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 (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,
