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Struttura del corso
Initial Skills Assessment and Review
- Participant Excel skills check
- Warm-up activities with functions and navigation
- Review of key concepts for structured datasets
Budgeting for Purchases and Report Generation
- Creating basic and dynamic budget templates
- Tracking costs and purchase quantities
- Creating purchase summary reports
Formulas for Inventory and Cost Calculations
- Using IF, SUMIF, SUMIFS for logic-based analysis
- Applying VLOOKUP for referencing item details
- Combining formulas for cost-per-unit and supplier-level insights
Handling and Analyzing Large Datasets
- Working with 5,000+ rows and multiple columns
- Sorting, filtering, and conditional formatting
- Using Excel Tables for dynamic range referencing
Building Purchase Lists and Supplier Reports
- Creating structured input sheets by supplier
- Linking inventory, quantity, and cost fields
- Summarizing by category or raw material
Practical Inventory Tracking Exercise
- Simulating consumption vs. purchase (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 by month, item, or supplier
- Filtering, grouping, and custom summarization
- Building dashboards with slicers and timelines
Automating Reports with Macros
- Recording and editing basic macros
- Automating repetitive tasks (e.g., monthly material consolidation)
- Running macros for data refresh and report generation
Summary and Next Steps
Requisiti
- An understanding of basic spreadsheet concepts
- Familiarity with file management and data entry
- Prior exposure to business or inventory processes
Audience
- Inventory and purchasing staff
- Operations or logistics analysts
- Finance or administrative personnel
14 ore
Recensioni (5)
Di recente ho avuto problemi con alcune tabelle pivot e il corso mi ha dato le conoscenze per lavorare con le tabelle pivot in modo più rapido, intelligente ed efficiente.
Arina Moayed-Dzenisa - Universal-Investment-Gesellschaft mbH Branch Poland Sp. z o. o.
Corso - Microsoft Office Excel - poziom średnio zaawansowany
Traduzione automatica
esempi e alla ricerca di soluzioni
Monika Lesniewska - Takenaka Europe GmbH Sp. z o.o. Oddzial w Polsce
Corso - Excel Data Analysis
Traduzione automatica
The tips for many of the functions that the trainer presented, which we can easily remember and implement in our future work
Emilija Stoilova - EPFL HBP PCO
Corso - Analysing Financial Data in Excel
The fact he had dif excel and data sheets with exercises for us to do.
Deepakie Singh Sodhi - Queens College, CUNY
Corso - Excel For Statistical Data Analysis
There was a good amount of information for the time of training. Also the trainer was very engaged with the group, especially when people were having troubles or asking questions. It was very nice of him to offer help in case of future ideas.
