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The Complete Excel Course with AI Integration

Advanced Excel course for people who use it at work

For people who already use Excel at work and want what comes after SUM, IF and a basic PivotTable. Most of The Complete Excel Course with AI Integration is past the basics. This page picks out that part: lookups and dynamic arrays, a budget model built with LET and VSTACK, financial functions, macros and VBA, Power Query with a data model and DAX, Power Automate Desktop, and AI.

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Taught by Sagnik Bhattacharya and Virginia Thorn

What you will be able to do

At work, you will be able to:

  • Replace manual copying with XLOOKUP, INDEX and MATCH, and the dynamic array functions UNIQUE, FILTER, SORT and SORTBY.
  • Write a model with LET, VSTACK, TEXTSPLIT and SUMIFS, and show its results with custom number formats.
  • Use FV and XIRR to model growth and returns, with inflation built in.
  • Record macros, then write VBA with variables, loops, If statements and an error handler.
  • Load, clean and combine files with Power Query, relate tables in Power Pivot and write DAX measures.
  • Automate Excel from outside with Power Automate Desktop, and use Copilot, ChatGPT and Claude with a checklist for their answers.

Projects

What you will build.

The course has 14 projects. These seven matter most here.

  • Budget vs actual dashboard in Excel (FinanceGuard): total budget, actuals and variance cards above a monthly line chart and a column chart by department.

    Project 09

    FinanceGuard

    The budget vs actual report finance teams send every month.

    A model written with modern functions rather than helper columns, and a dashboard that explains the gap between budget and actual.

  • Power Query sales report in Excel (SalesFusion): sales by category, sales by region and a monthly trend, with slicers for channel, year, category and region.

    Project 12

    SalesFusion

    A sales report that refreshes itself from a folder of files.

    The whole Power Query, Power Pivot and DAX chain in one project.

  • Claude AI in Excel fixing a formula: the Claude panel explains the mistake in a unit cost column and edits the cells, beside the profit percentage column.

    Project 14

    Agentic AI in Excel

    AI finds and fixes the formula; you check it before it counts.

    Copilot, ChatGPT and Claude side by side, and how to check their work.

  • SIP and SWP retirement simulator in Excel (WealthFlow): withdrawal and investment plans beside four charts of corpus, withdrawals and portfolio growth over 30 years.

    Project 10

    WealthFlow

    A retirement plan that shows how long the money lasts.

    Financial functions in a full model: growth, withdrawals, inflation and a test against tougher scenarios.

  • Excel VBA macro editor (FormatWizard): a macro that runs every validation check on a sheet and reports when it has finished.

    Project 11

    FormatWizard

    One click that checks a whole sheet for you.

    Your first real VBA: a validation macro with loops, checks and an error handler.

  • Power Automate Desktop flow for Excel (AutoFlow): a loop that asks for approval, opens the workbook and writes the answer into the sheet.

    Project 13

    AutoFlow

    The weekly report routine, run by a flow instead of by you.

    Excel driven from outside, with conditions, approvals and loops.

  • XLOOKUP formula in Excel (PeopleInsight): each employee row looks up its location from another sheet.

    Project 06

    PeopleInsight HR workbook

    Employee data joined across sheets with one formula.

    Lookups and dynamic arrays on employee data: the formulas that end copy and paste between sheets.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 100 of them, 8 h 27 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 67 Lookup functions in Excel

Begin at Lesson 67. If PivotTables are not yet routine, watch the short PivotTables section first, from Lesson 57. Each later section is built around its own project, so you can also go straight to the tool you need.

100 of 186 lessons · 8 h 27 min

08 Advanced Excel functions: lookups, text and arrays 12 lessons · 54 min Where advanced Excel starts: VLOOKUP, XLOOKUP with if-not-found and a two-way lookup, INDEX and MATCH, IFERROR, text and date functions, then the dynamic arrays UNIQUE, FILTER, SORT and SORTBY.
  1. 67 Start here 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
10 Boosting productivity with AI in Excel (Copilot, ChatGPT and Claude) 17 lessons · 1 h 20 min AI in Excel: Copilot, ChatGPT and Claude on real tasks, the COPILOT function inside a cell, and a QA checklist for whatever they return.
  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
12 Project: FinanceGuard budget variance analyser (budget vs actual Excel dashboard) 10 lessons · 52 min FinanceGuard: a budget vs actual model written with SORT, UNIQUE, VSTACK, LET, TEXTSPLIT and SUMIFS, variance with custom number formats, and a dashboard on top.
  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
13 WealthFlow investment and retirement simulator 11 lessons · 1 h 5 min WealthFlow: FV, XIRR and IF in an investment and retirement model, real values after inflation, and tests against tougher scenarios.
  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
14 VBA and macros in Excel: FormatWizard 17 lessons · 1 h 16 min Macros and VBA: recorded macros with relative references, then your own code with variables, functions, loops, IsNumeric checks, Debug.Print and an error handler.
  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 colours 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
15 SalesFusion: advanced data tools and a Power Query modelling system 21 lessons · 2 h 7 min Power Query, Power Pivot and DAX: clean and combine a folder of files, build a data model with relationships, write measures, and report from the model.
  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
16 Power Automate: weekly sales report automation 12 lessons · 53 min Power Automate Desktop: flows that open Excel, read and write worksheets, loop through rows and ask for approval.
  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

Questions

Asked before starting.

What does an advanced Excel course need to cover?

Going by The Complete Excel Course with AI Integration: lookups and dynamic arrays, modern functions such as LET and VSTACK, financial functions such as XIRR, dashboards, macros and VBA, Power Query with a data model and DAX, and automation. This page lists that part of the course: 100 lessons, 8 hours 27 minutes of the course's 16 hours.

I already use Excel every day. Where should I start?

At the lookups section of The Complete Excel Course with AI Integration, Lesson 67, unless you already write XLOOKUP and FILTER without thinking. In that case start with the project you need: FinanceGuard, WealthFlow, FormatWizard, SalesFusion or AutoFlow. Each of those sections is built around its own project.

Is the course worth it if I skip the beginner sections?

That is for you to weigh, and the figures are these: the advanced lessons on this page are 8 hours 27 minutes of the 16 hours in The Complete Excel Course with AI Integration. Watch the free preview lessons to judge the teaching, and use the lesson list on this page to judge the content. There is a 14-day money-back guarantee.

Does it cover LAMBDA, Python in Excel or Power BI?

No. Among the newer functions, The Complete Excel Course with AI Integration goes as far as LET, VSTACK and TEXTSPLIT; LAMBDA and Python in Excel are not taught, and neither is Power BI.

Excel with AI

See the whole course.

The Complete Excel Course with AI Integration: 16 hours of video in 186 lessons, built around 14 projects, with lifetime access, a Certificate of Completion and a 14-day money-back guarantee.

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