Inventory Data Analysis Using Power BI and Excel

📝 General Introduction

In today’s data-driven business environment, inventory management is no longer just about counting stock—it’s about interpreting data to make smarter, faster decisions.

Traditional spreadsheets and static reports are no longer sufficient to meet the demands of modern supply chains. Tools like Power BI and Excel offer powerful capabilities for cleaning, modeling, visualizing, and analyzing inventory data in real time.

This workshop is designed to equip professionals with the skills to transform raw inventory data into actionable insights using these tools. Over five intensive days, participants will learn how to prepare data, build dynamic dashboards, analyze performance indicators, and forecast inventory needs. Through hands-on exercises and practical scenarios, attendees will gain the ability to identify trends, reduce waste, and optimize stock levels.

Whether you're a supply chain analyst, inventory manager, or operations planner, this training will help you unlock the full potential of your data and drive operational excellence.

🎯 Target Audience

  • Inventory and supply chain professionals
  • Operational data analysts
  • Planning and logistics managers
  • IT staff in warehousing and distribution
  • Entrepreneurs in retail and e-commerce

🎯 Expected Objectives

  • Understand the fundamentals of inventory data analysis using Excel and Power BI
  • Learn how to clean and prepare data for analysis
  • Create interactive dashboards and reports
  • Analyze performance indicators to support decision-making
  • Integrate data from multiple sources for a holistic view

📚 Scientific Topics:

Axis 1: Fundamentals of Data Analysis

Session 1: Introduction to Inventory Data

    • Importance of data in inventory optimization
    • Types of data used in warehouse operations
    • Common challenges in inventory analysis

Session 2: Preparing Data for Analysis

    • Data cleaning and handling missing values
    • Categorizing and standardizing data
    • Creating pivot tables in Excel

Axis 2: Excel for Inventory Analysis

Session 1: Analytical Tools in Excel

    • Using statistical functions
    • Trend and variance analysis
    • Building dynamic reports

Session 2: Visualizing Data in Excel

    • Choosing the right chart types
    • Customizing designs and labels
    • Linking tables to visual elements

Axis 3: Power BI for Inventory Insights

Session 1: Building Data Models in Power BI

    • Importing and connecting data sources
    • Creating relationships between tables
    • Using DAX for calculated fields

Session 2: Designing Interactive Dashboards

    • Selecting effective visual components
    • Setting filters and slicers
    • Sharing reports across teams

Axis 4: Performance Analysis and Decision Support

Session 1: Key Inventory Performance Indicators

    • Inventory turnover rate
    • Waste and damage ratios
    • Forecast accuracy vs. actual demand

Session 2: Data-Driven Decision Making

    • Identifying weaknesses and opportunities
    • Creating executive-level reports
    • Making recommendations based on insights

Axis 5: Integration and Practical Application

Session 1: Linking Excel and Power BI

    • Exporting and syncing data
    • Automating data updates
    • Using Excel as a live data source

Session 2: Inventory Analysis Project

    • Selecting a real-world scenario
    • Conducting full analysis
    • Presenting findings and recommendations

Convening Date

City
Abu Dhabi
Choose a date & place that suits you
To register, please fill out the form and click Register Now
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