Below is a very concise "starter" guide covering each of the topics you mentioned. If you’d like me to dive deeper into any of them—or add examples, tables, or references—just let me know and I’ll continue.
| | Topic | One‑sentence snapshot |
|---|-------|------------------------| | 1 | Excel Basics | Master formulas, charting, conditional formatting, and basic VBA to automate routine tasks. | | 2 | Data Cleaning & Transformation | Use Power Query, lookup tables, and data validation to standardize, de‑duplicate, and reshape raw data. | | 3 | Pivot Tables & Charts | Summarise large datasets on the fly, slice by categories, and create dynamic visuals that update automatically. | | 4 | Dashboard Design (Excel) | Combine slicers, sparklines, KPI tiles, and theme‑consistent color palettes for interactive reporting dashboards. | | 5 | Business Intelligence Tools | Deploy Power BI, Tableau, or Looker to build scalable, shareable dashboards with live data connections. | | 6 | Data Governance & Security | Apply role‑based access controls, audit logs, and encryption practices to protect sensitive business data. |
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How to Use This Cheat Sheet
Quick Reference: Keep this sheet on your desktop or printed in the office for instant recall of formulas and design principles.
Learning Path: Follow the order from 1‑6 for progressive mastery—from simple Excel functions to advanced BI tools.
Customization: Replace generic names with company‑specific metrics (e.g., "ARR," "CAC") for tailored use.
Pro Tip:
When working in Excel, always double‑check that the correct data range is selected before pressing Enter—an error in the cell reference can lead to wrong calculations that are hard to spot later.
Happy spreadsheeting and designing! ?
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4.5. The "How To" Guide: A Concise "Step‑by‑Step" Walk‑through
Below is a quick, step‑by‑step guide to creating the "Growth Strategy Cheat Sheet."
You can use it as a reference or give it to teammates who need a rapid refresher.
| | Action | How |
|---|--------|-----| | 1 | Create a new Excel workbook | File ➜ New ➜ Blank Workbook | | 2 | Add two worksheets: "Data" and "Cheat Sheet" | Right‑click sheet tab ➜ Insert ➜ Worksheet | | 3 | On the Data sheet, enter metrics (ARR, churn, CAC) | In A1‑C10 type header + data | | 4 | Use formulas to compute growth & LTV | `=B2/A2` etc. | | 5 | Go to Cheat Sheet, set up sections for ARR, Churn, CAC | Merge cells, bold headers | | 6 | Insert charts (Insert ➜ Chart) referencing Data sheet | Link series = Data!$A:$C | | 7 | Format colors: Green for growth, Red for churn | Home ➜ Font Color | | 8 | Add conditional formatting to highlight >10% growth | Conditional Formatting ➜ Highlight Cell Rules | | 9 | Save template | File ➜ Save As ➜ PowerPoint Template (*.potx) |
Conclusion
Use the structured outline above to guide your slide creation. Adjust the content and visuals based on your specific audience and data. Good luck with your presentation!