Automated monthly reporting pack
Deliverable: A workbook that takes raw exports, cleans them in Power Query, produces the summary tables and charts, and saves a dated copy from one button, with errors surfaced clearly.
Course
MIS Diploma (Management Information Systems)
The reporting job taught properly — Excel, SQL, Power BI and automation, organised around producing the recurring reports a business runs on rather than around software features.
- Duration: 4 months
- Classroom · Online live
- Level: intermediate
What you will be able to do
- Build spreadsheet models with lookups, PivotTables and validation that hold up
- Pull the data you need from a database yourself using SQL
- Automate a recurring report so it runs from one button
- Build a Power BI dashboard that answers a decision-maker's actual question
- Reconcile figures between systems and explain a discrepancy
- Present a monthly pack that a manager can act on without asking for more
Who this course is for
- Graduates in any discipline, commerce backgrounds especially welcome
- Working executives already producing reports manually every month
- Comfortable with basic Excel formulas
- No prior programming or database experience required
Syllabus
6 modules · 4 months
Module 1. What MIS actually is
- The reporting cycle in a real business
- Who reads a report and what they do with it
- Accuracy, timeliness and the trade-off between them
- Structuring a monthly reporting pack
Module 2. Advanced Excel for reporting
- Lookups, index-match and dynamic references
- PivotTables, slicers and grouped summaries
- Data validation and protecting a working file
- Charts chosen to fit the question
Module 3. Cleaning and shaping data
- Power Query for repeatable imports
- Splitting, merging and unpivoting real exports
- Handling dates, duplicates and inconsistent text
- Refreshing rather than rebuilding each month
Module 4. SQL for the reporting analyst
- SELECT, WHERE and ORDER BY
- Joins across the tables a report needs
- GROUP BY, aggregation and HAVING
- Writing a query somebody else can maintain
Module 5. Automation
- Recording, reading and then writing VBA
- Turning a manual monthly process into one button
- Error handling so a failure is visible, not silent
- Scheduling and handing a tool to a colleague
Module 6. Dashboards and presentation
- Power BI data model, relationships and measures
- Visuals that answer a question rather than decorate
- Building a dashboard around a decision
- Presenting numbers, including bad ones
Tools and technologies you will use
- Microsoft Excel and Power Query
- Excel VBA
- SQL
- Power BI
- PowerPoint
Projects you will build
Reporting queries against a real schema
Deliverable: A set of SQL queries joining at least four tables to answer defined business questions, written so another analyst could read and modify them.
Management dashboard
Deliverable: A Power BI dashboard built on a proper data model, presenting the month's position in a single view, with a written note on which decision each visual supports.
Reconciliation exercise
Deliverable: Two systems reporting different figures for the same period, investigated to root cause, with a written explanation a finance manager would accept.
Where this course can take you
- MIS Executive
- Reporting Analyst
- Data Analyst
- Business Analyst
- Operations Executive
Duration, modes and fees
- Duration
- 4 months
- Delivery modes
- Classroom · Online live
- Fees
- Share your details for the current fee
- Fees vary by batch and delivery mode. Ask about the combined fee if you take this with Advanced Excel.
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
Organised around the job, not the software
Most MIS courses are a list — some Excel, some SQL, some Power BI — and leave the student to work out how they connect.
This one is organised around the monthly reporting cycle, because that is the actual job. Raw exports arrive messy. They have to be cleaned the same way every month. Figures have to agree with another system. A pack has to reach a manager by a date, and it has to be right. Each module exists because that cycle needs it.
Pulling your own data
The single biggest change in an MIS executive’s usefulness is the day they stop asking somebody else for an extract.
That is why SQL is in here and why it is taught to a specific depth — selects, joins across the four or five tables a report touches, grouping and aggregation. Not database administration, not tuning. Enough to get your own data, today, without a ticket.
Automate the second time, not the first
Do a report manually once and you understand it. Automate it before you understand it and you have built something you cannot debug.
The automation module comes fifth on purpose. By then you have produced the pack by hand and know exactly which steps are identical every month and which need a judgement call. Those are different things, and only the first kind should be automated.
Reporting a bad number
The last thing the course covers is presenting figures nobody wants.
Every MIS executive eventually carries a month that missed target, or a reconciliation that does not close. Doing that well — clearly, early, with the cause identified and without either hiding it or dramatising it — is what gets someone trusted with the reporting in the first place.
Questions
MIS Diploma (Management Information Systems) — frequently asked questions
What does an MIS executive actually do?
Produces the recurring reports a business runs on — daily sales, monthly performance, stock positions, collections — and answers the questions those reports raise. It is part data work, part accounting sense and part knowing which number the person asking really wants. This course is organised around that job rather than around a list of software.
Do I need a commerce or accounting background?
It helps, because a lot of MIS work sits next to finance, but it is not required. What matters more is comfort with numbers and a willingness to check your own figures. Graduates from any stream take this and do well.
How is this different from the Data Analytics course?
Data Analytics goes further into statistics, Python and drawing conclusions from data. MIS is closer to the business — recurring operational reporting, reconciliation and automation, with SQL and dashboards as the tools. If you want to build models, take Data Analytics. If you want to run the reporting a company depends on, take this.
Will I learn enough SQL to be useful?
Enough to pull your own data instead of waiting for somebody else to send it, which is the change that makes an MIS executive genuinely faster. That means selects, joins across several tables, grouping and aggregation. It does not cover database administration or performance tuning, and the SQL course goes further if you want it.
Is Excel still the main tool in MIS jobs?
In most Indian companies, yes, and pretending otherwise would not help you in an interview. Power BI is growing quickly and the course covers it properly, but the monthly pack still lands in a spreadsheet more often than not. Being excellent at Excel and competent in the rest is the realistic target.
Enquire about MIS Diploma (Management Information Systems)
Three details is all we need. A course advisor will call you back.
Related courses
- 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.
- SQL and Databases
SQL taught against a database big enough that a bad query is noticeably slow, because toy datasets hide performance entirely and performance is half of what the job tests.
- Power BI
Power BI taught as a data modelling tool rather than a chart menu — star schemas, relationships and DAX first, because that is what separates a report that scales from one that breaks.
- Data Analytics
A structured path from spreadsheets to SQL, Power BI and Python, built around the four things a data analyst is actually paid to do — pull the data, clean it, analyse it and explain it.
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.