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?

Let us know
Hands down Katie’s delivery style is just one that I think resonates with just about anybody. I think she has a way of giving real world examples, which is really great because everybody can draw their own experiences and apply it
Jamie Thorpe Head of People and Culture
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.
Megan Kennedy VP Financial Integration, Warren Equity Partners
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.
Janie Viehman Demand Generation Manager

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