The Complete Excel Course with AI Integration

You start from zero: the Excel window, workbooks and sheets, entering data and formatting numbers and cells. Then you write your first formulas (SUM, AutoSum, percentages and cell references) and fix common errors while building a personal budget.

1. 1 Introduction Free preview 2 min
2. 2 Course overview What you will learn in this Excel and AI course Free preview 5 min
3. 3 The Excel interface Ribbon, tabs, name box, formula bar and navigation Free preview 13 min
4. 4 Workbooks and worksheets in Excel Add, rename, move and navigate sheets Free preview 6 min
5. 5 Your first Excel spreadsheet Cells, rows, columns and data types in a budget 8 min
6. 6 Number formatting in Excel Currency, date and percentage formats for a budget 5 min
7. 7 Cell formatting in Excel AutoFit column width, the #### error and cell styles 6 min
8. 8 Basic maths in Excel Add, subtract, multiply and divide with formulas 3 min
9. 9 SUM and AutoSum in Excel Total income, expenses and savings with MAX 6 min
10. 10 Relative vs absolute references in Excel Dollar signs and mixed references 3 min
11. 11 Calculating percentages in Excel Each expense as a percentage of income 2 min
12. 12 Common Excel errors and how to fix them DIV0, NAME, VALUE errors and IFERROR 4 min
13. 13 Organizing an Excel workbook Dashboard, transactions and notes sheets 2 min

In your first guided project, you turn a personal budget into a working tracker with totals and averages, colour-coded warnings, a monthly summary by category and a pie chart. You finish with a calculator that shows how a monthly investment grows over time.

1. 14 SUM and AVERAGE in Excel Personal budget tracker totals and average expense 4 min
2. 15 Conditional formatting in Excel Highlight rules, data bars and icon sets 3 min
3. 16 Monthly expense summary in Excel Category totals for a personal budget tracker 7 min
4. 17 Excel charts for beginners Pie chart of budget expenses by category 8 min
5. 18 SIP growth calculator in Excel FV function for mutual fund investment growth 7 min

Using a sample employee database, you keep a long list of records under control with Excel tables, sorting, filtering and data clean-up. You also remove duplicates, split names and columns automatically, keep headers in view while scrolling and print neatly.

1. 19 Excel tables Create and format a table, structured references and total row 8 min
2. 20 Sorting data in Excel Single and multi-level sort on an employee database 6 min
3. 21 Filtering data in Excel AutoFilter, text and number filters on employee data 10 min
4. 22 Cleaning data in Excel TRIM, Paste Special values and Find and Replace 13 min
5. 23 Remove duplicates in Excel Find and delete duplicate rows in an employee list 6 min
6. 24 Flash Fill in Excel Split first and last names automatically 3 min
7. 25 Text to Columns in Excel Split data by delimiter into separate columns 6 min
8. 26 Freeze panes in Excel Lock header rows and columns while scrolling 3 min
9. 27 Printing in Excel Print area, page orientation, scaling and page layout 6 min

You learn the formulas people use every day: IF and its relatives for yes-or-no decisions, and COUNT, SUMIF, COUNTIF and their multi-condition versions for quick summaries. You finish with date and time functions and how to find any function you need.

1. 28 Logical functions in Excel TRUE and FALSE comparisons for beginners 5 min
2. 29 The IF function in Excel Pass or fail results with a single condition 3 min
3. 30 IF function practice in Excel Categorise sales data with IF formulas 6 min
4. 31 Nested IF and IFS in Excel Customer value tiers with nested IF 6 min
5. 32 Nested IF and IFS in Excel Sales performance labels with the IFS function 5 min
6. 33 AND and OR with IF in Excel Flag high-value deals with multiple conditions 8 min
7. 34 SUM, COUNT and COUNTA in Excel SUM with FILTER and counting numbers with COUNT 7 min
8. 35 SUM, COUNT and COUNTA in Excel COUNTA, unique counts and completeness checks 4 min
9. 36 SUMIF and COUNTIF in Excel Conditional sum and count with one criterion 8 min
10. 37 SUMIFS and COUNTIFS in Excel Sum and count with multiple criteria 7 min
11. 38 The Excel function library Insert Function dialog and Formula AutoComplete 5 min
12. 39 Date and time functions in Excel TODAY, NOW, MONTH and date arithmetic 6 min
13. 40 Excel Ninja Challenge COUNTIF, SUMIF, IF, COUNTIFS, SUMIFS and IFS practice 8 min

You combine and clean text with functions such as CONCAT, TEXTJOIN, TRIM, PROPER and SUBSTITUTE, and stop bad data at the source with drop-down lists. You finish with a Ninja Challenge on a messy employee list.

1. 41 CONCAT, the & operator and TEXTJOIN in Excel Combine text from multiple cells 6 min
2. 42 TRIM, UPPER, LOWER and PROPER in Excel Clean messy text and fix capitalisation 6 min
3. 43 FIND, SEARCH and SUBSTITUTE in Excel Locate and replace text with formulas 5 min
4. 44 Text to Columns wizard in Excel Split a column by a comma delimiter 4 min
5. 45 Data validation in Excel Create drop-down lists for consistent data entry 4 min
6. 46 Ninja Challenge: problem Clean messy data with text functions and validation 4 min
7. 47 Ninja Challenge: solution PROPER, Text to Columns and drop-down lists 7 min

You choose the right chart and build it well: column, line, pie and combo charts, clean formatting and sparklines (tiny charts inside cells). You also use Excel's modern business charts, such as funnel, Pareto, waterfall, histogram and treemap.

1. 48 Choosing the right Excel chart Column, line, pie, combo and modern chart types 4 min
2. 49 Column charts in Excel Insert, format and label a column chart 5 min
3. 50 Line charts in Excel Show trends over time with a line chart 4 min
4. 51 Pie charts in Excel Show proportions and parts of a whole 4 min
5. 52 Combo charts in Excel Column and line chart with a secondary axis 4 min
6. 53 Formatting charts in Excel Titles, data labels, colours and chart styles 7 min
7. 54 Sparklines in Excel Line, column and win-loss mini charts in cells 5 min
8. 55 Funnel, Pareto and waterfall charts in Excel Modern charts for business data 5 min
9. 56 Histogram, box and whisker, treemap and sunburst Advanced Excel chart types 6 min

You summarise thousands of rows with PivotTables: prepare the data, build and arrange the table, group by date, add slicers (clickable filters) and PivotCharts, then style the report and refresh it when the data changes. You finish with a challenge on sales by region, category and month.

1. 57 PivotTables 101 in Excel What a PivotTable does and the sales dataset 5 min
2. 58 Preparing data for PivotTables Clean data with TRIM, PROPER, find and replace 5 min
3. 59 Create your first PivotTable in Excel Insert a PivotTable from a sales table 1 min
4. 60 PivotTable fields in Excel Rows, values, columns and Value Field Settings 2 min
5. 61 PivotTable summaries in Excel Sales by product category and grouping by date 4 min
6. 62 Slicers in Excel Filter PivotTables with clickable buttons 3 min
7. 63 PivotCharts in Excel Create interactive charts from a PivotTable 5 min
8. 64 PivotTable design Tab Report layouts, PivotTable styles and number formats 5 min
9. 65 Refresh a PivotTable in Excel Update pivots when source data changes 2 min
10. 66 Excel Ninja Challenge PivotTable sales by region, category and monthly trend 1 min

Working with an HR dataset, you look up data with VLOOKUP, XLOOKUP, INDEX and MATCH, handle errors, combine and split text, and calculate working days. You then use the dynamic array functions UNIQUE, FILTER, SORT and SORTBY, and finish with a lookup challenge.

1. 67 Lookup functions in Excel The PeopleInsight HR dataset and why lookups matter 2 min
2. 68 VLOOKUP in Excel Find employee data across sheets with exact match 4 min
3. 69 XLOOKUP in Excel Exact match, if not found and two-way lookup 6 min
4. 70 IFERROR in Excel Handle lookup errors in VLOOKUP and XLOOKUP formulas 3 min
5. 71 INDEX and MATCH in Excel A flexible alternative to VLOOKUP 6 min
6. 72 CONCAT and TEXTJOIN in Excel Combine employee names and text with a delimiter 3 min
7. 73 LEFT, RIGHT and MID in Excel Extract parts of a text code like DAL-SAL-0001 7 min
8. 74 TODAY, EOMONTH and NETWORKDAYS in Excel Date calculations for HR data 5 min
9. 75 UNIQUE function in Excel Extract a distinct list with dynamic arrays 6 min
10. 76 FILTER function in Excel Dynamic array filtering with AND and OR criteria 5 min
11. 77 SORT and SORTBY in Excel Sort data dynamically with formulas 4 min
12. 78 Excel Ninja Challenge XLOOKUP, totals and text concatenation lookup challenge 3 min

You build TaskFlow, a task tracker with drop-down lists for status and priority, highlighting for overdue work, a Gantt chart timeline and a count of the days left to each deadline. Then you protect the sheet against accidental edits and test it with sample data.

1. 79 TaskFlow project tracker in Excel Overview of the task tracker dashboard 4 min
2. 80 Designing a task tracker in Excel TaskFlow layout, columns and headers 5 min
3. 81 Data validation in Excel Status and priority drop-down lists in TaskFlow 8 min
4. 82 Conditional formatting in Excel Highlight overdue and completed tasks 8 min
5. 83 Gantt chart in Excel Build a project timeline with conditional formatting 6 min
6. 84 Data bars and icon sets in Excel Visual priority and progress in TaskFlow 6 min
7. 85 NETWORKDAYS and TODAY in Excel Days remaining and task deadlines in TaskFlow 5 min
8. 86 Protect a sheet and lock cells in Excel Secure the TaskFlow tracker workbook 4 min
9. 87 Testing an Excel task tracker Stress test TaskFlow with sample data 3 min

You get practical work out of AI assistants in Excel: prepare your data, write clear prompts and have Copilot, ChatGPT and Claude produce summaries, PivotTables, charts, formulas and a mini dashboard, checking the output at every step. You also try the COPILOT function and Microsoft's newer agent that builds workbooks.

1. 88 AI in Excel What Copilot, ChatGPT and Claude can and cannot do 8 min
2. 89 Prepare data for Copilot in Excel Tables, headers and clean structure 6 min
3. 90 Copilot executive summary in Excel Summarise a dataset in seconds with AI 5 min
4. 91 Copilot prompts for Excel Weak vs strong prompts and the PRO prompt pattern 5 min
5. 92 PivotTables with Copilot Build an Excel PivotTable from a prompt 5 min
6. 93 Charts with Copilot and ChatGPT Create and choose the right Excel chart 6 min
7. 94 Conditional formatting with Copilot and ChatGPT Highlight problems in Excel 4 min
8. 95 Excel formulas with AI Copilot and ChatGPT write formula columns you verify 6 min
9. 96 Find outliers with Copilot in Excel Discounts, negative profit, suspect rows 7 min
10. 97 Clean messy data with Copilot in Excel AI prompts plus Excel functions 4 min
11. 98 Mini dashboard with Copilot in Excel KPIs, charts and slicers on one page 3 min
12. 99 Check AI output in Excel A quick QA checklist for Copilot results 2 min
13. 100 ChatGPT as your analysis planner Plan an Excel analysis before you build it 3 min
14. 101 COPILOT function in Excel Use Copilot as a formula inside your cells 4 min
15. 102 Copilot guided help in Excel Step-by-step AI help inside Excel 3 min
16. 103 Microsoft Stride for Excel The Office Agent that builds workbooks for you 4 min
17. 104 Claude in Excel Analyse data and build spreadsheets with Claude 7 min

In this marketing project, you clean campaign data, plan the key numbers with ChatGPT and Copilot, and calculate click-through rate, conversion rate and return on investment. You then build an interactive dashboard with PivotTables, charts, KPI cards (headline-number tiles), slicers and a timeline.

1. 105 MarketPulse marketing dashboard in Excel Project overview and campaign data 4 min
2. 106 Clean and check marketing data in Excel Remove duplicates, Copilot KPI plan 4 min
3. 107 Plan a marketing dashboard with ChatGPT KPIs and the PivotTable strategy 4 min
4. 108 Marketing PivotTables in Excel Build the MarketPulse pivot back end 6 min
5. 109 CTR, conversion rate and ROI in Excel Marketing KPI formulas with IFERROR 4 min
6. 110 PivotTables with Copilot Generate and verify marketing pivots in Excel 6 min
7. 111 Marketing charts and a timeline in Excel MarketPulse dashboard PivotCharts 4 min
8. 112 KPI cards in Excel Marketing KPI cards for the MarketPulse dashboard 7 min
9. 113 Slicers for an Excel dashboard Interactive filtering in MarketPulse 4 min
10. 114 Polish an Excel marketing dashboard Final formatting and insights in MarketPulse 9 min

In this finance project, you compare budget with actual spending, building the model with modern formulas. You then add variance calculations, colour-coded number formats, PivotTables, KPI cards, a combo chart and slicers to make a dashboard that shows where the money went.

1. 115 FinanceGuard budget vs actual dashboard Excel project overview 3 min
2. 116 Excel tables for budget and actual data Organise the FinanceGuard datasets 4 min
3. 117 Budget vs actual model in Excel SORT, UNIQUE, VSTACK, LET, TEXTSPLIT, SUMIFS 8 min
4. 118 Budget variance in Excel Calculate variance and percent variance 4 min
5. 119 Custom number formats in Excel Show budget variances with colours and signs 2 min
6. 120 PivotTables for budget vs actual The FinanceGuard pivot workspace 8 min
7. 121 KPI cards in Excel Summary cards for a budget variance dashboard 4 min
8. 122 Budget vs actual charts in Excel Combo chart with secondary axis for variance 5 min
9. 123 Slicers and PivotCharts in Excel Interactive FinanceGuard budget dashboard 4 min
10. 124 Finish the FinanceGuard dashboard in Excel Final polish and variance insights 10 min

In this personal-finance project, you model monthly investing (including plans that step up each year), retirement withdrawals and the effect of inflation with FV, XIRR and IF formulas. You then test the plan against tougher scenarios and build a retirement simulator dashboard with Claude's help.

1. 125 SIP and SWP calculators What is an SIP, lump sum and compounding 6 min
2. 126 SIP and SWP calculators What is an SWP, inflation and FIRE 6 min
3. 127 WealthFlow SIP model in Excel Input assumptions, XIRR and monthly rate 6 min
4. 128 WealthFlow SIP model in Excel Step-up SIP table and FV formulas 6 min
5. 129 WealthFlow SIP model in Excel Real portfolio value, inflation and charts 7 min
6. 130 WealthFlow SWP model in Excel Real rate, corpus and yearly withdrawals 6 min
7. 131 WealthFlow SWP model in Excel Real corpus, stress test and SWP chart 5 min
8. 132 Retirement simulator in Excel WealthFlow inputs, year and age columns 5 min
9. 133 Retirement simulator in Excel SIP, withdrawal and portfolio formulas with IF 7 min
10. 134 Retirement simulator in Excel Reading the results and retirement scenarios 5 min
11. 135 Retirement simulator in Excel Claude builds the WealthFlow dashboard 5 min

You automate repetitive work by recording macros, running them from a button and saving macro-enabled workbooks. Then you write your own VBA code with variables, If statements and loops to check a sales sheet, highlight problems and handle errors.

1. 136 Excel macros and VBA for beginners What macros are, the FormatWizard project 3 min
2. 137 Record your first Excel macro Name, run and use absolute references 6 min
3. 138 Relative references in Excel macros Make recorded macros dynamic 4 min
4. 139 Developer Tab in Excel Run macros from a button and the quick access toolbar 4 min
5. 140 Save macros in Excel Macro-enabled workbooks and the XLSM file format 3 min
6. 141 The VBA Editor in Excel Open it with Alt+F11 and learn the workspace 4 min
7. 142 Working in the VBA editor Macro security, trust settings, switching to Excel 6 min
8. 143 Your first VBA code Modules, worksheets, rows, columns and formatting 4 min
9. 144 VBA variables and data types Sub vs function for Excel beginners 6 min
10. 145 VBA functions in Excel Build GetLastUsedRow with find and exit function 5 min
11. 146 Clear old flags with VBA Reset messages and fill colors with if statements 5 min
12. 147 For Next loop in VBA Flag missing region values in Excel 4 min
13. 148 VBA If Else and loops Check missing sales data and build a FlagText message 5 min
14. 149 Highlight cells with VBA Interior.Color and RGB for missing data 5 min
15. 150 IsNumeric in VBA Validate unit price and amount data types in Excel 7 min
16. 151 Debugging VBA for beginners Debug.Print and the Immediate window 5 min
17. 152 Complete Excel validation macro One VBA subroutine with an error handler 3 min

With Power Query, you turn messy data from many CSV files into one clean model: clean columns and text, fix data types, merge and stack tables, combine a whole folder of files at once and reshape wide tables. You then build a Power Pivot data model with relationships and DAX measures (Power Pivot's formula language) to feed PivotTable reports and an interactive dashboard.

1. 153 SalesFusion Power Query project Excel ETL pipeline and data model overview 5 min
2. 154 Introduction to Power Query in Excel The ETL workflow explained 5 min
3. 155 Import a CSV with Power Query Get data from text and transform data 2 min
4. 156 Clean columns in Power Query Remove and rename columns for modelling 5 min
5. 157 Clean text in Power Query Trim, clean, replace values and fix text case 6 min
6. 158 Data types in Power Query Fix date, whole number, decimal and text types 7 min
7. 159 Date columns in Power Query Add year, month and year-month fields for reports 7 min
8. 160 Business logic in Power Query Custom and conditional columns for profitability 6 min
9. 161 Group By in Power Query Summarise sales by month and region to validate data 5 min
10. 162 Close and Load in Power Query Connection only, table or Data Model 5 min
11. 163 Merge queries in Power Query Look up product and region names with a left join 5 min
12. 164 Reuse a Power Query pipeline Duplicate queries for a new year of sales data 5 min
13. 165 Append queries in Power Query Combine 2024 and 2025 sales tables 3 min
14. 166 From Folder in Power Query Combine every sales file in a folder automatically 9 min
15. 167 From Folder automation in Power Query Profit metrics and fiscal year columns 7 min
16. 168 Build a sales fact table in Power Query Merge lookups and append history 6 min
17. 169 Power Pivot Data Model in Excel Relationships and Diagram View 6 min
18. 170 DAX measures in Power Pivot Total sales, margin percent and percent of total 10 min
19. 171 PivotTable report from the Data Model Format the SalesFusion report in Excel 5 min
20. 172 Interactive Excel dashboard Data model PivotTables, slicers and styling 10 min
21. 173 Unpivot columns in Power Query Turn wide month columns into a long table 8 min

You automate Excel chores with Power Automate Desktop: build your first flow, connect it to Excel, read worksheet data, start from templates or the recorder, and add conditions, approvals and loops. You also run a flow from a desktop shortcut or a link.

1. 174 Power Automate Desktop for Excel Set up AutoFlow and your first automation 3 min
2. 175 Your first Power Automate flow Flows, triggers, actions and Display message 3 min
3. 176 Connect Excel to Power Automate Launch Excel and the Excel instance variable 3 min
4. 177 Copilot Vision with Power Automate AI-guided help while you build a flow 2 min
5. 178 Read data from Excel with Power Automate Read from worksheet and close Excel 4 min
6. 179 Power Automate templates Search and replace Excel values template walkthrough 7 min
7. 180 Run Power Automate flows From a desktop shortcut and a run URL 3 min
8. 181 Power Automate Desktop recorder Record desktop and browser actions into a flow 4 min
9. 182 Action properties in Power Automate UI elements, variables and wait settings 4 min
10. 183 Approval flow in Power Automate Desktop If conditions and message box buttons 9 min
11. 184 Loops in Power Automate Desktop Loop and For each actions for Excel rows 5 min
12. 185 Power Automate Ninja Challenge Flag onboarded rows with loop, read, if, write 5 min

A closing lesson recaps what you have learnt across the course.

1. 186 Course wrap-up Next steps after the course 1 min