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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 Creation
- Developing both basic and dynamic budget templates
- Monitoring costs and purchase quantities
- Generating comprehensive purchase summary reports
Formulas for Inventory and Cost Analysis
- Utilizing IF, SUMIF, and SUMIFS for logic-driven analysis
- Applying VLOOKUP to reference specific item details
- Combining formulas to gain insights on cost-per-unit and supplier performance
Managing and Analyzing Large Datasets
- Processing data with 5,000+ rows and multiple columns
- Techniques for sorting, filtering, and applying conditional formatting
- Leveraging Excel Tables for dynamic range referencing
Developing Purchase Lists and Supplier Reports
- Designing structured input sheets organized by supplier
- Linking inventory, quantity, and cost data fields
- Summarizing data by category or raw material type
Practical Inventory Tracking Exercise
- Simulating scenarios comparing consumption vs. purchase (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage data against purchase logs
- Identifying discrepancies and generating alerts
Pivot Tables for Reporting and Analysis
- Creating pivot tables segmented by month, item, or supplier
- Applying filters, grouping data, and customizing summaries
- Constructing dashboards using slicers and timelines
Automating Reports with Macros
- Recording and refining basic macros
- Automating recurring tasks (e.g., monthly material consolidation)
- Executing macros for data refreshes and report generation
Summary and Next Steps
Requirements
- A solid grasp of fundamental spreadsheet principles
- Proficiency in file organization and data entry
- Prior exposure to business operations or inventory processes
Target Audience
- Inventory and procurement specialists
- Operations or logistics analysts
- Finance or administrative professionals
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,
