План на курса
Initial Skills Assessment and Review
- Participant Excel skills check
- Warm-up activities with functions and navigation
- Review of key concepts for structured datasets
Budgeting for Purchases and Report Generation
- Creating basic and dynamic budget templates
- Tracking costs and purchase quantities
- Creating purchase summary reports
Formulas for Inventory and Cost Calculations
- Using IF, SUMIF, SUMIFS for logic-based analysis
- Applying VLOOKUP for referencing item details
- Combining formulas for cost-per-unit and supplier-level insights
Handling and Analyzing Large Datasets
- Working with 5,000+ rows and multiple columns
- Sorting, filtering, and conditional formatting
- Using Excel Tables for dynamic range referencing
Building Purchase Lists and Supplier Reports
- Creating structured input sheets by supplier
- Linking inventory, quantity, and cost fields
- Summarizing by category or raw material
Practical Inventory Tracking Exercise
- Simulating consumption vs. purchase (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage data with purchase logs
- Highlighting discrepancies and generating alerts
Pivot Tables for Reporting and Analysis
- Creating pivot tables by month, item, or supplier
- Filtering, grouping, and custom summarization
- Building dashboards with slicers and timelines
Automating Reports with Macros
- Recording and editing basic macros
- Automating repetitive tasks (e.g., monthly material consolidation)
- Running macros for data refresh and report generation
Summary and Next Steps
Изисквания
- An understanding of basic spreadsheet concepts
- Familiarity with file management and data entry
- Prior exposure to business or inventory processes
Audience
- Inventory and purchasing staff
- Operations or logistics analysts
- Finance or administrative personnel
Oтзиви от потребители (5)
Наскоро се борех с някои проблеми с осеви таблици и курсът ми даде знания да работя с осеви таблици по-бързо, по-интелигентно и по-ефективно.
Arina Moayed-Dzenisa - Universal-Investment-Gesellschaft mbH Branch Poland Sp. z o. o.
Курс - Microsoft Office Excel - poziom średnio zaawansowany
Машинен превод
примери и търсене на решения
Monika Lesniewska - Takenaka Europe GmbH Sp. z o.o. Oddzial w Polsce
Курс - Excel Data Analysis
Машинен превод
Съветовете за много от функциите, които треньорът представя, които можем лесно да си спомним и да прилагаме в бъдещата си работа.
Emilija Stoilova - EPFL HBP PCO
Курс - Analysing Financial Data in Excel
Машинен превод
Факта че той е имал различни Excel и данни листове с упражнения, които да правим.
Deepakie Singh Sodhi - Queens College, CUNY
Курс - Excel For Statistical Data Analysis
Машинен превод
Имаше достатъчно информация за времето на обучението. Треньорът също беше много ангажиран с групата, особено когато хората имаха трудности или задаваха въпроси. Беше много мило от него да предложи помощ в случай на бъдещи идеи.
Aleksander Jarecki - Amazon Development Center Poland Sp. z o.o.
Курс - Visual Basic for Applications (VBA) in Excel (intermediate level)
Машинен превод