Overview:
This webinar will train participants on professional MIS reporting techniques in Excel used in management reporting.
Participants will learn how to build structured MIS reports with:
- clean datasets
- KPI calculations
- summary dashboards
- trend analysis
- exception reporting
- and decision-support views
This session emphasizes preparing reports for:
- monthly reviews
- leadership meetings
- business performance tracking
- sales/HR/finance operations dashboards
Why you should Attend:
- Are your monthly reports taking too much time to prepare?
- Does your MIS contain errors due to manual work?
- Do you struggle to convert raw data into management-level insights?
- Does your MIS change format every month, creating confusion for leadership?
- Are your reports not impressive enough for senior management presentations?
- Do you want to learn corporate MIS reporting formats used in real companies?
Areas Covered in the Session:
- What is MIS & how MIS supports management decision-making
- Designing an MIS structure (raw data - processed - summary - dashboard)
- KPI-based reporting approach (targets vs achievement)
Data Cleaning techniques for reporting accuracy
- TRIM/CLEAN, remove duplicates, missing values handling
- MIS calculations using formulas:
- SUMIFS, COUNTIFS, AVERAGEIFS
- IF/IFS, IFERROR
- % contribution, variance, growth %
- Lookup functions for mapping:
- XLOOKUP / INDEX-MATCH
- branch-wise/employee-wise/product-wise mapping
Pivot Tables for fast MIS building
- grouping by month/quarter
- slicers and dynamic filtering
Trend analysis & management insights
- Exception reporting
- high/low performance, mismatch, pending tasks
Data visualization best practices
- charts for management reporting
- conditional formatting for quick insights
Who Will Benefit:
- MIS Executives
- Data Analysts
- HR & Payroll Professionals
- Finance & Accounts Teams
- Sales Reporting Professionals
- Procurement & Vendor Management Teams
- Operations & Supply Chain Teams
- Business Analysts & Dashboard Developers
- Students targeting Excel/data roles
Speaker Profile
Hirdesh Bhardwaj is the Founder of Webs Jyoti and a seasoned corporate trainer with over 17 years of experience in Excel, Data Analysis, VBA, SQL, and BI tools. He has trained 20,000+ professionals across 130+ companies and authored books used by more than 25 universities. His training approach focuses on clarity, real-world application, and practical problem-solving.