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Course Outline
Initial Skills Assessment and Recap
- Evaluation of participants' current Excel proficiency
- Warm-up tasks focusing on functions and navigation
- Revision of key concepts related to structured datasets
Budgeting for Purchases and Report Creation
- Developing basic and dynamic budgeting templates
- Monitoring costs and purchase volumes
- Generating comprehensive purchase summary reports
Formulas for Inventory and Cost Analysis
- Utilising IF, SUMIF, and SUMIFS for logic-based assessments
- Employing VLOOKUP to reference specific item details
- Integrating formulas for unit cost analysis and supplier insights
Managing and Analysing Large Datasets
- Processing data with 5,000+ rows and multiple columns
- Applying sorting, filtering, and conditional formatting techniques
- Leveraging Excel Tables for dynamic range references
Constructing Purchase Lists and Supplier Reports
- Designing structured input sheets for each supplier
- Connecting inventory, quantity, and cost fields
- Aggregating data by category or raw material
Practical Inventory Tracking Exercise
- Simulating consumption versus purchase (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage data with purchase records
- Identifying discrepancies and creating alert systems
Pivot Tables for Reporting and Insights
- Generating pivot tables by month, item, or supplier
- Applying filters, grouping, and custom summarisation
- Developing dashboards using slicers and timelines
Report Automation with Macros
- Recording and modifying basic macros
- Automating repetitive duties (e.g., monthly material consolidation)
- Executing macros for data updates and report generation
Summary and Recommended Next Steps
Requirements
- A solid grasp of fundamental spreadsheet concepts
- Comfort with file management and data entry procedures
- Previous experience with business or inventory workflows
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,
