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Course Outline
Initial Skills Assessment and Review
- Assessment of participants' existing Excel proficiency
- Warm-up activities focusing on functions and navigation
- Refresher on key concepts for handling structured datasets
Budgeting for Purchases and Report Generation
- Developing basic and dynamic budget templates
- Monitoring costs and purchase volumes
- Generating purchase summary reports
Formulas for Inventory and Cost Calculations
- Leveraging IF, SUMIF, and SUMIFS for logic-driven analysis
- Using VLOOKUP to reference item details
- Combining formulas to gain insights on cost-per-unit and supplier performance
Managing and Analyzing Large Datasets
- Working with data sets exceeding 5,000 rows across multiple columns
- Applying sorting, filtering, and conditional formatting
- Utilizing Excel Tables for dynamic range references
Creating Purchase Lists and Supplier Reports
- Designing structured input sheets organized by supplier
- Connecting inventory, quantity, and cost fields
- Summarizing data by category or raw material
Practical Inventory Tracking Exercise
- Simulating consumption versus purchase (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
- Constructing pivot tables by month, item, or supplier
- Implementing filtering, grouping, and custom summarization
- Building dashboards using slicers and timelines
Automating Reports with Macros
- Recording and modifying basic macros
- Streamlining repetitive tasks (e.g., monthly material consolidation)
- Executing macros for data updates and report generation
Summary and Next Steps
Requirements
- A grasp of fundamental spreadsheet concepts
- Comfort with file management and data entry processes
- Previous experience with business or inventory workflows
Target Audience
- Inventory and procurement 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,
