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Course Outline
Initial Skills Assessment and Review
- Assessment of participants' Excel proficiency.
- Warm-up activities involving functions and navigation.
- Review of essential concepts for structured datasets.
Budgeting for Purchases and Report Generation
- Developing basic and dynamic budget templates.
- Tracking costs and purchase quantities.
- Generating purchase summary reports.
Formulas for Inventory and Cost Calculations
- Employing IF, SUMIF, and SUMIFS for logic-based analysis.
- Applying VLOOKUP to reference item details.
- Combining formulas to derive cost-per-unit insights and supplier-level data.
Handling and Analyzing Large Datasets
- Working with datasets comprising 5,000+ rows and multiple columns.
- Utilizing sorting, filtering, and conditional formatting.
- Leveraging Excel Tables for dynamic range referencing.
Building Purchase Lists and Supplier Reports
- Creating structured input sheets organized by supplier.
- Linking inventory, quantity, and cost fields.
- Summarizing data by category or raw material.
Practical Inventory Tracking Exercise
- Simulating consumption versus purchasing scenarios (e.g., 1,000 versus 900 bags of sugar).
- Reconciling usage data with purchase logs.
- Highlighting discrepancies and generating alerts.
Pivot Tables for Reporting and Analysis
- Creating pivot tables categorized by month, item, or supplier.
- Filtering, grouping, and customizing summaries.
- Building dashboards using slicers and timelines.
Automating Reports with Macros
- Recording and editing 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 understanding of basic spreadsheet concepts.
- Familiarity with file management and data entry procedures.
- Previous exposure to business or inventory-related processes.
Target Audience
- Inventory and purchasing personnel.
- Operations or logistics analysts.
- Finance or administrative staff.
14 Hours
Testimonials (3)
the trainer's patience,
Agata Halubicka - Sad Rejonowy w Krosnie Odrzanskim
Course - Microsoft Office Excel - poziom średnio zaawansowany
active interaction between trainer and participants
DEEWEELYN DE LUNA - TRACTEBEL RED INC.
Course - Financial Analysis in Excel
well-prepared training, interesting topics
