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SOBH's Excel for Reporting Efficiency

Master Data Analysis, Automation & Data Visualization for High‑Paying Finance & MIS Careers

Don't just build. Learn to automate end to end.

Excel dashboard you build in the course
Enroll now · ₹1,499Self-paced · lifetime access
✓ Lifetime access✓ 7-day refund✓ 3 certificates✓ 3 bonuses
Sobhish

Taught by SobhishEx-IBM · Ex-Genpact · 19 years in MNC finance

Sound familiar?

Your manager asks for a budget vs actual variance analysis.

Need the budget vs actual report by 5 PM!

The data comes from 10 input files.

X1X2X3!X4X5X6X7!X8X9!X10

So you start the manual work.

  1. Copy and paste data from 10 files
  2. Manually consolidate the budget files
  3. Prepare the data using formulas
  4. Combine the data with VLOOKUP
  5. Prepare summaries with SUMIF

Then the client wants the report urgently.

=VLOOKUP(A2,Budget!A:C,3,0) DeptBudgetActualVarSales120118-2Cost80#N/A#N/AOpex4547#N/ATravel12#N/A#N/A Client: numbers don't match! !

But the numbers do not match.
VLOOKUP throws an error.

You finally fix everything.
Now there is no time for analysis.

9:10 PM No time leftfor analysis. Sent ✓

You send the report.

Where does this lead?

  • You are always working under pressure.
  • Your productive time goes into fixing errors and copy-pasting, not analysis.
  • No matter how hard you work, one error can destroy your credibility.
The good news

Look at the steps in red.

You can automate all of them.

They add no value for your client.

Your client wants to see:

SpeedHow fast you can deliver the report

AccuracyHow accurate your report is

InsightsWhat insights you provide

One course for Finance, Accounting & MIS professionals

Every skill for a high-value FP&A, Finance and reporting role is covered, from the basics.

Excel basics
Advanced Excel functions
Pivot Tables
MIS reports
Dashboards
What-if tools
Scenario building
Power Query in Excel
Data modelling in Excel
DAX formulas in Excel
Excel variance analysis automation
Excel P&L automated
Automated Revenue / Opex analysis
Automated scenarios
Automated Price Volume analysis
Power BI data preparation
Power BI data modelling
Revenue, profitability analysis
Storytelling techniques
Data visualization techniques
All focused on Finance, Accounting, Analyst, MIS and FP&A roles.Not a generic course.

Ready to become a high-performing Finance & MIS professional?

Join SOBH's Analytics

4 levels

Start from any level based on your current skill set. Expand each level to see what is covered.

1

Excel Basics

Level 1
3 hrs

Excel Introduction

4
  • Excel Basics — Introduction
  • Excel User Interface
  • Entering Data into Excel
  • Raw Data Excel Introduction — Download this

Formatting in Excel

6
  • Formatting Rows and Columns
  • Control & Shift Keys — Important Shortcut Keys
  • Text Formatting
  • Formatting Numbers
  • Formatting Dates
  • Formatting Others

Working with Data in Excel

13
  • Filtering Data in Excel
  • Sorting Data
  • Find & Replace
  • Copy and Paste Data
  • Paste Special Function
  • Clean, Transform Group
  • Text to Column
  • Flash Fill
  • Remove Duplicates
  • Data Validation
  • Group and Subtotal Data
  • Consolidate Data
  • Insert Objects

Formula & Functions Introduction

2
  • Functions & Formulas
  • Final Review & Others
2

Project Analyst Simulation

Level 2 · Advanced Excel
20 hrs

Text Functions Challenges

8
  • Join Text — Create a full name column
  • Proper — Change Name to Proper
  • Combine Functions
  • Trim — Remove Extra Space
  • Right Function — Extract Location ID
  • Left Function — Extract Employee ID
  • Dynamic Extraction Len & Left
  • Flash Fill

Date Function Challenges

11
  • DATEDIF - DAYS — Calculate Average Days
  • DATEDIF - MONTH — Calculate Months
  • DATEDIF - YEAR — Employees Less than 1 year old
  • Network Days — Calculate Total Working Days
  • YEAR Function — Employees Joined in 2023
  • MONTH — Employees joined in March '23
  • Quarter — Employees Joined in Q1 '23
  • TEXT — Any relieving dates on Sat or Sunday
  • How many people relieved in 2022
  • MONTH — Number of people relieved in Nov '22
  • Quarter — Number of people relieved in Q1 '23

Number Function Challenges

3
  • Number Functions — Employee Working Days
  • Number Functions — Labour Budget Summary
  • Number Functions — Conveyance Actuals

Lookup Functions Challenges

19
  • Lookup Function Intro
  • Which employee has the highest travel amount
  • Reasons for Vlookup Errors & How to fix them
  • Replace #NA Error with Text Value Not found
  • What is the total Emp Count for Bangalore
  • What is the employee count for Manager Jayan Tharakan
  • How to use XLOOKUP to populate manager name
  • Populate Experience Category
  • Populate Employee Level
  • Populate Weekday / Weekend based on Day
  • How to use Xlookup with Wildcard
  • How many people are under Leader Deepesh Jain
  • What is the average Fresher Cost Rate
  • How to avoid creating a Temporary Lookup column
  • How to use Xlookup to populate Cost Rate
  • How to use Xlookup with multiple criterias
  • What is the Travel cost for Project PID002
  • What is the total Labour Plan cost for PID003
  • Calculate Monthly Labour Plan Cost

Logical Function Challenges

14
  • Logical Functions Introduction
  • Categorize Baselocation vs Others
  • Category Travel as Approval Required and Not required
  • Calculate 2H forecast scenario 1
  • Populate Weekend vs Weekday in Travel
  • Forecast Scenario 2 parts
  • What is the standard vs premium employee count
  • 2H Forecast scenario 4
  • How many Level 2 approval travel charges are there
  • Forecast Scenario 5
  • Categorize Conveyance Charges
  • Create Experience Categories
  • Forecast Scenario 6

Summarize Data — Pivot Tables

20
  • Pivot Tables — Setting the Context
  • Create a summary showing Employee Count by Location
  • What is the Avg. Experience for each role
  • What is the average experience by role & project
  • Modify the Pivot table to change the design
  • What is the count of employees under each leader
  • Active vs In-Active employee count under each leader
  • What is the premium vs standard employee count by project
  • How many people joined in each year by month
  • How many people were relieved each year by Quarter
  • No. of people joined under each leader by year & Month
  • Architect role with highest average cost rate
  • Emp Count & Avg. cost rate for Tester & DBA Roles
  • Percentage count of employees by location
  • Percentage of conveyance spent in 2013
  • Other expense total & percentage for 2023
  • Other expense 2H '22 vs 1H '23 variance & percentage
  • Plan labour variance & percentage variance
  • Labour Actual variance & percentage variance
  • Budget vs Actual IT Project Financial Analysis

MIS Reporting

32
  • MIS Reporting Introduction
  • Why to use Functions for MIS Reporting
  • Create a summary showing location wise count
  • Create a summary showing Premium vs Standard count
  • Populate Employee count by Location & Status
  • Populate Employee Count & Average Cost rate
  • Calculate subtotal of employee cost rate
  • FILTER & Average to calculate Grand total Average
  • Travel Budget vs Actual Reporting Requirements
  • Requirement analysis to report structure
  • Populate the Travel budget & actual numbers
  • How to install Power Query
  • Designing & validation of Report
  • Report 2 — Requirement Analysis
  • Understanding KPIs & Calculations
  • How to do your data study
  • How do you structure your report
  • Extract source data into calculation file
  • Clean & Transform Budget Revenue
  • Clean & Transform Revenue Actuals
  • Clean & Transform Labour Plan Data
  • Clean & Transform Labour Actual
  • Clean & Transform Travel Plan
  • Clean & Transform Travel Actuals
  • Clean & Transform Other Expenses Plan
  • Clean & Transform Other Exp Actuals
  • Populating the numbers with SUMIFs
  • Complete Remaining calculations
  • Calculating QTD and YTD Numbers
  • Enabling ALL FILTER for Project ID
  • Formatting the Report
  • Final Validation

Headcount Status Dashboard

20
  • Dashboard Introduction
  • Two different approaches to Dashboard Building
  • Dashboard Creation Process
  • Dashboard Creation — Client Requirements
  • Analyze Client requirements
  • What is a wireframe and why to create it
  • How to create Pivot Table summaries
  • How & why to create a story board
  • Create your Charts
  • Which chart to choose when
  • Problem 7 — Format the chart elements
  • Problem 8 — Arrange Charts in Dashboard Layout
  • Problem 9 — Making the alignments right
  • Create KPI Cards
  • How to format your first chart
  • How to use Templates
  • Format KPI Visuals
  • Create a Project Lead Slicer
  • Final Changes
  • Course Wrap up

Excel Dynamic Dashboard

15
  • Requirement Analysis
  • Study Data & KPI Calculations
  • Prepare Employee Data
  • Prepare Travel Data
  • Create Calculation Sheet Part 1
  • Calculation Sheet Employee Data Part 2
  • Calculation Sheet Travel Part 1
  • Calculate Forecast Figures
  • Calculation Sheet Travel Continued
  • Creating Charts
  • Finalizing Headcount Dashboard
  • Finalizing Travel Dashboard 2 parts
  • Setting up Access Control 2 parts

Income Statement & Analysis

13
  • Dataset Introduction
  • Prepare Calculation Sheet
  • Creating a new Amount column
  • Structuring Income Statement
  • Formatting Income Statement
  • Income Statement Vertical Analysis
  • Formatting Vertical Analysis
  • Income Statement Horizontal Analysis
  • Vertical Analysis Conditional Formatting
  • Trend Analysis
  • Trend Analysis Formatting
  • Operating Expense Budget vs Actual Analysis Part A
  • Operating Expense Budget vs Actual — Formatting

Forecasting & Scenario Planning

12
  • Excel Forecasting Function 2 parts
  • Best case / Worst case / Base case Scenario Template
  • Forecasting Basecase Scenarios 5 parts
  • Goal Seek
  • Data Table
  • Solver
  • Course Wrap up
3

Advanced Dashboard Automation

Level 3 · Power Query & Power Pivot
11 hrs

Introduction

6
  • Session Introduction
  • How this learning is organized
  • Excel BI Framework
  • Instructions (Important)
  • Project Data Files (Download)
  • Project Files

Get Data

3
  • Getting Data into Excel
  • Extracting first data file into Excel
  • Load Data & save

Power Query — Import & UI

9
  • Power Query UI Overview 6 parts
  • Power Query Applied Steps
  • Power Query Import Project Data
  • Import Sales data from folder

Power Query — Transformation

14
  • Project Data Transformation 11 parts
  • Data Transformation — Merge Queries
  • Data Transformation — Group Data
  • Data Transformation — Append

Data Modelling

5
  • Data Modelling Introduction
  • Fact & Dimension Tables
  • Primary & Foreign Keys
  • Connecting Tables
  • Introduction

DAX & Financial Reporting

46
  • Creating a Measure
  • Aggregation Measures
  • Aggregation Functions Part B
  • Text, Date Functions
  • The Filter Context
  • GST Calculation with Iterative function
  • Iterative function measure
  • Forecast model with Iterative Function
  • Forecast best & base case scenarios
  • Creating a disconnected table
  • Dynamic Toggle Button
  • Handling Default State in measure
  • Using SWITCH for Scenarios
  • Dynamic Forecast with HASONEVALUE
  • Changing Filter Context with Calculate
  • Calculate with multiple filters
  • Sales Trend Analysis against Q4 '23
  • Sales Trend Analysis Avg Part B
  • Formatting Sales Trend Analysis
  • Opex Spend Analysis Part A
  • Opex Budget vs Actual Analysis — Part B
  • Opex Variance Analysis Part C
  • P&L Reporting Automation — Part A
  • CoA, P&L KPIs, Opening Stock
  • EBITDA, Net Margin Calculation
  • Formatting P&L Report
  • Analyzing Revenue Drop — PVM Analysis
  • Price Volume Impact Analysis — Part B
  • Formatting PVM Analysis
  • Analyzing EBITDA Drop
  • Opex BvM Analysis
  • Opex Spend Ratio Analysis
  • Opex Category Ratio Analysis
  • Opex to Revenue Analysis
  • Opex Monthly Budget vs Actual %
  • Opex Spend Deep dive
  • Formatting Opex Analysis
  • Change number formats
  • Opex Reporting Formatting Continued
  • Revenue Mix Analysis
  • Revenue Mix Analysis Formatting
  • Revenue Mix Percentage performance
  • Addressing Challenges with ALL Filter
  • Analyzing Product Sales Drop
  • Analyzing YTD Budget vs Actual
  • Year over Year Analysis
4

Visualizing Revenue & Profitability with Power BI

Level 4
15 hrs

Power BI basics and Power Query

7
  • Power BI UI
  • Connect to Data
  • Power Query
  • Updating Settings
  • Transform Data 2 parts
  • Solving Power Query Assignment

Data modelling

5
  • Data Modelling Introduction
  • Data Modelling Part A
  • Data Modelling — Preparing Data
  • Connecting Tables
  • Star Schema

DAX

9
  • DAX Aggregation Functions
  • DAX Iterative Functions
  • DAX SWITCH Function
  • DAX LOOKUPVALUE
  • Changing Context with CALCULATE
  • CALCULATE Part B
  • CALCULATE with KEEPFILTER
  • DAX VALUES Function
  • TIME INTELLIGENCE Functions

Reporting and dashboard

7
  • Reporting Pre-Work
  • Power BI Charts
  • Revenue Cost Dashboard 5 parts

Highly practical. Learn by building analysis and reports.

You don't just build this dashboard

Dashboard you build

You automate it by building a finance data model in Excel, with Power Query and Power Pivot

Power Query stepsFinance data model

Build Power BI visuals that don't just impress, but answer real questions from management

Power BI dashboard 1
Power BI dashboard 2
Power BI dashboard 3

Ready to become a highly successful Finance & MIS professional?

Enroll now₹1,499 · lifetime access Excel BI and Analytics for MIS Reporting course cover

3 free bonuses

Included with your enrollment.

Power BI bonus
Bonus 2 · Worth ₹1,999Power BI Revenue, Headcount & Profitability AnalysisLive cohort recording · Advanced DAX & visuals
Reconciliation tool bonus
Bonus 3 · Worth ₹999Excel Reconciliation ToolReconcile faster, with fewer errors

Complete the course. If you are facing any of these problems, this course will solve them for good.

Today

  • Manual VLOOKUP and SUMIF reports
  • Excel crashes with large data
  • Lack of visibility without automation and analytics
  • No time for analysis
  • Resume missing high-value reporting projects

After the course

  • Build scalable automation workflows
  • Faster reporting with automation
  • Create visibility with automation projects
  • More time for analysis and decision support
  • Impress recruiters with advanced skills and projects
A clear, structured learning path exclusively for Finance, Accounts, FP&A and MIS professionals and career aspirants, to build strong data analysis, problem-solving, MIS automation and data visualization skills.
Offer price ends in 3 days · ₹1,499 only

One-time investment. Lifetime access.

What is included

Everything you getExcel BI & Analytics Mastery
Excel BI & Analytics Mastery₹2,499
Excel Levels 1 and 2₹1,999
Power BI Course₹1,999
Excel Reconciliation Tool₹999
Live 3-hour session with Sobhish₹2,000
  • 3 certifications
  • Lifetime access
  • Access to project files
Total course price ₹9,496₹1,499 only
Get your access now
7

7-day refundNot for you? Message us within 7 days and your money is back.

Real learners. Real messages.

2,000+ learners enrolled. Swipe, and tap to see the original message.

A
Ashwini K PCourse learner

“Today I am able to implement Power Query at my job and was able to automate a lot of activities.”

Sent on WhatsApp, 8 May 2026, while still completing the remaining classes.

M
Mazhar Uddin MohammedCourse learner

“The skills I’ve learned have completely changed how I approach data analysis and reporting.”

Clear explanations and a practical approach made complex automation easy to understand and implement. “These tools are already making a significant impact on my work efficiency.”

M
Meghana N SasidharanCMA (US) · Fresher to MNC

“Finally, my first job!”

After many rejections: “He pointed out my strengths, helped me build my confidence back, and guided me step-by-step with structure and clarity.”

T
Thrishna PavithranCMA (US) · Fresher to Big 4

“Finally, my first step into the corporate world.”

“Becoming his student has truly been a turning point in my journey. His guidance helped me regain confidence and move forward with clarity.”

A
Annamalai ECourse learner

“Before joining, I was not good in Excel. After completing the course, I’m the Excel master now.”

“Especially for finance people: lots of shortcuts and practical work files with real-world examples that made us understand easily.”

I
Ismail IlyasCourse learner

“Unlike other classes and workshops, I personally witnessed the problem-solving side of your teaching.”

“I’m grateful for having a mentor like you, sir.”

A
CA Akhil RastogiExcel Automation WhatsApp group

“Your teaching style is awesome.”

Shared in the live Excel Automation group, after the session.

A
Ajit VargheseLinkedIn message

“I am very impressed by your Excel training. One of the best trainers I have come across till date.”

He asked to stay associated for future training.

Feedback shared as received. Individual results vary.

Your mentor

Sobhish, founder of SOBH's Analytics

Created by

Sobhish

  • Ex-IBMer · 19 years MNC experience
  • Founder, SOBH's Analytics
  • 2,000+ enrolled learners
  • 7,000+ Instagram & LinkedIn followers

Quick answers

How do I get access after enrolling?

You will receive the access details on WhatsApp.

Why is it only ₹1,499?

It is priced at ₹1,499 for a limited period only. You get the full value, and you can continue to build your finance career with me through more advanced courses, like Core Power BI for FP&A.

What will I be able to build?

P&L and Budget vs Actual reports from GL and budget data, Opex and revenue analysis with ratios, YTD and QTD views, and dashboards that refresh in one click.

Do I need Level 1?

Only if you need the Excel basics. If you already use Excel daily, start at Level 2 or go straight to the main course.

I’m a fresher or job seeker. Is this for me?

Yes. Start with Level 1 (Excel basics), then build the finance projects you can show on your resume.

Is it only for finance people?

The examples are finance and accounting reports, so it fits AP, AR, R2R, FP&A and analyst roles best. If you work with Excel reports in another function, the skills still apply.

Is it live or recorded?

The course is recorded, so you learn at your own pace. The 3-hour Power Query and Data Model bonus session is live (Saturday, Nov 21, 10:30 AM – 1:30 PM IST), limited to the first 30 joiners. It is free with your enrollment.

What do I need to follow along?

Microsoft Excel and Power BI Desktop (free) on a Windows computer, and an internet connection.

How does the refund work?

Message us within 7 days of enrolling and we will refund you in full, no questions asked.

Get everything now

Lifetime access · 3 certificates · 3 bonuses · 7‑day refund

Get access · ₹1,499