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Microsoft® Excel® Pivot Tables for Inventory Management

See live demonstrations on how to use Pivot Tables to get faster, better information in order to understand trends and improve cash flow.Many inventory management systems are either too cumbersome, too inflexible, or under-featured to be able to manage all aspects of inventory in-software. Furthermore, most professionals involved in inventory management are provided with Excel® training that is limited to basic databases and optimization - and they are too busy to stay on top of every improvement and new feature in Excel® that can save significant time with every report. This topic helps the persons responsible for inventory management to get faster, better information in order to understand trends, minimize/reduce errors, and make decisions that directly impact company cash flow. The material also includes demonstrations of PivotTables, PivotCharts, Slicers, Timelines, Tables, and the mighty Data Model which allows a single PivotTable to be created from more than one underlying database.
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Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Trend Analysis and Operations
  • Ordering Raw Materials in a Manufacturing Environment
  • Creating an Interactive Visual Dashboard
  • Designing the Underlying Database
Error Trapping
  • Item Naming Conventions
  • Formula or Default Overrides
  • Negative Inventory Quantities
Advanced Techniques
  • Using Lookup Tables
  • Deploying the Data Model for Multi-Table Combinations
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

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Jonathan Rubin – Moderator

Tier One Services, LLC

Jaime Campbell, CPA, MBA

Jaime Campbell, CPA, MBA

Tier One Services, LLC

  • Partner in the firm of Tier One Services, LLC
  • Practice emphasizes all aspects of internal accounting activities for $1M to $10M for-profit and not-for-profit organizations
  • Conducts regular seminars and workshops on Excel, QuickBooks, financial statements, and cash flow forecasts
  • Author of several publications related to the areas of Excel, QuickBooks, and other accounting technology and policies
  • M.B.A. degree in professional accounting, Rutgers Business School; Bachelor of music education, Florida State University
  • Member of AICPA, NJSCPA, NCACPA, FICPA
  • Can be contacted at [email protected], (704) 837-0185, on Twitter® @jcampbellcpa, www.facebook.com/jcampbellcpa or www.linkedin.com/in/jcampbellcpa
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 401680
Published 2018
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