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Course Outline
Initial Skills Assessment and Review
- Evaluation of participants' current Excel proficiency
- Warm-up activities focusing on functions and navigation
- Refresher on key concepts for structured datasets
Budgeting for Purchases and Report Generation
- Developing basic and dynamic budget templates
- Monitoring costs and purchase quantities
- Generating comprehensive purchase summary reports
Formulas for Inventory and Cost Calculations
- Utilizing IF, SUMIF, and SUMIFS for logic-based analysis
- Employing VLOOKUP to reference item details
- Integrating formulas for cost-per-unit and supplier-level insights
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 by supplier
- Connecting inventory, quantity, and cost fields
- Aggregating data by category or raw material
Practical Inventory Tracking Exercise
- Simulating consumption versus purchase (e.g., 1,000 vs. 900 bags of sugar)
- Aligning usage data with purchase logs
- Identifying discrepancies and generating alerts
Pivot Tables for Reporting and Analysis
- Constructing pivot tables by month, item, or supplier
- Performing filtering, grouping, and custom summarization
- Creating dashboards using slicers and timelines
Automating Reports with Macros
- Recording and modifying basic macros
- Automating repetitive tasks (e.g., monthly material consolidation)
- Executing macros for data refresh and report generation
Summary and Next Steps
Requirements
- A foundational grasp of basic spreadsheet concepts
- Competence in file management and data entry
- Prior experience with business or inventory processes
Target Audience
- Inventory and procurement specialists
- Operations or logistics analysts
- Finance or administrative professionals
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,
