Course Outline
Initial Skill Assessment and Review
- Evaluation of participants' current Excel proficiency
- Preliminary activities focusing on functions and navigation
- Reinforcement of core concepts for managing structured datasets
Budget Planning for Procurement and Report Creation
- Designing static and dynamic budget templates
- Monitoring costs and procurement volumes
- Generating comprehensive purchase summary reports
Formulas for Inventory and Cost Analysis
- Leveraging IF, SUMIF, and SUMIFS for logic-driven analysis
- Utilizing VLOOKUP to reference specific item details
- Synthesizing formulas to gain insights into unit costs and supplier performance
Managing and Analyzing Extensive Datasets
- Processing data with over 5,000 rows and multiple columns
- Applying sorting, filtering, and conditional formatting techniques
- Implementing Excel Tables for dynamic range referencing
Developing Procurement Lists and Supplier Reports
- Constructing structured input sheets organized by supplier
- Integrating inventory, quantity, and cost data fields
- Aggregating data by category or raw material
Practical Inventory Tracking Workshop
- Simulating consumption versus purchase scenarios (e.g., 1,000 vs. 900 bags of sugar)
- Aligning usage records with procurement logs
- Identifying discrepancies and establishing alert mechanisms
Pivot Tables for Reporting and Strategic Analysis
- Generating pivot tables segmented by month, item, or supplier
- Refining data through filtering, grouping, and custom summarization
- Assembling dashboards utilizing slicers and timelines
Automating Reporting Processes with Macros
- Capturing and refining basic macros
- Streamlining repetitive tasks (e.g., consolidating monthly material data)
- Executing macros for data updates and automated report generation
Conclusion and Future Development Steps
Requirements
- Foundational knowledge of spreadsheet mechanics
- Proficiency in file management and data entry procedures
- Previous experience with business operations or inventory workflows
Target Audience
- Inventory and procurement team members
- Operations or logistics analysts
- Finance and administrative staff
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,
