Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
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
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,