Course Outline
Initial Skills Assessment and Review
- Evaluation of participants' current Excel proficiency
- Warm-up activities focusing on functions and navigation
- Revision of key concepts for structured datasets
Budgeting for Procurement and Report Creation
- Designing basic and dynamic budget templates
- Monitoring costs and procurement quantities
- Generating purchase summary reports
Formulas for Inventory and Cost Computation
- Applying IF, SUMIF, and SUMIFS for logic-based analysis
- Using VLOOKUP to reference item details
- Integrating formulas for unit-cost and supplier-level insights
Managing and Analyzing Extensive Datasets
- Working with datasets exceeding 5,000 rows and multiple columns
- Sorting, filtering, and applying conditional formatting
- Leveraging Excel Tables for dynamic range references
Developing Purchase Lists and Supplier Reports
- Constructing structured input sheets by supplier
- Linking inventory, quantity, and cost fields
- Summarizing data by category or raw material
Practical Inventory Monitoring Exercise
- Simulating consumption versus procurement (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage data with procurement logs
- Identifying discrepancies and generating alerts
Pivot Tables for Reporting and Analysis
- Generating pivot tables by month, item, or supplier
- Filtering, grouping, and customizing summaries
- Constructing dashboards using slicers and timelines
Automating Reports via Macros
- Recording and modifying basic macros
- Automating repetitive tasks (e.g., monthly material consolidation)
- Executing macros for data refresh and report generation
Summary and Next Steps
Requirements
- Basic understanding of spreadsheet concepts
- Proficiency in file management and data entry
- Prior experience with business or inventory processes
Target Audience
- Inventory and purchasing personnel
- Operations or logistics analysts
- Finance or administrative staff
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 2600 € + VAT*
Contact us for an exact quote and to hear our latest promotions
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,
