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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

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Provisional Upcoming Courses (Require 5+ participants)

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