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🧺 Inventory Data Analysis using Microsoft Excel (Fundamental)

This repository demonstrates an end-to-end inventory data analysis project undertaking a sample steel manufacturing data using Advanced Excel techniques. It showcases how Excel can be used not just as a spreadsheet tool, but as a powerful platform for structured data transformation, and analysis.


πŸ–Š Key Features & Concepts Covered

1. Data analysis using Logical and dynamic functions

  • IF()/IFS(): Used for basic conditional logic to categorize and flag data based on specific criteria
  • SWITCH(): Simplifies multi-condition logic by replacing nested 'IF' statement with a cleaner, more readable approach
  • LET(): Introduces named variables inside formulas for better performance and clarity
  • LAMBDA(): Creates custom, reusable function without VBA. Helps encapsulate logic for repeatable calculations
  • RANDBETWEEN(): Generates sample datasets by producing random integer values within a defined range

2. Data transormation using Lookup, Text, String and Reference functions

  • CONCAT()/TEXTJOIN(): Combine data across multiple cells into a single string
  • TRIM(): Remove extra spaces from text (useful for cleaning imported or copied data)
  • SUBSTITUTE(): Replace specific characters or words within strings
  • LEFT()/RIGHT(): Extract fixed-length substrings from start or end of a value
  • TEXT(): Format numeric values into readable text
  • VLOOKUP(): Retrieve data from a table vertically based on a matching key
  • HLOOKUP(): Similar to VLOOKUP, but works across rows
  • MATCH(): Return the relative position of a value in a row or column
  • INDEX(): Return the value of a cell in a specified row or column, often combined with MATCH()

2.1. Data transformation using Power Query editor

  • Launch PowerQuery Editor from Data tab in Excel
  • Load the data from existing table/range
  • Group and aggregate the values as mentioned in the tasklist

3. Excel Tables & Structured references

  • Converted raw data into Excel Tables for better structure, flexibility, and dynamic referencing
  • Used structred references for consistency and forumla clarity throughout the workbook

4. Dynamic Arrays

  • FILTER(): Apply row filters in Power Query using custom logic
  • SORT(): Sort row data by one or more columns using ascending/descending order; nested sorting
  • UNIQUE(): To extract distinct values from a column or entire table
  • SEQUENCE(): To generate custom sequences for simulations or lookups
  • XLOOKUP(): To retrive multiple related fields from a single lookup key

5. Pivot Tables

  • Custom calculations using calculated fields
  • Grouping by date (month, quarter, year)
  • Report filters
  • Slicers for easy navigation
  • Value and label filters for focused analysis

πŸ“œ Repository Structure

Inventories_dataset_analysis.xlsx

  • Sheet1: Original (Hidden & Protected)
  • Sheet2: About the project
  • Sheet3: Tasklist
  • Sheet4: Analyze data
  • Sheet5: Transform data
  • Sheet6: Excel tables
  • Sheet7: Dynamic Arrays
  • Sheet8: Pivot Tables
  • Sheet9: Visualization

πŸ”¦ Use cases

This project is ideal for:

  • Supply Chain analysts optimizing delivery performance
  • Business users looking to automate repetitive Excel tasks
  • Learners interested in mastering Excel for real-world data problems

πŸ“ Requirements

  • Microsoft Excel 2016 or later (Dynamic Arrays and Power Query support)
  • Basic understanding of inventory concepts (OTIF, Gross Profit)

"Without data, you're just another person with an opinion." - W. Edwards Deming

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Fundamental data analysis in Excel on Steel manufacturing company inventory dataset

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