutionary tidbits.


The little known but utterly important law of nature they didn't teach you in school, and how it profoundly effects everything we do. Knowing it can provide a leg up on the competition; mastering it lead to almost magical success.


Short but sweet, including my priceless impression of white noise.

5 pages
Dr. Shewharts'rules for the visual presentation of data with meaning.
Section 5: The Pragmatic Approach

From driving looking in the rear view mirror (the common management reports) focused by what happened, not what is or will, to looking at the road in front of you.


A short but sweet call to action.

Section 6: Practice Doing Them

"All you need is 30 minutes and a pencil and paper to get what you need from the data..." We begin DOING, using the UNcomputer...


Turning our eyes from the past to looking forward from the present to the near future, so you can manage it.


Only after doing by hand, we move do doing in Excel: (I can't stop you, but thorougly encourage you to learn to do them by hand first. It will lead to a greater depth of understanding before you enlist the computer power that can multiply mistakes at the speed of light. What we learn by doing with our hands with pencil and paper, sticks with us, even if it feels a bit "heavy metal" sometimes.


The second part of the lecture before.


A look at more advanced work using a simple, affordable program from the Deming Collaboration Website, allowing you to look at seasonal and other effects without having to create a new chart every time. A great tool for understanding businesses like retail, agriculture, or any other business that changes seasonally.

Section 7: Putting it Together and Making it Work for You in a Few Minutes a Day

Another important allegory... burn it into your mind, it is elegant, simple and profound!


Short, sweet and will lead to breakthrough improvement, if you take it to heart. Why objectives fail.


A fable about managing with and without targets.


Creating the charts needed for a more or less universal report that measures how well your whole business is running, and lets you get a clear picture, practically in real time, of the health of your business, and how well you are managing your TRUE costs, the overall costs of the system.

What Matters: Settting up the Integrated Report

The application of the report created in the last lecture, to create instant, relevant, effective understanding in a way you could never dream of doing when seeing only in two dimensions as in the common financial reports.


What to do with your newly found time from your newly acquired knowledge: build a better system... in this case an ordering system as an example.

Section 8: More Practice Exercises

An age old technique from the days of apprenticeship for ensuring you burn the basics in... working alongside me. "Pedagogical" power technique.


An Uncomputer vs Computer smack down!


More hands on practice in Excel


An example for the "rest of us." (those using Macs) For Linux you are on your own, sorry, but I don't have a Linux computer.


hands on practice


More practice!


Even more practice

Section 9: The Home Stretch and the Heavy Stuff!

The importance of how things inter-relate.


How to really learn if something is useful and true. The missing link in most of today's management system: a good theory and reality testing, some say, the application of science to everyday life, I say making it relevant to every day life for profound breakthroughs in productivity and quality of production and personal life: introducing PDSA, a simple tool for profound learning and improvement. (enough superlatives?)

How Cost Cutting Can Put You Out of Business

Cost cutting vs. True Cost continued...

A Selective Timeline of Management History

Recommendations for awesome books on which much of this course was based, with supplementary pdf written by Dr. Donald Wheeler, Mr. Process Behavior himself, on why the charts work (Process Behavior Charts are officially called XmR charts.)


An inspirational slap on the back... just for you...


Some suggestions for next steps, if I succeeded in helping you change your glasses and you are thirsty for more!

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Instructor Biography

Dan Strongin, Past President of the American Cheese Society-Chef and Coach

I bring many years of experience along every step of the food chain from farm to table, sharing my experiences, making people smile, helping people enjoy life more, and make great products profitably. My life's work has been about enjoying, nurturing, collaborating and cultivating in harmony with Nature.

A former 5 Star Chef, including 8 years with the prestigious Ritz Carlton Corporation, in the 1980's I pioneered the introduction of restaurant quality food to the Supermarket Industry in Northern California.

I was President and Chairman of the Board of the American Cheese Society, and am a founding member of the Deming Collaboration. In the 1990's I worked behind the scenes helping to plant the seed and cultivate the renaissance of high quality, local foods, from family farms in the US, working with, among others, the California Milk Advisory Board, The Extra Virgin Olive Oil Alliance (EVA), and the Dairy Business Innovation Center.

He blogs on productivity in harmony with Nature and is a monthly columnist for the Cheese Reporter.

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