Course Outline
Initial Skills Assessment and Review
- Evaluation of current Excel proficiency levels
- Warm-up exercises focusing on functions and navigation
- Reinforcement of core concepts for managing structured datasets
Budgeting for Purchases and Report Generation
- Development of basic and dynamic budget templates
- Monitoring costs and purchase volumes
- Compilation of purchase summary reports
Formulas for Inventory and Cost Calculations
- Utilizing IF, SUMIF, and SUMIFS for logic-driven analysis
- Employing VLOOKUP to reference detailed item information
- Integrating formulas to derive cost-per-unit and supplier-level insights
Handling and Analyzing Large Datasets
- Managing data volumes of 5,000+ rows across multiple columns
- Applying sorting, filtering, and conditional formatting techniques
- Leveraging Excel Tables for dynamic range referencing
Building Purchase Lists and Supplier Reports
- Designing structured input sheets categorized by supplier
- Connecting inventory, quantity, and cost data fields
- Aggregating data by category or raw material
Practical Inventory Tracking Exercise
- Simulating consumption versus purchase discrepancies (e.g., 1,000 vs. 900 bags of sugar)
- Aligning usage data with purchase logs
- Identifying variances and creating alert mechanisms
Pivot Tables for Reporting and Analysis
- Generating pivot tables organized by month, item, or supplier
- Implementing filtering, grouping, and custom summarization
- Designing dashboards utilizing slicers and timelines
Automating Reports with Macros
- Recording and modifying foundational macros
- Streamlining repetitive duties, such as monthly material consolidation
- Executing macros for data refreshes and automated report generation
Summary and Next Steps
Requirements
- Foundational knowledge of spreadsheet mechanics
- Experience with file organization and data input
- Prior exposure to commercial or inventory processes
Target Audience
- Inventory and procurement specialists
- 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 3200 € + 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,
