Tracking Inventory in Excel: Tips, Tools, and Templates

Live Webinar or Recording

July 17, 2025, 12:00 pm - 1:40 pm Eastern

Credit: CPE: 2, ISM: 1.5, QPANJ: 2, ATAPU: 1.5 (Live Only)

In this comprehensive webinar, you’ll learn how to track inventory efficiently using Microsoft Excel 365 for Windows. You'll be guided through creating a basic inventory tracker and introduced to advanced tools and techniques that enhance functionality and save time. From defining key inventory terms to constructing self-expanding lists with Excel’s Table feature, this session equips you with practical skills for real-world application. You’ll learn how to add total rows, apply multiple column sorts, and use conditional formatting to highlight low stock levels. The webinar also covers how to use the IF and MAX functions to automate reorder alerts and calculate reorder quantities.

Going beyond the basics, the session explores data validation for drop-down lists, generating insightful PivotTables, and even creating barcodes within Excel. You’ll receive detailed handouts, including an Excel workbook packed with examples demonstrated during the webinar. Every technique is presented step-by-step to ensure clarity and ease of implementation. You'll also learn how features differ across Excel 365, 2021, 2019, and 2016 versions. Whether you’re new to inventory tracking or looking to refine your existing workflow, this webinar will help you streamline your Excel processes and boost accuracy.

Topics Typically Covered:

• Defining key inventory terms such as SKUs, reorder points, and lead times
• Using the Table feature to reduce spreadsheet maintenance
• Adding totals and filters that adjust with visible rows
• Applying up to 64 sort levels in a list
• Creating PivotTables and preparing data with Power Pivot
• Implementing conditional formatting and data validation
• Choosing and customizing free Excel inventory templates
• Removing outdated conditional formatting rules
• Creating barcodes within Excel

Your Benefits For Attending:

• Learn to use Excel’s Table feature to create dynamic, self-expanding lists for inventory tracking.
• Discover how to apply conditional formatting and Excel functions to monitor stock levels and automate reorder processes.
• Understand the use of PivotTables to summarize and analyze your inventory data for smarter business decisions.
• Explore downloadable, customizable templates to fast-track your inventory management setup.
• Gain insight into differences between Excel versions and how they may impact functionality.
• Get expert instruction tailored for professionals aiming to improve efficiency and accuracy in Excel.

This webinar will provide actionable Excel skills you can use immediately to improve your inventory tracking process—saving time and reducing errors in your daily operations.

Who Should Attend:

Professionals seeking to use Microsoft Excel more effectively, especially those managing or analyzing inventory.

Level: Intermediate
Format: Live webcast
Instructional Method: Group: Internet-based
NASBA Field of Study: Computer Software & Applications (2 hours)
Program Prerequisites: Prior experience with Microsoft Excel is recommended.
Advance Preparation: None

Guest Speaker: David H. Ringstrom, CPA - Accounting Advisors Inc.

Level: Basic

Format: Live Webcast

Field of Study: Computer Software & Applications

Program Prerequisites: None

Advanced Preparation: None

Aurora Training Advantage 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 website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or training@auroratrainingadvantage.com.

This program may be used for Continuing Education Hours (CEH) toward recertification for programs offered by the Institute for Supply Management®, including the Certified Professional in Supply Management® and Certified Professional in Supplier Diversity®.

Qualified Purchasing Agent - New Jersey

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in purchasing.