Course Outline
Initial Skills Assessment and Foundation Review
- Evaluation of participants’ current Excel proficiency
- Warm-up exercises focusing on core functions and navigation
- Revisit key concepts related to structured datasets
Developing Purchase Budgets and Generating Reports
- Constructing basic and dynamic budget templates
- Monitoring associated costs and purchase volumes
- Producing comprehensive purchase summary reports
Applying Formulas for Inventory and Cost Analysis
- Leveraging IF, SUMIF, and SUMIFS for logic-driven analysis
- Utilizing VLOOKUP to reference specific item details
- Synthesizing formulas to gain insights into unit costs and supplier performance
Managing and Analyzing Extensive Datasets
- Processing data spanning over 5,000 rows across multiple columns
- Employing sorting, filtering, and conditional formatting techniques
- Utilizing Excel Tables for dynamic range references
Constructing Purchase Lists and Supplier Overviews
- Designing organized input sheets categorized by supplier
- Establishing links between inventory levels, quantities, and cost fields
- Aggregating data by product category or raw material type
Practical Exercise in Inventory Tracking
- Simulating consumption versus purchase scenarios (e.g., 1,000 bags of sugar consumed vs. 900 bags purchased)
- Reconciling usage records with purchase documentation
- Identifying variances and implementing alert mechanisms
Utilizing Pivot Tables for Reporting and Insight
- Generating pivot tables segmented by month, item, or supplier
- Refining data through filtering, grouping, and custom summaries
- Assembling interactive dashboards using slicers and timelines
Streamlining Reports Through Macro Automation
- Capturing and refining basic macro scripts
- Automating recurring duties (e.g., consolidating monthly material data)
- Executing macros to refresh data and generate final reports
Course Summary and Future Recommendations
Requirements
- A solid grasp of fundamental spreadsheet principles
- Proficiency in file management and data entry practices
- Previous experience with business operations or inventory processes
Target Audience
- Inventory and purchasing team members
- Operations or logistics analysts
- Finance and administrative staff
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,
