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Course Outline
Initial Skills Assessment and Review
- Evaluation of participants' current Excel proficiency
- Warm-up exercises focused on functions and navigation
- Refresher on key concepts for handling structured datasets
Budgeting for Purchases and Report Creation
- Designing basic and dynamic budget templates
- Monitoring costs and purchase quantities
- Generating comprehensive purchase summary reports
Applying Formulas for Inventory and Cost Analysis
- Utilizing IF, SUMIF, and SUMIFS for logic-driven analysis
- Implementing VLOOKUP to retrieve item details
- Combining formulas to gain insights into cost-per-unit and supplier performance
Managing and Analyzing Large Datasets
- Working effectively with data exceeding 5,000 rows and multiple columns
- Applying sorting, filtering, and conditional formatting techniques
- Leveraging Excel Tables for dynamic range references
Constructing Purchase Lists and Supplier Reports
- Setting up structured input sheets organized by supplier
- Connecting inventory, quantity, and cost fields
- Aggregating data by category or raw material
Practical Exercise: Inventory Tracking
- Simulating scenarios comparing consumption and purchase (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage records with purchase logs
- Identifying discrepancies and setting up alerts
Using Pivot Tables for Reporting and Analysis
- Creating pivot tables segmented by month, item, or supplier
- Performing filtering, grouping, and custom summaries
- Designing dashboards enhanced with slicers and timelines
Automating Reports Using Macros
- Recording and modifying basic macros
- Automating recurring tasks (e.g., consolidating monthly material data)
- Executing macros for data updates and report generation
Summary and Next Steps
Requirements
- A solid grasp of fundamental spreadsheet principles
- Comfort with file management and data entry procedures
- Previous experience with business or inventory workflows
Target Audience
- Staff involved in inventory management and purchasing
- Analysts in operations or logistics
- Finance or administrative team members
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
Every step of the way, I was learning something.
