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Module 8
Building Dynamic MIS Reports
1
Designing a Business Process Tracker in Excel
Design a structured tracker for business processes (e.g., tasks, incidents) using an Excel Table.
2
Automating Metrics with Formulas
Write formulas within the tracker to auto-calculate metrics like turnaround time or aging.
Dynamic KPIs with SUMIFS and COUNTIFS
Build a separate summary/calculation sheet using SUMIFS and COUNTIFS to create dynamic Key Performance Indicators (KPIs).
Trend Analysis with Summary Tables
Create summary tables for trend analysis, such as week-over-week or month-over-month comparisons.
5
Data Reconciliation: Matching Source to Summary
Perform data reconciliation to validate that summary report figures match the source data totals.
Previous module
Visualizing Data with Charts
Next module
Creating Interactive Dashboards