Course Outline
Initial Skills Assessment and Review
- Assessment of participant Excel skills.
- Warm-up activities involving functions and navigation.
- Review of key concepts related to structured datasets.
Budgeting for Purchases and Report Generation
- Development of basic and dynamic budget templates.
- Tracking costs and purchase quantities.
- Creation of purchase summary reports.
Formulas for Inventory and Cost Calculations
- Utilization of IF, SUMIF, and SUMIFS for logic-based analysis.
- Application of VLOOKUP for referencing item details.
- Combination of formulas to gain 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.
- Leveraging Excel Tables for dynamic range referencing.
Building Purchase Lists and Supplier Reports
- Creation of structured input sheets organized by supplier.
- Linking inventory, quantity, and cost fields.
- Summarizing data by category or raw material type.
Practical Inventory Tracking Exercise
- Simulation of consumption versus purchase scenarios (e.g., 1,000 vs. 900 bags of sugar).
- Reconciliation of usage data with purchase logs.
- Identification of discrepancies and generation of alerts.
Pivot Tables for Reporting and Analysis
- Construction of pivot tables by month, item, or supplier.
- Filtering, grouping, and custom summarization.
- Development of dashboards utilizing slicers and timelines.
Automating Reports with Macros
- Recording and editing basic macros.
- Automation of repetitive tasks (e.g., monthly material consolidation).
- Execution of macros for data refresh and report generation.
Summary and Next Steps
Requirements
- A fundamental understanding of spreadsheet concepts.
- Familiarity with file management and data entry procedures.
- Previous exposure to business or inventory processes.
Audience
- Inventory and purchasing staff.
- Operations or logistics analysts.
- Finance or administrative personnel.
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,
