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Course Outline
Initial Skills Assessment and Review
- Evaluation of participants' current Excel proficiency
- Warm-up activities focusing on functions and navigation
- Refresher on key concepts for managing structured datasets
Budgeting for Purchases and Report Generation
- Developing basic and dynamic budget templates
- Monitoring costs and purchase quantities
- Generating comprehensive purchase summary reports
Formulas for Inventory and Cost Calculations
- Leveraging IF, SUMIF, and SUMIFS for logic-based analysis
- Utilizing VLOOKUP to reference detailed item information
- Integrating formulas to derive cost-per-unit and supplier-level insights
Handling and Analyzing Large Datasets
- Managing datasets with over 5,000 rows across multiple columns
- Applying sorting, filtering, and conditional formatting techniques
- Implementing Excel Tables for dynamic range referencing
Building Purchase Lists and Supplier Reports
- Constructing structured input sheets organized by supplier
- Connecting inventory, quantity, and cost fields
- Aggregating data by category or raw material
Practical Inventory Tracking Exercise
- Simulating consumption versus purchase scenarios (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage data with purchase logs
- Identifying discrepancies and creating alert mechanisms
Pivot Tables for Reporting and Analysis
- Constructing pivot tables by month, item, or supplier
- Applying filtering, grouping, and custom summarization
- Creating interactive dashboards using slicers and timelines
Automating Reports with Macros
- Recording and modifying basic macros
- Automating repetitive workflows (e.g., monthly material consolidation)
- Executing macros for data refresh and report generation
Summary and Next Steps
Requirements
- A solid grasp of fundamental spreadsheet concepts
- Proficiency in file management and data entry practices
- Previous exposure to business operations or inventory management processes
Target Audience
- Staff involved in inventory management and purchasing
- 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,
