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Case study

Fortune 500 Excel Analysis

An Excel portfolio project analyzing Fortune 500 data from 2015–2023 — viewing the dataset through a job-search lens to find the industries, companies, and trends worth paying attention to.

01 — Questions

The questions I wanted to answer

  1. What industries and companies have female CEOs and are located in the South?
  2. What companies and industries ranked in the top 5 by revenue for 2015–2023?
  3. What industries and companies have seen the most consistent growth over the last 9 years?

02 — Approach

Approach & analysis

Source data: Fortune 500 Companies (Kaggle), covering 1996–2023. I formatted, compiled, and cleaned the data into a single workbook and used core Excel features — XLOOKUP, FILTER, SUMIF, COUNTIF, pivot tables, charts, and conditional formatting — to extract insights.

  • Primary goal: analyze the Fortune 500 from a job-searching perspective.
  • Secondary goal: quickly extract key insights and communicate them via a visualized dashboard.
  • Third goal: publish a storyboard portfolio project on my personal blog.

03 — Toolkit

Excel tools I used

XLOOKUP / FILTER

Lookups and dynamic filtered ranges

SUMIF / COUNTIF

Conditional aggregation across years

Pivot Tables

Industry × region × year breakdowns

Conditional Formatting

Heatmaps for trend stability

Charts & Dashboards

Visual storytelling for the deck

Data Cleaning

Unifying company name variants

04 — Challenges

Technical challenges

  • Excel's "Remove Duplicates" found zero matches, but many companies had multiple name variants (e.g. "Walmart" vs. "Walmart, Inc."). I manually normalized names across the dataset so charts grouped correctly.
  • Female_CEO data didn't start until 2015, so analyses involving CEOs were scoped to 2015–2023.
  • To visualize regional data, I built a separate U.S. state → region lookup table so I could filter for companies headquartered in the South.

05 — Q1

Top industries in the South with female CEOs

Bar chart of top industries in the South with female CEOs
Top industries in the South with female CEOs

Top 5 industries: Aerospace & Defense, Utilities: Gas and Electric, Mining & Crude-Oil Production, Food Services, and Chemicals.

Breakdown of companies by industry with female CEOs in the South
Companies within each industry with female CEOs in the South

Recognizable names: Lockheed Martin, Duke Energy, Hertz, Oracle, J.C. Penney.

06 — Q2

Top 5 companies and industries by revenue (2015–2023)

Top Fortune 500 industries ranked 1–5 in 2015–2023
Top Fortune 500 industries ranked 1–5 in years 2015–2023
Top 5 Fortune 500 companies 2015–2023
Top 5 Fortune 500 companies, 2015–2023

These visualizations let me focus a data analyst job search on specific companies and industries:

  • General Merchandisers — Walmart
  • Insurance — Berkshire Hathaway
  • Computers & Tech — Apple, Amazon
  • Health Care — CVS Health, UnitedHealth Group

07 — Side tangent

Exploring female CEO data

Percentage of Fortune 500 companies with female CEOs, 2014–2022
Percentage of Fortune 500 companies with female CEOs, 2014–2022

The share of Fortune 500 companies with female CEOs is still small — but it has grown consistently, from 4.6% in 2014 to 10.4% in 2022.

08 — Q3

Industry growth & stability (2015–2023)

I scoped this view to industries that kept reappearing across the analysis plus a few I'm personally interested in, then tracked revenue year-over-year.

Industry revenue 2015–2023 across major Fortune 500 sectors
Industry revenue, 2015–2023

Sample formula used in the workbook to roll up annual industry revenue:

=SUMIFS(Revenue, Year, 2023, Industry, "General Merchandisers")

09 — Conclusions

What I took away

Top industries in the South with female CEOs: Aerospace & Defense, Utilities (Gas/Electric), Mining/Crude Oil, Food Services, and Chemicals.

Industries with the largest count of companies: Utilities, Specialty Retailers, Commercial Banks, Insurance: Property & Casualty, and Chemicals.

Companies ranked in the top 5 (2015–2023): Walmart, Exxon Mobil, Berkshire Hathaway, Amazon, Chevron, Apple, CVS Health, McKesson, and UnitedHealth Group.

Female CEO share is rising: From 4.6% in 2014 to 10.4% in 2022.

Consistently growing or stable industries (2015–2023): General Merchandisers, Insurance, Healthcare, Computers, Internet Services & Retailing, Aerospace & Defense, Computer Software, and Utilities (Gas/Electric).

With these patterns surfaced, I have a much clearer picture of which industries and companies to target in a data analyst job search.

10 — Full deck

Read the full PDF

The complete slide deck — including extra commentary and visuals — lives on GitHub. Preview it below or open it in a new tab.

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