Advanced Excel for FP&A, Finance Analyst & MIS Reporting.
6 Things will change after
completing the course
Build & Automate P&L and Variance Analysis
Perform YoY & BvA Analysis and Automate
Analyze Opex Spend & Ratio Analysis and Automate
Build Dynamic Dashboards with User Login in Excel
Perform Sales Analytics in Power BI
Automate Consolidation — no more manual Lookups or SUMIFs
MNC Grade
Finance / FP&A Problems
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Excel Introduction
- Excel Basics — Introduction
- Excel User Interface
- Entering Data into Excel
- Raw Data Excel Introduction — Download this
- Formatting Rows and Columns
- Control & Shift Keys — Important Shortcut Keys
- Text Formatting
- Formatting Numbers
- Formatting Dates
- Formatting Others
- 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
- Functions & Formulas
- Final Review & Others
Course Setup
- Course Introduction
- Before you Start
- Guidelines
- Project Walk-through
- Project Files
- 1. Join Text — Create a full name column
- 2. Proper — Change Name to Proper
- 3. Combine Functions
- 4. Trim — Remove Extra Space
- 5. Right Function — Extract Location ID
- 6. Left Function — Extract Employee ID
- 7. Dynamic Extraction Len & Left
- 8. Flash Fill
- 1. DATEDIF - DAYS — Calculate Average Days
- 2. DATEDIF - MONTH — Calculate Months
- 3. DATEDIF - YEAR — Employees Less than 1 year old
- 4. Network Days — Calculate Total Working Days
- 5. YEAR Function — Employees Joined in 2023
- 6. MONTH — Employees joined in March '23
- 7. Quarter — Employees Joined in Q1 '23
- 8. TEXT — Any relieving dates on Sat or Sunday
- 9. How many people relieved in 2022
- 10. MONTH — Number of people relieved in Nov '22
- 11. Quarter — Number of people relieved in Q1 '23
- 1. Number Functions — Employee Working Days
- 2. Number Functions — Labour Budget Summary
- 3. Number Functions — Conveyance Actuals
- 1. Lookup Function Intro
- Problem #1 — Which employee has the highest travel amount
- Problem #3 — Reasons for Vlookup Errors & How to fix them
- Problem #4 — Replace #NA Error with Text Value Not found
- Problem #5 — What is the total Emp Count for Bangalore
- Problem #6 — What is the employee count for Manager Jayan Tharakan
- Problem #7 — How to use XLOOKUP to populate manager name
- Problem #8 — Populate Experience Category
- Problem #9 — Populate Employee Level
- Problem #10 — Populate Weekday / Weekend based on Day
- Problem #11 — How to use Xlookup with Wildcard
- Problem #12 — How many people are under Leader Deepesh Jain
- Problem #13 — What is the average Fresher Cost Rate
- Problem #14 — How to avoid creating a Temporary Lookup column
- Problem #15 — How to use Xlookup to populate Cost Rate
- Problem #16 — How to use Xlookup with multiple criterias
- Problem #17 — What is the Travel cost for Project PID002
- Problem #18 — What is the total Labour Plan cost for PID003
- Problem #19 — Calculate Monthly Labour Plan Cost
- Logical Functions Introduction
- Problem #1 — Categorize Baselocation vs Others
- Problem #2 — Category Travel as Approval Required and Not required
- Problem #3 — Calculate 2H forecast scenario 1
- Problem #4 — Populate Weekend vs Weekday in Travel
- Problem #5 — Forecast Scenario 2
- Problem #6 — Forecast Scenario 3
- Problem #7 — What is the standard vs premium employee count
- Problem #8 — 2H Forecast scenario 4
- Problem #9 — How many Level 2 approval travel charges are there
- Problem #10 — Forecast Scenario 5
- Problem #11 — Categorize Conveyance Charges
- Problem #12 — Create Experience Categories
- Problem #13 — Forecast Scenario 6
- Pivot Tables — Setting the Context
- Problem #1 — Create a summary showing Employee Count by Location
- Problem #2 — What is the Avg. Experience for each role
- Problem #3 — What is the average experience by role & project
- Problem #4 — Modify the Pivot table to change the design
- Problem #5 — What is the count of employees under each leader
- Problem #6 — Active vs In-Active employee count under each leader
- Problem #7 — What is the premium vs standard employee count by project
- Problem #8 — How many people joined in each year by month
- Problem #9 — How many people were relieved each year by Quarter
- Problem #10 — No. of people joined under each leader by year & Month
- Problem #11 — Architect role with highest average cost rate
- Problem #12 — Emp Count & Avg. cost rate for Tester & DBA Roles
- Problem #13 — Percentage count of employees by location
- Problem #14 — Percentage of conveyance spent in 2013
- Problem #15 — Other expense total & percentage for 2023
- Problem #16 — Other expense 2H '22 vs 1H '23 variance & percentage
- Problem #17 — Plan labour variance & percentage variance
- Problem #18 — Labour Actual variance & percentage variance
- Budget vs Actual IT Project Financial Analysis
- MIS Reporting Introduction
- MIS Reporting — Why to use Functions for MIS Reporting
- Problem #1 — Create a summary showing location wise count
- Problem #2 — Create a summary showing Premium vs Standard count
- Problem #3 — Populate Employee count by Location & Status
- Problem #4 — Populate Employee Count & Average Cost rate
- Problem #5 — Calculate subtotal of employee cost rate
- Problem #6 — FILTER & Average to calculate Grand total Average
- Problem #7 — Travel Budget vs Actual Reporting Requirements
- Problem #8 — Requirement analysis to report structure
- Problem #9 — Populate the Travel budget & actual numbers
- Problem #10 — How to install Power Query
- Problem #11 — Designing & validation of Report
- Problem #12 — Report 2 — Requirement Analysis
- Problem #13 — Understanding KPIs & Calculations
- Problem #14 — How to do your data study
- Problem #15 — How do you structure your report
- Problem #16 — Extract source data into calculation file
- Problem #17 — Clean & Transform Budget Revenue
- Problem #18 — Clean & Transform Revenue Actuals
- Problem #19 — Clean & Transform Labour Plan Data
- Problem #20 — Clean & Transform Labour Actual
- Problem #21 — Clean & Transform Travel Plan
- Problem #22 — Clean & Transform Travel Actuals
- Problem #23 — Clean & Transform Other Expenses Plan
- Problem #24 — Clean & Transform Other Exp Actuals
- Problem #25 — Populating the numbers with SUMIFs
- Problem #26 — Complete Remaining calculations
- Problem #27 — Calculating QTD and YTD Numbers
- Problem #28 — Enabling ALL FILTER for Project ID
- Problem #29 — Formatting the Report
- Problem #30 — Final Validation
- Dashboard Introduction
- Two different approaches to Dashboard Building
- Dashboard Creation Process
- Dashboard Creation — Client Requirements
- Problem #1 — Analyze Client requirements
- Problem #2 — What is a wireframe and why to create it
- Problem #3 — How to create Pivot Table summaries
- Problem #4 — How & why to create a story board
- Problem #5 — Create your Charts
- Problem #6 — Which chart to choose when
- Problem 7 — Format the chart elements
- Problem 8 — Arrange Charts in Dashboard Layout
- Problem 9 — Making the alignments right
- Problem #10 — Create KPI Cards
- Problem #11 — How to format your first chart
- Problem #12 — How to use Templates
- Problem #14 — Format KPI Visuals
- Problem #15 — Create a Project Lead Slicer
- Problem #16 — Final Changes
- Course Wrap up
Setup & Project Files
- Before you Start
- Guidelines
- Project Files
- Project Files v.01
- 1. Requirement Analysis
- 2. Study Data & KPI Calculations
- 3. Prepare Employee Data
- 4. Prepare Travel Data
- 5. Create Calculation Sheet Part 1
- 6. Calculation Sheet Employee Data Part 2
- 7. Calculation Sheet Travel Part 1
- 8. Calculate Forecast Figures
- 9. Calculation Sheet Travel Continued
- 10. Creating Charts
- 11. Finalizing Headcount Dashboard
- 12. Finalizing Travel Dashboard
- 13. Finalizing Travel Dashboard Part B
- 14. Setting up Access Control
- 15. Setting up Access Control Part B
Income Statement & Analysis
- 1. Dataset Introduction
- 2. Prepare Calculation Sheet
- 3. Creating a new Amount column
- 4. Structuring Income Statement
- 5. Formatting Income Statement
- 6. Income Statement Vertical Analysis
- 7. Formatting Vertical Analysis
- 8. Income Statement Horizontal Analysis
- 9. Vertical Analysis Conditional Formatting
- 10. Trend Analysis
- 11. Trend Analysis Formatting
- 12. Operating Expense Budget vs Actual Analysis Part A
- 13. Operating Expense Budget vs Actual — Formatting
- 14. Excel Forecasting Function Part A
- Excel Forecasting Function Part B
- Best case / Worst case / Base case Scenario Template
- Forecasting Basecase Scenarios — Part 1
- Forecasting Basecase Scenarios — Part B
- Forecasting Basecase Scenarios — Part 3
- Forecasting Basecase Scenarios — Part 4
- Forecasting Basecase Scenarios — Part 5
- Goal Seek
- Data Table
- Solver
- Course Wrap up
Introduction
- 1. Session Introduction
- 2. How this learning is organized
- 3. Excel BI Framework
- Instructions (Important)
- Project Data Files (Download)
- Project Files
- 4. Getting Data into Excel
- 5. Extracting first data file into Excel
- 6. Load Data & save
- 7. Power Query UI Overview — 1
- 8. Power Query UI Overview — 2
- 9. Power Query UI Overview — 3
- 10. Power Query UI Overview — 4
- 11. Power Query UI Overview — 5
- 12. Power Query UI Overview — 6
- 13. Power Query Applied Steps
- 14. Power Query Import Project Data
- 15. Import Sales data from folder
- 16. Project Data Transformation — 1
- 17. Project Data Transformation — 2
- 18. Project Data Transformation — 3
- 19. Project Data Transformation — 4
- 20. Project Data Transformation — 5
- 21. Project Data Transformation — 6
- 22. Project Data Transformation — 7
- 23. Project Data Transformation — 8
- 24. Project Data Transformation — 9
- 25. Project Data Transformation — 10
- 26. Project Data Transformation — 11
- 27. Data Transformation — Merge Queries
- 28. Data Transformation — Group Data
- 29. Data Transformation — Append
- 30. Data Modelling Introduction
- 31. Data Modelling — Fact & Dimension Tables
- 32. Data Modelling — Primary & Foreign Keys
- 33. Data Modelling — Connecting Tables
- 34. DAX & Reporting — Introduction
- 35. DAX & Reporting — Creating a Measure
- 36. DAX & Reporting — Aggregation Measures
- 37. DAX & Reporting — Aggregation Functions Part B
- 38. DAX & Reporting — Text, Date Functions
- 39. DAX & Reporting — The Filter Context
- 40. DAX & Reporting — GST Calculation with Iterative function
- 41. DAX & Reporting — Iterative function measure
- 42. DAX & Reporting — Forecast model with Iterative Function
- 43. DAX & Reporting — Forecast best & base case scenarios
- 44. DAX & Reporting — Creating a disconnected table
- 45. DAX & Reporting — Dynamic Toggle Button
- 46. DAX & Reporting — Handling Default State in measure
- 47. DAX & Reporting — Using SWITCH for Scenarios
- 48. DAX & Reporting — Dynamic Forecast with HASONEVALUE
- 49. DAX & Reporting — Changing Filter Context with Calculate
- 50. DAX & Reporting — Calculate with multiple filters
- 51. DAX & Reporting — Sales Trend Analysis against Q4 '23
- 52. DAX & Reporting — Sales Trend Analysis Avg Part B
- 53. DAX & Reporting — Formatting Sales Trend Analysis
- 54. DAX & Reporting — Opex Spend Analysis Part A
- 55. DAX & Reporting — Opex Budget vs Actual Analysis — Part B
- 56. DAX & Reporting — Opex Variance Analysis Part C
- 57. DAX & Reporting — P&L Reporting Automation — Part A
- 58. DAX & Reporting — CoA, P&L KPIs, Opening Stock
- 59. DAX & Reporting — EBITDA, Net Margin Calculation
- 60. DAX & Reporting — Formatting P&L Report
- 61. DAX & Reporting — Analyzing Revenue Drop — PVM Analysis
- 62. DAX & Reporting — Price Volume Impact Analysis — Part B
- 63. DAX & Reporting — Formatting PVM Analysis
- 64. DAX & Reporting — Analyzing EBITDA Drop
- 65. DAX & Reporting — Opex BvM Analysis
- 66. DAX & Reporting — Opex Spend Ratio Analysis
- 67. DAX & Reporting — Opex Category Ratio Analysis
- 68. DAX & Reporting — Opex to Revenue Analysis
- 69. DAX & Reporting — Opex Monthly Budget vs Actual %
- 70. DAX & Reporting — Opex Spend Deep dive
- 71. DAX & Reporting — Formatting Opex Analysis
- 72. DAX & Reporting — Change number formats
- 73. DAX & Reporting — Opex Reporting Formatting Continued
- 74. DAX & Reporting — Revenue Mix Analysis
- 75. DAX & Reporting — Revenue Mix Analysis Formatting
- 76. DAX & Reporting — Revenue Mix Percentage performance
- 77. DAX & Reporting — Addressing Challenges with ALL Filter
- 78. DAX & Reporting — Analyzing Product Sales Drop
- 79. DAX & Reporting — Analyzing YTD Budget vs Actual
- 80. DAX & Reporting — Year over Year Analysis
Project Portfolio
No Toy Data. No Basic Reports. Built for MNC Analysts.
Automated reports and interactive dashboards built from 19 years of corporate experience.
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- All 5 Levels Yes
- Power BI Sales Analytics Yes
- Certifications Yes
- Weekly Doubt Clearing Yes
- Doubt clearing support Yes
- Access to future updates Yes
- Access Validity 1 Year
- Live Dashboard Training No
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- All 5 Levels Yes
- Power BI Sales Analytics Yes
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- Doubt clearing support Yes
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- Access Validity Lifetime
- Live Dashboard Training Yes
Exclusive Add-ons
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Bonus #1
Value: ₹4,999
7-Day Dashboard Mastery Live Training (For 1,499 Membership)
Stop building "basic" tables. Join our live sessions to master MNC-grade automation and sophisticated KPI architecture.
- Real-world Finance Datasets
- Dynamic Executive Summaries
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- ATS-Friendly Resume Guide
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Total Bonus Value: ₹9,997 Included FREE
Student Success Stories
The Career Bridge for finance professionals
Join 1,500+ professionals who have transformed their technical skills into high-value analyst roles at Deloitte, IBM, and more.
Verified Outcome
"Started career in a Big 4 Finance role"
"Found practical learning that helps in daily work"
"The step-by-step approach to MIS automation using real MNC datasets is exactly what I was looking for. I was able to implement these reporting techniques in my actual job immediately."
"Improved my reporting and data analysis approach"
"Recognized as one of the best Excel trainers"
"Helped improve my work and professional growth"
Career Transition
"Restarted career and moved into an MNC role"
Sobhish
Founder · SOBH's Analytics
Hi, this is Sobhish here.
Worked for 19+ years in MNC Finance roles handling reporting and analysis
Built MIS reports used for business decisions, not just Excel sheets
Worked with Managers and leadership teams on reporting
Trained 1,500+ professionals in Finance and Excel
Focus on practical, job-ready skills
I have been in the same position — working on reports, fixing errors, and struggling with time. This program is built to help you move beyond that.
What happens after you enrol
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started today
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Before You Enroll
Common questions, honest answers.
Yes — the program starts from the very basics in Level 1. Complete beginners are welcome. We build your foundation from scratch before moving into automation, Power Query, Power Pivot, and Power BI.
The program has approximately 40 hours of content across 5 levels. The time to complete depends on where you start — if you are beginning from the basics, expect around 12 to 14 weeks at a comfortable learning pace. If you already have some Excel experience, you can move faster through the earlier levels.
The program is priced at ₹1,499 — a one-time payment with no hidden charges or subscriptions.
If you enroll now during this founding batch, you get lifetime access to all content and future updates. Future enrollments may be limited to one year — so enrolling now gives you the best terms.
The course is hosted on our own LMS (Learning Management System) platform. After you enroll, your access instructions — including login details — will be sent to you via WhatsApp. No app downloads needed; it works on any browser on Windows or Android.
Yes — all practice datasets are available inside the course portal. You do not need to source any data separately. Every lesson uses real-world MNC Finance data so you practice on the kind of files you will actually encounter in a Finance Analyst role.
If you work in FP&A, Accounts, MIS, Reporting, or Audit — or you are a fresher targeting these roles — this program is built for you. Every lesson uses real MNC Finance scenarios: P&L automation, variance analysis, budget vs actual reporting, and KPI dashboards. Not theory, not toy data.
You get access to the Student Query Form inside the portal — submit any doubt and Sobhish reviews and responds personally. You also get access to weekly live doubt-clearing sessions where you can ask questions directly and get them resolved in real time.
Absolutely. Share the course with your friend — they can go through the course portal and enroll if they find it the right fit. When a friend enrolls, you receive free credits that you can use to upgrade to our Advanced Financial Analytics Program at a reduced cost. Your friend simply needs to message us and mention your name when enrolling so we can apply the referral credit to your account.
We offer a 7-day no-questions-asked full refund. If you feel the program is not the right fit within the first week, email us at hellosobhs@gmail.com and we will process your refund via Razorpay immediately. No conditions, no hassle.
Windows & Android only.
Due to technical requirements in Power BI and specific Excel features, Mac (Apple laptops) and iPhones are not supported for the practical exercises. Please ensure you have access to a Windows PC for hands-on practice.
Due to technical requirements in Power BI and specific Excel features, Mac (Apple laptops) and iPhones are not supported for the practical exercises. Please ensure you have access to a Windows PC for hands-on practice.
Yes. The next level is our 2-Month Advanced Financial Analytics Program — a deeper, live program covering Power BI and AI for Finance. It includes variance analysis, trend analysis, DSO, DPO, Cash Conversion Cycle performance, and building advanced dashboards and reports that make you stand out for senior Finance roles. The approximate investment for the advanced program is ₹15,000. You can also upgrade to it later using referral credits earned through this program.