Course Outline
Initial Skills Evaluation and Recap
- Assessment of participants' current Excel proficiency
- Warm-up activities involving functions and navigation
- Review of essential concepts related to structured datasets
Budgeting for Purchases and Report Creation
- Developing basic and dynamic budget templates
- Monitoring costs and purchase volumes
- Generating comprehensive purchase summary reports
Formulas for Inventory and Cost Analysis
- Utilizing IF, SUMIF, and SUMIFS for logic-driven analysis
- Employing VLOOKUP to reference specific item details
- Integrating formulas to gain insights into cost-per-unit and supplier performance
Managing and Analyzing Extensive Datasets
- Processing data with 5,000+ rows and multiple columns
- Applying sorting, filtering, and conditional formatting techniques
- Utilizing Excel Tables for dynamic range references
Developing Purchase Lists and Supplier Reports
- Designing structured input sheets organized by supplier
- Connecting inventory, quantity, and cost fields
- Aggregating data by category or raw material type
Practical Exercise: Inventory Tracking
- Simulating consumption versus purchase scenarios (e.g., comparing 1,000 vs. 900 bags of sugar)
- Reconciling usage records with purchase logs
- Identifying discrepancies and setting up alert mechanisms
Pivot Tables for Reporting and Insight
- Creating pivot tables categorized by month, item, or supplier
- Implementing filtering, grouping, and custom summarization
- Constructing interactive dashboards using slicers and timelines
Report Automation via Macros
- Recording and modifying fundamental macros
- Automating recurring tasks (such as monthly material consolidation)
- Executing macros for data refresh and report generation
Course Summary and Recommended Next Steps
Requirements
- A foundational grasp of basic spreadsheet concepts
- Competence in file management and data entry
- Prior experience with business or inventory operations
Target Audience
- Inventory and procurement specialists
- Operations or logistics analysts
- Finance or administrative professionals
Testimonials (3)
The shortcuts you can use to trigger certain actions much faster.
Melanie Fuchs - Hydrafacial Germany GmbH
Course - Excel: Basic, Intermediate, Advanced
Machine Translated
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,
