Business Analysis

Efficient data segmentation and analysis.
4 live classes
90 mins each
1:1 office hours
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

Interested in a future training?

Our team members love Recalc training. It has become a favorite part of our ongoing professional development.
Recalc training is an innovative and practical way to acquire the skills needed for success in a PE environment. Katie tailored a curriculum for our portfolio company CFOs and they’ve seen immediate benefit.
Highly recommend classes with the Recalc Academy! I have taken several and find each to provide valuable and actionable insights I was immediately able to apply to my day-to-day work life. The extra office hours are such a wonderful perk to get more personalized and one-on-one training.

Frequently asked questions

Everything you need to know about the courses and billing.

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