Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Initial Skills Assessment and Review
- Evaluation of participants' current Excel proficiency
- Warm-up activities focusing on functions and navigation
- Review of key 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
- Leveraging IF, SUMIF, and SUMIFS for logic-based analysis
- Using VLOOKUP to reference item details
- Combining formulas to derive cost-per-unit and supplier-level insights
Handling and Analyzing Large Datasets
- Working with datasets exceeding 5,000 rows and multiple columns
- Applying sorting, filtering, and conditional formatting techniques
- Utilizing 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 purchase scenarios (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage data with purchase logs
- Identifying discrepancies and generating alerts
Pivot Tables for Reporting and Analysis
- Constructing pivot tables by month, item, or supplier
- Implementing filtering, grouping, and custom summarization
- Building interactive dashboards using slicers and timelines
Automating Reports with Macros
- Recording and modifying basic macros
- Automating repetitive tasks such as monthly material consolidation
- Executing macros for data refresh and report generation
Summary and Next Steps
Requirements
- A solid grasp of fundamental spreadsheet concepts
- Proficiency in file management and data entry
- Prior experience with business or inventory processes
Target Audience
- Inventory and purchasing 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,
