Excel Pivot Tables for Management Consultants

Prohibitive · May 19, 2022

Practical guide how to do data and business analyses using Pivot Tables during consulting projects

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

Requirements
Basic Excel
Basic knowledge of economics or finance

Description
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 most fancy or sophisticated one, yet it is universally understood by everybody especially your boss and your customers.

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.

If done properly, this course will transform you in 1 day into pretty good business analyst that knows how to use Pivot Tables Excel in the smart way. It is based on my 14 years of experience as a consultant in top consulting companies and as a Board Member responsible for strategy, improvement and turn-arounds in biggest companies from FMCG, SMG, B2B sector 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 34 000 students.

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 formula 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). At the end, I will show full blown analyses using Pivot Tables that use the tricks that I show in the lectures.

To 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 modification, be applied by you in your work.

Why I decided to create this course?

I have done 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 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 in 7 sections and will be adding new section to address other important issues. Currently you will find the following sections:

Introduction. We begin with little intro into the course

Basic Usage of Pivot Tables. In this section I will show you 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 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.

Improving the look and feel of the table. In the 5###sup/sup### 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?

Business analysts

Consultants

Students that want to work in Management Consultants

Researchers

Students that want to work in Private Equity

Controllers

Small and medium business owners

Startups founders

Who this course is for:
Business analysts
Management Consultants
Students that want to work in Management Consultants
Researchers
Students that want to work in Private Equity
Controllers
Small and medium business owners
Startups founders
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Excel Pivot Tables for Management Consultants

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