Module 1: Introduction to Advanced Excel for MIS

1. Overview of MIS and Its Role

• • • Definition and importance of MIS in business, Key components of an MIS, Role of Excel in building MIS

2. Advanced Features Overview

• • • Excel’s role in reporting and decision-making, Overview of key Excel tools used for MIS (Data Analysis, PivotTables, Macros, etc.)

Module 2: Data Handling and Cleaning Techniques

1. Advanced Data Import Techniques

• • • Importing data from various sources (CSV, databases, web, etc.), Power Query for importing and cleaning data, Connecting to external databases using Power Query and SQL

2. Data Cleaning

• • • Advanced text functions: TEXT, MID, TRIM, LEFT, RIGHT, Removing duplicates, inconsistencies, and formatting issues, Data validation for error-free data entry

3. Using Power Query for Data Transformation

• • • Merging, appending, and reshaping data, Grouping and summarizing data, Cleaning data using transformations

Module 3: Advanced Excel Functions for MIS

1. Lookup Functions and Advanced Formulas

• • • VLOOKUP, HLOOKUP, XLOOKUP,INDEX and MATCH combination for dynamic lookups, Nested IF and SWITCH functions, Working with dynamic ranges and structured references

2. Statistical and Financial Analysis

• • • Using SUMIF, COUNTIF, AVERAGEIF functions, Array formulas and advanced conditional aggregation, Financial analysis using Excel functions: NPV, IRR, PMT, FV

3. Date and Time Functions

• • • Advanced DATE, TIME, DATEDIF, and NETWORKDAYS functions, Time series analysis and forecasting in MIS

Module 4: Data Visualization and Reporting

1. Advanced Charting Techniques

• • • Creating complex charts: Combo charts, Pareto, Funnel, and Radar charts, Using Excel’s advanced chart types for MIS reporting, Data visualization best practices for management reports

2. Dashboard Creation and Design

• • • Introduction to dashboards and their purpose in MIS, Creating interactive dashboards with slicers, timelines, and dynamic charts, Using form controls (buttons, drop-downs) for interactive features, Leveraging conditional formatting for dashboard insights

Module 5: Pivot Tables and Pivot Charts

1. Advanced Pivot Table Techniques

• • • Creating dynamic pivot tables with multiple data sources, Calculated fields and items in pivot tables, Grouping data and creating custom time periods (e.g., weeks, quarters)

2. Pivot Charts and Reporting

• • • Creating interactive Pivot Charts for MIS dashboards, Filtering and sorting pivot data for specific business insights, Slicers and timelines to enhance Pivot Table interactivity

3. Power Pivot for Data Modeling

• • • Introduction to Power Pivot and Data Model, Creating relationships between tables in Power Pivot, Using DAX (Data Analysis Expressions) for advanced calculations

Module 6: Automating and Customizing Excel for MIS

1. Introduction to Excel Macros

• • • Recording and running macros, VBA basics for automating MIS reports, Customizing Excel for repetitive MIS tasks (report generation, data analysis)

2. Advanced VBA Programming

• • • Writing custom VBA functions and procedures for MIS, Automating tasks like report generation, data import/export, Error handling and debugging VBA scripts

3. Using Forms for Data Entry and Reporting

• • • Creating user forms for easy data entry, Building automated MIS reports using VBA and user input

Module 7: Data Analysis and Decision-Making Tools

1. Advanced Data Analysis Techniques

• • • Forecasting and trend analysis in Excel, Using Excel for scenario analysis (What-If Analysis), Sensitivity analysis with Data Tables

2. Solver Add-in for Optimization

• • • Introduction to Solver for optimization problems, Solving complex business problems with Solver (e.g., resource allocation, profit maximization)

Module 8: Security and Sharing MIS Reports

1. Securing Excel Workbooks and Sheets

• • • Password protection and encryption for sensitive data, Restricting user access with permissions and data validation

2. Sharing and Collaborating on MIS Reports

• • • Sharing workbooks through OneDrive and SharePoint, Tracking changes and version control in Excel, Using Excel Online for real-time collaboration

3. Power Automate and Excel Integration

• • • Automating workflows using Power Automate (formerly Microsoft Flow), Integrating Excel with external systems (e.g., CRM, ERP)