Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Initial Skills Assessment and Review
- Evaluation of participants' Excel proficiency.
- Warm-up activities involving functions and navigation.
- Review of key concepts relevant to structured datasets.
Budgeting for Purchases and Report Generation
- Development of basic and dynamic budget templates.
- Tracking costs and purchase quantities.
- Generating purchase summary reports.
Formulas for Inventory and Cost Calculations
- Utilizing IF, SUMIF, and SUMIFS for logic-based analysis.
- Applying VLOOKUP to reference item details.
- Combining formulas to derive cost-per-unit and supplier-level insights.
Handling and Analyzing Large Datasets
- Working with datasets comprising 5,000+ rows and multiple columns.
- Performing sorting, filtering, and conditional formatting.
- Using Excel Tables for dynamic range referencing.
Building Purchase Lists and Supplier Reports
- Creating structured input sheets organized by supplier.
- Linking inventory, quantity, and cost fields.
- Summarizing data by category or raw material.
Practical Inventory Tracking Exercise
- Simulating consumption versus purchase scenarios (e.g., comparing 1,000 units against 900 units of sugar).
- Reconciling usage data with purchase logs.
- Highlighting discrepancies and generating alerts.
Pivot Tables for Reporting and Analysis
- Creating pivot tables categorized by month, item, or supplier.
- Filtering, grouping, and customizing summaries.
- Building dashboards utilizing slicers and timelines.
Automating Reports with Macros
- Recording and editing basic macros.
- Automating repetitive tasks, such as monthly material consolidation.
- Executing macros for data refresh and report generation.
Summary and Next Steps
Requirements
- A solid understanding of basic spreadsheet concepts.
- Familiarity with file management and data entry procedures.
- Prior exposure to business or inventory processes.
Target Audience
- Inventory and purchasing staff.
- Operations or logistics analysts.
- Finance or administrative personnel.
14 Hours
Testimonials (3)
the trainer's patience,
Agata Halubicka - Sad Rejonowy w Krosnie Odrzanskim
Course - Microsoft Office Excel - poziom średnio zaawansowany
active interaction between trainer and participants
DEEWEELYN DE LUNA - TRACTEBEL RED INC.
Course - Financial Analysis in Excel
well-prepared training, interesting topics
