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 GENERATIVE AI
This playlist delves into the practical applications of Generative AI,
focusing on tools like ChatGPT, Claude, Gemini, Copilot, Perplexity
Python, and no-code platforms. It offers insights into leveraging AI for data
cleaning, analysis, and creating impactful visualizations. The sessions
cover real-world use cases, helping professionals understand and
implement AI-driven solutions in their workflows.

3 Key Takeaways:

❑ Gain practical knowledge of using ChatGPT and Python for no-code

data cleaning, what-if analysis, and automation.
❑ Explore the integration of Generative AI tools with Excel, Power BI, and
Tableau to enhance analytical and visualization capabilities.
❑ Learn how to build and present dynamic reference lines, leveraging AI
for more impactful decision-making and storytelling.

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Havish M Consulting ©
Havish M Consulting ©
This webinar provides a comprehensive introduction to using 3 Key Takeaways:
Generative AI, particularly ChatGPT and Python in a no-code
environment, aimed at corporate professionals. ❑ Learn to automate data visualization and ETL without Youtube - Free social media icons

writing Python code, using tools like ChatGPT and Excel.

The session emphasizes the importance of learning Python ❑ Understanding Python is crucial, even for non-
for working with AI tools, focusing on data visualization, ETL, programmers, to make last-mile changes and explain AI-
and clustering. generated code to clients.
❑ Generative AI tools will soon integrate seamlessly with
software like Excel and Power BI, enhancing data analysis
workflows.

The video is a detailed tutorial on advanced Excel What-If 3 Key Takeaways:

Analysis techniques, covering Scenario Manager, Goal Seek,
Data Table, and Solver to help make data-driven business ❑ Scenario Manager: Allows comparison of different Youtube - Free social media icons

decisions. business scenarios by adjusting variables without

needing formulas.
❑ Goal Seek: Helps achieve a target (like a profit goal) by
adjusting one variable, useful for financial modeling.
❑ Solver: Optimizes multiple changing variables with
constraints, ideal for complex scenarios such as
minimizing costs in logistics.

The video covers how to create and use reference lines in 3 Key Takeaways:
Excel, Power BI, Tableau, Generative AI, and Python,
emphasizing cross-functional applications. ❑ Reference lines help in comparing data, setting Youtube - Free social media icons

benchmarks, and storytelling, making reports more

The focus is on demonstrating how reference lines can be impactful.
dynamically applied across multiple platforms without ❑ The same dataset is used to demonstrate creating
needing deep programming knowledge. reference lines across Excel, Power BI, Tableau, and
Python, leveraging Generative AI for code generation.
❑ You don’t need to be a programmer to use Python;
Generative AI can assist in generating the required code
to achieve your objectives.

Havish M Consulting ©
Havish outlines the capabilities, updates, and specific 3 Key Takeaways:
functions of tools like ChatGPT, Anthropic CLA, Google
Gemini, and Microsoft Copilot, providing a practical ❑ Versatility: AI platforms handle everything from data Youtube - Free social media icons

demonstration of their features and how they can be applied queries to complex content creation.
in business and technical settings. ❑ Customization: Emphasizes configurable privacy and
business-specific customization options.
The narrative is structured to offer viewers insights into the ❑ Integration: Highlights seamless integration with software
rapid advancements in AI tools, the importance of like Excel and Python for enhanced productivity.
understanding these tools' evolving features, and the
benefits of leveraging them for complex tasks such as data
analysis, code generation, and creating interactive media.

It focuses on utilizing Claude to generate various types of 3 Key Takeaways:

visualizations such as JavaScript, Mermaid, React SVG, and
HTML, specifically demonstrating the creation of a customer ❑ Dynamic Visualization Creation: Generate and modify Youtube - Free social media icons

onboarding journey for ICICI. interactive diagrams and charts directly through coding in
the prompt.
The video showcases the interactive capabilities of Claude, ❑ Hands-On Code Adjustments: Learn to customize visual
demonstrating real-time changes in diagrams and charts outputs by altering code, enhancing flexibility without
based on code modifications made within the prompt. It also needing graphical editing tools.
explores the flexibility in creating diverse visual outputs, such ❑ Diverse Output Capabilities: Explore ability to produce
as infographics and interactive dashboards, emphasizing various visual forms, from detailed infographics to
practical applications in business settings. interactive dashboards, suitable for advanced business
presentations.

Learn the critical role that prompt quality plays in leveraging 3 Key Takeaways:
AI technologies effectively, pointing out that the clarity and ❑ Detailed prompts with clear tasks, context, and persona
depth of a prompt directly influence the utility of the AI's roles significantly enhance AI output accuracy. Youtube - Free social media icons

output.
Look at several components essential to writing a good ❑ Incorporating specific requirements like format, tone, and
prompt, including the task description, context, persona boundaries refines AI responses to meet precise needs.
roles, and specific requirements such as boundaries, format,
tone, and style. ❑ Continuous prompt refinement and customization
Learn how enriching a prompt with detailed specifications options improve effectiveness and ensure consistency
and examples can significantly enhance the relevance and across projects.
accuracy of AI responses.

Havish M Consulting ©
This session introduces SRCC GBO students to the 3 Key Takeaways:
integration of ChatGPT with Excel, demonstrating how to
enhance efficiency in data analysis and automate complex ❑ ChatGPT can streamline data tasks in Excel, including Youtube - Free social media icons

tasks. creating complex formulas and automating steps.

❑ Effective prompt engineering is crucial to maximizing
Through practical examples, the session highlights the ChatGPT’s utility, especially when using it in fields like
versatility of ChatGPT for generating formulas, understanding marketing and data analysis.
code, and using prompt engineering to tackle real-world ❑ Continuous experimentation with ChatGPT is encouraged
scenarios in consulting, research, and analytics. to stay competitive, as AI-driven tools evolve quickly and
integrate with platforms like Excel.

This session introduces how to leverage ChatGPT with Excel 3 Key Takeaways:
for automating tasks, exploring how AI can generate and
optimize formulas, VBA code, and data workflows. ❑ ChatGPT can break down Excel formulas, generate new Youtube - Free social media icons

ones from descriptions, and offer step-by-step

The speaker shares insights on using ChatGPT as a learning explanations, enhancing learning and problem-solving.
and troubleshooting tool, particularly useful for non-coders ❑ Generative AI assists in creating, debugging, and
needing guidance on complex formulas and VBA. optimizing VBA code, making automation accessible even
for users without coding skills.
❑ As ChatGPT evolves, its integration with Excel is expected
to enhance, offering dynamic solutions within familiar
software like Power BI and other business applications.

This session explores the integration of Generative AI tools 3 Key Takeaways:

like ChatGPT with Excel to automate data analysis, optimize
workflows, and create advanced visualizations and ❑ Generative AI simplifies Excel workflows by automating Youtube - Free social media icons

formulas. formula creation, grouping data, and generating

actionable insights, all through intuitive prompts.
We demonstrate practical use cases, from leveraging AI for ❑ AI tools like ChatGPT can debug and enhance VBA code,
generating reusable formulas and Lambda functions to create reusable functions, and assist in visualizing data,
transitioning Excel workflows into Python or VBA for making complex automation accessible for all users.
enhanced automation. ❑ With features like Microsoft Copilot and Python’s
integration into Excel, the potential of combining Excel
with AI is limitless, enabling smarter decision-making and
streamlined processes.

Havish M Consulting ©
This session explores the use of generative AI tools like 3 Key Takeaways:
Claude, ChatGPT, and Mermaid for creating diagrams,
mockups, and infographics, with a focus on improving ❑ Generative AI tools like Claude can simplify the creation Youtube - Free social media icons

workflows for diverse industries and tasks. of detailed diagrams and mockups, transforming complex
requirements into actionable visual representations.
Through real-world examples, the session demonstrates how ❑ Writing effective prompts is a critical skill for maximizing
these tools can save time and enhance creativity, especially the capabilities of AI tools, enabling high-quality outputs
in generating diagrams, organizational charts, dashboards, with minimal effort.
and mockups for various use cases in banking, healthcare, ❑ Experimentation and iterative use of tools like Claude and
and renewable energy sectors. ChatGPT are essential for mastering their applications in
diverse professional scenarios.

This video provides a step-by-step guide on leveraging 3 Key Takeaways:

Generative AI tools—Gemini, NotebookLM, and ChatGPT—to
design effective course outlines. ❑ Use Gemini for online research, NotebookLM for Youtube - Free social media icons

summarizing and extracting themes, and ChatGPT for

It emphasizes the importance of using each tool for specific content curation and refining outlines.
tasks to ensure high-quality outcomes. ❑ Detailed prompt engineering ensures better results,
breaking tasks into smaller, iterative steps improves
output quality.
❑ Always validate outputs and combine insights from all
tools to create a reliable and
comprehensive course outline.

This video explains how to analyze and visualize Excel files 3 Key Takeaways:
using three generative AI tools: OpenAI Chat GPT, Google ❑ ChatGPT: Shows how to read the file with Python, create
Gemini, and Anthropic Claud. It uses the same clean Excel pivot tables and customized column & scatter charts, and Youtube - Free social media icons

file with 51,000 transactions and 15 columns for all three derive five data insights.
tools. ❑ Google Gemini: Shows Python code for file reading and
creating customized column charts, with the ability to
The data represents a company selling products across download charts as images.
categories, segments, and markets globally, including ❑ Claude: Demonstrates Javascript code for file reading,
details like order date, customer name, sales, and profit. column chart creation, detailed insights as a Mery-style
infographic, and converting insights into a one-page SVG
infographic.

Havish M Consulting ©
PRESENTATION

Havish M Consulting ©
 POWERPOINT
This playlist is a comprehensive guide to mastering PowerPoint, focusing
on creating stunning slides, integrating with Excel, and automating
presentations. It equips users with practical tips and advanced techniques
for designing impactful and professional presentations.

3 Key Takeaways:

❑ Learn to create high-quality slides by using custom icons, storytelling

methodologies, and design principles that captivate audiences.
❑ Discover how to connect PowerPoint with Excel for dynamic data
presentations and automate tasks such as embedding charts in one
click.
❑ Explore advanced techniques, including connecting PowerPoint with
other tools like Word and leveraging automation to streamline the
presentation process.

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Havish M Consulting ©
 COMPLETE POWERPOINT
COURSE
This playlist is a step-by-step guide to mastering PowerPoint, designed for
creating impactful and professional presentations. It covers everything
from basic functionalities like working with templates and shapes to
advanced topics such as animations, integration with Excel, and
storytelling techniques. Perfect for beginners and professionals alike, this
course enhances both technical skills and design capabilities.

3 Key Takeaways:

❑ Learn the principles of design, effective use of colors, and working with
templates to craft visually appealing and consistent presentations.
❑ Explore advanced features such as smart art, morph animations, and
connecting Excel tables to add dynamism and interactivity.
❑ Develop storytelling and storyboarding skills to create engaging
narratives, backed by efficient navigation and export options for
seamless delivery.

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Havish M Consulting ©
This session provides practical advice on building a data- 3 Key Takeaways:
driven portfolio that resonates with corporate expectations,
including sourcing datasets, presenting case studies ❑ Emulate existing best practices by exploring case studies, Youtube - Free social media icons

effectively, and leveraging existing frameworks. winning portfolio examples, and established templates
from firms like Bain & Co. for a polished presentation.
The discussion covers various tools, strategies, and online ❑ Use platforms like Maven Analytics, Tableau Public, and
resources to make analytics projects stand out, offering Kaggle to access diverse datasets and competition
insights for students and professionals aiming to impress results for practice and skill enhancement.
corporate recruiters. ❑ Enhance portfolios with customer stories and process
visuals, and consider tools like Gamma and Notion to
catalog work efficiently, showcasing organized,
structured projects in interviews.

This webinar explores the application of Gestalt principles in 3 Key Takeaways:

data visualization, demonstrating how concepts like
proximity, similarity, and continuity enhance understanding. ❑ Gestalt principles such as proximity, similarity, and Youtube - Free social media icons

closure can enhance data visualization by making data

Co-hosted by Havish and Jasmine, the session illustrates patterns more intuitive.
these principles through examples in Power BI and Tableau ❑ Practical examples in Power BI and Tableau show how
and discusses the role of generative AI in design. Gestalt principles are used in consulting and analytics for
clear and effective reporting.
❑ Generative AI can be leveraged to assist in creating design
elements that adhere to Gestalt principles, bridging
content creation with visual aesthetics.

This webinar delves into creating dynamic and visually 3 Key Takeaways:
impactful reference lines for data visualization, using real-life
examples from leading consulting firms to guide ❑ Learn to add reference lines dynamically in Excel charts, Youtube - Free social media icons

professionals in enhancing their presentation skills with mirroring consulting standards for visual impact.
Excel. ❑ Explore advanced Excel techniques for customizing
charts, including data validation, conditional formatting,
and drop-down lists.
❑ Gain insights into the role of reference lines and dynamic
elements in providing context and benchmarking for data,
enhancing audience understanding.

Havish M Consulting ©
This PowerPoint masterclass guides corporate professionals 3 Key Takeaways:
and B-school students in creating high-quality, visually
appealing slides, covering tools, templates, animations, and ❑ Mastering the PowerPoint interface and creating custom Youtube - Free social media icons

advanced design techniques. shortcuts significantly improves productivity.

❑ Advanced design features, like transparency, custom
Participants learn to efficiently navigate PowerPoint, animations, and morph, enable polished presentations.
customize tabs, use templates from Canva and You Exec, ❑ Utilizing free resources and templates enhances creativity
and leverage Slide Master for streamlined design. and simplifies the slide creation process.

The playlist includes 30 charts. 3 Key Takeaways:

We deconstruct and recreate charts by MCKINSEY, BAIN,
BCG, PWC, EY, KPMG, DELOITTE, ACCENTURE, IBM, ❑ Learn how some of the best charts are recreated. Youtube - Free social media icons

NIELSEN etc. ❑ Recreate custom charts on Excel with highly advanced

formatting.
❑ Present data with visual storytelling.

Havish M Consulting ©
POWER BI

Havish M Consulting ©
 POWER BI
This playlist is a complete guide to mastering Power BI, covering everything
from foundational concepts to advanced analytics. It provides a hands-on
approach to creating dashboards, working with DAX functions, and
integrating Power BI with other tools like Excel and Tableau for data
storytelling.

3 Key Takeaways:

❑ Learn the full spectrum of Power BI capabilities, from basic

visualization techniques to advanced DAX functions, data modeling,
and dynamic reporting.
❑ Understand the interoperability between Power BI, Tableau, and Excel to
leverage the strengths of each tool for seamless data analysis and
visualization.
❑ Explore practical examples such as YOY analysis, currency formatting,
partial year reporting, and building calculated columns, equipping
users with actionable insights for business decisions.

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Havish M Consulting ©
 POWER BI COMPLETE
COURSE
This playlist is an extensive guide to mastering Power BI, covering
everything from the basics of data visualization to advanced DAX (Data
Analysis Expressions).

It provides hands-on training in creating reports, dashboards, and models

while introducing key concepts such as Power Query, advanced charting
techniques, and data transformations. This course is designed for
professionals aiming to leverage Power BI for business intelligence and
analytics.

3 Key Takeaways:

❑ Learn to use Power BI for data modeling, transformations, and

advanced visualizations such as scatter plots, maps, and
decomposition trees.
❑ Gain a solid understanding of DAX functions, including measures,
calculated columns, and quick measures, to perform in-depth analysis.
❑ Explore Power Query’s capabilities for cleaning, combining, and
transforming data, along with advanced features like bookmarks, drill-
through, and custom tooltips for dynamic reporting.

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Havish M Consulting ©
This workshop explores the comparative strengths of Power 3 Key Takeaways:
BI and Tableau for data visualization, data preparation, and
reporting, tailored for students, faculty, and corporate ❑ Power BI is excellent for data visualization and reporting, Youtube - Free social media icons

professionals with varying levels of expertise. offering powerful ETL features with free access to Power
BI Desktop.
❑ Tableau shines in visualization quality and customization,
ideal for advanced visual storytelling and aesthetics.
❑ Building proficiency across multiple tools enables
adaptability, supporting a data analyst's versatility in
using Power BI, Tableau, or even Python in data
workflows.

This 4-hour Power BI course offers a detailed walkthrough of 3 Key Takeaways:

creating financial dashboards and reports, covering key
Power BI components: Power Query, data visualization, and ❑ Gain hands-on experience with Power BI’s visualization Youtube - Free social media icons

DAX, tailored for finance data analysis. tools, including charts, hierarchies, and custom tooltips
to create intuitive finance dashboards.
❑ Learn to clean and transform finance data in Power
Query, using tools like "Combine from Folder" and
"Conditional Column" for efficient ETL workflows.
❑ Master DAX for dynamic calculations, covering essential
functions like CALCULATE, AVERAGEX, and RANKX, to
enhance data analysis with custom metrics and
advanced filtering.

This Power BI session, conducted for EY, covers foundational 3 Key Takeaways:
aspects of Power BI, including setting up pages, applying
formatting, and leveraging tables and conditional formatting ❑ The session outlines a structured, three-step process to Youtube - Free social media icons

for effective data visualization. create and manage pages within Power BI for streamlined
report generation.
❑ Conditional formatting is demonstrated, showing how it
enhances report readability and highlights key data
points.
❑ Emphasis is placed on selecting appropriate
visualizations and customization options to improve data
presentation and insights.

Havish M Consulting ©
 POWER QUERY
This playlist is a comprehensive guide to Power Query, highlighting its
capabilities in transforming and automating data workflows. It focuses on
simplifying data preparation, merging datasets, and performing complex
data transformations efficiently within Excel and Power BI.

3 Key Takeaways:

❑ Learn to clean, merge, and transform data from multiple sources and
formats using Power Query's powerful tools and intuitive interface.
❑ Master techniques to handle mismatched columns, fill missing data,
and normalize datasets for accurate analysis and reporting.
❑ Explore how Power Query seamlessly integrates with Excel and Power
BI, automating repetitive tasks like unpivoting data and combining
multiple files for scalable data solutions.

Youtube - Free social media icons

Havish M Consulting ©
This YouTube tutorial offers a thorough introduction to VBA 3 Key Takeaways:
(Visual Basic for Applications) in Excel, covering essential
concepts, interface navigation, macro recording, automation ❑ Learn how to automate repetitive tasks in Excel by Youtube - Free social media icons

with other applications, and creating add-ins for enhanced recording macros and utilizing VBA scripting.
productivity. ❑ Understand the basics of creating user-friendly interfaces
and custom ribbons to streamline workflows.
❑ Gain insights into integrating Excel with other applications
like PowerPoint and Outlook for seamless automation
across platforms.

Havish M Consulting ©
 DATA ANALYSIS
EXPRESSIONS (DAX)
This playlist provides a comprehensive guide to mastering Data Analysis
Expressions (DAX), a formula language specifically designed for data
modeling and analysis in Microsoft Power BI and related tools.

The series covers foundational concepts such as creating basic measures

and advanced techniques, including RANKX, CALCULATE, and GROUPBY,
enabling users to derive powerful insights from complex datasets.

3 Key Takeaways:

❑ Understand the fundamentals of DAX, including its syntax, data types,

and foundational functions like SUMX and CALCULATE.
❑ Learn to utilize advanced DAX functions such as RANKX,
DISTINCTCOUNT, and USERELATIONSHIP for dynamic data modeling
and analytics.
❑ Explore practical applications like filtering data, handling time
intelligence, and optimizing performance for robust data analysis..

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Havish M Consulting ©
TABLEAU

Havish M Consulting ©
 TABLEAU
This playlist offers a structured walkthrough of Tableau, emphasizing its
power in data visualization and analysis. From foundational concepts to
advanced techniques, it bridges the gap between Tableau and other tools
like Excel and Power BI, making it a versatile guide for data professionals.

3 Key Takeaways:

❑ Master the art of creating compelling dashboards and visualizations

using Tableau’s advanced features, such as Level of Detail (LOD)
calculations and custom shapes.
❑ Understand the nuances between Tableau, Power BI, and Excel,
enabling informed decisions for data analytics needs in different
scenarios.
❑ Apply Tableau for real-world use cases like YOY growth, category-
specific analysis, fiscal year reporting, and profit margin insights,
enhancing data-driven decision-making.

Youtube - Free social media icons

Havish M Consulting ©
 COMPLETE TABLEAU
COURSE
This comprehensive course provides a step-by-step guide to mastering
Tableau, one of the leading data visualization tools. From understanding
the interface to creating advanced dashboards, the playlist covers
foundational concepts, data manipulation techniques, and visualization
best practices. Ideal for beginners and intermediate users, it equips
learners with the skills to analyze and present data effectively.

3 Key Takeaways:

❑ Learn the fundamentals of Tableau, including data loading, dimensions

vs measures, and interface navigation, to start building visualizations
confidently.
❑ Explore advanced visualization techniques such as treemaps,
heatmaps, packed bubbles, and dashboards to create impactful stories
with data.
❑ Understand the use of calculated fields, parameters, trend lines, and
level of detail expressions to enhance data analysis and derive
meaningful insights.

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Havish M Consulting ©
This tutorial delves into Tableau’s Level of Detail (LOD) 3 Key Takeaways:
expressions, guiding users through practical examples and
challenges to understand complex calculations, filtering, ❑ Learn how to use LOD expressions in Tableau to perform Youtube - Free social media icons

and customization options. detailed, fixed, include, and exclude calculations across
datasets.
Designed to enhance proficiency, the session provides ❑ Discover methods to control data granularity and
insights into average and total calculations across regions, enhance dashboards with region-based averages,
customer purchase behaviors, and conditional formatting customer transaction insights, and conditional
with calculated fields. formatting.
❑ Practice complex visualizations and apply step-by-step
solutions to calculate unique metrics like purchase
frequency, profitability, and product performance.

Havish M Consulting ©
EXCEL

Havish M Consulting ©
 EXCEL
This playlist is a comprehensive resource for mastering various Excel
functionalities, from foundational techniques to advanced analytics. With
real-world examples, it highlights Excel's capabilities in finance,
automation, visualization, and data transformation, catering to users
across multiple domains.

3 Key Takeaways:

❑ Learn to manage, analyze, and visualize data with Excel’s powerful

tools, including Pivot Tables, Power Query, and custom formats.
❑ Explore the use of LET, LAMBDA, and VBA for automation and building
advanced workflows, streamlining repetitive tasks.
❑ Apply Excel in real-world scenarios such as financial calculations, error
handling, dynamic data preparation, and reporting for better decision-
making.

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Havish M Consulting ©
 DATA CLEANING AND
PREPARATION
This playlist provided a detailed guide on mastering various Excel
functions and techniques for data cleaning, preparation, and advanced
data manipulation.

Covering practical tools from sorting and filtering data to dynamic arrays,
this series emphasized efficient data handling strategies and best
practices for data management.

3 Key Takeaways:

❑ Techniques like Flash Fill, CONCAT, and dynamic arrays helps

streamline complex data cleaning tasks, making it easier to prepare
data for analysis.
❑ Advanced formula handling, such as VLOOKUP and COUNTIFS, and
tools like data validation empowers users to work with precise data
filters and quality control measures.
❑ Custom formats, error handling, and sequence generation provides a
foundation for managing and presenting data consistently across
different datasets.

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Havish M Consulting ©
 DATE FUNCTIONS
This playlist offers an in-depth exploration of date-related functions in
Excel, covering the practical use cases for managing, analyzing, and
manipulating date and time data efficiently. It is designed to enhance
skills in creating custom formats, calculating date differences, and
building schedules with ease.

3 Key Takeaways:

❑ Learn to handle complex date calculations, including working with

weekdays, expiry dates, and retirement dates using functions like
NETWORKDAYS, EDATE, and WORKDAY.
❑ Explore creating custom date formats, replacing day-month positions,
and converting dates into strings for flexible reporting and formatting
needs.
❑ Develop schedules, generate date lists with single functions, and use
tools like the Date Picker Add-In to streamline date management in
dynamic datasets.

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Havish M Consulting ©
 ESSENTIALS OF
PIVOT TABLES
This video series offered a structured walkthrough on mastering Excel
pivot tables, dashboard setups, and DAX measures, providing
foundational knowledge for data analytics in a business context.

3 Key Takeaways:

❑ Learn to create and customize pivot tables, enabling effective data

summaries and insightful analyses.
❑ Advanced visualization techniques, such as heatmaps, sparklines, and
Pareto charts, are demonstrated to enhance data presentation and
interpretation.
❑ Practical applications of DAX and data models showcased methods to
streamline complex data operations without relying on VLOOKUP.

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Havish M Consulting ©
 COMPLETE VLOOKUP
This playlist covers a comprehensive range of lookup and reference
functions in Excel, providing in-depth insights into VLOOKUP,
INDEX+MATCH, and XLOOKUP, with practical examples that tackles real-
world data challenges.

The tutorials explores various VLOOKUP techniques, advanced

INDEX+MATCH usage, and the powerful functionality of XLOOKUP, catering
to different data scenarios and mismatches.

Each video emphasizes practical applications, focusing on enabling users

to leverage these functions for cleaner, more effective data management.

3 Key Takeaways:

❑ Master VLOOKUP techniques from basic to advanced levels, including

handling unclean data, multiple columns, and different tables.
❑ Learn to use INDEX+MATCH as a flexible replacement for VLOOKUP,
especially for multi-column searches and data mismatches.
❑ Explore XLOOKUP’s enhanced capabilities for multi-column results and
complex lookups, surpassing traditional lookup functions.

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Havish M Consulting ©
 EXCEL CHARTS
This playlist provided an in-depth guide to various charting techniques in
Excel, covering a wide range of visualizations, from bullet charts to
treemaps, enabling viewers to effectively present data in business
settings.

The session emphasized the versatility of Excel for data visualization,

focusing on how to select and customize charts for specific data insights
and communication goals.

3 Key Takeaways:

❑ Learn to create and customize various chart types in Excel to enhance

data storytelling.
❑ Dynamic features, such as form controls and slicers, are essential for
interactive data presentations.
❑ Advanced charts, including treemaps and 3D maps, provide unique
options for visualizing complex data sets in Excel.

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Havish M Consulting ©
 CREATE CONSULTING
CHARTS
This playlist is a comprehensive guide to creating professional, consulting-
grade charts in Excel. It covers a wide range of visualizations, from custom
tooltips and box-whisker plots to advanced designs like treemaps, bullet
charts, and population pyramids. Aimed at professionals, the series helps
recreate charts used by top consulting firms such as McKinsey, BCG, and
Deloitte, equipping users with techniques to deliver impactful data
visualizations.

3 Key Takeaways:

❑ Learn to replicate consulting-grade visualizations such as waterfall

charts, Harvey balls, and Pareto charts to enhance reporting and
presentations.
❑ Explore advanced charting techniques, including dynamic controls,
trend lines, and layered donuts, to create interactive and data-rich
visualizations.
❑ Gain insights into customizing Excel charts with features like reference
lines, tooltips, and formatting, ensuring clarity and a professional finish.

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Havish M Consulting ©
 EXCEL STATISTICS
This playlist offers a comprehensive guide to performing statistical
analysis using Excel.

It covers essential topics such as descriptive statistics, percentiles,

regression, and forecasting, providing users with practical insights into
statistical concepts and their applications.

The series is perfect for learners aiming to leverage Excel for data-driven
decision-making and analytical tasks.

3 Key Takeaways:

❑ Understand core statistical concepts, including descriptive statistics,

correlation, and regression, and how to apply them in Excel.
❑ Learn advanced techniques like forecasting and creating boxplots to
analyze trends and data distributions effectively.
❑ Gain hands-on experience through practical examples, showcasing how
to perform statistical functions and interpret results directly in Excel.

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Havish M Consulting ©
 EXCEL –
MARKETING ANALYTICS
This playlist provides a comprehensive guide to performing marketing
analytics using Excel. It covers key metrics such as customer retention
rates, cohort analysis, and order frequency, helping users leverage Excel
formulas, pivot tables, and advanced functions to analyze customer
behavior and optimize marketing strategies.

3 Key Takeaways:

❑ Master essential marketing analytics metrics like repeat customers,

customer acquisition, and loyalty rates using Excel tools.
❑ Learn advanced techniques such as cohort analysis and KPI tracking to
measure customer behavior and profitability effectively.
❑ Explore data-driven methods to segment customers, identify top
customers, and analyze transaction trends for actionable insights.

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Havish M Consulting ©
 EXCEL –
HR ANALYTICS
This playlist provides a step-by-step guide to using Excel for HR analytics,
covering a wide range of tasks such as employee data processing,
headcount calculations, salary analysis, and creating visual reports. It is
tailored to help HR professionals efficiently manage and analyze
workforce data using Excel's advanced formulas and tools..

3 Key Takeaways:

❑ Learn to process employee data, including extracting and combining

names, calculating age, and creating salary percentiles, to streamline
HR tasks.
❑ Master Excel tools like pivot tables, Power Pivot, and formulas to
analyze headcount, attendance, and survey results effectively.
❑ Explore techniques for creating dynamic reports and dashboards that
integrate HR metrics such as compa ratios, top employees, and
pending tasks.

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Havish M Consulting ©
 EXCEL FOR FINANCE
This playlist offers a complete walkthrough of using Excel for financial
calculations, covering loan analysis, amortization schedules, and
investment formulas. Designed for finance professionals and students, it
provides practical examples to master financial modeling concepts such
as NPV, IRR, and future value while leveraging Excel’s capabilities to
simplify complex calculations.

3 Key Takeaways:

❑ Master loan-related calculations, including payment analysis, interest

costs, amortization schedules, and advanced scenarios like balloon
loans.
❑ Gain insights into investment evaluation using Excel, such as
calculating NPV, IRR, XNPV, and discounting future cash flows.
❑ Learn to create dynamic financial models using Excel’s formulas and
tools, optimizing decision-making for corporate and personal finance.

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Havish M Consulting ©
 VBA
This playlist provides a comprehensive guide to mastering Excel VBA,
enabling users to automate repetitive tasks, enhance efficiency, and build
robust tools in Excel. Through practical examples and real-world use
cases, the series simplifies complex VBA concepts and showcases its
versatility in solving common business problems..

3 Key Takeaways:

❑ Learn to automate tasks like file management, email handling, and

chart creation, saving time and reducing manual effort.
❑ Understand how to create custom Excel macros, integrate VBA with
other tools like PowerPoint, and design user-friendly interfaces with
ribbons and buttons.
❑ Explore real-world scenarios, such as combining mismatched data,
extracting folder data, and generating dynamic reports, making VBA an
essential tool for advanced Excel users.

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This YouTube tutorial offers a thorough introduction to VBA 3 Key Takeaways:
(Visual Basic for Applications) in Excel, covering essential
concepts, interface navigation, macro recording, automation ❑ Learn how to automate repetitive tasks in Excel by Youtube - Free social media icons

with other applications, and creating add-ins for enhanced recording macros and utilizing VBA scripting.
productivity. ❑ Understand the basics of creating user-friendly interfaces
and custom ribbons to streamline workflows.
❑ Gain insights into integrating Excel with other applications
like PowerPoint and Outlook for seamless automation
across platforms.

Havish M Consulting ©
 LAMBDA
This playlist explores the versatile functionality of Excel's LAMBDA
function, enabling users to create custom, reusable functions without the
need for VBA or coding experience. Through a variety of examples, the
series emphasizes practical applications in automation, advanced
calculations, and data manipulation..

3 Key Takeaways:

❑ Learn to simplify repetitive tasks by creating custom Excel functions

with LAMBDA, improving efficiency and consistency.
❑ Explore innovative uses of LAMBDA in scenarios like finding repeat
customers, calculating project durations, and automating data
extractions.
❑ Enhance usability by combining LAMBDA with LET, FILTERXML, and
Power Query for seamless data transformations and advanced
workflows.

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This session provided a thorough introduction to using Power 3 Key Takeaways:
Query and Power Pivot in Excel, focusing on combining
multiple Excel files and creating a data model for effective ❑ Attendees learned how to combine multiple Excel files Youtube - Free social media icons

data analysis. effortlessly using Power Query for streamlined data

consolidation.
❑ The session demonstrated how to create a robust data
model, integrating data from different sources to facilitate
complex analysis.
❑ Key calculations within Pivot Tables were showcased,
highlighting how Power Pivot can enhance analytical
capabilities in Excel.

This session introduces dynamic arrays in Microsoft Excel, 3 Key Takeaways:

emphasizing new functions like UNIQUE and FILTER that
streamline data management. ❑ Dynamic arrays simplify complex Excel formulas by auto- Youtube - Free social media icons

expanding results without manual setup.

The video highlights differences between legacy array ❑ New functions like UNIQUE and FILTER enhance
formulas and dynamic arrays, providing practical examples productivity by enabling quick sorting, filtering, and
for efficient data handling. organizing data.
❑ Dynamic arrays are particularly beneficial for handling
large datasets, reducing redundant steps and improving
workflow.

Havish M Consulting ©
 FINANCIAL AUTOMATION
This single-session playlist explores financial automation techniques
using VBA, Power Query, and Python. It demonstrates how to streamline
and optimize financial workflows, enabling faster and more accurate
reporting and analysis.

The session integrates these tools to automate repetitive tasks and

improve decision-making processes in financial management.

3 Key Takeaways:

❑ Discover how VBA can automate Excel processes, from data cleansing
to generating complex reports.
❑ Learn to use Power Query for data extraction, transformation, and
loading (ETL) to create efficient data pipelines.
❑ Explore Python’s capabilities for advanced financial automation,
including scripting for complex calculations and data integration.

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Havish M Consulting ©
B SCHOOL

Havish M Consulting ©
This training session introduces Power BI and Tableau, 3 Key Takeaways:
emphasizing the unique capabilities of each tool for business
intelligence and analytics, aimed at students preparing for ❑ Power BI offers an intuitive, Excel-like interface ideal for Youtube - Free social media icons

consulting roles. rapid data insights, leveraging AI for natural language

queries and automated insights.
The session covers Power BI’s user-friendly interface and AI- ❑ Tableau excels in sophisticated, visually appealing
driven features for interactive analysis, while also mapping and animation features, widely used in
highlighting Tableau’s superior mapping capabilities and consulting for detailed data representation.
animations for data visualization. ❑ Both tools have distinct strengths—Power BI for ease of
use and integration, Tableau for advanced
visualizations—making them complementary for BI and
data analysis.

This pre-internship session for IIM Bangalore introduced 3 Key Takeaways:

students to automation and data visualization techniques.
❑ Learn how to use automation tools in Excel for efficiency Youtube - Free social media icons

Key Excel and PowerPoint tips were shared to enhance and error reduction.
productivity. ❑ Practical data visualization and reporting techniques
prepare students for real-world business scenarios.
The session emphasized practical skills for career readiness ❑ Emphasis on using online platforms for continuous skill
in business environments. development in professional tools.

This webinar offered a comprehensive overview of Microsoft 3 Key Takeaways:

Excel's advanced capabilities, with a focus on dynamic
arrays, add-ins, and Power Query. ❑ Dynamic arrays were introduced as powerful tools to Youtube - Free social media icons

manage data sets more fluidly, enabling faster and more

Designed for participants at IIM Calcutta, the session flexible analysis.
highlighted how these tools streamline data handling and ❑ The session covered Excel add-ins that expand
enhance productivity in complex data environments. functionality, providing tailored solutions for specialized
tasks.
❑ Power Query was showcased as an essential tool for
transforming and preparing data efficiently, reducing
manual data manipulation and improving accuracy.

Havish M Consulting ©
This training session introduces Power BI and Tableau, 3 Key Takeaways:
emphasizing the unique capabilities of each tool for business
intelligence and analytics, aimed at students preparing for ❑ Power BI offers an intuitive, Excel-like interface ideal for Youtube - Free social media icons

consulting roles. rapid data insights, leveraging AI for natural language

queries and automated insights.
The session covers Power BI’s user-friendly interface and AI- ❑ Tableau excels in sophisticated, visually appealing
driven features for interactive analysis, while also mapping and animation features, widely used in
highlighting Tableau’s superior mapping capabilities and consulting for detailed data representation.
animations for data visualization. ❑ Both tools have distinct strengths—Power BI for ease of
use and integration, Tableau for advanced
visualizations—making them complementary for BI and
data analysis.

This workshop at IIM Kozhikode provides an in-depth look at 3 Key Takeaways:

leveraging Excel and Generative AI tools to enhance
analytical skills, data preparation, and project presentation ❑ Dynamic arrays streamlined data analysis and helped Youtube - Free social media icons

for pre-placement preparation. create real-time, adaptable calculations.

❑ Power Query and Power Pivot were crucial for managing
The session emphasizes practical tips on brand building, large datasets, enabling powerful data transformations
data cleaning, and utilizing AI tools to showcase projects and modeling.
effectively in consulting and tech roles. ❑ VBA user forms and Excel add-ins were used to enhance
interactivity and efficiency, allowing users to perform
complex tasks with ease.

This webinar, aimed at IIFT students, covers essential skills 3 Key Takeaways:
in Excel modeling and Power BI, focusing on practical
problem-solving approaches used in consulting. ❑ Excel modeling involves core functions like INDEX, Youtube - Free social media icons

MATCH, and ROW, essential for advanced problem-

I shares insight on my journey in data analytics, Excel solving in consulting and analytics.
modeling techniques, and the role of Power BI in the industry. ❑ Power BI offers scalable solutions for data visualization,
with advantages like a flatter learning curve and
integration with 350+ visualizations.
❑ Skills in DAX and Power Query are critical for mastering
Power BI, enabling advanced data manipulation and
dashboard creation.

Havish M Consulting ©
This session provides an in-depth introduction to Power BI, 3 Key Takeaways:
emphasizing its capabilities in data visualization, data
integration, and automation, tailored for students of Lady ❑ Power BI is the leading business intelligence tool for data Youtube - Free social media icons

Shri Ram College for Women. analysis, used by Fortune 500 companies for its advanced
visualization and integration capabilities.
The session highlights the importance of Power BI in handling ❑ Unlike Excel, Power BI can connect to multiple data
large datasets, offering advanced analytics, and the ease of sources and allows natural language queries, making it a
automating repetitive tasks compared to Excel. powerful tool for data-driven decision-making.
❑ Power BI includes automation features like Power Query
for data preparation, enabling users to streamline data
processing without manual intervention.

This session offers an in-depth look at creating effective 3 Key Takeaways:

consulting presentations, emphasizing the role of data
analytics in delivering compelling presentations and ❑ Learn techniques for designing visually compelling Youtube - Free social media icons

providing actionable insights for clients. presentations with effective use of white space, smart art,
and consistent styling.
The workshop highlights essential skills in using PowerPoint, ❑ Discover how to leverage generative AI tools like ChatGPT
Excel, and generative AI to create high-impact slides for for title creation, content summarization, and enhancing
consulting contexts. the storytelling of data-driven presentations.
❑ Advanced PowerPoint features and tools, such as
reference lines, video integration, and slide organization,
to create a consulting presentation structure that
communicates effectively with clients.

This workshop provided a detailed exploration of VBA, 3 Key Takeaways:

TypeScript, and Power Query, focusing on their applications
in automating tasks, transforming data, and enhancing ❑ Participants learned how to streamline repetitive tasks Youtube - Free social media icons

analytics workflows. with VBA, improving efficiency in data handling.

❑ TypeScript was used to build more structured, error-free
scripts, adding robustness to automated processes.
❑ Power Query techniques allowed users to clean,
transform, and prepare data effectively, reducing the
need for manual adjustments.

Havish M Consulting ©
This session explored advanced Excel functionalities for 3 Key Takeaways:
business analytics, focusing on dynamic arrays, statistical
analysis, and integrating VBA user forms, tailored for SPJIMR ❑ Dynamic arrays streamlined data analysis and helped Youtube - Free social media icons

participants. create real-time, adaptable calculations.

❑ Power Query and Power Pivot were crucial for managing
large datasets, enabling powerful data transformations
and modeling.
❑ VBA user forms and Excel add-ins were used to enhance
interactivity and efficiency, allowing users to perform
complex tasks with ease.

Havish M Consulting ©
PYTHON

Havish M Consulting ©
 INTRODUCTION TO
PYTHON
This playlist introduces the foundational concepts of Python programming,
covering its syntax, core constructs, and use cases. It is designed for
beginners to gain a solid understanding of Python’s basics and how to
implement them for practical problem-solving.

3 Key Takeaways:

❑ Understand Python syntax, variables, data types, and basic operators to

build a strong foundation in programming.
❑ Learn essential constructs like loops, conditional statements,
functions, and object-oriented principles such as classes and objects.
❑ Explore real-world examples like iterators, modules, and error handling
to prepare for practical implementations.

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Havish M Consulting ©
 PYTHON - DATA
VISUALIZATION WITH
SEABORN
This playlist focuses on the fundamentals of data visualization using
Python, showcasing techniques to create impactful visual representations
of data. It covers essential plot types, visualization libraries, and
techniques to explore relationships and distributions.

3 Key Takeaways:

❑ Learn to create scatterplots, line plots, and categorical plots to

effectively present different types of data.
❑ Understand how to visualize dataset distributions and linear
relationships to uncover patterns and insights.
❑ Explore the use of facets for multi-dimensional data visualization,
enabling clearer storytelling and data segmentation.

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 PYTHON - WEB SCRAPING
This playlist introduces the fundamentals of web scraping using Python,
covering essential techniques, libraries, and real-world applications. It
guides beginners through the process of extracting and processing data
from web pages efficiently.

3 Key Takeaways:

❑ Understand the basics of web scraping, including the use of regular

expressions (Regex) and HTML parsing for data extraction.
❑ Learn to leverage powerful Python libraries like BeautifulSoup and
MechanicalSoup to navigate and scrape web content effectively.
❑ Apply web scraping techniques to real-world scenarios, such as
extracting data from BBC web pages, ensuring hands-on learning.

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 PYTHON - OPENPYXL
This playlist provides a comprehensive guide to working with Excel files
using OpenPyXL, a Python library for Excel automation. It covers
fundamental and advanced features, helping users efficiently manipulate
spreadsheets programmatically.

3 Key Takeaways:

❑ Learn to create, load, and edit Excel workbooks, including tasks like
adding data, formatting, and managing sheets.
❑ Discover techniques for automating complex tasks such as applying
conditional formatting, merging cells, handling multiple files, and
inserting charts.
❑ Explore features like formula integration, image importing, and loops to
streamline repetitive Excel operations, boosting productivity.

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Havish M Consulting ©
R, SQL, KNIME

Havish M Consulting ©
 R PROGRAMMING FOR
BEGINNERS
This playlist provides a step-by-step introduction to R programming,
catering to beginners aiming to explore data science and statistical
analysis. It covers foundational topics like installing R and understanding
workflows, as well as advanced techniques such as data wrangling,
visualization, and model basics. The series is designed to equip users with
practical skills for data manipulation and analysis.

3 Key Takeaways:

❑ Master foundational R concepts, including workflows, data types, and

data transformation techniques, to build a strong base in programming.
❑ Explore data visualization and exploratory data analysis to derive
insights from complex datasets using libraries like ggplot2.
❑ Learn advanced topics such as data wrangling with tidy data principles,
working with dates and times, and applying model basics for statistical
analysis.

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 SQL FOR BEGINNERS
This playlist provides a foundational introduction to SQL (Structured Query
Language), focusing on building a strong understanding of database
management and querying techniques. It covers topics from setting up
databases and writing basic queries to advanced data manipulation,
equipping viewers with practical skills for working with relational
databases.

3 Key Takeaways:

❑ Understand the core concepts of SQL, including setting up databases,

writing SELECT statements, and managing data effectively.
❑ Learn how to perform advanced querying techniques such as filtering,
joining tables, and using aggregate functions for data analysis.
❑ Gain insights into practical database management, including creating,
updating, and optimizing database structures for efficiency.

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 INTRODUCTION TO KNIME
This playlist serves as an entry-level guide to KNIME, a powerful open-
source platform for data analytics and machine learning workflows. It
covers essential features and tools to help beginners understand the
basics of KNIME's interface and capabilities.

3 Key Takeaways:

❑ Learn to create, manage, and execute workflows for data preparation,

transformation, and analysis using KNIME's intuitive drag-and-drop
interface.
❑ Understand key functionalities, including node configuration, workflow
execution, and integration with other data sources.
❑ Build a strong foundation in KNIME, setting the stage for advanced
analytics and automation tasks in future explorations.

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GOOGLE SHEETS

Havish M Consulting ©
 GOOGLE SHEETS
This playlist is a comprehensive guide to mastering Google Sheets,
covering essential functionalities for beginners and advanced users. It
delves into foundational skills like formatting, sharing, and version control,
as well as advanced tools such as AI features, pivot tables, and scripting.
Designed to streamline workflows, this series empowers users to optimize
data handling and collaboration.

3 Key Takeaways:

❑ Learn essential spreadsheet skills, including formatting, data

validation, and conditional formatting, to enhance data presentation
and accuracy.
❑ Explore advanced features such as pivot tables, IMPORT functions, and
scripting to automate and analyze complex data.
❑ Utilize collaborative tools like sharing, commenting, and version control
to manage teamwork effectively in Google Sheets.

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Havish M Consulting ©
 INTRODUCTION TO
JAVASCRIPT WITH
GOOGLE SHEETS
This playlist introduces the basics of JavaScript programming with a focus
on Google Apps Script. From setting up the first macro to using advanced
JavaScript concepts like objects, loops, and custom menus, this series
provides step-by-step guidance for beginners and intermediate users
looking to streamline tasks and improve efficiency.

3 Key Takeaways:

❑ Learn to record, write, and customize macros for Excel and Google
Sheets, enabling seamless automation across platforms.
❑ Explore core JavaScript concepts such as variables, data types,
functions, and loops, along with practical applications in spreadsheet
automation.
❑ Discover advanced Apps Script capabilities like adding custom menus,
retrieving and manipulating spreadsheet data, and formatting for
dynamic automation solutions.

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Havish M Consulting ©
WORD

Havish M Consulting ©
 WORD
This playlist focuses on mastering Microsoft Word and its integration with
Excel and PowerPoint. It covers essential skills such as mail merge,
converting numbers to words, and advanced features for creating
professional documents efficiently. Ideal for anyone looking to optimize
workflows and improve document processing.

3 Key Takeaways:

❑ Learn to use mail merge for creating customized documents efficiently,

including automation with data from Excel.
❑ Explore techniques for integrating Word with Excel and PowerPoint to
create seamless workflows across applications.
❑ Gain a comprehensive understanding of Microsoft Word's advanced
tools for formatting, document design, and collaboration.

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Havish M Consulting ©
INTERNS, MEDIUM

Havish M Consulting ©
 INTERNS
This playlist provides an insightful journey into internship experiences,
financial automation, and data analysis. It features a mix of tutorials on
technical topics like Power Query, ChatGPT, and data visualization, along
with real-life internship stories and advice from students. The series is
ideal for aspiring professionals seeking guidance on career paths,
technical upskilling, and practical exposure.

3 Key Takeaways:

❑ Learn technical skills like Power BI, Python, and ChatGPT for tasks such
as data cleaning, financial modeling, and creating impactful
presentations.
❑ Gain valuable insights from student internship experiences, covering
topics like interview preparation, transitioning into analytics, and career
growth.
❑ Explore webinars on data visualization, financial analysis, and
automation to understand practical applications in a corporate setting.

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Havish M Consulting ©
 MEDIUM
This playlist covers an intermediate-level exploration of various tools and
techniques in Excel, Power BI, and VBA, focusing on automation, data
handling, and visualization. It is ideal for users looking to bridge
foundational skills with advanced concepts for efficient data
management.

3 Key Takeaways:

❑ Discover intermediate techniques for automating tasks like Mail Merge,

file organization, and data extraction, significantly reducing manual
efforts.
❑ Master practical tools like FILTERXML, LAMBDA, and custom formats to
improve data preparation and visual storytelling.
❑ Learn to combine the power of Excel, Power BI, and VBA for seamless
workflows, such as creating dynamic reports, handling mismatched
data, and automating emails.

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Havish M Consulting ©
 About Havish M Consulting
Havish M Consulting is an award-winning analytics firm, a member of
Microsoft Partner Network, NASSCOM and CII.
We have delivered 1500+ workshops and 150+ projects across 45+ clients
across India, MENA and North America.

Havish was listed as a 40u40 Analytics, and has received Indian Havish is consulting clients on Generative AI and Digital Transformation.
Achievers Award. He has contributed to research work and publications for the World Bank,
He is a PGP Gold Medalist and was conferred the Distinguished SEBI, Ministry of Tourism, Skill India etc.
Alumni Award. His books and study material are used by Delhi University and IMT Ghaziabad.

Generative
Excel AI Digital Transformation
Excel Data Analytics
Excel Data Visualization
Excel Business Intelligence Process Automation Workflow Architecture
Excel Excel Excel

KEY CLIENTS: FACULTY AT:

IIM Kozhikode | IMT Ghaziabad
Shriram College of Commerce
Masters’ Union

Havish Madhvapaty Website:

YouTube:
havishmconsulting.com
youtube.com/c/havishmadhvapaty
linkedin.com/in/havishm Spotify: open.spotify.com/show/1zpPvGs8SxjfcWz1ttfwEW
Instagram: instagram.com/havish.m.consulting
[email protected]
0091-9818524222 Registered Address: 392/C, POCKET-2, MAYUR VIHAR PHASE 1, NEW DELHI 110091

Office Address: G-41, REGUS, TOWER-2, ASSOTECH BUSINESS CRESTERRA PLOT NO.22
UPPER GROUND FLOOR, SECTOR 135, NOIDA, UTTAR PRADESH 201301