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Need To Learn

The document outlines essential Excel skills for logistics planning, including data management, formulas, pivot tables, data visualization, and automation. It emphasizes the importance of mastering functions like VLOOKUP, IF statements, and Power Query for effective data analysis and reporting. Additional resources for learning Excel in the context of supply chain management are also provided.

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Jillur Rahman
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10 views2 pages

Need To Learn

The document outlines essential Excel skills for logistics planning, including data management, formulas, pivot tables, data visualization, and automation. It emphasizes the importance of mastering functions like VLOOKUP, IF statements, and Power Query for effective data analysis and reporting. Additional resources for learning Excel in the context of supply chain management are also provided.

Uploaded by

Jillur Rahman
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Since you’re focusing on Microsoft Excel (Advanced) for Logistics Planning, here are the key

skills and functions you should master to effectively use Excel in this field:

1. Data Management & Cleaning

 Sorting & Filtering – Organize large datasets efficiently.


 Data Validation – Ensure correct data entry (e.g., dropdown lists for product codes).
 Remove Duplicates – Identify and clean duplicate records in supply chain data.
 Text Functions – Use LEFT(), RIGHT(), MID(), TRIM(), and TEXT() for cleaning data.

2. Formulas & Functions for Logistics

 VLOOKUP/XLOOKUP & HLOOKUP – Retrieve shipment details, product data, etc.


 INDEX-MATCH – More flexible lookup for inventory or supplier tracking.
 IF, IFS, & Nested IFs – Automate decision-making (e.g., reorder points, shipment
priority).
 COUNTIF/SUMIF – Calculate total shipments, delays, or specific SKUs.
 DATE & TIME Functions – TODAY(), NOW(), DATEDIF(), NETWORKDAYS() for delivery
schedules.

3. Pivot Tables & Data Analysis

 Creating Pivot Tables – Summarize shipment volumes, warehouse storage, etc.


 Pivot Charts – Visualize inventory levels, delivery performance.
 Grouping & Slicers – Filter shipments by regions, time, or product categories.

4. Data Visualization for Reporting

 Conditional Formatting – Highlight delays, low inventory, or high costs.


 Dashboards (Using Charts) – Interactive KPI dashboards for stock levels, costs, and
lead times.
 Sparklines & Heatmaps – Quick trend analysis for stock movement.

5. Power Query & Power Pivot

 Power Query – Automate data import, transformation, and cleaning.


 Power Pivot – Manage large datasets and create complex reports.

6. Forecasting & Optimization

 What-If Analysis (Goal Seek, Scenario Manager) – Optimize routes and stock levels.
 Solver – Optimize warehouse space, delivery schedules, or inventory levels.
 Trend & Regression Analysis – Forecast demand and supply chain trends.

7. Automation with Macros & VBA


 Recording Macros – Automate repetitive tasks like generating daily shipment reports.
 Basic VBA Coding – Create custom logistics tools and automate data entry.

8. Integration with Other Tools

 Excel & ERP Systems – Learn to export/import data from SAP, Oracle, or WMS
software.
 Excel & Power BI – For real-time logistics dashboards and analytics.

Additional Learning Resources

 Excel for Supply Chain (Udemy, Coursera, LinkedIn Learning)


 YouTube Tutorials (Leila Gharani, ExcelIsFun, MyOnlineTrainingHub)

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