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The Complete Excel Course with AI Integration

Excel course for auditors and fraud examiners

For internal and external auditors, audit associates and fraud examiners who test client or company data in Excel. This page picks out the parts of The Complete Excel Course with AI Integration that testing a population uses: preparing the data, flagging items with formulas, agreeing one listing to another, summarising exceptions, Power Query for exports from several systems, AI for a first pass, and macros for checks that repeat.

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Taught by Sagnik Bhattacharya and Virginia Thorn

The Complete Excel Course with AI Integration: Sagnik Bhattacharya and Virginia Thorn

What you will be able to do

At work, you will be able to:

  • Test a whole ledger or payments listing for duplicate entries with COUNTIFS, and for gaps with COUNT, COUNTA and completeness checks.
  • Flag the items that break several rules at once with IF, AND and OR, and pull them into an exceptions list with FILTER, ordered by amount with SORTBY.
  • Agree a client schedule to another listing with XLOOKUP, INDEX and MATCH and IFERROR, and work out period ends with EOMONTH.
  • Summarise a population or its exceptions by entity, user or month with PivotTables and slicers.
  • Combine and clean exports from several systems with Power Query, and total them with Group By to check them before testing begins.
  • Record a macro, then write VBA that loops through a listing, flags missing or non-numeric values and colours each exception, so next period's test runs from a button.

Projects

What you will build.

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

  • 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.

    A test you can rerun: VBA walks down the rows, flags missing values and amounts that are not numbers, colours each exception and copes with errors, ready for next period's file.

  • 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.

    A first pass over a population: Copilot points to odd discounts, negative profit and suspect rows, and nothing is relied on until the checklist has been worked through.

  • 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.

    Exports from different systems made testable: imported, trimmed, typed, merged against a lookup table and appended into one population, with Group By totals to agree back to the source.

  • Excel PivotTables and a PivotChart of sales data (SalesPlusPerformance): net sales by product category as a column chart, with State, Region and City filters.

    Project 05

    SalesPlusPerformance

    A sales question answered in seconds, straight from the order data.

    Hundreds of flagged rows turned into a short table by region, category or month in a few clicks, with a slicer to look at one part at a time.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 74 of them, 6 h 5 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 19 Excel tables

Begin at Lesson 19 if you already work with listings in Excel: a clean table comes before any test. That section, Managing data in Excel, is free by email with its practice files: ask for it on the course page. If IF formulas are new, take Lesson 28 before the tests that start at Lesson 33. New to Excel? Begin at Lesson 1. If lookups and PivotTables are routine, go to Lesson 94 for AI or Lesson 136 for macros.

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74 of 186 lessons · 6 h 5 min

03 Managing data in Excel: sort, filter and tables (Dunder Michael Paper employee database) 9 lessons · 1 h 1 min Populations under control: Excel Tables, sorting and filtering, cleaning with TRIM and Find and Replace, finding duplicate rows, splitting codes with Flash Fill and Text to Columns, frozen headers for long listings and printing for the file. The lessons use an employee database.
  1. 19 Start here 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
04 Essential formulas and functions (IF, SUMIF and more) 5 of 13 lessons · 33 min Tests written as formulas: AND and OR inside IF to flag items that break two rules, COUNT and COUNTA for completeness checks, and COUNTIF, COUNTIFS, SUMIF and SUMIFS to count and total by one condition or several.
  1. 33 AND and OR with IF in Excel Flag high-value deals with multiple conditions 8 min
  2. 34 SUM, COUNT and COUNTA in Excel SUM with FILTER and counting numbers with COUNT 7 min
  3. 35 SUM, COUNT and COUNTA in Excel COUNTA, unique counts and completeness checks 4 min
  4. 36 SUMIF and COUNTIF in Excel Conditional sum and count with one criterion 8 min
  5. 37 SUMIFS and COUNTIFS in Excel Sum and count with multiple criteria 7 min
07 PivotTables and PivotCharts: data analysis made easy 10 lessons · 33 min PivotTables, slicers and PivotCharts to summarise a population or an exceptions list by any field, refreshed when the data is replaced. The lessons use sales orders; a ledger or payments listing works the same way.
  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
08 Advanced Excel functions: lookups, text and arrays 12 lessons · 54 min Lookups for agreeing one listing to another (VLOOKUP, XLOOKUP, INDEX and MATCH, IFERROR), CONCAT for building a match key, LEFT, RIGHT and MID for codes, EOMONTH and NETWORKDAYS for dates, then UNIQUE, FILTER, SORT and SORTBY for exception lists.
  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
10 Boosting productivity with AI in Excel (Copilot, ChatGPT and Claude) 6 of 17 lessons · 26 min AI as a first pass, never the last word: Copilot and ChatGPT highlight problems and write formula columns you verify, Copilot looks for odd discounts, negative profit and suspect rows, and a short QA checklist decides what you rely on.
  1. 94 Conditional formatting with Copilot and ChatGPT Highlight problems in Excel 4 min
  2. 95 Excel formulas with AI Copilot and ChatGPT write formula columns you verify 6 min
  3. 96 Find outliers with Copilot in Excel Discounts, negative profit, suspect rows 7 min
  4. 97 Clean messy data with Copilot in Excel AI prompts plus Excel functions 4 min
  5. 98 Mini dashboard with Copilot in Excel KPIs, charts and slicers on one page 3 min
  6. 99 Check AI output in Excel A quick QA checklist for Copilot results 2 min
14 VBA and macros in Excel: FormatWizard 17 lessons · 1 h 16 min FormatWizard: recorded macros, then VBA with variables, If statements and loops that walks a sheet, flags missing regions and non-numeric amounts, colours each problem, prints to the Immediate window while you debug and ends in one subroutine with 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 15 of 21 lessons · 1 h 23 min Power Query for getting data ready to test: import a CSV, remove and rename columns, trim text, fix data types, add date fields, total with Group By to check the data, merge a lookup table, reuse the steps for a new year, append tables and combine a folder of files.
  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

Instructors

Who teaches it.

Virginia Thorn smiling at the camera, dark hair tied back, wearing a navy top.

Instructor, Excel with AI

Virginia Thorn

Emmy Award winner. Teaches Excel with AI at Coding Liquids.

Questions

Asked before starting.

Is there an Excel course for auditors?

Yes. The Complete Excel Course with AI Integration from Coding Liquids teaches the Excel behind data-led audit work: whole populations tested with COUNTIFS and FILTER, listings agreed with XLOOKUP, exceptions summarised in PivotTables, Power Query for exports from several systems, Copilot for a first pass at outliers, and VBA checks you can rerun. The 74 lessons here come to 6 hours 5 minutes of the course's 16 hours.

Does it teach audit sampling or audit software such as IDEA?

No. The Complete Excel Course with AI Integration teaches Excel, not auditing: auditing standards, statistical sampling, Benford's law tests and audit software such as IDEA or ACL are not covered. It does teach the Excel steps around a test: preparing the population, flagging items with formulas, agreeing listings with lookups and summarising what is found.

Can AI help me find unusual transactions in Excel?

As a first pass. In The Complete Excel Course with AI Integration Copilot looks for odd discounts, negative profit and suspect rows in a sales table, Copilot and ChatGPT write formula columns that you verify, and a short QA checklist says what to check before a result is used. The course treats each AI answer as a lead to follow up, not a finding.

Can I run the same checks on every new file?

Yes, in two ways that The Complete Excel Course with AI Integration teaches. Power Query repeats its import and cleaning steps when the data is refreshed, and a set of queries can be duplicated for a new year. FormatWizard, the VBA project, loops through a sheet, flags missing and non-numeric values, colours each one and runs from a button.

Is it useful for fraud examiners?

For the Excel side of an investigation. The Complete Excel Course with AI Integration shows how to find duplicate rows, flag records that meet several conditions with AND and OR, list them with FILTER, order them by amount with SORTBY and total them by month or person in a PivotTable. Investigation methods and interviewing are not taught.

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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