Advanced Excel & MIS Reporting

What you will learn

Who should enroll?

Eligibility

• Basic computer knowledge is recommended.
• Prior experience with advanced Excel is not required.
• Confirm device and software access requirements with admissions.

Suggested seven-module curriculum · 45 hours total.

Module 01: Excel Fundamentals & Data Management · 5 hours

• Workbook management, worksheets, formatting, and efficient data entry
• Excel tables, sorting, filtering, and structured datasets
• Data validation and conditional formatting

Module 02: Advanced Excel Formulas & Functions · 10 hours

• IF, IFS, AND, OR, and IFERROR
• SUMIF, SUMIFS, COUNTIF, and COUNTIFS
• XLOOKUP, VLOOKUP, INDEX, and MATCH
• Text functions, date functions, and logical formulas
• Build formulas for business calculations and reporting requirements

Module 03: Data Cleaning & Analysis · 5 hours

• Remove duplicate records and handle missing values
• Use Text to Columns and Flash Fill
• Check errors and improve data consistency
• Prepare clean datasets for analysis and reporting

Module 04: PivotTables, PivotCharts & Slicers · 7 hours

• Summarize large datasets with PivotTables
• Group dates and analyze categories
• Create PivotCharts and apply interactive slicers
• Prepare useful management summaries

Module 05: MIS Reporting & Dashboard Development · 8 hours

• Prepare daily, weekly, and monthly MIS reports
• Track KPIs and analyze sales and expenses
• Plan dashboard layouts and choose suitable charts
• Present management-ready visual reports

Module 06: Power Query & Reporting Automation · 5 hours

• Import data and combine files
• Transform tables using repeatable preparation steps
• Refresh reports to reduce repetitive manual work
• Explore introductory automation workflows

Module 07: Capstone Project & Assessment · 5 hours

• Build an integrated MIS reporting solution
• Validate data, formulas, and report results
• Present business insights and dashboard findings
• Complete a practical skills assessment

The module allocations shown total 45 hours. Power Query, Power Pivot, VBA, and other features vary by Excel edition and operating system; confirm the software and feature coverage available for your batch.

Apply course concepts to practice assignments based on common business requirements. Datasets and deliverables described here are practice exercises, not client work.

PROJECT 1

Sales Performance MIS

Track monthly sales, target achievement, product performance, regional results, and salesperson productivity. Deliverable: a sales dashboard with KPIs and trend charts.

PivotTables, KPI tracking, charts, and dashboard design.

PROJECT 2

Finance & Expense Reporting

Organize income and expense data, compare budgets with actuals, and prepare monthly financial summaries. Deliverable: an expense tracker and budget variance report.

Formulas, variance analysis, and financial summaries.

PROJECT 3

HR & Attendance MIS

Analyze sample employee attendance, leave records, department headcount, and workforce trends. Deliverable: an HR dashboard and attendance summary.

Date functions, data validation, PivotTables, and reporting.

PROJECT 4

Inventory Management Report

Monitor opening stock, purchases, sales, closing stock, and low-stock alerts. Deliverable: an inventory tracker and reorder report.

Lookups, conditional formatting, and stock summaries.

PROJECT 5

Automated Monthly MIS Dashboard

Combine sample business datasets, prepare repeatable data-cleaning steps, build management summaries, and refresh reports efficiently. Deliverable: a reusable MIS reporting workbook.

Power Query concepts, report refresh, KPI summaries, and dashboard presentation.

Capstone project steps

• Complete guided exercises after major topics.
• Practise with business-style datasets and reporting questions.
• Build and correct formulas through practical assignments.
• Design dashboards and present key findings.
• Complete a capstone assessment and project demonstration.

The practical approach includes guided exercises, business datasets, formula-building and error-correction assignments, dashboard presentation exercises, and a final capstone demonstration. Use fictional or approved datasets and do not publish confidential information.

By the end of the course, learners should be able to:

Excel can support reporting and analytics work, but job requirements vary. Some Business Analyst and broader data roles may require additional analytical, domain, SQL, or business-intelligence skills.

Career support services

Interviews, vacancies, referrals, offers, and placement outcomes depend on learner readiness, institute service availability, and employer requirements. No specific employer partnerships or placement statistics are confirmed for this preview.