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Course Outline
Initial Skills Assessment and Review
- Evaluation of participants' current Excel proficiency
- Warm-up tasks focusing on functions and navigation
- Recap of essential concepts for structured data handling
Budgeting for Purchases and Report Generation
- Designing both basic and dynamic budget templates
- Monitoring costs and purchase volumes
- Generating comprehensive purchase summary reports
Formulas for Inventory and Cost Calculations
- Leveraging IF, SUMIF, and SUMIFS for logic-driven analysis
- Utilizing VLOOKUP to reference specific item details
- Integrating formulas to gain insights on unit costs and supplier performance
Managing and Analyzing Large Datasets
- Navigating data sets with over 5,000 rows and multiple columns
- Applying sorting, filtering, and conditional formatting techniques
- Implementing Excel Tables for dynamic range references
Constructing Purchase Lists and Supplier Reports
- Building structured input sheets organized by supplier
- Connecting inventory, quantity, and cost data fields
- Aggregating data by category or raw material type
Practical Inventory Tracking Exercise
- Simulating scenarios involving consumption versus purchase (e.g., comparing 1,000 vs. 900 bags of sugar)
- Reconciling usage records with purchase logs
- Identifying discrepancies and triggering alerts
Pivot Tables for Reporting and Analysis
- Generating pivot tables categorized by month, item, or supplier
- Refining data through filtering, grouping, and custom summarization
- Constructing dashboards using slicers and timelines
Automating Reports with Macros
- Capturing and modifying basic macros
- Automating recurring duties, such as monthly material consolidation
- Executing macros to refresh data and generate reports
Wrap-Up and Future Recommendations
Requirements
- A solid grasp of fundamental spreadsheet concepts
- Proficiency in file management and data entry
- Prior experience with business or inventory processes
Target Audience
- Inventory and purchasing professionals
- 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,
