How to Create MIS Report in excel | Impressive and Interactive MIS Report In Excel | Simplilearn

Summary

This video from Simply Learn's YouTube channel offers a comprehensive tutorial on creating MIS (Management Information System) reports using Excel. It explains the significance of MIS reports in aiding management decisions and walks through the process of building interactive reports with pivot tables, pivot charts, and slicers. The tutorial covers step-by-step instructions on setting up various charts (like bar and pie charts), ensuring proper connections between slicers and charts, and handling complex datasets. Viewers are also reminded to disable macros and convert data to table format for optimal results.

Takeaways

• 📊 MIS stands for Management Information System and is used for generating reports in Excel to aid in decision-making.
• 💼 MIS reports provide data across various categories, helping management assess organizational performance for better decision-making.
• 🖥️ The process of creating MIS reports in Excel involves using tools like pivot tables to generate interactive reports.
• 📈 Pivot tables and pivot charts in Excel are essential for organizing and visualizing data for MIS reports.
• 🔄 Slicers in Excel allow users to filter data dynamically, making reports more interactive and providing real-time insights.
• 🚗 In the example, sales data from car manufacturers (like BMW) is used to demonstrate MIS report creation, showcasing pivot tables and slicers.
• 📑 To create a pivot table, you need to select data, insert a pivot table, and then drag fields into rows, columns, and values to build the report.
• 📊 Pivot charts (like column, pie, and bar charts) help visualize data from pivot tables, making reports more understandable.
• 🛠️ When using multiple pivot charts, it's important to connect slicers to all charts to ensure synchronization when filtering data.
• ✅ To effectively work with Excel MIS reports, it's crucial to disable macros and convert data into table format using the Ctrl+T shortcut.

Q & A

What is an MIS report in Excel?

MIS stands for Management Information System. An MIS report in Excel provides data on different categories to aid accurate decision-making. It helps management assess the performance of an organization and supports faster decision-making.

How can MIS reports in Excel be useful for job opportunities?

Knowing how to create MIS reports using business intelligence tools like Excel can help you find good job opportunities in established companies, as it’s a valuable skill for data management and decision-making processes.

What is the process of creating a pivot table in Excel?

To create a pivot table in Excel, select the data range, go to the 'Insert' ribbon, and choose the 'Pivot Table' option. Select whether you want to create the table in the same sheet or a new one, and then drag fields into the rows, columns, and values areas to organize the data.

What are slicers, and how are they used in Excel?

Slicers are interactive filters in Excel that allow users to quickly filter data in pivot tables and charts. In the tutorial, slicers are used to filter data by year, company, and type of car to get real-time information from the dashboard.

How do you create a pivot chart in Excel?

After creating a pivot table, you can create a pivot chart by selecting the entire data in the pivot table, going to the 'Insert' tab, and choosing 'Pivot Chart'. You can then select different chart types, such as column, pie, or bar charts, to represent the data visually.

What should you do if only one chart is interacting with the slicer in a dashboard?

If only one chart is interacting with a slicer, you need to connect the slicer to all relevant pivot tables. Right-click the slicer, select 'Report Connections,' and connect it to all the necessary pivot tables.

Why is it important to convert your data into tabular form in Excel?

It’s important to convert data into tabular form because Excel treats tabular data more efficiently for creating MIS reports and pivot tables. It also ensures that macros are disabled and the data is in the proper format for analysis.

What steps are needed to convert data into tabular form in Excel?

To convert data into tabular form, select the entire data set, press 'Ctrl + T', and ensure the 'My table has headers' option is selected. This will structure the data in a table format with clear headers.

What are some common chart types used in MIS reports in Excel?

Common chart types used in MIS reports include column charts, pie charts, and bar charts. These visual representations help to better illustrate and compare data for management analysis.

What should you do if you want to move a chart to another worksheet in Excel?

To move a chart to another worksheet, right-click the chart, select 'Pivot Chart Analyze,' choose the 'Move Chart' option, and then select the destination worksheet where you want the chart to be displayed.

Outlines

00:00

📊 Introduction to MIS Reports in Excel

This paragraph introduces the topic of MIS (Management Information System) reports in Excel. The presenter emphasizes the importance of subscribing to the Simply Learn YouTube channel for updates. MIS reports, used for data-driven decision-making, are introduced as a way to create interactive reports in Excel. The presenter highlights the potential job opportunities that mastering MIS reports in Excel can offer. A brief overview of the session's agenda is provided, where the audience will learn how to create MIS reports step-by-step.

05:01

🛠️ Step-by-Step Guide to Creating MIS Reports

This section details the step-by-step process for creating MIS reports in Excel. The presenter uses a sales dataset from car manufacturing companies to illustrate the process. By selecting data and using pivot tables, charts such as column, pie, and bar charts are created. These charts help in visualizing the sales data based on different slicer selections, like year, company, and car type. The steps include inserting pivot tables, dragging data into rows and columns, and creating charts, offering a hands-on learning experience.

10:02

📈 Connecting and Customizing Charts with Slicers

This part of the script explains how to connect multiple pivot charts to slicers for interactive reporting. It describes how to move charts across worksheets and how to insert slicers for filtering data by categories such as year, car, and type. The presenter demonstrates connecting slicers to multiple charts and emphasizes how these slicers enable automatic updates to all connected charts when a filter is applied. The customization of chart designs and the importance of organizing data neatly for better visual presentation are also discussed.

🔧 Converting Data to Tabular Format for MIS Reports

This paragraph focuses on the final steps of working with MIS reports in Excel, including converting data into tabular form. The presenter explains how to ensure that all macros are disabled and how to convert a dataset from a DBMS format into a tabular format using Excel's 'Ctrl + T' shortcut. Emphasis is placed on selecting the correct headers and formatting the data for effective use with pivot tables and MIS reporting. The paragraph ends by inviting viewers to leave comments or queries and encouraging them to continue learning with Simply Learn.

Keywords

💡MIS Report

An MIS (Management Information System) report is a type of report used to provide critical data for decision-making in organizations. In the context of the video, it refers to interactive reports created using Excel that allow management to assess organizational performance and make faster decisions based on key metrics.

💡Pivot Table

A Pivot Table is a powerful Excel feature used to summarize, analyze, and present large data sets in an interactive way. The video highlights how pivot tables are the foundation for creating MIS reports, allowing users to categorize data (like car sales) by year, manufacturer, or type.

💡Slicer

A Slicer in Excel is a tool that allows users to filter data visually in Pivot Tables or Pivot Charts. The video demonstrates how slicers are used to filter car data by year, manufacturer, or car type, making it easier to extract specific information for MIS reporting.

💡Pivot Chart

A Pivot Chart is an extension of a Pivot Table, used to visually represent the summarized data in the form of charts, such as column, pie, or bar charts. The video shows how these charts can provide quick insights into sales data, making the information more digestible and easier to analyze.

💡Excel

Microsoft Excel is a spreadsheet application widely used for data analysis, management, and reporting. In the video, Excel is the main tool used for creating MIS reports, as it allows users to organize, analyze, and visualize data efficiently using features like pivot tables and charts.

💡Business Intelligence

Business Intelligence (BI) refers to technologies and practices used to collect, integrate, and analyze business information to support better decision-making. In the video, Excel is presented as a simple BI tool for generating MIS reports that enable businesses to gain insights into operational data, like car sales.

💡Car Manufacturing Data

The video uses car manufacturing data, such as the number of cars produced by different manufacturers, car types, and prices, to create MIS reports. This data set helps demonstrate how pivot tables and slicers can be used to analyze and display specific information within an industry-focused context.

💡Macro

A Macro in Excel is a recorded set of instructions or actions that can be automated for repetitive tasks. The video advises that macros should be disabled when working with MIS reports to prevent potential issues or conflicts with data formatting or processing.

💡Tabular Data

Tabular data refers to data that is organized in a table format with rows and columns, where each column represents a specific variable. In the video, converting raw data into tabular form (using Ctrl + T) is emphasized as an important step for ensuring that the data is ready for use in pivot tables.

💡Report Connection

Report Connection is a feature in Excel that allows slicers to control multiple pivot tables or charts simultaneously. In the video, this feature is used to ensure that all charts created in the MIS report are synchronized and update together when the slicers are adjusted.

Highlights

Introduction to MIS reports in Excel, defining MIS as Management Information System for data-driven decision making.

MIS reports in Excel are crucial for management to assess organization performance and make quicker decisions.

MIS report creation using Microsoft Excel involves interactive reports with tools like pivot tables and charts.

Demonstration of real-time data retrieval using slicers to filter data by year, company, and car type.

Detailed explanation of creating a pivot table in Excel, starting from selecting the data range and inserting the table in a new worksheet.

Step-by-step process of dragging fields such as year, car, type, quantity, and price into rows and columns in the pivot table.

Introduction of pivot charts, starting with creating a column chart from the pivot table data for visual representation.

Creation of additional charts, including pie and bar charts, following the same procedure using pivot tables.

Explanation on how to move charts between sheets and organize them in one worksheet for better visualization.

Introduction to slicers for filtering data across multiple pivot charts and how to ensure all slicers connect to every chart.

Explanation of report connections to synchronize slicers with all charts, allowing real-time updates across the dashboard.

Discussion on working with more complex datasets like the superstore data and how to handle large datasets in Excel.

Importance of disabling macros and converting the dataset into a tabular format to ensure proper functionality of Excel tools.

Guidelines on transforming database-formatted data into regular Excel tables using Ctrl + T for efficient MIS report generation.

Conclusion offering assistance with queries and encouraging engagement through the comment section for further clarification or dataset requests.

Transcripts

hey everyone welcome to simply learns

youtube channel in this session we will

be discussing about mis reports in excel

before we begin make sure that you have

subscribed to our youtube channel and

don't forget to hit that bell icon to

never miss an update from simply learn

so without further ado let's get started

with our one point agenda that is mis

reports in excel

so first let's understand what exactly

is mis report in excel

so mis stands for management information

system mis reports provide data on

different categories for accurate

decision making

so mis in excel is a procedure to create

interactive report using microsoft excel

so mis reports help management to access

the performance of organization and

allow faster decision making so if you

know to create the mis reports using

various business intelligence tools such

as excel then you might find a very good

job opportunity in a well established

company now let us try to learn how to

create mis report using excel in a

practical mode so let's get back to the

microsoft excel if getting your learning

started is half the battle what if you

could do that for free

visit scale up by simply learn click on

the link in the description to know more

so here you can see that i've got some

sales data of various car manufacturing

companies and i've also got some slices

so using these slices i can get the

real-time information from the dashboard

so i'll select an ear from the first

slicer and i'll go into the second

slicer and i'll select a company

now i'll select bmw and suv type so we

have the data of all the suv types cars

manufactured by bmw car manufacturing

company in the year 2018. now let's

start and create something similar to

this one

so how did i create this mis report

let's go through this in a step-by-step

way

so on my screen you can see that we have

created a completely new excel workbook

and we have some sample data

with 5 rows and 20 columns

so this particular data is based on the

manufacturer year and the car

manufacturing company and the type of

the car manufactured and number of cars

manufactured in that particular year and

also the price of that particular car

now to create mis reports we need to

play around favorite tables so we also

have tutorials on pivot tables and you

can go through that in our simply learn

youtube channel and also we will try to

link those in the description box below

now let's select the entire data

and go into the insert ribbon

and there you can see the first option

that is pivot table

so after selecting the pivot table

option it will show this particular

dialog box where it will ask you for the

range of cells you need to select and

the next one is to

create the pivot table in this same

sheet or a new sheet so we'll take a new

sheet here

now select ok and there you have the

pivot table here so first you have an

empty pivot table and on the right side

you can see we have pivot table fields

now you can either drag these options

into the rows and columns or you can

also click it so now let's drag and drop

these

first we will select year

and

card

followed by that we will take type

quantity and price to columns

so there you go we have our pivot table

now

let's select all the data in the pivot

table

and again let's get back to the insert

option

and here you can see an option called

pivot chart select that

and you will have various pivot chart

options here now you can select any one

which you can prefer or which you like

or whichever you think can represent

your data in a best way possible so now

let's go with column chart first

let's select okay and we have our column

chart over here

now this happens to be our first chart

now let's create a few more charts

so to create few more charts we will go

back to the same original data

select again insert and pivot table

now again a new worksheet

so here we have another empty pivot

table

in the similar way let's drag the same

data into rows and columns

there you go and again we will select

all the data and create a pivot chart

go to insert option favorite chat and

now let's try to select pie chart

select ok

and we have our pie chart over here

now let's try to create one more

same procedure select table select pivot

table then create new worksheet for the

new pivot table

and now drag and drop the data

now let's go to insert again

let's select all the data

go to insert option and pivot chat

now let's try to select the bar chart

select ok and there we have our bar

chart

now

remember the first chart we created that

is in sheet 2 this one so we will try to

move all the charts to this particular

table or this particular worksheet

so let's get back to the sheet number

three right click

and you can see an option called pivot

chart analyze so from here

you can move the chart select the option

of moving the chart and don't select the

first one select the object in option

and select the sheet number to which you

want to move this chart for now we want

to move this chart to sheet number two

select that press ok

now we have the chart move to the sheet

number two

and in the same way let's go to the

sheet number four

and let's move this particular chart to

sheet number two

there you go the chart got moved to

sheet number two

now

you can insert the slices

so we have selected the third sheet or

third chart and inside the pivot chart

analyze option we have an option of

inserting the slicer now

we will insert the slices for year

car

and

type

now select ok and you will have all the

three slices onto your sheet

now let's rearrange them

so i'm just organizing them in a

neat way

there you go

and you can also customize your designs

for all the charts

so that they look a little more better

now

if you see

if i make some changes only one chart

will be interacting for this

right so if i select ferrari and year

2020 and

option as sports you can see only one

chart is interacting to these particular

slices why because all these slices are

connected to just one chart here so you

need to make sure that all the slices

are connected to all the three charts

what we created so let's erase all the

filters and select one slicer at a time

right click and you will see an option

of report connections

select that and you see that the

connections are only connected to the

pivot table 3. so select the remaining

pivot tables as well select ok and in

the same way select the second slicer

select the report connection option

connect pivot table 1 and 2 and select

ok and in the same way the third one

so now all the slices are connected to

all the pivot charts now if you make

some changes here they will respond

automatically in the same way

now let's select the fourth company the

year 2019 and hatchback option and you

have all the cars which were made in the

year 2019 from ford company in the

segment of hatchback

so this was the sample data set that we

worked on now you can also work on some

complex data sets such as this

superstore data set

now one thing you need to make sure that

when you're working with excel mis they

need to make sure that all the macros

are disabled on your data set and you

convert the entire data into the regular

table format of excel right now excel is

considering this particular data as a

database so for that you need to select

all the data press ctrl t and then

convert the entire data in the form of

tabular data and also don't forget to

click this icon which reads my table has

headers so the first row is the headers

now let's select ok and your entire data

will be converted into tabular form

now let's reset this to the normal

type which has the clear color not all

the fancy colors now the entire data is

converted from the dbms to the tabular

form and now he can start implementing

the mis reports and pivot tables so

that's how you work on mis report in

excel with that we have come to an end

of this tutorial on mis report in excel

if you have any queries regarding the

topics covered in this session or if you

need the data set that we used in this

particular tutorial then please feel

free to write us down in the comment

section below and our team of experts

will be happy to resolve all your

queries until next time thank you stay

safe and keep learning

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