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Course on Management Reporting & Business Modeling using MS-Excel.

Advanced Excel, MIS Reporting & Model Building

25-hrs Course | 60+ Advanced Formulas | 7 Reporting Projects |

25-hrs Course | 60+ Advanced Formulas | 7 Reporting Projects

Program Overview

Total Course Duration

25-hours, 8 Weekends

Both Classroom & Online is available.

Training Schedule

Course Fee

INR 7,500

Plus GST for Company-Sponsored.

Certification

Advanced Excel &
MIS Reporting Specialist

Our 5 Steps Learning Process

Excel Learning Redefined.

Learn Excel

LEARN from Microsoft Certified Trainers

Practice Excel

PRACTICE with 150+ Assignments

Revise Excel

REVISE with 10+ Case Studies

Speed-up Excel

SPEED-UP with our Excel Shortcut Tool

Excel On-Job Support

ON-JOB Support to implement learnings

Both Online & Classroom is available.*

All our classes are live, hands-on and with real-trainers.

No recorded sessions.

Course Content Overview

Objective: The term "basic" is subjective based on levels of knowledge, experience, exposure, etc. Basic for one individual doesn't have to be basic for another. Nearly all participants in this training are self-taught and have some Excel skills as well as some gaps.

The objective of this module is to fill gaps, bring everyone to the same level and empower them with comfort and confidence to learn Excel as a reporting solution and not as a computer tool.

Duration – 2.5 Hours (Rapid Session)

CORE FUNDAMENTALS

  • Understanding Excel Environment
  • Entering, Editing and Deleting Text, Numbers, Dates
  • How Excel Understand your information including Text, Numbers and Date values.
  • Fundamental Formatting Techniques & Best Practices
  • Understanding Cell Formats including Advanced Custom Formats
  • Copying and Clearing Formats
  • Working with Styles
  • Understanding Simple Conditional Formatting
  • Moving and Copying data
  • Quick Navigation Techniques
  • Inserting, Deleting and Hiding Rows & Columns
  • Inserting, Deleting, Moving and Copying Sheets
  • Working with multiple Excel Worksheets & Workbooks
  • Working with View Tab including freeze panes, split, new workbook, etc
  • Quick Data Entry Techniques including Auto Fills
  • Understanding & Working with Formulas
  • Mastering Referencing Techniques including Relative, Absolute & Mixed Reference
  • Working with fundamental functions including sum, count, average, max, min, etc
  • Fundamental Keyboard Shortcuts

Objective: Master 60+ MS Excel formulas to dramatically simplify the work you do in Excel. By the end of the section, you'll be writing robust, elegant formulas from scratch.

Duration – 5 Hours

MATHEMATICAL FUNCTIONS

  • SumIf, SumIfs
  • CountIf, CountIfs
  • AverageIf, AverageIfs
  • SumProduct, Subtotal

LOOKUP FUNCTIONS

  • Vlookup / HLookup
  • Match
  • Dynamic Two Way Lookup
  • Creating Smooth User Interface Using Lookup
  • Offset
  • Index
  • Dynamic Worksheet linking using Indirect

LOGICAL FUNCTIONS

  • Nested If ( And Conditions , Or Conditions )
  • Alternative Solutions for Complex IF Conditions to make work simple
  • And, Or, Not

TEXT FUNCTIONS

  • Upper, Lower, Proper
  • Left, Mid, Right
  • Trim, Len
  • Concatenate
  • Find, Substitute

DATE AND TIME FUNCTIONS

  • Today, Now
  • Day, Month, Year
  • Date, DateDif, DateAdd
  • EOMonth, Weekday

ROUNDING FUNCTIONS

  • Round
  • RoundUp
  • RoundDown
  • MRound

ERROR HANDLING FUNCTIONS

  • isNa
  • isErr
  • isError

Objective: This module will help you set up a professional dashbaord - learn how to visualize data through graphs and charts, create data models, and add interactivity.

Duration – 2.5 Hours

PIVOT TABLES

  • Creating Simple Pivot Tables
  • Basic and Advanced Value Field Setting
  • Sorting based on Labels and Values
  • Filtering based on Labels and Values
  • Grouping based on numbers and Dates
  • Drill-Down of Data
  • GetPivotData Function
  • Calculated Field & Calculated Items

CHARTS & PIVOT CHARTS

  • Bar Charts / Pie Charts / Line Charts
  • Dual Axis Charts
  • Dynamic Charting
  • Other Advanced Charting Techniques

EXCEL DASHBOARD

  • Bar Charts / Pie Charts / Line Charts
  • Planning a Dashboard
  • Adding Tables to Dashboard
  • Adding Charts to Dashboard
  • Adding Dynamic Contents to Dashboard

Objective: This section is all about working with data - and making it easy to work with. It will walk you through the different features of Excel to get your data prepared for analysis.

Duration – 2.5 Hours

ADVANCED PASTE SPECIAL TECHNIQUES

  • Paste Formulas
  • Paste Formats
  • Paste Validations
  • Paste Conditional Formats
  • Add / Subtract / Multiply / Divide
  • Merging Data using Skip Blanks
  • Transpose Tables

SORTING

  • Sorting on Multiple Fields
  • Dynamic Sorting of Fields
  • Bring Back to Ground Zero after Multiple Sorts

FILTERING

  • Filtering on Text, Numbers & Date
  • Filtering on Colors
  • Copy Paste while filter is on
  • Advanced Filters
  • Custom AutoFilter

PRINTING WORKBOOKS

  • Working with Themes
  • Setting Up Print Area
  • Printing Selection
  • Branding with Backgrounds
  • Adding Print Titles
  • Fitting the print on to a specific defined size
  • Customizing Headers & Footers

IMPORT & EXPORT OF INFORMATION

  • Using Text To Columns

WHAT IF ANALYSIS

  • Goal Seek
  • Scenario Analysis
  • Data Tables

GROUPING & SUBTOTALS DATA VALIDATION

  • Number, Date & Time Validation
  • Text Validation
  • List Validation
  • Handling Invalid Inputs
  • Dynamic Dropdown List Creation using Data Validation

PROTECTING EXCEL

  • File Level Protection
  • Workbook Level Protection
  • Sheet & Cell Level Protection
  • Setting Permissions for Specific Tasks
  • Track changes

CONSOLIDATION

  • Consolidating data with identical layouts
  • Consolidating data with different layouts
  • Consolidating data with different Sheets

ADVANCED CONDITIONAL FORMATTING

  • Working with advanced conditional formatting rules incorporating formulas

Objective: It is an activity-based section with the goal of collaborating on all the topics you have learned so far to build dynamic MIS Reports. You'll learn to model different scenarios based on input, and assumptions.

Duration – 7.5 Hours

MODELING & MIS REPORTING

  • Creating advanced Excel Models
  • Creating Simple Professionally Formatted Data Models to Simulate Simple Business Scenarios
  • Importing, Cleansing and Normalization Data
  • Aging Reports and Other Complex Date & Time Calculations
  • Reconciling Complex Datasets
  • Develop Advanced Data Models to Simulate Complex Business Scenarios for What IF Analysis
  • Reporting Using Relational Data
  • Consolidation and Reporting of Datasets of Different Structures

Advanced Excel & MIS Reporting Specialist

Eligibility: On clearing post-training assessment

Sample Certificate: View here

Microsoft Office Specialist (MOS) by Microsoft *

* To be availed at an additional cost.

Sample Certificate: View here

Training Schedule

Session Date Time

Course Fee

INR 7,500

CORPORATE
Training 5 or
more people?

Avail additional 10% Corporate Benefit*
on the total course fee for 5+ participants.
Get you team BI ready, today.

What is included?

25 hours of Instructor-led training.

150+ Assignments (available only at EG Premises)

7 Reporting Projects

Excel Shortcut Tool (Lifetime access)

30-Days post-training support (via Email)

MIS Reporting Specialist Certificate

View Certificate

About the Trainer

Mr. Sami, MCT, MCSA Data Enthusiast & a Technophile

Trainers Microsoft certificate Trainers Microsoft certificate

Mr. Sami, Microsoft Certified Trainer, with his qualifications in Finance, HR & Information Technology brings in 14 years of Industry experience. He has successfully trained 9500+ professionals by now, and the counting is still on.

He has undertaken assignments with the renowned IRS, The World Bank, Tata Chemicals, Buckman Laboratories, Standard Chartered, ING Barings and much more. His nature of going that Extra Mile has got him the startling popularity amongst the Excelgoodies prominent clients.

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APPLICATION DEADLINE

Application Deadline

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Contact Us

Excelgoodies Software Private Limited

No.56, 1 & 2 Floor, North Boag Road,

T-Nagar, Chennai - 17

Tel: +91 9176633248

inquiry@excelgoodies.com

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