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Course Outline
Initial Skills Assessment and Review
- Evaluation of participants' current Excel proficiency
- Preliminary activities focusing on functions and interface navigation
- Reinforcement of key concepts regarding structured datasets
Budgeting for Purchases and Report Creation
- Designing foundational and dynamic budget templates
- Monitoring costs and purchase quantities
- Generating comprehensive purchase summary reports
Formulas for Inventory and Cost Analysis
- Utilizing IF, SUMIF, and SUMIFS for logic-driven analysis
- Applying VLOOKUP to reference detailed item information
- Integrating formulas for unit-cost calculations and supplier-level insights
Managing and Analyzing Extensive Data
- Processing datasets with 5,000+ rows and multiple columns
- Implementing sorting, filtering, and conditional formatting techniques
- Leveraging Excel Tables for dynamic range references
Constructing Purchase Lists and Supplier Reports
- Developing organized input sheets categorized by supplier
- Connecting inventory, quantity, and cost fields
- Summarizing data by category or raw material
Practical Inventory Tracking Exercise
- Simulating scenarios comparing consumption and purchase (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage data against purchase logs
- Identifying discrepancies and generating automated alerts
Pivot Tables for Reporting and Insight
- Building pivot tables by month, item, or supplier
- Applying filters, grouping data, and customizing summaries
- Creating interactive dashboards using slicers and timelines
Report Automation via Macros
- Recording and modifying basic macros
- Automating routine tasks (e.g., monthly material consolidation)
- Executing macros for data refresh and report generation
Conclusion and Future Directions
Requirements
- Fundamental understanding of spreadsheet principles
- Proficiency in file management and data entry procedures
- Prior experience with business or inventory workflows
Target Audience
- Inventory and purchasing professionals
- Operations or logistics analysts
- Finance or administrative team members
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,
