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Live Webinar

90-minute live streaming program
  • March 23
  • 12:00 - 1:30 pm EST

Microsoft® Excel® Pivot Tables for Inventory Management

March 23

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.

Learning Objectives

- You will be able to define error trapping and visualize templates you can build to identify and correct errors in the inventory records.

- You will be able to describe an effective and powerful visual dashboard for managing inventory.

- You will be able to recognize opportunities to dramatically save time with Excel®'s Data Model.

- You will be able to discuss techniques for designing the databases underlying a PivotTable.

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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.

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

Live Webinar Registration

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • ISM 1.5
     
  • Participants who successfully complete this program will receive 1.5 hours of continuing education. They may be applied toward ISM CPSM, CPSD or C.P.M. recertification. ISM's consent to approve hours for this educational event is not an endorsement of this program or its content by ISM.
     
  • CPE 1.8 including Production 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Production for 1.8 hours. Prerequisite: basic knowledge of purchasing contracts. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     
  • Lorman Business Center, Inc. has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 1.8 hours of continuing professional education.
     

Who should attend?

This live webinar is designed for purchasing managers, buyers, contracting and materials managers, procurement managers, presidents, vice presidents, accountants, bookkeepers and financial professionals.

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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

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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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.

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Product ID: 401680
Published 2018
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