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Course Outline
Initial Skills Assessment and Review
- Evaluation of participants' Excel proficiency
- Warm-up tasks focusing on functions and navigation
- Review of key concepts related to structured datasets
Budgeting for Purchases and Report Generation
- Development of basic and dynamic budget templates
- Tracking expenditures and purchase volumes
- Generation of purchase summary reports
Formulas for Inventory and Cost Calculations
- Application of IF, SUMIF, and SUMIFS for logic-driven analysis
- Use of VLOOKUP for retrieving item details
- Integration of formulas for unit cost and supplier-level insights
Managing and Analysing Large Datasets
- Processing rows exceeding 5,000 and multiple columns
- Implementation of sorting, filtering, and conditional formatting
- Utilisation of Excel Tables for dynamic range referencing
Creating Purchase Lists and Supplier Reports
- Construction of structured input sheets organised by supplier
- Linkage of inventory, quantity, and cost fields
- Summarisation by category or raw material type
Practical Inventory Tracking Exercise
- Simulation of consumption versus purchase (e.g., 1,000 versus 900 bags of sugar)
- Reconciliation of usage data with purchase records
- Identification of discrepancies and generation of alerts
Pivot Tables for Reporting and Analysis
- Creation of pivot tables categorised by month, item, or supplier
- Application of filtering, grouping, and custom summarisation
- Construction of dashboards incorporating slicers and timelines
Automating Reports with Macros
- Recording and modification of basic macros
- Automation of repetitive duties (e.g., monthly material consolidation)
- Execution of macros for data refreshing and report generation
Summary and Next Steps
Requirements
- Foundational knowledge of spreadsheet concepts
- Proficiency with file management and data entry
- Existing familiarity with business or inventory processes
Target Audience
- Inventory and purchasing professionals
- Operations or logistics analysts
- Finance or administrative team members
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,
