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Duration 14 hours
Course Outline
Initial Skills Assessment and Review
- Evaluation of participant Excel proficiency.
- Warm-up activities focusing on functions and navigation.
- Revisiting key concepts for handling structured datasets.
Budgeting for Purchases and Report Generation
- Developing basic and dynamic budget templates.
- Monitoring costs and purchase quantities.
- Generating comprehensive purchase summary reports.
Formulas for Inventory and Cost Calculations
- Leveraging IF, SUMIF, and SUMIFS for logic-driven analysis.
- Utilizing VLOOKUP to reference item details efficiently.
- Integrating formulas for insights into cost-per-unit and supplier-level data.
Handling and Analyzing Large Datasets
- Managing data volumes of 5,000+ rows across multiple columns.
- Applying sorting, filtering, and conditional formatting techniques.
- Employing 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 for coherence.
- Summarizing data by category or raw material.
Practical Inventory Tracking Exercise
- Simulating scenarios of consumption versus purchase (e.g., 1,000 vs. 900 bags of sugar).
- Reconciling usage data with purchase logs.
- Identifying discrepancies and generating automated alerts.
Pivot Tables for Reporting and Analysis
- Constructing pivot tables based on month, item, or supplier.
- Executing filtering, grouping, and custom summarization.
- Designing dashboards using slicers and timelines.
Automating Reports with Macros
- Recording and refining basic macros.
- Automating repetitive workflows (e.g., monthly material consolidation).
- Executing macros for data refresh and report generation.
Summary and Next Steps
Requirements
- A solid grasp of fundamental spreadsheet concepts.
- Proficiency in file management and data entry processes.
- Previous exposure to business operations or inventory management workflows.
Target Audience
- Inventory and purchasing team members.
- Operations or logistics analysts.
- Finance or 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,
