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Course Outline
Initial Skills Assessment and Review
- Evaluation of participants' current Excel proficiency
- Introductory activities focusing on functions and navigation
- Recap of essential concepts for managing structured datasets
Budgeting for Purchases and Report Generation
- Developing foundational and dynamic budget templates
- Monitoring costs and purchase volumes
- Generating comprehensive purchase summary reports
Formulas for Inventory and Cost Calculations
- Applying IF, SUMIF, and SUMIFS for logic-driven analysis
- Utilising VLOOKUP to retrieve detailed item information
- Integrating formulas to derive cost-per-unit and supplier-specific insights
Handling and Analyzing Large Datasets
- Managing extensive data with 5,000+ rows and multiple columns
- Techniques for sorting, filtering, and applying conditional formatting
- Leveraging Excel Tables for dynamic range references
Building Purchase Lists and Supplier Reports
- Designing structured input sheets organised by supplier
- Connecting inventory, quantity, and cost data fields
- Aggregating data by category or raw material type
Practical Inventory Tracking Exercise
- Simulating consumption versus purchase metrics (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage records with purchase logs
- Identifying variances and setting up alert mechanisms
Pivot Tables for Reporting and Analysis
- Constructing pivot tables segmented by month, item, or supplier
- Refining data through filtering, grouping, and custom summarisation
- Designing interactive dashboards using slicers and timelines
Automating Reports with Macros
- Recording and refining basic macro scripts
- Automating recurring duties (e.g., monthly material consolidation)
- Executing macros to refresh data and generate final reports
Summary and Next Steps
Requirements
- A solid grasp of fundamental spreadsheet concepts
- Proficiency in file management and accurate data entry
- Previous experience with business operations 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,
