Course Outline
Initial Skills Assessment and Review
- Participant Excel skills check
- Warm-up activities with functions and navigation
- Review of key concepts for structured datasets
Budgeting for Purchases and Report Generation
- Creating basic and dynamic budget templates
- Tracking costs and purchase quantities
- Creating purchase summary reports
Formulas for Inventory and Cost Calculations
- Using IF, SUMIF, SUMIFS for logic-based analysis
- Applying VLOOKUP for referencing item details
- Combining formulas for cost-per-unit and supplier-level insights
Handling and Analyzing Large Datasets
- Working with 5,000+ rows and multiple columns
- Sorting, filtering, and conditional formatting
- Using Excel Tables for dynamic range referencing
Building Purchase Lists and Supplier Reports
- Creating structured input sheets by supplier
- Linking inventory, quantity, and cost fields
- Summarizing by category or raw material
Practical Inventory Tracking Exercise
- Simulating consumption vs. purchase (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage data with purchase logs
- Highlighting discrepancies and generating alerts
Pivot Tables for Reporting and Analysis
- Creating pivot tables by month, item, or supplier
- Filtering, grouping, and custom summarization
- Building dashboards with slicers and timelines
Automating Reports with Macros
- Recording and editing basic macros
- Automating repetitive tasks (e.g., monthly material consolidation)
- Running macros for data refresh and report generation
Summary and Next Steps
Requirements
- An understanding of basic spreadsheet concepts
- Familiarity with file management and data entry
- Prior exposure to business or inventory processes
Audience
- Inventory and purchasing staff
- Operations or logistics analysts
- Finance or administrative personnel
Testimonials (5)
I really appreciated that the excel spreadsheet with each module was shared with us to follow along and reference again for the formulas, etc. Lots of tips & tricks!
Megan - Northern Medical Connections
Course - Excel - Basic
I was recently struggling with some pivot table issues and the course gave me the knowledge to work with pivot tables quicker, smarter and more efficiently.
Arina Moayed-Dzenisa - Universal-Investment-Gesellschaft mbH Branch Poland Sp. z o. o.
Course - Microsoft Office Excel - poziom średnio zaawansowany
examples and looking for solutions
Monika Lesniewska - Takenaka Europe GmbH Sp. z o.o. Oddzial w Polsce
Course - Excel Data Analysis
The trainer was informative and has a smooth and easy way of teaching
Gihan El Shafei - Dubai Government Human Resources
Course - Excel 2019 - Intermediate
The second day as Power Bi is a really friendly tool, and clearly Costas knows it very well, it was really good to learn about that tool. Unfortunately we have to see Power pivot in excel first which is really not user friendly but definitely a must see first in order to understand how Power Bi works, and it makes Power Bi look super cool :)