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Course Outline
Initial Skills Assessment and Review
- Assessment of participants' Excel proficiency
- Warm-up activities involving functions and navigation
- Review of essential concepts for structured datasets
Budgeting for Purchases and Report Generation
- Developing basic and dynamic budget templates
- Tracking costs and purchase quantities
- Generating purchase summary reports
Formulas for Inventory and Cost Calculations
- Employing IF, SUMIF, and SUMIFS for logic-based analysis
- Applying VLOOKUP to reference item details
- Combining formulas to derive cost-per-unit and supplier-level insights
Handling and Analyzing Large Datasets
- Managing datasets with 5,000+ rows and multiple columns
- Sorting, filtering, and applying conditional formatting
- Leveraging Excel Tables for dynamic range referencing
Building Purchase Lists and Supplier Reports
- Creating structured input sheets organized by supplier
- Linking inventory, quantity, and cost fields
- Summarizing data by category or raw material type
Practical Inventory Tracking Exercise
- Simulating consumption versus purchase scenarios (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage data with purchase logs
- Highlighting discrepancies and generating alerts
Pivot Tables for Reporting and Analysis
- Creating pivot tables categorized by month, item, or supplier
- Filtering, grouping, and customizing summaries
- Building dashboards utilizing slicers and timelines
Automating Reports with Macros
- Recording and editing basic macros
- Automating repetitive tasks (e.g., monthly material consolidation)
- Executing macros for data refresh and report generation
Summary and Next Steps
Requirements
- Understanding of fundamental spreadsheet concepts
- Familiarity with file management and data entry
- Previous exposure to business or inventory processes
Audience
- Inventory and purchasing personnel
- 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,
