Cursusaanbod

Initial Skills Assessment and Review

  • Participant Excel skills check
  • Warm-up activities with functions and navigation
  • Review of key concepts for structured datasets

Budgeting for Purchases and Report Generation

  • Creating basic and dynamic budget templates
  • Tracking costs and purchase quantities
  • Creating purchase summary reports

Formulas for Inventory and Cost Calculations

  • Using IF, SUMIF, SUMIFS for logic-based analysis
  • Applying VLOOKUP for referencing item details
  • Combining formulas for cost-per-unit and supplier-level insights

Handling and Analyzing Large Datasets

  • Working with 5,000+ rows and multiple columns
  • Sorting, filtering, and conditional formatting
  • Using Excel Tables for dynamic range referencing

Building Purchase Lists and Supplier Reports

  • Creating structured input sheets by supplier
  • Linking inventory, quantity, and cost fields
  • Summarizing by category or raw material

Practical Inventory Tracking Exercise

  • Simulating consumption vs. purchase (e.g., 1,000 vs. 900 bags of sugar)
  • Reconciling usage data with purchase logs
  • Highlighting discrepancies and generating alerts

Pivot Tables for Reporting and Analysis

  • Creating pivot tables by month, item, or supplier
  • Filtering, grouping, and custom summarization
  • Building dashboards with slicers and timelines

Automating Reports with Macros

  • Recording and editing basic macros
  • Automating repetitive tasks (e.g., monthly material consolidation)
  • Running macros for data refresh and report generation

Summary and Next Steps

Vereisten

  • An understanding of basic spreadsheet concepts
  • Familiarity with file management and data entry
  • Prior exposure to business or inventory processes

Audience

  • Inventory and purchasing staff
  • Operations or logistics analysts
  • Finance or administrative personnel
 14 Uren

Leveringsopties

PRIVÉGROEPSTRAINING

Onze identiteit draait om het leveren van precies wat onze klanten nodig hebben.

  • Pre-cursusgesprek met uw trainer
  • Aanpassing van de leerervaring om uw doelen te bereiken -
    • Op maat gemaakte overzichten
    • Praktische, praktische oefeningen met gegevens / scenario's die herkenbaar zijn voor de cursisten
  • Training gepland op een datum naar keuze
  • Gegeven online, op locatie/klaslokaal of hybride door experts die ervaring uit de echte wereld delen

Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.

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