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Course Outline
Initial Skills Assessment and Review
- Evaluation of participant Excel proficiency
- Warm-up activities focused on functions and navigation
- Revision of key concepts for structured datasets
Budgeting for Purchases and Report Generation
- Development of basic and dynamic budget templates
- Tracking costs and purchase quantities
- Generating purchase summary reports
Formulas for Inventory and Cost Calculations
- Applying IF, SUMIF, and SUMIFS for logic-based analysis
- Utilizing VLOOKUP to reference item details
- Combining formulas to derive cost-per-unit and supplier-level insights
Handling and Analyzing Large Datasets
- Managing datasets with 5,000+ rows and multiple columns
- Employing sorting, filtering, and conditional formatting
- Using 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
Practical Inventory Tracking Exercise
- Simulating consumption versus purchase scenarios (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage data with purchase logs
- Identifying discrepancies and generating alerts
Pivot Tables for Reporting and Analysis
- Constructing pivot tables segmented by month, item, or supplier
- Implementing filtering, grouping, and custom summarization
- Building dashboards utilizing slicers and timelines
Automating Reports with 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 fundamental spreadsheet concepts
- Proficiency in file management and data entry protocols
- Previous experience with business operations or inventory processes
Target Audience
- Inventory and purchasing team members
- Operations or logistics analysts
- Finance or administrative staff
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,
