This programme helps teams build monthly management reports consistently: clean data in Excel, combine files with Power Query, calculate with reliable formulas and present trends in pivot tables or Power BI. The goal is to replace repeated manual copy-paste with refreshable reports whose totals tie to the source.
Who this is for
MIS executives, accountants and analysts in finance, sales operations, HR and supply chain who spend too much time producing recurring reports, plus managers who want a standard reporting pack.
What your team gets
- ✓A monthly MIS pack in a consistent format
- ✓Refreshable Power Query steps for recurring files
- ✓Reliable formulas and tie-out checks
- ✓Pivot tables and dashboard basics
- ✓A review checklist before reports reach management
Modules you can keep, drop or rebuild
Treat this as a starting point. We customise the plan to your software, industry and team level.
Data preparation
- Cleaning Tally, SAP, CRM and bank exports
- Combining monthly files with Power Query
- Standardising names, dates and codes
- Keeping raw data separate from reports
Calculation and checks
- Lookups, conditional totals and date logic
- Reconciliation and tie-out checks
- Variance and trend analysis
- Finding common formula errors
Reporting and automation
- Pivot tables and charts
- Power BI basics where licences allow
- Refreshable reports
- A standard monthly MIS format and review checklist
Data and software
Exercises use sample or anonymised data. Power Query and Power BI features depend on the Excel and Microsoft licences available, so we confirm your setup before the batch.
Every programme ends with scored results
Baseline test
Know each person's starting level before training begins.
Practical tests
Hands-on tasks on sample company data, scored on accuracy and time.
Error-spotting
Files with planted mistakes: wrong ledger, missed ITC, wrong TDS section.
Manager scorecard
Per-person and team report with strengths, gaps and sign-off advice.
Onsite across Maharashtra, and in Gujarat by arrangement
Frequently asked questions
What is MIS reporting?
MIS reporting turns financial and operational data into regular reports managers use for decisions, such as sales, expenses, cash, receivables, payables or stock.
Do you teach Power BI or only Excel?
Both where useful. Teams often start with Excel and Power Query, then add Power BI basics based on company licences and needs.
Can you use our report format?
Yes. Exercises can mirror your layout using sample or anonymised data.
Which Excel version is needed?
A recent Excel version with Power Query is recommended. Tell us your version in the quote form so we can tailor exercises.
How long does the programme take?
Typically two to three days, depending on whether Power BI is included.
Related training
Corporate AI training for finance and accounts teams
Corporate training for accounts teams
Read more →AI-assisted data analysis and dashboards for finance teams
Corporate training for accounts teams
Read more →New-hire accounting training: job-ready in weeks, not months
Corporate training for accounts teams
Read more →Tell us about your team. We'll send a clear quote.
Takes two minutes. We call you within one working day to understand your needs.
- ✓Custom modules and number of days for your team
- ✓Onsite pricing including travel, where needed
- ✓Assessment plan and sample scorecard
Prefer to talk? Call +91 85548 31442 or WhatsApp us.