Course Outline
Initial Skills Assessment and Review
- Participant Excel skills evaluation.
- Warm-up activities focusing on functions and navigation.
- Review of key concepts pertaining to structured datasets.
Budgeting for Purchases and Report Generation
- Developing basic and dynamic budget templates.
- Monitoring costs and purchase quantities.
- Generating purchase summary reports.
Formulas for Inventory and Cost Calculations
- Utilizing IF, SUMIF, and SUMIFS for logic-based analysis.
- Employing VLOOKUP to reference item details.
- Integrating formulas to derive cost-per-unit and supplier-level insights.
Handling and Analyzing Large Datasets
- Working with datasets exceeding 5,000 rows across multiple columns.
- Performing sorting, filtering, and conditional formatting.
- Using Excel Tables to establish dynamic range referencing.
Building Purchase Lists and Supplier Reports
- Creating structured input sheets organized by supplier.
- Linking inventory, quantity, and cost fields.
- Summarizing data by category or raw material type.
Practical Inventory Tracking Exercise
- Simulating consumption versus purchase scenarios (e.g., 1,000 versus 900 bags of sugar).
- Reconciling usage data with purchase logs.
- Highlighting discrepancies and generating alerts.
Pivot Tables for Reporting and Analysis
- Creating pivot tables based on month, item, or supplier.
- Filtering, grouping, and applying custom summarization.
- Building dashboards utilizing slicers and timelines.
Automating Reports with Macros
- Recording and editing basic macros.
- Automating repetitive tasks, such as monthly material consolidation.
- Executing macros for data refresh and report generation.
Summary and Next Steps
Requirements
- A foundational understanding of spreadsheet concepts.
- Familiarity with file management and data entry.
- Previous exposure to 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 (3)
the trainer's patience,
Agata Halubicka - Sad Rejonowy w Krosnie Odrzanskim
Course - Microsoft Office Excel - poziom średnio zaawansowany
active interaction between trainer and participants
DEEWEELYN DE LUNA - TRACTEBEL RED INC.
Course - Financial Analysis in Excel
well-prepared training, interesting topics
