Inventory Tracking in Excel (Video) (Course Id 2772)

Tracking inventory in Excel doesn’t have to mean fragile spreadsheets or constant manual cleanup. In this practical session, David Ringstrom, CPA and author of Excel for Dummies, shows how to build a flexible inventory tracking system using Excel tables, formulas, conditional formatting, and PivotTables. You’ll learn how to flag low stock, manage reorder points, validate data entry, summarize inventory activity, and even integrate barcodes for scanning and labeling—all using tools available in Excel.

David has more than 30 years of experience as a spreadsheet and accounting software consultant and speaker. He has presented over 2,500 live webinars and is the author or co-author of ten books, including “Microsoft 365 Excel All-in-One for Dummies”, “Microsoft 365 Excel for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and “QuickBooks Online for Dummies”.

In his webinars, David demonstrates every technique twice: first on a PowerPoint slide with numbered steps, and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the presentation and in his detailed handouts. Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email.

Course Learning Objectives

• Recall the benefits of Excel's Table feature.
• Recall which ribbon tab contains the Data Validation feature.
• Identify the location of the PivotTable command within Excel's ribbon menu interface.