MIS Reporting Process Optimization Suite
Automated MIS reporting suite using SQL Server, Power Query, and Excel VBA to cut manual effort and reporting turnaround time.
Overview
A standardized reporting suite that pulls SQL Server data, transforms it in Power Query, and exports management-ready MIS summaries with VBA automation.
Problem Statement
Repetitive weekly and monthly reports consumed significant analyst time due to manual extraction, formatting, and validation steps.
Dataset
Operational and financial data from SQL Server MIS source tables
Data Cleaning
Built reusable Power Query steps for column standardization
Added VBA validation checks for missing keys and totals mismatch
Created parameterized SQL extracts for recurring report periods
SQL Queries
MIS Summary Extract
SELECT
ReportDate,
Department,
KPI_Name,
KPI_Value,
Target_Value
FROM MIS_KPI_Summary
WHERE ReportDate BETWEEN @StartDate AND @EndDate
ORDER BY Department, KPI_Name;Python Analysis
Power BI Dashboard
Complementary Excel and Power BI outputs for leadership summaries, with automated refresh pipelines feeding consistent KPI tables.
Automate refresh pipeline
Connected Power Query outputs to Power BI datasets with scheduled refresh windows.
Publish leadership summary views
Built KPI tables and variance visuals for recurring MIS reporting cycles.
Business Insights
- Automation freed analyst time for insight generation instead of manual compilation
- Standardized templates improved stakeholder trust in recurring MIS packs
- Faster turnaround supported more timely operational decisions
Recommendations
- Migrate remaining manual reports into the shared Power Query framework
- Add exception alerting for KPI threshold breaches
- Document SOPs for business users running scheduled refreshes
Screenshots
Technologies
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