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Course Outline
Initial Skill Assessment and Recap
- Evaluation of participant Excel proficiency
- Warm-up exercises involving functions and navigation
- Refresher on key concepts for structured data
Budgeting for Procurement and Report Creation
- Designing basic and dynamic budget templates
- Monitoring costs and purchase volumes
- Generating purchase summary reports
Formulas for Inventory and Cost Assessment
- Applying IF, SUMIF, and SUMIFS for logic-driven analysis
- Utilizing VLOOKUP to retrieve item details
- Integrating formulas for cost-per-unit and supplier-level analysis
Managing and Analyzing Large Datasets
- Processing datasets with over 5,000 rows and multiple columns
- Applying sorting, filtering, and conditional formatting
- Leveraging Excel Tables for dynamic range references
Constructing Purchase Lists and Supplier Reports
- Developing structured input sheets organized by supplier
- Connecting inventory, quantity, and cost fields
- Summarizing data by category or raw material
Hands-On Inventory Tracking Exercise
- Simulating scenarios comparing consumption to purchases (e.g., 1,000 vs. 900 bags of sugar)
- Aligning usage data with purchase records
- Identifying discrepancies and creating alerts
Utilizing Pivot Tables for Reporting and Analysis
- Generating pivot tables by month, item, or supplier
- Implementing filtering, grouping, and custom summaries
- Creating dashboards using slicers and timelines
Automating Reports with Macros
- Recording and modifying basic macros
- Automating routine tasks (e.g., monthly material aggregation)
- Executing macros for data updates and report generation
Wrap-Up and Future Directions
Requirements
- Familiarity with fundamental spreadsheet concepts
- Basic skills in file management and data entry
- Previous exposure to business or inventory workflows
Target Audience
- Inventory and procurement 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,
