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Course Outline
Initial Skills Assessment and Review
- Evaluation of participant Excel proficiency
- Warm-up exercises involving functions and navigation
- Review of fundamental concepts for structured datasets
Budgeting for Purchases and Report Generation
- Developing basic and dynamic budget templates
- Monitoring costs and purchase quantities
- Generating purchase summary reports
Formulas for Inventory and Cost Calculations
- Applying IF, SUMIF, and SUMIFS for logic-based analysis
- Using VLOOKUP to reference item details
- Combining formulas to gain insights into cost-per-unit and supplier-level data
Handling and Analyzing Large Datasets
- Managing datasets with 5,000+ rows and multiple columns
- Sorting, filtering, and applying conditional formatting
- Leveraging Excel Tables for dynamic range referencing
Creating Purchase Lists and Supplier Reports
- Building 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 (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 based on month, item, or supplier
- Utilizing filtering, grouping, and custom summarization
- Creating dashboards using slicers and timelines
Automating Reports with Macros
- Recording and modifying basic macros
- Automating recurring tasks (e.g., consolidating monthly materials)
- Executing macros for data refreshing and report creation
Conclusion and Next Steps
Requirements
- A solid grasp of basic spreadsheet concepts
- Experience with file management and data entry
- Prior exposure to business or inventory processes
Target Audience
- Inventory and purchasing personnel
- 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,
