EXPO Katowice S.A.

Excel in the logistics department

23.10.2023

Excel in the logistics department

The proposed workshop is two days of intensive classes, providing knowledge in the field of using Microsoft Excel for logistics purposes and broadly understood company information management.

Target group

The Excel workshop in the logistics department is intended for logisticians, salespeople and other people who use the MS Excel spreadsheet.

Training methods

The course is conducted using modern, interactive methods, using a multimedia projector, with the active involvement of participants. All exercises are conducted based on examples taken from practice. Despite presenting complex substantive knowledge, the classes are conducted in an understandable way, ensuring that each course participant absorbs the knowledge provided (regardless of previous experience with Microsoft Excel).

Each participant receives a set of materials and electronic copies with all exercises conducted as part of the course and sample Microsoft Excel sheets.

Training program

Day 1 and 2 - 9:00 - 15:30- details

The workshop program includes, among others, the following topics

Excel in the past and today – history of program development, versions, differences and common features – specificity of using the program in the logistics department
Overview of the capabilities of the Microsoft EXCEL sheet, program organization, document organization – workbook
Saving files – *.xlsx, *.xlsm, *.xlsb
Building, modifying, formatting sheets, creating and using functions
Specificity of Excel use by logistics department employees
• Inventory analysis and aging,
• Cost analysis
• Operations on texts – organizing and processing data – text functions
• How Excel “sees” time, Date and Time Functions – correct analysis of date and time values
Using relative, absolute and mixed references in formulas (e.g. A1, $A$1, $A1, A$1), use of names
Use of basic Excel functions (mathematical, logical, search and address, database, etc.)
Building a database on a sheet, entering data, selecting data using criteria, multi-level filtering and sorting, grouping data
Organization of work with Excel in a computer network: simultaneous work of many users on one sheet, combining sheets and workbooks via a computer network, merging data from many sheets.
Using controls (lists, drop-down lists, buttons, knobs) to automate activities performed on sheets.
Downloading external data – database queries, using the MS Query module
Using pivot tables as an analysis tool (e.g. multi-variant sales analysis according to selected criteria, accounting data analysis, customer analysis, data summaries).
Limiting editing – correctness of data in the spreadsheet
Conditional formatting – standard and advanced variants
Transferring information from spreadsheets to databases and retrieving information from databases.
Preparing databases and carrying out mail merge by transferring data to the Microsoft Word text editor.
Import data from text files to Excel
Speed up your work with Excel templates
Recording, running and editing macros
Consolidation of data from different sheets
Graphical presentation of data using charts (complex charts, charts presenting multiple data series, timeline charts, trend analysis on a chart, custom charts, charts based on data from pivot tables, slicer),

Benefits of training

After completing the training, participants will be able to apply the acquired knowledge to creative data analysis and to build models thanks to which decision-making will be based on reliable and accurate data. Learning advanced techniques for using Microsoft Excel will make your everyday work easier and more effective.
After completing the training, each participant is able to:

Certificate

After the training, the participant will receive a certificate confirming participation in the training and acquired knowledge.

Coach

Janusz Gach

He has been providing training for years, explaining the intricacies of spreadsheets and accessibly showing the possibilities behind them. He specializes in Microsoft Excel, as well as other elements of the MS Office suite. His training courses are aimed at employees in the financial sector, as well as other office workers, engineers, salespeople of various professions. The trainer’s training courses and classes are used by all who wish to expand their practical use of the spreadsheet: both at a basic and more advanced level.

Current trainings

Excel Pivot Tables

Excel for advanced users with Visual Basic elements