Data Visualization for Management Consultants & Analysts

A practical guide on how to show results of analyses during consulting projects

Course summary

What you’ll learn

  • What type of slides and charts to use to present data to your customer?.
  • How to create charts in Excel.
  • How to create charts in PowerPoint.
  • How to use PivotCharts.
  • How to make the charts more dynamic.
  • Main concepts used in Data Visualization.

Course Content

  • Introduction –> 5 lectures • 10min.
  • Types of slides you can use –> 17 lectures • 32min.
  • How to read charts –> 4 lectures • 12min.
  • Which chart type you should use –> 8 lectures • 22min.
  • Essential Charts in Excel –> 15 lectures • 46min.
  • Data Visualization using Conditional Formatting –> 5 lectures • 12min.
  • How to create charts in Power Point –> 6 lectures • 16min.
  • PivotCharts –> 8 lectures • 23min.
  • PivotCharts Case Studies –> 9 lectures • 24min.
  • Dynamic Charts in Excel –> 5 lectures • 18min.
  • Advanced Charts in Excel –> 5 lectures • 9min.
  • Conclusions –> 1 lecture • 1min.

Data Visualization for Management Consultants & Analysts

Requirements

Course summary

What is the aim of this course?

In consulting you will spend a lot of time creating presentations to show the results of your analyses to the customer. That is why data visualization is so important. With a proper display of data, you have more chances of convincing the customers that your approach makes sense. In this course, I will teach how to use different data visualization techniques to show the results of your analyses during consulting projects.

In the course you will learn the following things:

  1. What types of slides you should use to present your thoughts
  2. What types of charts you should use for data visualization
  3. How to read the charts
  4. How to create charts in Excel
  5. How to create charts in PowerPoint
  6. How to create dynamic charts in Excel

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 or supervised over 90 different performance improvement projects in different industries that generated in total 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 101 000 students including people working in EY, 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, tools that we use. To every lecture, you will find attached (in additional resources) the Excels as well as additional presentations, 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 modification, be applied by you or your team in your work.

 

Why have I decided to create this course?

Data visualization is one of the most important skills that you should master during your 1st year of work in consulting. If you are able to analyze data but you don’t know how to present them to the customer, you will lose the opportunity to impress him. Data visualization is one of the crucial skills that you should master if you want to get promoted fast. Most firms, don’t give you the full toolbox that you need. This may lead to huge frustration during consulting projects and a lot of inefficiencies.

Therefore, I have decided to create this course that will help students understand or refresh the main skills and tools that they need during consulting projects when it comes to data visualization. The course will give you the knowledge and insight into the types of charts and slides that you will be using during your work to present the data. It will also make your life during a consulting project much easier. Thanks to this course, you will know what and how to do present data, visualize them during consulting projects. On top of that, you will also have access to the library of slides and charts that we use ourselves.

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 data visualization. That is why, I highly recommend this course to Management Consultants or Business Analysts, especially those that present the results of their analyses to the customers. The course will help you become an expert in data visualization 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 tones of analyses, tricks, hints that will significantly improve the speed with which you understand, analyze the 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. What types of slides you should use to present your thoughts
  2. What types of charts you should use for data visualization
  3. How to read the charts
  4. How to create charts in Excel
  5. How to create charts in PowerPoint
  6. How to create dynamic charts in Excel

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 intro to the course as well as some general info on how the course is organized
  • Types of slides you can use. In this section, I will show you what kind of slides you can use for different purposes during consulting projects.
  • How to read charts. In this section, I will show how to read charts and how people can lie to you with charts
  • Which chart type you should use. We will discuss in detail what type of charts you can use for different purposes. We have grouped them into 5 different categories.
  • Essential Charts in Excel. In the fifth section, we will move to more technical issues. I will show you how you can create and modify specific types of charts in Excel.
  • Data Visualization using Conditional Formatting. You can do data visualization not only with charts but also conditional formatting. In this section, we will see how this can be done in Excel.
  • How to create charts in PowerPoint. In the seventh section, we will move to more technical issues. I will show you how you can create and modify specific types of charts in PowerPoint
  • PivotCharts. To make the charts more dynamic you can use PivotCharts. We will see in this section how this can be done in practice.
  • PivotCharts Case Studies. In this section, we will see how we can use PivotCharts to present data from analyses.
  • Dynamic Charts in Excel. In this 10th section, we will see how we can make the charts more dynamic.
  • Advanced Charts in Excel. In the last section, I will show you more advanced types of charts that you can create in Excel.

As a part of this course, you will get

  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 charts in Excel
  • How to use PivotCharts
  • How to make the charts more dynamic
  • What type of slides and charts to use to present data to your customer?

 

Who should take this course? Who should not?

  • Management Consultants
  • Business Analysts
  • Financial Controllers
  • Investment Analysts
  • Startup Founders
  • Project Managers

What will students need to know or do before starting this course?

Basic or intermediate Excel