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The Complete Excel Course with AI Integration

Excel course for banking professionals

For people who work in banks, in branches, operations or relationship roles, and keep their numbers in Excel. This page picks out the parts of The Complete Excel Course with AI Integration that banking work uses: target tracking, summaries of the loan and deposit book, matching one listing to another, date formulas for expiries and follow-ups, and FV with inflation for what a customer's savings grow to.

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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:

  • Track branch or team targets for deposits, loans and new accounts against actuals with SUMIFS and COUNTIFS, and label performance with IF and IFS.
  • Summarise the loan and deposit book by product, branch and segment with PivotTables, grouped by month and filtered with slicers.
  • Match two account listings or clear suspense items with XLOOKUP, SUMIF and COUNTIF, and list what stays open with FILTER.
  • Show a customer what a monthly deposit or investment grows to with FV, and what that is worth in today's money after inflation.
  • Work out how long a withdrawal plan lasts and test it against tougher returns, as the WealthFlow simulator does.
  • Flag documents close to expiry with TODAY and EOMONTH, and pull them into a follow-up list with FILTER.

Projects

What you will build.

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

  • 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.

    A loan or deposit listing cut by product, branch and month takes the same clicks the lessons use on sales orders, with a slicer for each segment.

  • 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.

    What a customer asks at the desk, modelled: how a monthly investment grows with FV, what inflation takes from it, and when a withdrawal plan runs dry.

  • 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.

    Records matched across sheets with XLOOKUP and IFERROR, the method behind clearing a suspense account: each item found on the other side or listed as open.

  • Project 03

    Sales Goal Tracker

    Targets against results with IF, IFS, SUMIFS and COUNTIFS: the shape of a branch scorecard for deposits, loans and new accounts.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 47 of them, 3 h 56 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 28 Logical functions in Excel

Begin at Lesson 28 if you can already enter data and total a column: target tracking starts with IF and SUMIFS. The FV lesson, Lesson 18, sits earlier in the course and can be watched on its own. New to Excel? Begin at Lesson 1. If formulas and PivotTables are routine, go to Lesson 125, where WealthFlow begins.

47 of 186 lessons · 3 h 56 min

02 Project: personal budget tracker 1 of 5 lessons · 7 min FV for the value a monthly deposit or investment grows to, in a short calculator lesson on mutual fund growth.
  1. 18 SIP growth calculator in Excel FV function for mutual fund investment growth 7 min
04 Essential formulas and functions (IF, SUMIF and more) 13 lessons · 1 h 17 min The Sales Goal Tracker: IF and IFS to label performance against target, AND and OR for two conditions at once, SUMIFS and COUNTIFS for totals and counts by branch, product and month, and TODAY with date arithmetic. The lessons track sales targets; deposit and loan targets work the same way.
  1. 28 Start here 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
07 PivotTables and PivotCharts: data analysis made easy 10 lessons · 33 min PivotTables, slicers and PivotCharts for a book of accounts by product, branch or month, refreshed when the next export arrives. The lessons use sales orders.
  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 matching listings (VLOOKUP, XLOOKUP, INDEX and MATCH, IFERROR), LEFT, RIGHT and MID for account and branch codes, TODAY, EOMONTH and NETWORKDAYS for dates, and UNIQUE, FILTER and SORT for lists such as items still open.
  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
13 WealthFlow investment and retirement simulator 11 lessons · 1 h 5 min WealthFlow: monthly investing with yearly step-ups, inflation and real values, withdrawals and how long the money lasts, modelled with FV, XIRR and IF and tested under tougher scenarios, then a simulator dashboard built with Claude.
  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

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 banking professionals?

Yes. The Complete Excel Course with AI Integration from Coding Liquids teaches the Excel that branch and back-office work uses: targets against actuals with SUMIFS, the loan and deposit book in PivotTables, lookups for matching listings, date formulas for expiries, and FV with inflation for what a customer's savings grow to. The 47 lessons here come to 3 hours 56 minutes of the course's 16 hours.

Does the course teach loan repayment schedules?

No. The Complete Excel Course with AI Integration does not cover loan amortisation, so PMT, IPMT and repayment schedules are not taught, and neither are credit appraisal, core banking systems or regulatory returns. The financial functions it does teach, FV and XIRR, sit on the savings and investment side, in WealthFlow and the SIP calculator.

Can I build branch performance reports in Excel with it?

Yes. In The Complete Excel Course with AI Integration SUMIFS and COUNTIFS total any mix of branch, product and month, IF and IFS label each line against its target, and PivotTables with slicers cut a whole listing by product or segment. The lessons use sales data; an export of a branch's accounts works the same way once it is in Excel.

Does it help with KYC or document expiry tracking?

With the Excel part. The Complete Excel Course with AI Integration teaches TODAY, EOMONTH and date arithmetic for the days left before a date, and FILTER to list the records that fall due inside a window. KYC rules and banking systems are not taught, and no lesson builds a KYC tracker.

Can I show customers how their savings grow?

Yes. WealthFlow in The Complete Excel Course with AI Integration projects monthly investing with FV, including a plan that steps up each year, shows its value in today's money after inflation, models withdrawals and how long they last, and charts the result. It is a calculation tool; the rules on giving financial advice 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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