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Duration 14 hours
Course Outline
Initial Skill Assessment and Review
- Evaluation of participants' existing Excel capabilities
- Warm-up activities involving functions and navigation
- Refresher on key concepts for structured data sets
Budget Planning for Purchases and Report Creation
- Developing basic and dynamic budget templates
- Monitoring costs and purchase volumes
- Generating purchase summary reports
Applying Formulas to Inventory and Cost Analysis
- Utilizing IF, SUMIF, and SUMIFS for logic-based evaluations
- Employing VLOOKUP to retrieve item details
- Integrating formulas for insights into unit costs and supplier performance
Managing and Analyzing Extensive Data
- Processing datasets with over 5,000 rows and multiple columns
- Applying sorting, filtering, and conditional formatting techniques
- Using Excel Tables for dynamic range references
Developing Purchase Lists and Supplier Reports
- Designing structured input sheets organized by supplier
- Connecting inventory, quantity, and cost data fields
- Aggregating data by category or raw material type
Hands-on Inventory Tracking Practice
- Simulating consumption versus purchases (e.g., 1,000 vs. 900 bags of sugar)
- Aligning usage records with purchase logs
- Identifying discrepancies and creating automated alerts
Utilizing Pivot Tables for Reporting and Insights
- Constructing pivot tables segmented by month, item, or supplier
- Executing filtering, grouping, and custom summarization
- Designing dashboards incorporating slicers and timelines
Automating Reporting Workflows with Macros
- Recording and modifying basic macros
- Automating recurring tasks (e.g., monthly material consolidation)
- Executing macros for data updates and report generation
Wrap-up and Recommended Next Steps
Requirements
- A foundational grasp of spreadsheet concepts
- Proficiency in file management and data entry
- Previous experience with business or inventory processes
Target Audience
- Inventory and purchasing team members
- Operations and logistics analysts
- Finance and administrative staff
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,
