Tracking Inventory in Excel: Tips, Tools, and Templates

Tracking Inventory in Excel: Tips, Tools, and Templates

Live Webinar

Webinar Date:  July 17, 2025
Webinar Time:  12:00 pm - 1:40 pm EDT   live
Guest Speaker:   David Ringstrom
Credit:   CPE 2.00, ISM 1.50, QPANJ 2.00, ATAPU 1.50
Average Rating: 4.5 / 5

Webinar Details $199

  • Webinar Date: July 17, 2025
  • Webinar Time: 12:00 pm - 1:40 pm EDT   live
  • Webinar Length: 100 Minutes
  • Guest Speaker:   David Ringstrom
  • Topic:   Purchasing, Accounting
  • Credit:   CPE 2.00, ISM 1.50, QPANJ 2.00, ATAPU 1.50
All Access Membership

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  • Removing outdated conditional formatting rules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
  • David H. Ringstrom, CPA

CPE Credit

Continuing Professional Education

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.

ISM Credit

Institute of Supply Management

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®.

QPANJ Credit

Qualified Purchasing Agent - New Jersey

ATAPU Credit

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

Customer Satisfaction Guarantee
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Speakers Performance Based On Past Webinar Survey Results

Average rating

4.5 / 5

This speaker has received a total of 885 survey responses. Attendees have given an average rating of 4.5 stars out of a possible 5, reflecting on the speakers performance on the following questions.

Overall, how satisfied were you with this presenter?
4.5 Stars
How closely did the presenter follow the schedule?
4.5 Stars

Reviews From Past Webinar Surveys

Our webinars are crafted to deliver exceptional value and insight to business professionals. To ensure we meet and exceed your expectations, we conduct thorough post live webinar surveys. Below, you'll find genuine feedback from attendees, sharing their thoughts on the speaker's performance. These reviews highlight our commitment to continuous improvement and excellence in providing top-tier educational experiences.

Taiwo A.
May 30, 2025
5 / 5
Satisfaction Rating:
5.0 Stars
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5.0 Stars
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no comment

Laura O.
May 30, 2025
3 / 5
Satisfaction Rating:
3.0 Stars
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3.0 Stars
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no comment

Isabel V.
May 29, 2025
3 / 5
Satisfaction Rating:
3.0 Stars
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3.0 Stars
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David is the best teacher, I have been following him for many years, he is the best!!!

Jennifer S.
May 29, 2025
4.5 / 5
Satisfaction Rating:
5.0 Stars
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4.0 Stars
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no comment

Kyle G.
May 29, 2025
4 / 5
Satisfaction Rating:
4.0 Stars
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4.0 Stars
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no comment

Juliana L.
May 28, 2025
5 / 5
Satisfaction Rating:
5.0 Stars
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5.0 Stars
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no comment

Kia C.
May 28, 2025
4.5 / 5
Satisfaction Rating:
5.0 Stars
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4.0 Stars
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It was a great program and helpful to learn a new skill when budgeting. Thank you!

Laura L.
May 27, 2025
5 / 5
Satisfaction Rating:
5.0 Stars
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5.0 Stars
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Can't wait to revisit the notes I've taken and pointers that was issued. Thoroughly enjoyed this session.

Disa W.
May 27, 2025
4 / 5
Satisfaction Rating:
4.0 Stars
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4.0 Stars
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The content was covered a little too quickly for me so I will go back and listen to it again when I can pause it as I work through the examples.

Valerie V.
May 27, 2025
3.5 / 5
Satisfaction Rating:
4.0 Stars
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3.0 Stars
Do you have any other comments, questions or concerns?
Although I did learn some new stuff, it didn't exactly meet my specific needs. Only because I'm not in finance but I manage the marketing budgets. I am happy with my current spreadsheets in managing the budgets.
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