What 'MIS reporting' means in a job description: 8 things they test (free PDF)

"MIS reporting" shows up in a lot of first jobs. It sounds like a separate skill. It's really 8 things done well, every day.

Numbers on demand, pivots and date cuts, clean data on one clear page, and a report that refreshes itself.

Prepare all eight.

1-4: numbers on demand, pivots and dates

01
SUMIFS and COUNTIFS reports
Totals by region, month, product. Every single day.
```
=SUMIFS(D:D, B:B, "North", C:C, "Sep")
```
02
Lookups across sheets
Pull names, targets, managers from another file.
```
=XLOOKUP(A2, Emp!A:A, Emp!C:C, "Not found")
```
03
Pivot tables with slicers
Group by month, % of total, one slicer for region. Built in 2 minutes.
04
Daily, weekly, monthly cuts
Last day of last month, working days between two dates.
```
=EOMONTH(TODAY(), -1)
=NETWORKDAYS(A2, B2)
```

05
Clean first
TRIM, Remove Duplicates, and Data Validation drop-downs so wrong entries never come in.
06
One-page dashboard
4-5 KPIs on top, one trend chart, conditional formatting for targets missed. Keep versions too: dated file names, a change log tab, nothing overwritten.
07
Basic SQL to pull raw data
The data is in a database, not your inbox.
```
SELECT region, SUM(amount)
FROM sales
GROUP BY region;
```
08
Automate the repeat report
Power Query + Refresh All (Ctrl + Alt + F5), or a recorded macro. Same report, 2 minutes.

Free PDF

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