Excel and Business Analytics Part 2 - Sales Reporting

Course details

What's one of the most important skills in the new, information-based economy? It's the ability to take a large set of raw, unformatted data; summarize and analyze it to find the important information; and then explain the results in writing, and with clarity, using appropriate charts and tables. And what's the most common tool? Excel. How do I know this? I'm a senior executive, and a hiring manager, at a high-tech manufacturing company.

This course teaches Excel functions, pivot tables, charts, and conditional formatting via a case study in sales reporting and analysis. In this course, you are a business analyst, given the task of analyzing the sales results for a small company, to answer questions about sales and profitability. The lessons show the Excel functions in detail, highlighting each step. I provide the scripts for each lesson, along with the Excel file used, both the starting point and finishing point. I provide everything I can to make this course a success for you!

The course starts with a basic set of raw data. First I show you how to format the raw data, adding product lines, customer regions, and product cost, using if functions and vlookup functions. Then I show you how to summarize the data with advanced pivot table functions, filters, and slicers, to calculate sales and margin by product line by region. Next, I show you how to chart the results with several different types of charts, and to make a color-coded customer scorecard. Finally, I show you how to write the up the results in a business report.

There is no more practical course on Excel and Business Analytics: this is exactly what business analysts do every day. I learned these Excel techniques over a period of years: you can learn them in a few days. Let's get started!