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Course Outline
Initial Skills Assessment and Refresher
- Evaluating participants' current Excel proficiency
- Warm-up activities focusing on functions and navigation
- Reviewing core concepts related to structured data
Budget Planning and Report Creation
- Designing static and dynamic budget templates
- Monitoring expenses and purchase volumes
- Generating comprehensive purchase summary reports
Formulas for Inventory and Financial Calculations
- Leveraging IF, SUMIF, and SUMIFS for logical analysis
- Utilizing VLOOKUP to retrieve item-specific details
- Integrating formulas for per-unit costs and supplier-level insights
Managing and Interpreting Large Datasets
- Processing datasets with 5,000+ rows and multiple columns
- Applying sorting, filtering, and conditional formatting techniques
- Employing Excel Tables for dynamic range references
Developing Purchase Lists and Supplier Reports
- Constructing structured input sheets organized by supplier
- Connecting inventory levels, quantities, and cost fields
- Aggregating data by category or raw material type
Practical Inventory Tracking Simulation
- Modeling consumption versus purchases (e.g., comparing 1,000 bags sold vs. 900 bags of sugar purchased)
- Aligning usage records with procurement logs
- Identifying variances and setting up alert mechanisms
Pivot Tables for Advanced Reporting and Analysis
- Building pivot tables based on month, item, or supplier
- Refining views through filtering, grouping, and custom summaries
- Creating visual dashboards using slicers and timelines
Streamlining Reporting with Macros
- Capturing and modifying basic macro sequences
- Automating recurring duties (such as monthly material consolidation)
- Executing macros for data updates and report generation
Wrap-up and Future Learning Paths
Requirements
- A solid grasp of fundamental spreadsheet concepts
- Experience with file management and data entry procedures
- Previous exposure to business operations or inventory workflows
Target Audience
- Inventory and purchasing specialists
- Operations or logistics analysts
- Finance or administrative professionals
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,
