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Excel for Operations & Supply Chain

Excel for operations and supply chain: inventory and order tracking, delivery dates, ABC/XYZ analysis, production planning with Solver and dashboards.

29 lessons · about 8.6 h · 18 lessons are free

0 of 29 lessons done

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Who it is for

Operations managers, planners, buyers, warehouse and logistics coordinators who run inventory, orders and deliveries from spreadsheets.

What you will be able to do

  • Track stock, orders and reorder points with lookups, conditional formatting and alerts
  • Plan deliveries and deadlines with working-day and date functions
  • Classify the product range with ABC/XYZ analysis and spot slow movers
  • Find the best production plan with Solver and report the KPIs on a dashboard

Lessons in this path

  1. 1Your First FormulaFreelesson15 min
  2. 2The SUM FunctionFreelesson15 min
  3. 3AVERAGE, MIN, MAXFreelesson15 min
  4. 4Counting: COUNT, COUNTA, COUNTBLANKFreelesson15 min
  5. 5ROUND and Its RelativesFreelesson15 min
  6. 6INT, MOD, QUOTIENTFreelesson15 min
  7. 7The IF FunctionFreelesson15 min
  8. 8COUNTIF and SUMIFlesson15 min
  9. 9Multiple Conditionslesson15 min
  10. 10The VLOOKUP FunctionFreelesson15 min
  11. 11XLOOKUPFreelesson15 min
  12. 12Dates Are Numberslesson15 min
  13. 13Tenure, Deadlines, Weekdayslesson15 min
  14. 14Workdayslesson15 min
  15. 15Sorting DataFreelesson15 min
  16. 16Filter and SUBTOTALFreelesson15 min
  17. 17Data Validation and Dropdown ListsFreelesson15 min
  18. 18Conditional Formatting: ValuesFreelesson15 min
  19. 19Color Scales, Data Bars and Icon SetsFreelesson15 min
  20. 20PivotTableFreelesson15 min
  21. 21PivotTable with Rows and ColumnsFreelesson15 min
  22. 22Power Query: Cleaning an ExportFreelesson25 min
  23. 23Percentiles, Quartiles, and Outlierslesson25 min
  24. 24ABC/XYZ Analysis of a Product Rangelesson30 min
  25. 25Goal Seeklesson15 min
  26. 26Solver: a Bakery Production Plan Modellesson30 min
  27. 27ChartsFreelesson15 min
  28. 28Practice: Store Inventorypractice20 min
  29. 29Project P06: Sales Dashboardproject40 min

Interview-style questions

Typical tasks and questions for this role. Each one is taught in a lesson of the path.

  1. An order is placed today with a 10-working-day lead time. How do you calculate the delivery date, skipping holidays?

    Learn it in: Workdays

  2. How would you classify 500 SKUs into A, B and C groups by revenue?

    Learn it in: ABC/XYZ Analysis of a Product Range

  3. How do you highlight items whose stock fell below the reorder point?

    Learn it in: Conditional Formatting: Values

  4. You need to pack 1,234 items into boxes of 24. How many full boxes and how many items are left over?

    Learn it in: INT, MOD, QUOTIENT

  5. How do you decide what to produce when machine hours and materials are limited?

    Learn it in: Solver: a Bakery Production Plan Model

Practice

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