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Course Outline
Initial Skills Assessment and Review
- Evaluation of participant Excel proficiency
- Warm-up activities involving functions and navigation
- Review of essential concepts for structured datasets
Budgeting for Purchases and Report Generation
- Development of basic and dynamic budget templates
- Monitoring costs and purchase quantities
- Generation of purchase summary reports
Formulas for Inventory and Cost Calculations
- Utilizing IF, SUMIF, and SUMIFS for logic-driven analysis
- Implementing VLOOKUP for referencing item details
- Combining formulas to gain insights on cost-per-unit and supplier performance
Handling and Analyzing Large Datasets
- Managing data with 5,000+ rows and multiple columns
- Applying sorting, filtering, and conditional formatting
- Leveraging Excel Tables for dynamic range referencing
Building Purchase Lists and Supplier Reports
- Designing 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 (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
- Creating pivot tables segmented by month, item, or supplier
- Applying filtering, grouping, and custom summarization
- Constructing dashboards using 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
- Basic knowledge of spreadsheet fundamentals
- Experience with file management and data entry
- Previous exposure to business or inventory processes
Target Audience
- Inventory and purchasing professionals
- 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,
