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Course Outline
Initial Skills Assessment and Review
- Evaluation of participant Excel proficiency
- Warm-up exercises involving functions and navigation
- Review of core concepts for structured datasets
Budget Planning for Procurement and Report Generation
- Developing basic and dynamic budget templates
- Tracking costs and procurement quantities
- Generating purchase summary reports
Formulas for Inventory and Cost Analysis
- Utilising IF, SUMIF, and SUMIFS for logic-based analysis
- Applying VLOOKUP to reference item details
- Combining formulas for unit cost and supplier-level insights
Managing and Analysing Large Datasets
- Working with data sets of 5,000+ rows and multiple columns
- Sorting, filtering, and applying conditional formatting
- Utilising Excel Tables for dynamic range referencing
Creating Procurement Lists and Supplier Reports
- Constructing structured input sheets by supplier
- Linking inventory, quantity, and cost fields
- Aggregating data by category or raw material
Practical Inventory Tracking Exercise
- Simulating consumption versus purchases (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage data with procurement logs
- Identifying discrepancies and generating alerts
Pivot Tables for Reporting and Analysis
- Creating pivot tables by month, item, or supplier
- Filtering, grouping, and custom summarisation
- Building dashboards with slicers and timelines
Automating Reports with Macros
- Recording and editing basic macros
- Automating repetitive tasks (e.g., monthly material consolidation)
- Executing macros for data refresh and report generation
Summary and Next Steps
Requirements
- A solid understanding of fundamental spreadsheet concepts
- Familiarity with file management and data entry practices
- Prior exposure to business or inventory workflows
Audience
- Stock and purchasing specialists
- Operations or logistics analysts
- Finance or administrative staff
14 Hours
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,
