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Course Outline
Initial Skills Assessment and Review
- Assessment of participants' Excel skills
- Warm-up activities focusing on functions and navigation
- Review of key concepts for structured datasets
Budgeting for Purchases and Report Generation
- Developing basic and dynamic budget templates
- Tracking costs and purchase quantities
- Generating purchase summary reports
Formulas for Inventory and Cost Calculations
- Using IF, SUMIF, SUMIFS for logic-based analysis
- Applying VLOOKUP to reference item details
- Combining formulas for cost-per-unit analysis and supplier insights
Handling and Analyzing Large Datasets
- Working with 5,000+ rows and multiple columns
- Sorting, filtering, and applying conditional formatting
- Utilizing Excel Tables for 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 by month, item, or supplier
- Filtering, grouping, and customizing summarization
- Building dashboards with slicers and timelines
Automating Reports with Macros
- Recording and editing basic macros
- Automating repetitive tasks (e.g., consolidating monthly material data)
- Running macros for data refresh and report generation
Summary and Next Steps
Requirements
- Understanding of basic spreadsheet concepts
- Familiarity with file management and data entry
- Previous exposure to business or inventory processes
Target Audience
- Inventory and purchasing staff
- Operations or logistics analysts
- Finance or administrative personnel
14 Hours
Testimonials (3)
the trainer's patience,
Agata Halubicka - Sad Rejonowy w Krosnie Odrzanskim
Course - Microsoft Office Excel - poziom średnio zaawansowany
active interaction between trainer and participants
DEEWEELYN DE LUNA - TRACTEBEL RED INC.
Course - Financial Analysis in Excel
well-prepared training, interesting topics
