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Course Outline
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
Requirements
- 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 Hours
Testimonials (5)
well-prepared training, interesting topics
Maciek Boiski - Instytut Energetyki - Panstwowy Instytut Badawczy
Course - Microsoft Office Excel - poziom podstawowy
I was recently struggling with some pivot table issues and the course gave me the knowledge to work with pivot tables quicker, smarter and more efficiently.
Arina Moayed-Dzenisa - Universal-Investment-Gesellschaft mbH Branch Poland Sp. z o. o.
Course - Microsoft Office Excel - poziom średnio zaawansowany
examples and looking for solutions
Monika Lesniewska - Takenaka Europe GmbH Sp. z o.o. Oddzial w Polsce
Course - Excel Data Analysis
The tips for many of the functions that the trainer presented, which we can easily remember and implement in our future work
Emilija Stoilova - EPFL HBP PCO
Course - Analysing Financial Data in Excel
The fact he had dif excel and data sheets with exercises for us to do.
