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Duration 14 hours
Course Outline
Initial Skills Assessment and Review
- Evaluation of participants' current Excel proficiency
- Introductory activities focusing on functions and interface navigation
- Recap of essential concepts for managing structured datasets
Budget Planning for Purchases and Report Creation
- Designing both static and dynamic budget templates
- Monitoring costs and tracking purchase volumes
- Generating comprehensive purchase summary reports
Formulas for Inventory and Cost Analysis
- Utilizing IF, SUMIF, and SUMIFS for logic-driven analysis
- Implementing VLOOKUP to retrieve detailed item information
- Synthesizing formulas to derive cost-per-unit metrics and supplier-level insights
Managing and Analyzing Extensive Datasets
- Processing large volumes of data with 5,000+ rows and multiple columns
- Applying sorting, filtering, and conditional formatting techniques
- Leveraging Excel Tables for dynamic range references
Developing Purchase Lists and Supplier Reports
- Constructing organized input sheets segmented by supplier
- Interlinking inventory levels, quantities, and cost fields
- Aggregating data by product category or raw material type
Practical Exercise: Inventory Tracking
- Simulating scenarios comparing consumption against purchases (e.g., 1,000 units used vs. 900 bags purchased)
- Reconciling usage records with purchase logs
- Identifying discrepancies and setting up automated alerts
Pivot Tables for Reporting and Insightful Analysis
- Generating pivot tables categorized by month, item, or supplier
- Refining data views through filtering, grouping, and custom summarization
- Assembling interactive dashboards using slicers and timelines
Streamlining Reports with Macros
- Recording and modifying fundamental macros
- Automating recurring tasks such as monthly material consolidation
- Executing macros to refresh data and generate final reports
Course Summary and Future Directions
Requirements
- A foundational grasp of core spreadsheet principles
- Competence in file management and standard data entry practices
- Previous exposure to business operations or inventory workflows
Target Audience
- Inventory management and procurement specialists
- Operations and logistics analysts
- Finance and administrative professionals
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,
