Name: Inventory Tracking in Excel
Price: 119 CAD
Rating: 5 (4 reviews)

What You'll Learn

check_circleAutomate data extraction using Power Query.

check_circleRetrieve items via XLOOKUP and VLOOKUP.

check_circleAnalyze inventory data with Pivot Tables.

check_circleVisualize stock levels using Data Bars.

check_circleForecast trends with Excel's Forecast Sheet.

check_circleStreamline tasks with the Macro Recorder.

About This Course

Unlock the full potential of your spreadsheets and streamline your operations with the course Inventory Tracking in Excel. Led by David Ringstrom, CPA, this training is designed to help you overcome common software frustrations and ensure that you work Excel, rather than letting it work you. By moving away from inefficient, brute-force methods, you will learn to utilize sophisticated tools that automate data transformation, enhance analysis, and simplify complex tasks.

This course guides you through a progression of powerful features found in Microsoft 365, focusing on practical techniques to manage data effectively. You will start by mastering data extraction and cleaning, move through advanced formulas for decision-making, and finish with automation techniques.

Specific topics covered in this course include:

Using Power Query to extract and clean data from external sources, such as PDFs, and setting up self-updating queries to eliminate repetitive manual work.
Implementing modern lookup functions, specifically XLOOKUP, to dynamically retrieve data and handle errors more gracefully than legacy functions like VLOOKUP.
Applying logic and analysis tools, including the IF function, Goal Seek, and Solver, to perform What-If analysis and calculate missing variables in financial or operational scenarios.
Summarizing and visualizing data through the creation of Pivot Tables and Pivot Charts, and using Slicers for interactive reporting.
Forecasting future trends based on historical date-based values using the Forecast Sheet feature.
Enhancing data visibility with Conditional Formatting and Data Bars to identify high-priority items or outliers instantly.
Automating repetitive formatting tasks using the Macro Recorder, specifically focusing on the Center Across Selection technique as a robust alternative to Merged Cells.

By the conclusion of this presentation, you will have a solid understanding of how to connect to data, visualize operations, and automate your workflow. Whether you are managing inventory lists or complex financial reports, these skills will enable you to navigate Excel with confidence and efficiency.

Your Instructor

David Ringstrom

CPA, Author, Professional Excel Spreadsheet Trainer and Consultant

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star1,085 reviews

David H. Ringstrom, CPA, is the author of Microsoft 365 Excel for Dummies, and a nationally recognized instructor who has taught over 2,500 live webinars. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should know about Microsoft Excel. His goal is to empower you to use Excel more effectively. David has authored or co-authored 10 books, including Exploring Microsoft Excel's Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

5.0

Student's Choice

4 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.