Business Analysis

Efficient data segmentation and analysis.
For experienced spreadsheet users.

Cost per seat: $975

4 live classes
90 mins each

1:1 office hours
when you need them

Video recordings
and practice exercises

What you’ll learn

Summarizing data

Participants will build speed and competency using core data summary formulas, including for trend-based analysis.

  • No-mouse navigation & keyboard shortcuts
  • Summarize data with sumifs, countifs
  • Remove duplicates, unique
  • Looking up information with xlookup, index match
  • Date-based (monthly) summaries, eomonth formula

Working with messy data

Participants will learn strategies for identifying and cleaning inconsistent data to enable accurate analysis.

  • Text manipulation techniques including left, right, mid, len, search, concatenation, text to columns, trim, flatten
  • Build a key and use a lookup to quickly relabel data
  • Dynamic filtering and sorting, creation of dropdowns
  • Pivot tables

Advanced multi-step analysis

Participants will apply the techniques learned in earlier classes to more complex business analysis.

  • Customer cohort analysis
  • Efficient comparison of multiple data sets
  • Advanced date-time considerations

Scenarios & outputs

Participants will be introduced to multi scenario analysis and will gain comfort creating presentation-ready analysis.

  • Creation of summaries from separate tabs of data
  • Formatting best-practices
  • Intro to scenario analysis (base/upside/downside case)
  • Intro to data tables

Upcoming Courses

Business Analysis

a four-class course
1:00 pm - 2:30 pm PST

Class 1

Oct 11

Class 2

Oct 13

Class 3

Oct 18

Class 4

Oct 20

Business Analysis

a four-class course
12:00 pm - 1:30 pm PST

Class 1

Nov 7

Class 2

Nov 9

Class 3

Nov 14

Class 4

Nov 16

Interested in a team training?


How do the courses work?

Each course is taught over multiple highly-interactive Zoom-based classes. They are designed so you can follow along in your own spreadsheet and try out what you’re learning during the class. Participants can also attend individual office hours to help connect in-class concepts to their real work.

Can I arrange training for my team?

Yes, we primarily offer training for corporate and investment teams. Please contact us at to discuss and schedule training for your team.

I am not part of a team. Can I still join training?

Yes, we offer training for individuals and we always have a few upcoming courses. Please visit our upcoming courses page or contact us at

I use Google Sheets. Can I still take this training?

Yes! We teach Excel and Google Sheets. And if you feel like you lost efficiency by moving from Excel to Google Sheets, we’re here to help! You’ll learn the shortcuts and formulas to help you save time and learn to love Sheets.

I use a Mac. Can I still take this training?

Yes! We teach PC and Mac users.

Can you tailor the content to my business?

Yes, we are happy to incorporate your company’s data or other examples that are relevant to your business to make it highly relatable and impactful for your team.

How much does training cost?

Please reach out to us at for more information on courses and pricing.

I’m not sure I’m ready to take a course. Can I try any free classes?

Yes, you can try our free weekly classes to experience our teaching first-hand. Check out our Try A Class page for upcoming times.

Please share your details for more information on this course

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