Course Outline

Initial Skills Assessment and Review

  • Evaluation of participant Excel proficiency
  • Warm-up exercises focusing on functions and navigation
  • Review of essential concepts for structured datasets

Budgeting for Purchases and Report Generation

  • Development of basic and dynamic budget templates
  • Tracking of costs and purchase quantities
  • Creation of comprehensive purchase summary reports

Formulas for Inventory and Cost Calculations

  • Utilization of IF, SUMIF, and SUMIFS functions for logic-based analysis
  • Application of VLOOKUP for referencing item details
  • Combination of formulas to derive cost-per-unit and supplier-level insights

Handling and Analyzing Large Datasets

  • Management of datasets with 5,000+ rows and multiple columns
  • Sorting, filtering, and conditional formatting techniques
  • Use of Excel Tables for dynamic range referencing

Building Purchase Lists and Supplier Reports

  • Creation of structured input sheets by supplier
  • Linking of inventory, quantity, and cost fields
  • Summarization by category or raw material for government operations

Practical Inventory Tracking Exercise

  • Simulation of consumption versus purchase (e.g., 1,000 vs. 900 bags of sugar)
  • Reconciliation of usage data with purchase logs
  • Identification of discrepancies and generation of alerts for government accountability

Pivot Tables for Reporting and Analysis

  • Creation of pivot tables by month, item, or supplier
  • Filtering, grouping, and custom summarization techniques
  • Construction of dashboards with slicers and timelines for enhanced reporting

Automating Reports with Macros

  • Recording and editing basic macros for government use
  • Automation of repetitive tasks, such as monthly material consolidation
  • Execution of macros for data refresh and report generation to streamline processes for government operations

Summary and Next Steps

Requirements

  • An understanding of fundamental spreadsheet concepts
  • Familiarity with file management and data entry procedures
  • Prior experience with business or inventory processes

Audience for Government

  • Inventory and purchasing staff
  • Operations or logistics analysts
  • Finance or administrative personnel
 14 Hours

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