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Course Outline
Initial Skill Assessment and Review
- Evaluation of participant Excel proficiency.
- Warm-up tasks focusing on functions and navigation.
- Revision of key concepts for managing structured datasets.
Budgeting for Purchases and Report Creation
- Developing basic and dynamic budget templates.
- Monitoring costs and purchase volumes.
- Generating summary reports on purchases.
Formulas for Inventory and Cost Analysis
- Utilizing IF, SUMIF, and SUMIFS for logic-based analysis.
- Implementing VLOOKUP to reference item details.
- Integrating formulas to derive cost-per-unit and supplier-level insights.
Managing and Analyzing Large Datasets
- Processing datasets with 5,000+ rows and multiple columns.
- Applying sorting, filtering, and conditional formatting techniques.
- Leveraging Excel Tables for dynamic range referencing.
Creating Purchase Lists and Supplier Reports
- Constructing structured input sheets organized by supplier.
- Linking inventory, quantity, and cost fields.
- Summarizing data by category or raw material.
Practical Inventory Tracking Exercise
- Simulating scenarios comparing consumption and purchase (e.g., 1,000 bags vs. 900 bags of sugar).
- Reconciling usage data against purchase logs.
- Identifying discrepancies and setting up alerts.
Pivot Tables for Reporting and Analysis
- Generating pivot tables by month, item, or supplier.
- Customizing filters, groups, and summaries.
- Building dashboards featuring slicers and timelines.
Report Automation via Macros
- Recording and modifying basic macros.
- Automating repetitive duties, such as monthly material consolidation.
- Executing macros for data refreshes and report generation.
Summary and Recommended Next Steps
Requirements
- A solid grasp of fundamental spreadsheet concepts.
- Proficiency in file management and data entry.
- Previous experience with business or inventory processes.
Target Audience
- Inventory and purchasing professionals.
- Operations and logistics analysts.
- Finance and 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,
