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Course Outline
Initial Skills Assessment and Review
- Assessment of participant Excel proficiency.
- Warm-up activities involving functions and navigation.
- Review of essential concepts for structured datasets.
Budgeting for Purchases and Report Generation
- Developing basic and dynamic budget templates.
- Monitoring costs and purchase quantities.
- Generating purchase summary reports.
Formulas for Inventory and Cost Calculations
- Employing IF, SUMIF, and SUMIFS for logic-based analysis.
- Applying VLOOKUP to reference item details.
- Combining formulas to gain cost-per-unit and supplier-level insights.
Handling and Analyzing Large Datasets
- Working with datasets exceeding 5,000 rows and multiple columns.
- Utilizing sorting, filtering, and conditional formatting.
- Leveraging 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., comparing 1,000 bags purchased to 900 bags consumed).
- Reconciling usage data with purchase logs.
- Highlighting discrepancies and generating alerts.
Pivot Tables for Reporting and Analysis
- Creating pivot tables categorized by month, item, or supplier.
- Filtering, grouping, and customizing summarization.
- Building dashboards equipped with slicers and timelines.
Automating Reports with Macros
- Recording and editing basic macros.
- Automating repetitive tasks, such as monthly material consolidation.
- Executing macros for data refresh and report generation.
Summary and Next Steps
Requirements
- Understanding of fundamental spreadsheet concepts.
- Familiarity with file management and data entry procedures.
- Previous exposure to business or inventory processes.
Audience
- Inventory and purchasing staff.
- Operations or logistics analysts.
- Finance or administrative personnel.
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,
