How to Create MIS Report in excel | Impressive and Interactive MIS Report In Excel | Simplilearn
Summary
TLDRThis 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
📊 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.
🛠️ 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.
📈 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.
Mindmap
Keywords
💡MIS Report
💡Pivot Table
💡Slicer
💡Pivot Chart
💡Excel
💡Business Intelligence
💡Car Manufacturing Data
💡Macro
💡Tabular Data
💡Report Connection
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
hi there if you like this video
subscribe to the simply learn youtube
channel and click here to watch similar
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