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Course Outline
Initial Skills Assessment and Review
- Assessment of participants' current Excel proficiency
- Warm-up activities focusing on functions and navigation
- Review of key concepts pertaining to structured datasets
Budgeting for Purchases and Report Generation
- Designing basic and dynamic budget templates
- Monitoring costs and purchase quantities
- Generating comprehensive purchase summary reports
Formulas for Inventory and Cost Calculations
- Utilizing IF, SUMIF, and SUMIFS for logic-based analysis
- Employing VLOOKUP to reference item details
- Combining formulas to derive cost-per-unit metrics and supplier-level insights
Handling and Analyzing Large Datasets
- Working with datasets exceeding 5,000 rows and multiple columns
- Implementing sorting, filtering, and conditional formatting
- Utilizing 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 type
Practical Inventory Tracking Exercise
- Simulating scenarios comparing consumption versus purchases (e.g., 1,000 versus 900 bags 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
- Applying filters, groupings, and custom summarization
- Constructing 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
- Understanding of fundamental spreadsheet concepts
- Familiarity with file management and data entry procedures
- Previous exposure to business or inventory processes
Audience
- Inventory and purchasing staff
- Operations or logistics analysts
- Finance or administrative personnel
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,
