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Course Outline
Initial Competency Assessment and Review
- Evaluation of participants' current Excel skills.
- Warm-up exercises focusing on functions and navigation.
- Recap of key concepts for managing structured datasets.
Budget Planning for Procurement and Report Creation
- Development of basic and dynamic budget templates.
- Monitoring costs and purchase quantities.
- Generation of comprehensive purchase summary reports.
Formulas for Inventory and Cost Analysis
- Utilizing IF, SUMIF, and SUMIFS for logic-driven analysis.
- Applying VLOOKUP to retrieve and reference item details.
- Combining formulas to derive cost-per-unit and supplier-level insights.
Management and Analysis of Large Datasets
- Processing datasets with over 5,000 rows and multiple columns.
- Applying sorting, filtering, and conditional formatting techniques.
- Leveraging Excel Tables for dynamic range references.
Creation of Purchase Lists and Supplier Reports
- Designing structured input sheets organized by supplier.
- Integrating inventory, quantity, and cost fields.
- Aggregating data by category or raw material.
Practical Inventory Tracking Workshop
- Simulating scenarios comparing consumption versus purchase (e.g., 1,000 vs. 900 bags of sugar).
- Reconciling usage records with purchase logs.
- Identifying discrepancies and setting up automated alerts.
Pivot Tables for Reporting and Insight Generation
- Constructing pivot tables organized by month, item, or supplier.
- Implementing filtering, grouping, and custom summary methods.
- Designing interactive dashboards using slicers and timelines.
Report Automation via Macros
- Recording and refining basic macros.
- Automating recurring tasks, such as monthly material consolidation.
- Executing macros for data refreshes and report generation.
Course Summary and Future Pathways
Requirements
- Proficiency in fundamental spreadsheet concepts.
- Experience with file management and data entry procedures.
- Previous exposure to business or inventory workflows.
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,
