MIS Reporting Process Optimization Suite

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

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.

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

Technologies