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Course Outline
Initial Skills Assessment and Review
- Evaluation of participants' Excel proficiency
- Warm-up activities involving functions and navigation
- Review of essential concepts for structured datasets
Budgeting for Purchases and Report Generation
- Designing basic and dynamic budget templates
- Monitoring costs and purchase volumes
- Generating summary reports for purchases
Formulas for Inventory and Cost Calculations
- Employing IF, SUMIF, and SUMIFS for logic-driven analysis
- Utilizing VLOOKUP to reference item details
- Integrating formulas to derive cost-per-unit metrics and supplier-level insights
Handling and Analyzing Large Datasets
- Navigating datasets with 5,000+ rows across multiple columns
- Applying sorting, filtering, and conditional formatting techniques
- Leveraging Excel Tables for dynamic range referencing
Building Purchase Lists and Supplier Reports
- Establishing structured input sheets organized by supplier
- Connecting inventory, quantity, and cost data fields
- Summarizing data by category or raw material type
Practical Inventory Tracking Exercise
- Simulating scenarios comparing consumption versus purchases (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage data against purchase logs
- Identifying discrepancies and generating alerts
Pivot Tables for Reporting and Analysis
- Constructing pivot tables organized by month, item, or supplier
- Utilizing filters, grouping, and custom summarization features
- Creating interactive dashboards equipped with slicers and timelines
Automating Reports with Macros
- Recording and modifying basic macros
- Automating routine tasks (e.g., monthly consolidation of materials)
- Executing macros to refresh data and generate reports
Summary and Next Steps
Requirements
- Fundamental understanding of spreadsheet concepts
- Competence in file management and data entry
- Previous exposure to business or inventory workflows
Target Audience
- Inventory and purchasing professionals
- Operations or logistics analysts
- Finance or 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,