2022 mis report in excel & Excel Formulas

Microsoft Excel 2022 is a powerful tool that anyone can use to manage and display data. You may have to deal with large amounts of data from multiple sources.

There are many ways to display data on an Excel sheet: as rows and columns, as graphs, as a bar chart, or even as markers. This user guide looks at some of the ways you can use Excel to get a lot of data in one spreadsheet and then display that data in multiple ways.

We use Excel to display data in a series of tables, graphs, bar charts, and even markers. In this book, we will give you detailed steps and practical advice on how to do this. So get ready to learn the basics with this guide as new topics await you.

Table of content

Which tool is used for MIS-Excel reports?
What to keep in mind while preparing the MIS excel report.
Where is the MIS Excel report generated and downloaded?
Which industry can use MIS report in Excel?
How to convert MIS report to Hindi by visiting the site.
What is the excel MIS report?
.What is MIS Report Excel used for in Human Resources?
Why is there a sale/purchase in the MIS report?
Which graph of Excel is best used for preparing MIS reports?

F&O Cues

You can do course B to prepare MIS report.
Any work seems incomplete without today's MIS report.
What is the benefit to the client by reporting MIS?
In which department MIS report is used, how to give results.
How is MIS Report Quarterly Monthly Annual Formed?

Excel functions

Building Reporting Models
Using Windows as they Are Meant to Be Used.
STRUCTURE AND FLEXIBILITY.
MODULAR SHEET DESIGN
TERMINOLOGY
DATA STRUCTURES
THE PROS AND CONS OF A PIVOT TABLE
CREATING A PIVOT TABLE
USING CELLS AND RANGES IN FORMULAS
Advanced Excel Reporting for Management Accountants
The GETPIVOTDATA Function
IF Functions and Helper Cells
IF Functions and Spreadsheet Errors
THE VLOOKUP FUNCTION
THE HLOOKUP FUNCTION
THE INDEX FUNCTION
The COUNTIF Function
Charting Techniques

Conclusion

This book will help you understand everything you need to know about Microsoft Excel as you learn about:

Ø About Excel

Ø How to enter

Ø Recently added features

Ø Excel Functions

Ø Budget Template in Excel

Ø Excel MIS Report

Ø Excel macros and VBA

Ø Excel power query

Ø How to customize pages in excel (margins, orientation, size and background)

Ø How to use the Quick Access Toolbar

Ø Working with charts (bar, pie, line and histograms)

Ø How to Create a PivotChart

Ø Removing duplicate transaction text or numbers from a large range of data

Ø How to import PDF

Ø How to sort columns

Ø How to combine a sheet

Ø Working with a worksheet

Ø How to edit a worksheet - spell check, autocorrect, find and replace text

Ø How to use 3D Help

Ø Using the Save, Save As, and Open Workbook Commands

Ø How to use pivot tables

Ø Some PivotTable Tips and Tricks

Ø How to import data from the web

Ø How to analyze your data

Ø Creating and working with dashboards

Ø Understand clipboard operations - copy, cut, paste, format

Ø How to use excel full screen mode

Ø How to customize fonts and colors

Ø How to use filter functions

Ø How to use the sequence function

Ø How to use hyperlinks to link to a worksheet

Ø How to Link an Excel Sheet in a Calculation

Ø Using auto size columns and rows

Ø Changing the background of a sheet

Ø How to color tabs

Ø How to use flash fill

Ø Working with TEXT functions

Ø Working with the MATH function

Ø Text formatting

Ø Cell Formatting

Ø How to use VIEW

Ø Converting Numbers to Percentages

Ø How to add minutes to time

Ø How to add a tick symbol

Ø How to apply a table style to a range of data

Ø How to work with the alignment tool

Ø How to use the calendar template

Ø How to use auto sum

Ø How to speed up data entry

Ø How to work with tables, insert pictures and images into an excel sheet

Ø How to automatically complete abbreviations

Ø How to Create a Pivot Worksheet Using the PivotTable and PivotChart Tools

Ø How to create a data entry form with VBA/macros in excel

Ø How to summarize and create a report

Ø Some Excel keyboard shortcuts

Ø How to Use the Collaboration Tool (Book Sharing and Using Comments)

Ø Data protection in excel

Ø How to create a QR code

Ø How to download the latest version of Excel

Ø How to update excel on mac book pro

Ø Tips and tricks for improving productivity in Excel

Which tool is used for MIS-Excel reports?

· Excel

· sap

· python

· SQL

· R programing

What to keep in mind while preparing the MIS excel report.

MIS report quality should be clear, data has to be all clear.

Where is the MIS Excel report generated and downloaded?

You can convert the miss report by going online for file uploading and can also download it.

Which industry can use MIS report in Excel?

MIS report is used in all industries, there is no industry where it is not used, it also leads to company growth.

How to convert MIS report to Hindi by visiting the site.

You can convert the MIS report to every language online. There are many sites with a free version.

What is the excel MIS report?

The MIS report is used in day-to-day work, without it no work can be completed, the report gives all the information.

What is MIS Report Excel used for in Human Resources?

Human resources cannot work without the MIS report, it contains all the details of the candidates who work in that industry.

Why is there a sale/purchase in the MIS report?

The MIS report contains all the data of sales purchase, which product is being said, where is it, how, who has to pay, from whom the payment has come, how much the goods are, all these details are prepared in the MIS report. The MIS report takes shape.

Which graph of Excel is best used for preparing MIS reports?

The graph used in Excel for MIS reports is a pie chart in which all the information is day-to-day and is prepared quickly.

The report is made on what the advantage of MIS is.

There are many advantages of MIS report, time is saved, the right decision is taken, loss is less, money is saved, labor is saved.

You can do course B to prepare MIS report.

In today's time, training of MIS report is given, classes are also online, and classes are also offline, you can make a career in it and get a good salary.

Any work seems incomplete without today's MIS report.

It is true that without MIS report, no work can be done in today's world, without it no decision can be taken properly.

What is the benefit to the client by reporting MIS?

· Per Performance Report

· Exception report

· Labor report

· Variance analysis

· Re revenue report

· Cost control report

· The cost of goods report

· Fund flow statement

· demand report

· order-in-hand report

· financial report

· Production report

· Budgeted and Actual Profit Reports

· Machine usage report

· Report on ideal timelines.

In which department MIS report is used, how to give results.

MIS report is used in every industry like hotel, motel, IT sector, automobile, real estate, hospital, aviation, other MIS reports are made and decisions are taken on that basis.

How is MIS Report Quarterly Monthly Annual Formed?

MIS reports are prepared monthly, quarterly, annually. Firstly, the software on which the data is there that data is converted, the report which has to be made on that software can be monthly, quarterly, yearly, then it is the right decision which is required. It is taken.

Building Reporting Models

Just like a house, a report needs a solid foundation. The data forms the foundation of your report. You need to get the layout of your house right.

Your reports are built on top of your data. It is important to use both colors sparingly and carefully.

In many of my consulting jobs, my first task is to get the data right. The data determines the types of reports that you can create.

If your data is not well-structured, creating, the reports can be problematic or difficult. Spending time on this makes the report creation process so much easier.

When creating reports, follow these steps:

· Needs analysis

· Design

· Construction

· Testing

· Operation

· Maintenance

Using Windows as they Are Meant to Be Used.

You can use different windows to work on different Excel sheets at the same time. This allows you to copy and paste or link between sheets very easily and quickly. All options can fit all the open windows neatly into the screen space offered by your PC.

STRUCTURE AND FLEXIBILITY.

If you create the right structure, much of the reporting process can be automated. Database packages are typically very structured, and you have to follow their rules to create new databases.

Spreadsheets, in contrast, are more associated with accessibility and individuality than with structure.

MODULAR SHEET DESIGN

Modular design allows you to enter or change something in one place and have the change made through the whole reporting model.

It also means having the same sheet structure for similar components. There are many advantages with a modular design that makes maintenance and amendments simpler.

TERMINOLOGY

A row is the same as a record in a database. A single record is made up of a number of fields. A cell is the intersection of a row and a column in a spreadsheet.

DATA STRUCTURES

When dealing with financial, period-based data, there are two structures that are commonly encountered: normalized data and monthly data.

THE PROS AND CONS OF A PIVOT TABLE

The pivot table report and the data it is based on are dynamic. As soon as the cache is updated, the pivot table updates.

You can share the cache by simply copying a pivot table to another sheet and then making your changes. This allows you to control when the report is updated.

CREATING A PIVOT TABLE

A report filter allows you to filter the report based on the fields you drag to this section. An alternative to the report filter was added in Excel 2010.

The new feature is called “Slicers” and will also be discussed later in the chapter. Pivot table options will only be available when you have the correct pivot table area selected.

USING CELLS AND RANGES IN FORMULAS

The formulas that you create will be copied to other cells. To make sure they remain correct, you need good understanding of relative, fixed, and mixed references. Relative references are the standard references you see in Excel when you build a formula with the keyboard or mouse.

Advanced Excel Reporting for Management Accountants

His goal is to write a single formula that can be copied throughout a report. This is not always achievable, but you should minimize the number of different formulas you use in the body of your reports. Helper cells can go a long way in enabling you to achieve this goal.

The GETPIVOTDATA Function

The GETPIVOTDATA function can extract a value from an existing pivot table. It has a couple of limitations, but if you know what they are, this function could help you create your whole report. Click the Options icon on the far left of the Design Ribbon tab to access the function.

IF Functions and Helper Cells

· If your helper cells have logical tests that display TRUE or FALSE, then this simplifies the IF function. Assume that A1 is a helper cell containing a logical test and that it displays either TRUE or FALSE.

· The following two formulas produce exactly the same result: =IF (A1=TRUE,"OK","Error") =IF

· (A1,"OK","Error") When a cell contains a logical test, as A1 does, then it is not necessary to test if the cell is equal to TRUE. You can just refer to it, as in the second example.

· The cell’s result becomes the Logical Test for the IF function. Obviously, OK and Error are words we understand, so in a validation situation you may need to convert TRUE or FALSE into those words for the final validation check.

IF Functions and Spreadsheet Errors

· ExcelF functions are one of the most common sources of errors in Excel spreadsheets.

· The IF functions are like short programming instructions included in you.

· spreadsheet. Programmers need to debug and test their code. In the same way,

· You must test your THE IF functions.

· Testing involves checking the results using values close to the various

· Parameters used in the arguments: testing with zero values and testing with errors.

· Make sure. You are using the correct comparison operators (e.g., should you use

· The>or The>=?).

· Your logic also has to be checked. The sequence of the nested IF functions can be checked.

· It often affects the result. You need to make sure the results you achieve are the ones you want.

· You planned for.

· Copied IF functions must be tested in their destination cells to make sure they

· They are still working correctly.

THE VLOOKUP FUNCTION

The most widely used lookup function is VLOOKUP. The V stands for vertical. This

The function is used to look up values in a traditional table layout with columns for if elds.

And rows for records.

There is another function that works horizontally: HLOOKUP. It works in a similar way.

Way to VLOOKUP, but the elds are on rows and the records are in columns.

Syntax

· VLOOKUP (Lookup_Value, Table_Array, Column_Index_Number, Range_Lookup) Lookup_Value is typically a cell reference that holds the entry to look up in Table_ Array.

· The table_Array is the range of the table to be looked up. It is usually a if-x reference to a table, a range name, or the name of a formatted table.

· The left column in the range must contain the lookup value to be searched for. VLOOKUP is not case-sensitive. TheColumn_Index_Number is a whole number that refers to the column number within Table_Array that contains the value to be extracted from the table.

· This is commonly a keyed-in entry. If you use a number greater than the number of columns in the table, the #REF! Error message is displayed. In many cases, a formula can be used for Column_Index_Number to provide a fl exible lookup.

· The function commonly used is the MATCH function, which will be covered later in this chapter. The range_Lookup (optional) is a logical value TRUE or FALSE, 1 or 0. TRUE, 1, or omitted means that an exact match is searched for initially.

· If there is no exact match, then an approximate match is used, which means the next largest value is deemed to match.

· If you use TRUE or omit Range_Lookup, then Table_Array must be sorted in ascending order by the first column. If it is not sorted in ascending order, incorrect results can be displayed. Ensure you have a zero value in the left column of the table if you are looking up numbers. T

THE HLOOKUP FUNCTION

As mentioned earlier, the HLOOKUP function is similar to the VLOOKUP but operates

Across a sheet rather than down a sheet. Its syntax is similar, with only Column_Index_

Row_ Index_ number being replaced by Row_Index_Number.

Syntax

HOOKUP (Lookup_Value, Table_Array, Row_Index_Number, Range_Lookup)

The if the rest of the row in Table_Array is the range where the lookup value will be matched.

Row_Index_Number is the same as Column_Index_Number in VLOOKUP.

The topmost row must be sorted in ascending order for approximate matches.

The other components work the same as in VLOOKUP.

THE INDEX FUNCTION

The INDEX function allows you to extract a cell’s value from a range. It also lets

You return a reference to a cell, which can then be used to build ranges for other functions.

This technique allows for the list. list. Creation of dynamic range names and other things. things.

Practicing techniques that work well in reporting situations.

Syntax

INDEX (Range, Row_Number, TheColumn_Number)

Range can be a two-dimensional range or a single-row or single-column range.

Row_Number (optional) is a number that represents the row number within the row.

Range to be extracted or referred to. If the range is a single row, then Row_Number is

optional.

TheColumn_Number (optional) is a number that represents the column number.

Within the range to be extracted or referred to. If the range is a single column, then

TheColumn_Number is optional.

LEFT AND RIGHT FUNCTIONS

The left and right functions perform much the same process but from different ends of

The text in the cell. The LEFT function extracts characters from the left of the text in a

The cell, and RIGHT extracts characters from the right. This can be useful if you are working with codes that have some structure built into them, such as the rest two digits of

The code specifying its category.

Syntax

· LEFT (Text, Number_of_Characters)

· Text is usually a cell reference containing the text string which can be manipulated. Numbers are treated as text.

· The number of_Characters (optional) variable defines how many characters from the left too.

· extract. The number must be a positive whole number. Decimals are truncated. If the

· If a number of characters is omitted, the rest of the character is extracted.

· RIGHT (Text, Number_of_Characters)

· Text is usually a cell reference containing the text to be manipulated. Numbers

· They are treated as text messages.

The COUNTIF Function

· The COUNTIF function performs a conditional COUNTA. Just to be clear: The

· The COUNT function counts only numbers or dates. The COUNTA function counts cells.

· Not containing anything. The COUNTIF function will conditionally count anything in

· A range that meets the criteria that you set. It is similar to the SUMIF but with one

· Less argument.

· I use the COUNTIF function for one main purpose: to find out whether a value exists.

· Within a range. I typically do this for several reasons:

· ▪ To check that a value exists in a range before using the MATCH or VLOOKUP

· function.

· ▪ To confirm that a value is in a range as a validation check.

· ▪ To be the result of multiple validation checks.

· ▪ To compare two separate lists that are supposed to have the same entries.

· As you can see, the COUNTIF function isn’t used to provide information for the user.

· Report; although it can be, it is principally used to assist in the validation of reports.

· Syntax

· COUNTIF (Range, Criteria)

· A range is a range that contains the values you want to conditionally count.

· Criteria is the criteria that determine whether a value is to be counted.

Charting Techniques

· Charts offer an easy way to convert tables of numbers into a visual representation. They can be used to identify trends and relationships as well as display numbers.

· Microsoft's Excel 2010 introduced a built-in feature called Sparkling charts. This chapter will cover the common chart types used in reports and dashboards.

Charts Made Easy

The following techniques and suggestions will simplify the creation and modifi cation.

Process and improve the resulting charts.

Chart Techniques

▪ Use a table layout for your chart data.

▪ Double-click objects to open the Format dialog box for that object.

▪ Right-click objects for a menu with common tasks and formatting options.

▪ The home ribbon contains many icons you can use to format chart objects,

Such as Fill Color, Font Size, and Font Color. These are also displayed on the rightclick option.

▪ Use the Delete key on the keyboard to remove parts of the chart. Experiment and

See the effect—you can always undo it.

▪ Hold the Alt key down when moving or resizing a chart. This automatically lines

The chart up with the row and column gridlines, which makes it easier to line up.

And it fits perfectly.

▪ Use the F4 key to repeat the last action.

▪ Use the Save as Template (Design tab) feature to capture and reuse a chart layout.

Conclusion

Budget, Forecast GL, and Statistics Data

The layouts of the budget and forecast GL and statistics data sheets are similar to the ones of the rest of the case. The formulas used will take advantage of another technique to extract the correct month’s data.