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Course Outline
Initial Skills Assessment and Review
- Evaluation of participant Excel proficiency
- Warm-up activities focusing on functions and navigation
- Refresher on key concepts for structured data sets
Budgeting for Purchases and Report Generation
- Developing basic and dynamic budget templates
- Monitoring costs and purchase volumes
- Generating comprehensive purchase summary reports
Formulas for Inventory and Cost Calculations
- Employing IF, SUMIF, and SUMIFS for logic-driven analysis
- Utilizing VLOOKUP to reference item details
- Integrating formulas for insights on cost-per-unit and supplier performance
Handling and Analyzing Large Datasets
- Processing datasets with 5,000+ rows and multiple columns
- Applying sorting, filtering, and conditional formatting
- Utilizing Excel Tables for dynamic range references
Building Purchase Lists and Supplier Reports
- Designing 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 triggering alerts
Pivot Tables for Reporting and Analysis
- Constructing pivot tables by month, item, or supplier
- Implementing filtering, grouping, and custom summaries
- Creating dashboards using slicers and timelines
Automating Reports with Macros
- Recording and modifying basic macros
- Automating repetitive duties (e.g., monthly material consolidation)
- Executing macros for data updates and report creation
Summary and Next Steps
Requirements
- Proficiency in fundamental spreadsheet concepts
- Experience with file management and data entry procedures
- Prior knowledge of business or inventory workflows
Target Audience
- Inventory and purchasing team members
- 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,
