Feeling behind at work. I’m relatively new to data/financial modeling. Any advice on learning how to take a client data set, cleaning it up, and turning it into a model for analysis? I’m a new consultant at a boutique and I’ve basically received no training at my company on how to use Excel to do this. Additionally, is this fair game for a new analyst to understand how to do this without any prior training?

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Ask your team/boss/manager for training
Ask for models from old projects that you can learn from
Understand what final output that is expected, plan what steps are needed to get there, and learn what you need to do for each step (but take it 1 step at a time).

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I'm new as well! Chemical engineer who moved into data analytics. Let me know if you find anything that you deem as helpful please 😊

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Couple questions:
1.) what type of data sets are you receiving?
2.) what type of models / analysis do you need to create?

I work with healthcare datasets.
I would use PowerQuery for your ETL.
If you have very large datasets and your org doesn’t want to pay for additional software- Microsoft Access should be able to handle some of your clean up.

And to answer the second part of your question : because it’s a boutique healthcare company they probably said something to you like we all wear many hats,etc. Roles are not as clearly defined in these types of employers so you might be doing several roles that in larger corporations are divided into specialities.

Take some classes on excel and specifically power query. I moved into power bi pretty quickly, but the corporate world loves their excel workbooks.

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