MIS and Data Analysis in Excel

Module 1 - Basic and Advanced Excel With Dashboard and Excel Analytics

Introduction to Excel:-

Basic Understanding Menu and Toolbar, Introduction to different category of functions like Basics, Mathematical and Statistical, Date and Time, Logical, Lookup and References, Text and Information.

Mathematical Functions:-

Sum, Sumif, Sumifs, Count, Counta, Countblank, Countif, Countifs, Average, Averagea, Averageif, Averageifs, Subtotal

Aggregate, Rand, Randbetween, Roundup, Rounddown, Round, Sumproduct

Date and Time Function:-

Date, Day, Month, Year, Edate, Eomonth, Networkdays, Workday, Weeknum, Weekday, Hour, Minute, Second, Now, Today, Time

Text Functions & Data Validation:-

Char, Clean, Code, Concatenate, Find, Search, Substitute, Replace, Len, Right, Left, Mid, Lower, Upper, Proper, Text, Trim, Value, Large, Small Filters (Basic, Advanced, Conditional), Sort (Ascending, Descending, Cell/ Font Color), Conditional Formatting, Data Validation, Group & Ungroup, Data split.

Statistical Function & Other Functions:-

Isna, Isblank, Iserr, Iseven, Isodd, Islogical, Isytext, Max, Min, Len, Right, Left, Mid, ,Maxa, Maxifs, Median, Minifs, Mina, Vara, Correl, Geomen

Logical Functions:-

And, Or, If, Iferror, Not, Nested If

Lookup & Reference Functions:-

VLookup, HLookup, Index, Match, Offset, Indirect, Address, Column, Columns, Row, Rows, Choose, Arrays Concept In Lookup Formula’s, Past Special, Past link

Pivot Table – MIS, Data Analysis & Visualization:-

Pivot Table- What-if Analysis, Data Table –One Variable and Two Variables, Data Analysis Using Statistics, Descriptive Statistics, ANOVA, Moving Average, Testing Hypothesis, Measuring Covariance and Correlation, Distribution, Regression, Graphs & Charts, Analysis Tool Pack, Solver, Histogram, Pareto, Water Fall, Import and Export data, Protect/Unprotect sheets/workbooks, Worksheet formatting and Print Display

Data Collection Method:-

With Data Quality, Collaboration & Security Like Share Your Workbook On Share Drive With Quality

Analysis Single/Multidimensional Analysis:-

Like Three Dimensional (3D) Tables, Sensitive Analysis Like Data Table, Manual What-If Analysis, Threshold Values, Goal Seek, One-Variable Data Table, Two-Variable Data Table

Advanced Dashboard in Excel:-

Overview of Chart types, Chart Formatting, Active X Form Controls, Principle of great dashboard design, Selecting Correct Chart to display data, Interactive Charts with Form Controls, Combo box, Check Box, Scroll Bar and Radio Button, Interactive Dashboard with Form Controls, Form Controls for reports automation, Data Models using Power Pivot

Two Live Report Development in Advanced Excel:-(Real World Data):-

Module 2 - VBA / Macros - Automation Reporting, User Form and Dashboard

Dashboard Reports Allow User to Get High-Level Overview of the Business and Help Them Make Quick Decisions. Dashboards are Often Called as Management Information System (MIS), Which Provides Information that Organizations Require to Manage Themselves Efficiently and Effectively.

To Define KPIs (Key performance Indicator), Customer Service Dashboards or Project Management Dashboard (Gantt Chart)

Dashboard Reports Based on Tables and Number or Charts/Graphs or Both.

Introduction to Programming Introduction to logical thinking flowcharts & algorithms:-

Define Objective, Start & End Points; Identifying Solution & Breaking it Into Sequential Steps Writing a Algorithm:-

Step-by-Step Instructions, Flowcharts, Process Flow Diagrams. Excel Macros – an Introduction:-

Complete Review of the VBA Language (Subs, Functions, Variables, Arrays, Loops, Logic…etc.):-

Excel Macro Language Review (VBA) Including Variables, Data Types, Constants, Arrays, Operators, Expressions, Loops, Logic Decisions And Calling

Overview Of Commanding Excel Using VBA Including A Discussion Of Objects, Properties And Methods

The Power of Macros – What, When, How to use Macros.

Introduction to Object Oriented Programming

Objects, Its Functions, Methods and Properties Introduction to Events

Details of Events, How & When to use of Events, Preparing to ‘Macro’ Visual Basic Editor (VBE) – Developer Tab, Security

Introduction to the VBE, Properties window, Project Explorer, Password Protection of Code How to use the VBE – Features, Options, Intelligence Technology

Debugging Mode, Bookmarks, Breakpoints, Watch Window, Immediate Window and Locals Window Inbuilt VBE Help Feature – Tips and Tricks

Form Controls vs. ActiveX Controls Getting into the Code

Message Box and Input Box Working with Data in Excel through VBA

Data Types, Constants and Variables

Different type of data type; How and When to use Variables to Store Information.

For-Next, For-Each, Do-While, Do until, Do Loop Decision-Making and Code Branching

If-Then-Else, Select-Case, And/or Nested Conditions

What is user’s Defined Functions?

How to create & use them.

Use of Arrays in VBA programming with one dimensional, two dimensional or multi-dimensional analysis

Excel VBA Power Programming For VBA Macros:-

Working with Dynamic Ranges. Protecting Worksheets, Cells and Ranges. Working with Multiple Files. Opening & Saving Files

How to Analyze Data On Multi Worksheets And Build Summary Sheets

How to Access The Windows File And Folder System To Open And Close Workbooks

How to Protect Your Code Against Errors

How to Use Excel And VBA To Create Basic Dash Boards

How to Create Your Own Custom Business Worksheet Functions In VBA

How to Create Basic Report Generation Tools Using Excel VBA, Microsoft Word And PowerPoint

How to Use The Excel Visual Basic Macro Recorder To Record Excel Tasks In VBA And Then Interpret The Code

Overview of Using User forms To Create Business Wizards:-

Working with User Forms & User Forms Events like List box, Combo box, Option Buttons, Check box, Text box, Labels, Command button, Toggle button./li>

How to create dynamic dashboard on user form with different controls/li>

How to link various user form with each other to create a complete interface between user and system/li>

Connection between Excel VBA & other platforms:-

How to Establish Connection Between VBA and Internet Explorer to Open any Internet Website through VBA

How to Establish Connection Between Excel VBA and power presentation to create power point through VBA

How to Establish Connection Between Excel VBA and Access database to update the data in access through VBA

How to Establish Connection Between Excel VBA and outlooks through VBA

How to Establish Connection Between Excel VBA and MS Word through VBA

Testing and Debugging Your Code:-

Types of Errors

Using Breakpoints

Debugging Techniques

Dialogue Boxes

UsingMsgBox Function

UsingInputBox Function

Working with FileDialog

Working GetOpenFilname Method

Working GetSaveAsFilename Method

Effective Error Handling:-

Automation Development Reports & Live Projects:-

Module 3 - SQL and MS Access - Data Manipulation, Queries, Scripts and Server Connection - MIS and Data Analytics

MS Access is a relational database management system (RDBMS) from Microsoft that combines the relational Microsoft Jet Database Engine with a graphical user interface and software-development tools. … It can also import or link directly to data stored in other applications and databases.

Introduction to SQL:-

SQL Course overview

Installing the test environment

What is SQL?

Editors and Platforms to learn SQL

Complete SQL in a Class:-

Quick-start introduction

Using the basic SELECT statement

Selecting rows

Selecting columns

Counting rows

Inserting data

Updating data

Deleting data

Import and Export data

Fundamentals of SQL:-

Databases and tables

SQL syntax overview

Data Definition, Data Manipulation, Data Control, Transactional Control statements

Creating tables

Deleting a table

Inserting rows into a table

Deleting rows from a table

What is NULL?

Controlling column behaviors with constraints

Changing a schema with ALTER

Filtering data with WHERE, LIKE, and IN

Removing duplicates with SELECT DISTINCT

Sorting with ORDER BY

How Relationships Work in SQL:-

Understanding joins

Accessing related tables with JOIN

Multiple related tables

Explaining SQL Strings:-

About SQL strings

Finding the length of a string

Selecting part of a string

Removing spaces with TRIM

Making strings uppercase and lowercase

Numbers and SQL:-

About numeric types

Finding the type of a value

Integer division and remainders

Rounding numbers

SQL Functions and Clause:-

The Aggregate functions MIN, MAX, AVG, SUM and COUNT, UPPER, LENGTH, LOWER

The GROUP BY and HAVING clauses Grouping in a combination with joining

Triggers in SQL:-

Concept of Trigger

Create Trigger for (Insert,Update,Delete)

Alter Trigger

What are Subselects and Views in SQL:-

Creating a simple subselect

Searching within a result set

Creating a view

Creating a joined view

Maintaining SQL Server Database:-

Backup Database

Restore Database

SQL Server Job Creation:-

How to create job in SQL Server Agent

How to schedule job

Topics Covered as follows: Access

Access environment and tools

Database terminology and concept

Designing database in Access

Join Tables That Have No Common Fields

Work with Subdatasheets

Create Sub queries

Working with the runtime of Tables

Data migration and importing

Working with the Design side of Queries

Working with the runtime of Queries

Working with the Design side of Forms

Adding Controls to Forms

Creating Sub forms

Organizing Information with Tab Pages

Displaying a Summary of Data in a Form

Applying Conditional Formatting

Working with the runtime of Forms, Managing Switchboard

Understanding RDBMS

Working with the Design side of Tables

Create Query

Working with the Design side of Reports

Organize Report Information

Format Reports Include Charts in a Report

Add a Calculated Field to a Report

Add a Sub report to an Existing Report

Working with the runtime of Reports

Working with the Design side of Macros

Creating a Macro Restricting Records Using a Condition

Automating Data Entry Using a Macro

Working with the runtime of Macros

How to create a functional specification

Build a real-world business application

Putting altogether and deployment