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Course Outline
Initial Skills Assessment and Review
- Assessment of participant Excel proficiency
- Warm-up exercises covering functions and navigation
- Recap of key concepts for managing structured datasets
Budgeting for Purchases and Report Generation
- Developing basic and dynamic budget templates
- Monitoring costs and purchase quantities
- Generating comprehensive purchase summary reports
Formulas for Inventory and Cost Calculations
- Leveraging IF, SUMIF, and SUMIFS for logical analysis
- Utilizing VLOOKUP to reference item details
- Integrating formulas to derive cost-per-unit and supplier-level insights
Handling and Analyzing Large Datasets
- Processing datasets with 5,000+ rows across multiple columns
- Techniques for sorting, filtering, and conditional formatting
- Employing Excel Tables for dynamic range referencing
Building Purchase Lists and Supplier Reports
- Designing structured input sheets organized by supplier
- Linking inventory, quantity, and cost fields
- Summarizing data by category or raw material
Practical Inventory Tracking Exercise
- Simulating consumption versus purchase scenarios (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage data with purchase logs
- Identifying discrepancies and setting up alerts
Pivot Tables for Reporting and Analysis
- Creating pivot tables segmented by month, item, or supplier
- Applying filtering, grouping, and custom summarization techniques
- Designing dashboards featuring slicers and timelines
Automating Reports with Macros
- Recording and refining basic macros
- Automating recurring tasks (e.g., monthly material consolidation)
- Executing macros for data refresh and report generation
Summary and Next Steps
Requirements
- Familiarity with fundamental spreadsheet concepts
- Proficiency in file management and data entry
- Prior knowledge of business operations or inventory processes
Target Audience
- Inventory and purchasing teams
- Operations and logistics analysts
- Finance and administrative staff
14 Hours
Testimonials (2)
Flexibility in the course delivery and the interactive approach. The trainer was open to questions, clarified doubts clearly and also considered participants suggestions during the sessions. The training was well structured and informative.
Soundarya Mohan - Mizuho Bank Europe N.V.
Course - Financial Analysis in Excel
the trainer's patience,
