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Advance Excel with MIS Reporting Training

  • Overview
  • Modules
  • Eligibility
  • Job Prospects
  • Duration/Fee

Advance Excel with MIS Reporting

Today , every companies whether Small, medium, or Large adopt Excel to manage their day to day work. Excel is widely used in the business world, specially in areas where people are dealing with numbers a lot, like marketing, business development, sales, and, yes, Finance.

MS Excel is widely used throughout the Financial Industry.

Excel tools are used for Portfolio Management, Trading and Accounting. Management of Reports and Risk management tools .In short, Microsoft Excel has created incredible efficiencies in the finance and accounting industries. This training help you to applying Advance Analysis Techniques to more complex Dataset , tips and tricks, unlocking advanced features, Sharing Excel data with other applications and applying concepts to everyday work , building MIS ( Management Information System).

MIS is actually a database where information from multiple sources is collected and can be retrieved for use. This information can be used to do various financial reporting and analysis. The Program includes classroom and on-line teaching with video support, Practical Example & implementation on real time data, and certification at the end.

Module 1 Excel Fundamentals

  • The excel dashboard
  • Understanding and working with the excel interface
  • Tabs &the ribbon
  • Quick access toolbar
  • Formula &Status Bar
  • Moving, finding and selecting in a spreadsheet
  • Cell contents (e.g. Font colours and styles)
  • Changing default excel settings
  • Frequency of auto recovery
  • Default view
  • Autocorrect and ribbon alterations
  • Referring from one workbook to another excel workbook
  • Updating external references when opening a workbook
  • Warnings: losing data through moving files
  • Losing control through reliance on other workbooks.
  • How to share a file to collaborate with other users working on different machines
  • Avoiding and resolving conflicts
  • Protecting cells, sheets and workbooks
  • Avoiding excel crashes by monitoring and reducing file size and complexity
  • Troubleshooting
  • Minimizing fallout when an official crash occurs
  • Copying cells, rows, columns and entire worksheets
  • Simple and 'special' pasting with associated issues
  • Inserting cells, rows, columns and effect of using shift to do so
  • The two main views - normal and page break preview
  • Freezing and unfreezing panes
  • Tiling and arranging windows, new windows
  • Grouping columns and rows (preferred to hiding)
  • Group layers and examples of good usage
  • Subtotaling across categories and warnings about what can go wrong with this
  • Connecting (linking) cells and how connected cells behave
  • Manipulating cells
  • Absolute references (dollar signs) for cells and columns
  • The "f4" shortcut
  • Dropdowns to improve the integrity of data
  • What's allowable
  • Consideration of permissible values in a custom list implementation

Module 2 Advance Excel

Sorting & filtering

  • Sorting data in various ways - quickly, 'properly', horizontally and vertically
  • Auto- multiple- and advanced filters
  • Alternative techniques to filtering

Date & time functions

  • Adding
  • Subtracting
  • Manipulation of dates; now, today;
  • What the serial number is
  • Second through to year functions
  • Calculating networking days

Text functions

  • Find functions
  • Len functions
  • Left functions
  • Mid functions
  • Right functions
  • Three case functions: cleaning and trimming; & and concatenate

Lookup & reference functions

  • VLookup (and HLookup)
  • Matching (exactly)
  • Indexing data separately;
  • Powerful index-match combination with warnings

Logical & information functions

  • True
  • False
  • Comparison operators (<, >, =, etc); and, or, ==
  • Isnumber
  • Iserror
  • If functions
  • If-iserror combo
  • Nested functions

Named ranges

  • Benefits over normal cell references
  • How to set a named range up using the name box
  • Using named ranges to navigate
  • Print area as a named range

Mathematical functions

  • Arithmetic operations
  • Use of brackets
  • Various ways to sum
  • Counting numbers
  • Sumproduct and its use in weighted averages

Data summarizing

  • Advanced subtotals
  • Formatting the subtotal rows
  • Adding and copying with subtotals
  • Consolidating data
  • Introducing the sumif command
  • Working with the sumif command
  • Using array formulas
  • Looking at autosum tricks
  • Utilizing fill handle tricks

Working with pivot tables

  • Creating a pivot table
  • Rearranging fields in a pivot table
  • Explaining the report layout options
  • Using the report filters feature
  • Using top 10 & date filters
  • Handling blank cells
  • Drilling down in the pivot table
  • Sorting a pivot table
  • Formatting a pivot table
  • Creating custom formats
  • Explaining the grouping options
  • Adding formulas to a pivot table
  • Changing a calculation in a pivot table
  • Replicating a pivot table
  • Counting with a pivot table
  • Using pivot charts


  • Charts refresher
  • Moving, sizing & copying charts
  • Formatting charts
  • Formatting a series
  • Exploring the home & format ribbons
  • Deciding what chart format to use
  • Show a time series with column or line charts
  • Using combination charts
  • Using line chart accessories
  • Using bar charts to show comparisons
  • Using component charts
  • Using correlation charts
  • Exploring other charts
  • Chart lies revealed & advanced chart types
  • Creating a custom layout

Getting visual

  • Using conditional formatting
  • Using advanced conditional formatting
  • Highlighting, sorting & filtering columns
  • Using smart art functions
  • Using different smart art graphics
  • Embedding a formula into a shape

Who Can Join us

  • Graduates and Post Graduates
  • Working professionals

Duration & Mode

Training Modes
Mode Duration Approx. Fee
ClassRoom/online Regular 2 weeks (Monday to Thursday) INR 5,000
ClassRoom/online weekend 3 weekends (Sat & Sun) INR 5,000
Only Sunday 4 Sundays INR 5,000

Fee - INR 5,000/- (Including all Taxes)
Fee Includes - Course material soft Copy + Certification + CV Writing + MIS Report
Payment Modes : Cheque / Cash/ Credit Card / Online Transfer

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