Automated monthly reporting workbook
Deliverable: A workbook that ingests a raw export through Power Query and produces a finished formatted report on refresh, with no manual copy-paste anywhere in the process.
Course
Advanced Excel
The Excel that offices actually run on — lookup logic, PivotTables, Power Query pipelines, dashboards and enough VBA to automate the work you repeat every month.
- Duration: 2 months
- Classroom · Online live
- Level: beginner to advanced
What you will be able to do
- Build lookup and conditional logic that handles missing and mismatched data correctly
- Turn a raw export into a refreshable report using Power Query rather than manual cleanup
- Design PivotTable-driven dashboards that update when the source data changes
- Automate a recurring monthly task with a recorded and then edited macro
- Explain what a number in your report actually measures and where it came from
- Use AI assistants to draft formulas and check your logic without trusting them blindly
Who this course is for
- Working professionals in accounts, operations, HR, sales or administration
- Commerce and management graduates preparing for office roles
- Anyone who currently rebuilds the same report by hand every month
- Basic familiarity with a computer is enough
Syllabus
7 modules · 2 months
Module 1. Formula foundations done properly
- Absolute, relative and mixed references, and why reports break without them
- IF, IFS, AND, OR and nested conditional logic
- VLOOKUP, XLOOKUP, INDEX and MATCH, and when each is right
- Text, date and time functions for cleaning real data
- Error handling with IFERROR and diagnosing why a formula returns nothing
Module 2. Working with real, messy data
- Data validation and controlled input
- Removing duplicates and reconciling near-matches
- Text to columns, flash fill and pattern extraction
- Conditional formatting that highlights exceptions rather than decorating
Module 3. PivotTables and summarisation
- Building and restructuring PivotTables
- Calculated fields and grouping
- Slicers, timelines and linked filters
- GETPIVOTDATA and referencing pivot output safely
Module 4. Power Query
- The extract, transform, load idea in plain terms
- Connecting to files, folders and databases
- Cleaning steps that replay automatically on refresh
- Merging and appending queries
- Building a pipeline that turns a raw monthly export into a finished table
Module 5. Dashboards
- Choosing a chart that answers the question asked
- Dashboard layout and visual hierarchy
- Dynamic titles and interactive controls
- Building a single-screen management dashboard
Module 6. Automation with VBA
- Recording a macro and then reading what it recorded
- Variables, loops and conditionals in VBA
- Buttons and simple user forms
- Knowing when Power Query is the better answer than a macro
Module 7. Excel with AI
- Drafting and explaining formulas with an AI assistant
- Checking AI-suggested logic against a known result
- Where AI assistance is unreliable in spreadsheet work
Tools and technologies you will use
- Microsoft Excel
- Power Query
- Power Pivot
- PivotTables and PivotCharts
- VBA (introductory)
- Excel AI features and assistant tools
Projects you will build
Management dashboard
Deliverable: A single-screen interactive dashboard over a real dataset, with slicers, dynamic titles and a written note explaining what each metric measures.
Data reconciliation model
Deliverable: A workbook that reconciles two sources with mismatched keys, flags exceptions for review, and documents the matching rules applied.
Macro-automated routine task
Deliverable: A recorded and then hand-edited macro that automates a genuinely repetitive task, with a note on the time saved and what happens when the input format changes.
Where this course can take you
- MIS Executive
- Data Entry and Reporting Analyst
- Accounts Executive
- Operations Executive
- Business Analyst (entry level)
Duration, modes and fees
- Duration
- 2 months
- Delivery modes
- Classroom · Online live
- Fees
- Share your details for the current fee
- Fees vary by batch and delivery mode. Share your details and an advisor will confirm the current fee.
Placement assistance
Every student gets placement assistance — that is what 100% placement assistance means. It is support for all, not a job for all. We do not promise a specific salary, a specific number of interviews, or placement at any named company, and you should be wary of anyone who does.
What is included
- A place in the monthly placement drive, held every third Saturday
- The readiness programme every second Saturday — mock interviews and preparation
- CV review against the specific roles you are targeting
- Portfolio review, so your project work is presented the way a reviewer will read it
- Access to the vacancy pool employers send directly to the Samyak network
- Guidance on which roles realistically fit your background and which do not
- A place in the next drive, with coaching, if you are not selected in this one
What is not included
- Any guarantee of a job, an interview, or a particular salary
- Placement at a named or partner company
- Applying to jobs on your behalf
- Support before you have completed the course and its project work
- Visa, relocation or overseas placement assistance
Why Excel is still the highest-return two months in this catalogue
It is not the most exciting course we teach. It is probably the most immediately useful.
Most Indian offices — accounts, operations, HR, sales — run on spreadsheets, and the person who can turn a four-hour monthly report into a refresh button becomes visible very quickly. That visibility is often what leads to the analyst role, not a certificate.
The Power Query argument
If you take one thing from this course, take Power Query.
Most Excel users clean data by hand: delete columns, find and replace, split text, repeat next month. Power Query records those steps once and replays them on new data. A four-hour monthly routine becomes a refresh.
It is also the concept that transfers directly into Power BI, and the reason learners who do Excel properly find Power BI straightforward later.
On AI and spreadsheets
We are not going to pretend AI assistants have not changed this subject. They write formulas well and they explain them well.
What they do not do is know your data. An AI-suggested formula that joins on a non-unique key returns a confident, wrong number, and nothing flags it. The skill worth paying for now is verification: knowing what one row represents, checking totals against a known figure, and recognising when a result is implausible. That is what the last module is about.
Questions
Advanced Excel — frequently asked questions
Is an Advanced Excel course still worth it when AI can write formulas?
More than before, but for a different reason. AI drafts formulas quickly and confidently, including wrong ones. The value has shifted from recalling syntax to knowing whether a result is right — understanding grain, join logic and what a number measures. This course teaches that, and includes a module on using AI assistants without being misled by them.
What is the difference between Advanced Excel and Power BI?
Excel is where most Indian offices hold and manipulate data day to day. Power BI is built for modelling and sharing interactive reports at larger scale. The concepts overlap heavily, and Power Query appears in both, so Excel first then Power BI is a natural sequence rather than a choice.
Do I need to know VBA to get an MIS job?
Usually not to get the job, but it often separates candidates once in it. Most MIS work is formulas, PivotTables and increasingly Power Query. VBA becomes valuable when you meet a monthly task nobody has automated. We cover enough for you to automate real work without pretending it makes you a developer.
How long does it take to become genuinely good at Excel?
Two months of structured practice covers everything in this syllabus. Fluency — reaching for the right tool without thinking — takes a few months of applying it to real work afterwards. The projects exist so you leave with that practice already started.
Enquire about Advanced Excel
Three details is all we need. A course advisor will call you back.
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Next step
Talk to a course advisor
Tell us what you want to learn and we will help you pick the right course, batch and mode.