Excel Tables for Management Consultants & Business Analysts

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Excel Tables for Management Consultants & Business Analysts

Excel Tables for Management Consultants & Business Analysts

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

Language: english

Note: 0/5 (0 notes) 82 students  New course 

Instructor(s): Asen Gyczew

Last update: 2022-09-24

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

 

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:

  1. How do Excel Tables differ from regular calculations in Excel?

  2. How to create and use Excel Tables.

  3. How to create dynamic drop-down lists and dynamic charts using Excel Tables,

  4. 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 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 in total of 2 billion of 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 now are 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 153 000 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 Excels 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 much faster 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 on 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:

  1. How do Excel Tables differ from regular calculations in Excel?

  2. How to create and use Excel Tables.

  3. How to create dynamic drop-down lists and dynamic charts using Excel Tables,

  4. How to link Excel Tables in the Data Model and use Power Pivot.

You can also ask me any question either through the discussion field 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 introduction to the course as well as some general info 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 you can achieve it in Excel.

  • The Data Model. 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.

You will be able also 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

 

Course content

  • Introduction
    • Introduction
    • A little bit about me
    • How to deal with Blurry image
    • How to reach additional resources
  • Essentials
    • Essentials – Introduction
    • What are Excel Tables?
    • How to create a Table in Excel
    • Additional features of the Excel Tables
    • The elements of the Excel Tables
    • Functions based on an Excel Table – Introduction
    • Functions based on an Excel Table – Exercise
    • Changing the name of the Excel Table
    • Changing the look of the Excel Table
  • Slicers in Excel Tables
    • Slicers for Excel Tables – Introduction
    • To-do list in Excel – Case Introduction
    • To-do list in Excel – Dropdown list
    • To-do list in Excel – Table with slicers
    • To-do list in Excel – Dynamic Dropdown List
    • To-do list in Excel – Additional Comments
    • Gantt Chart – Case Introduction
    • Gantt Chart – What we want to get
    • Gantt Chart – Timeline
    • Gantt Chart – Chart Lines
    • Gantt Chart – Slicers
    • Gantt Chart – Final
  • Essential Pivot Tables
    • Essential Pivot Tables – Introduction
    • Pivot tables – Introduction
    • How to use pivot tables?
    • How to use pivot charts?
    • How to combine pivot tables with regular calculations?
    • How to use slicers?
    • How to replace pivot tables with sumifs and countifs
    • Going from general to specific with pivots
    • More on Exel Tables
  • Conclusions
    • Bonus Lecture

 

Excel Tables for Management Consultants & Business AnalystsExcel Tables for Management Consultants & Business Analysts

 

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