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Course Outline
Initial Skill Assessment and Review
- Evaluating participants' current Excel proficiency
- Engaging in warm-up activities involving functions and navigation
- Recapping key concepts related to structured datasets
Budgeting for Procurement and Report Creation
- Developing basic and dynamic budget templates
- Monitoring costs and purchase volumes
- Generating comprehensive purchase summary reports
Formulas for Inventory and Cost Computation
- Leveraging IF, SUMIF, and SUMIFS for logic-driven analysis
- Utilizing VLOOKUP to retrieve specific item details
- Integrating formulas for insights on cost-per-unit and supplier performance
Managing and Analyzing Extensive Data Sets
- Processing large-scale data with over 5,000 rows and multiple columns
- Applying sorting, filtering, and conditional formatting techniques
- Employing Excel Tables for dynamic range referencing
Constructing Purchase Lists and Supplier Reports
- Designing structured input sheets organized by supplier
- Connecting inventory, quantity, and cost fields
- Aggregating data by category or raw material
Practical Inventory Tracking Workshop
- Simulating scenarios where consumption differs from purchases (e.g., 1,000 vs. 900 bags of sugar)
- Aligning usage data with purchase records
- Identifying discrepancies and setting up alerts
Pivot Tables for Reporting and Analysis
- Building pivot tables segmented by month, item, or supplier
- Implementing filtering, grouping, and custom summaries
- Creating interactive dashboards using slicers and timelines
Report Automation via Macros
- Recording and modifying basic macros
- Automating routine tasks such as monthly material consolidation
- Executing macros for data refreshes and report generation
Course Summary and Future Steps
Requirements
- A solid grasp of fundamental spreadsheet principles
- Proficiency in file management and data entry tasks
- Prior experience with business operations or inventory processes
Target Audience
- Staff involved in inventory management and purchasing
- Analysts in operations or logistics
- 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,
