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Course Outline

Initial Skills Assessment and Review

  • Participant Excel proficiency evaluation
  • Introduction to functions and navigation through guided exercises
  • Review of foundational concepts for structured data management

Budgeting for Purchases and Report Generation

  • Development of static and dynamic budget templates
  • Maintenance of cost records and acquisition quantities
  • Production of purchase summary reports

Formulas for Inventory and Cost Calculations

  • Application of IF, SUMIF, and SUMIFS functions for logical analysis
  • Utilization of VLOOKUP to retrieve item-specific details
  • Integration of formulas to derive cost-per-unit metrics and supplier-level analytics

Handling and Analyzing Large Datasets

  • Management of datasets exceeding 5,000 rows with multiple columns
  • Implementation of sorting, filtering, and conditional formatting techniques
  • Leveraging Excel Tables for dynamic range referencing

Building Purchase Lists and Supplier Reports

  • Construction of organized input sheets organized by supplier
  • Integration of inventory, quantity, and cost data fields
  • Aggregation of data by category or raw material type

Practical Inventory Tracking Exercise

  • Simulation of consumption versus procurement scenarios (e.g., 1,000 units consumed versus 900 units purchased)
  • Reconciliation of usage logs with purchase records
  • Identification of variances and generation of automated alerts

Pivot Tables for Reporting and Analysis

  • Creation of pivot tables segmented by month, item, or supplier
  • Execution of filtering, grouping, and custom summarization functions
  • Development of interactive dashboards utilizing slicers and timelines

Automating Reports with Macros

  • Recording and modifying basic macro scripts
  • Automation of recurring tasks, such as monthly material consolidation
  • Execution of macros for data refreshing and report generation for government reporting requirements

Summary and Next Steps

Requirements

  • Foundational knowledge of spreadsheet functionalities
  • Competency in file organization and data input protocols
  • Previous experience with business operations or inventory control systems

Target Audience

  • Personnel responsible for inventory management and procurement
  • Analysts specializing in operational efficiency and logistics
  • Staff within finance or administrative divisions
 14 Hours

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