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Duration 14 hours
Course Outline
Initial Skills Assessment and Review
- Participant Excel proficiency check
- Warm-up activities focusing on functions and navigation
- Review of key concepts for structured datasets
Budget Planning for Purchases and Report Creation
- Designing basic and dynamic budget templates
- Monitoring costs and purchase quantities
- Generating purchase summary reports
Formulas for Inventory and Cost Analysis
- Employing IF, SUMIF, and SUMIFS for logic-based analysis
- Applying VLOOKUP to reference item details
- Combining formulas for cost-per-unit and supplier-level insights
Managing and Analyzing Large Data Sets
- Processing datasets with over 5,000 rows and multiple columns
- Sorting, filtering, and applying conditional formatting
- Utilizing Excel Tables for dynamic range referencing
Constructing Purchase Lists and Supplier Reports
- Developing structured input sheets by supplier
- Linking inventory, quantity, and cost fields
- Aggregating data by category or raw material
Practical Inventory Tracking Exercise
- Simulating consumption versus purchase scenarios (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage data with purchase records
- Identifying discrepancies and triggering alerts
Pivot Tables for Reporting and Analysis
- Building pivot tables by month, item, or supplier
- Applying filters, grouping, and custom summarization
- Constructing dashboards using slicers and timelines
Report Automation via Macros
- Recording and refining basic macros
- Automating repetitive tasks (e.g., monthly material consolidation)
- Executing macros for data refresh and report generation
Summary and Next Steps
Requirements
- A solid grasp of basic spreadsheet concepts
- Comfort with file management and data entry processes
- Prior exposure to business or inventory 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,
