Advanced Excel & AI for MIS Dashboard Report Automation
Learn Advanced Excel with built-in AI and Copilot in 45 hours of live classes: formulas, pivot dashboards, Power Query, MIS report automation and real projects, ending with a certification test.
Course highlights
Sujeet Sir
21 Years Exp.
Excel | VBA | Power BI | SQL | Python
Data Analytics Expert & Corporate Trainer
- Sujeet Kumar Singh (MCA), founder of IPT Excel School since 2007
- Worked as MIS Executive and VBA Developer in 10+ companies
- Report consultant for 40+ organizations
What you will learn
Shortcuts, formatting, protection, sorting and Flash Fill.
Dynamic report templates and dashboard-ready layouts.
Slicers, timelines, multi-data pivot and pivot dashboards.
Lookup, logical, text, date and summary functions, plus 2025-26 new functions.
VSTACK, GROUPBY, BYROW, SCAN, REDUCE, MAP and more.
Clean, merge and refresh data from files and databases.
Sales, finance, HR, inventory and support dashboards.
Analyze Data, Copilot and Python in Excel to speed up MIS reports.
BENEFITS
- Work faster with shortcuts, Copilot and built-in AI
- Master 300 to 500 formulas, including the newest 2025-26 functions
- Build pivot dashboards and automate MIS reports
- Finish with real projects and a certification test
YOUR GOAL
Become an expert Excel user who can build dashboards and automate MIS reports from real data.
WHO SHOULD LEARN
Students, MIS executives, accountants and office staff who want to work faster in Excel.
COURSE OUTLINE
⬇ Download PDFWeek 1 - Excel topics you should know
- Day 1 : Data selection, dragging techniques and shortcuts
- Day 2 : Calculation and basic Excel functions
- Day 3 : Dashboard and report formats
- Day 4 : Advanced Paste Special
- Day 5 : Custom and conditional formatting
- Project : Make a dynamic attendance format
Week 2 - Data handling with built-in AI and Pivot
- Day 6 : Protection, sorting and filtering data
- Day 7 : Flash Fill, Analyze Data and Copilot AI
- Day 8 : Basic pivot table
- Day 9 : Calculation with pivot table
- Day 10 : Power Pivot
- Projects : Shortcuts for manual work and automating a biometric attendance sheet
Week 3 - Pivot dashboard
- Day 11 : Make 2 dashboards using helper pivot tables
- Day 12 : Charts in a pivot dashboard
- Day 13 : Page setup, slicer and timeline
- Day 14 : Making a report with shape art
- Day 15 : Test with a dashboard project
- Project : Dashboard from real-time data
Week 4 - Formulas and functions
- Day 16 : IF, IFS, AND, OR and IFERROR
- Day 17 : Text and date-time formulas
- Day 18 : All lookup formulas
- Day 19 : Data summary formulas
- Day 20 : Dynamic array formulas
- Project : Make a report in a single formula
Week 5 - Data connection and Power Query
- Day 21 : Data connection
- Day 22 : Power Query
- Day 23 : Data validation and more
- Days 24 and 25 : Two final projects
- Certification test
Formulas covered (300 to 500)
IF, IFS, LET, LAMBDA, BYCOL, BYROW, SCAN, REDUCE, MAP, MAKEARRAY, XLOOKUP, INDEX and MATCH, FILTER, SUMIFS, COUNTIFS, text, date and time functions, and the new 2025-26 functions: VSTACK, HSTACK, CHOOSECOLS, CHOOSEROWS, TAKE, DROP, WRAPROWS, WRAPCOLS, GROUPBY, PIVOTBY, TRIMRANGE, TEXTSPLIT, TEXTBEFORE, TEXTAFTER, REGEXEXTRACT, REGEXREPLACE, REGEXTEST, TRANSLATE and Python in Excel (PY).
Dashboards (30-day dashboard plan, 40+ real-world dashboards)
Level 1 - Foundation Days 1-5 · Build core dashboard skills
- Day 1 : Dashboard fundamentals, data structure and KPI design: Sales Performance Dashboard
- Day 2 : Product Sales and Product Profitability Dashboard
- Day 3 : Branch and Regional Performance Dashboard
- Day 4 : Customer Analysis and Segmentation Dashboard
- Day 5 : Monthly Sales Trend and Seasonality Dashboard
Level 2 - Interactive Dashboards Days 6-10 · Visuals, slicers and advanced analysis
- Day 6 : Sales Target vs Achievement Dashboard
- Day 7 : Interactive Pivot Dashboard with Slicers and Timeline
- Day 8 : Executive KPI Scorecard Dashboard
- Day 9 : Marketing Campaign Performance Dashboard
- Day 10 : Digital Marketing and ROI Dashboard
Level 3 - Professional MIS Days 11-15 · Finance, operations and inventory
- Day 11 : Revenue and Expense Dashboard
- Day 12 : Profit and Loss Dashboard
- Day 13 : Budget vs Actual Dashboard
- Day 14 : Receivables, Payables and Collection Dashboard
- Day 15 : Inventory and Stock Ageing Dashboard
Level 4 - Department Dashboards Days 16-20 · HR, recruitment and employee analytics
- Day 16 : Purchase and Supplier Performance Dashboard
- Day 17 : HR Analytics Dashboard
- Day 18 : Recruitment and Hiring Funnel Dashboard
- Day 19 : Attendance and Workforce Productivity Dashboard
- Day 20 : Payroll and Compensation Dashboard
Level 5 - Customer and Industry Days 21-25 · Service, banking, e-commerce and logistics
- Day 21 : Customer Service and Complaint Dashboard
- Day 22 : Call Center and SLA Performance Dashboard
- Day 23 : E-Commerce Sales and Returns Dashboard
- Day 24 : Logistics and Delivery Performance Dashboard
- Day 25 : Banking and Loan Collection Dashboard
Level 6 - Advanced and Executive Days 26-30 · Healthcare, education, manufacturing and MIS
- Day 26 : Hospital and Healthcare Operations Dashboard
- Day 27 : Education / Institute Performance Dashboard
- Day 28 : Manufacturing, Production and Quality Dashboard
- Day 29 : Multi-Department MIS Dashboard
- Day 30 : CEO Executive Dashboard: Final Capstone Project
Dashboard tools Used in every dashboard
- Slicers and timelines for easy filtering
- Pivot charts linked to pivot tables
- Conditional formatting to highlight key metrics
- Dynamic ranges for auto-updating dashboards
Charts and page setup
- Column, bar, line, area and combo charts
- Pie, doughnut, scatter and bubble charts
- Histogram, funnel, radar, treemap and sunburst
- Sparklines
- Choosing the right chart
- Page setup and printing
Data analysis techniques
Descriptive statistics, data cleaning with Power Query, dynamic named ranges and Excel with Power BI. Steps: define the objective, collect and import data, clean and organise it, visualise and share insights.
COURSE DETAILS
| Duration | 45 hours |
|---|---|
| Level | Expert |
| Class time | Live classes, about 45 hours in total (day-wise plan in the outline) |
| Batch size | 1 to 3 students (one-to-one or small group) |
| Mode | Live online on Google Meet |
| Language | Hindi or English |
| Projects | Weekly projects and a certification test |
| Certificate | Yes, with real project work |
| Support | Phone and Google Meet doubt support |
| Demo | Free 3-4 day demo class |
| Fees | Contact Sujeet Sir: +91 88025 79388 |
HOW IT IS TAUGHT
Live on Google Meet by Sujeet Sir in Hindi or English, with real company examples, projects, a certificate and doubt support on phone after the course.
Join a free demo
Questions about this course
What is the fee of the Advanced Excel & AI for MIS Dashboard Report Automation course?
Fees depend on one-to-one or group batch. Contact Sujeet Sir on +91 88025 79388 or WhatsApp for the current fee.
Is there a free demo?
Yes. Join the 3-4 day free demo before you pay.
Which language is it taught in?
Hindi or English, as you prefer.