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The Complete Excel Course with AI Integration

Excel course for compliance officers

For compliance officers and compliance teams who keep registers, logs and deadline calendars in Excel and report status upwards. This page picks out the parts of The Complete Excel Course with AI Integration that this work uses: clean registers and logs, lookups that set completion records against a staff list, counts by department, a tracker for obligations and deadlines, and a dashboard for status reports.

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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:

  • Keep a register of obligations with owners, review dates and statuses picked from drop-down lists, with overdue reviews highlighted.
  • Track training completion and policy attestations by setting the completion records against the staff list with XLOOKUP and IFERROR, and count completion by department with COUNTIFS.
  • Log breaches and incidents in an Excel Table with consistent categories, sorted and filtered by date, area or status.
  • Keep a calendar of filing and reporting deadlines with TODAY, NETWORKDAYS and a Gantt-style timeline.
  • Report compliance status on a dashboard with KPI cards, PivotTables, slicers and a timeline.
  • Pull the records that meet several conditions into a review list with FILTER, ordered with SORT or SORTBY.

Projects

What you will build.

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

  • Task tracker in Excel (TaskFlow): start and due dates, status, priority and a progress bar for each task, with working days left, days past due and unfinished high-priority tasks highlighted.

    Project 07

    TaskFlow

    One sheet that shows what is done, what is late and what is urgent.

    The task tracker used as an obligations register with review dates: each obligation's status and priority from a drop-down, overdue reviews in colour, the working days left before each deadline, and a sheet locked against accidental edits.

  • Marketing dashboard in Excel with slicers at work (MarketPulse): KPI cards, a spend against revenue chart and a monthly ring, filtered to one channel by the Channel and Campaign slicers.

    Project 08

    MarketPulse

    One screen that shows which campaigns earn back their spend.

    Dashboard building on campaign data that carries over to a compliance status report: KPI cards for headline figures, PivotTables behind them, slicers and a timeline to look at one unit or one quarter.

  • 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.

    Training completions and policy attestations set against a staff list: each person found in the other sheet, and IFERROR marking anyone with no record yet.

  • Project 02

    Dunder Michael Paper Company employee database

    A long list kept in order: the same tables, filters and clean-up keep a breach and incident log readable, with duplicates removed and the header row frozen.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 55 of them, 4 h 40 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 keep registers in Excel: a clean table comes first. That section, Managing data in Excel, is free by email with its practice files: ask for it on the course page. New to Excel? Begin at Lesson 1. If tables and lookups are routine, go to Lesson 79 for the register and calendar or Lesson 105 for the dashboard.

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55 of 186 lessons · 4 h 40 min

03 Managing data in Excel: sort, filter and tables (Dunder Michael Paper employee database) 9 lessons · 1 h 1 min Registers and logs under control: Excel Tables, sorting and filtering, cleaning with TRIM and Find and Replace, removing duplicate rows, splitting columns, frozen headers and printing. 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 AND and OR inside IF for flags with two conditions, COUNT and COUNTA for completeness checks, and COUNTIF, COUNTIFS, SUMIF and SUMIFS for counts and totals by department, area or status.
  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 completions, incidents or open actions by department or month. 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 XLOOKUP, VLOOKUP and INDEX and MATCH to set one list against another, IFERROR for people with no record, TODAY, EOMONTH and NETWORKDAYS for review dates, and UNIQUE, FILTER, SORT and SORTBY for review lists. The lessons use an HR dataset.
  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
09 Project: task automation with data validation and forms 9 lessons · 49 min TaskFlow as an obligations register and deadline calendar: status and priority drop-down lists, highlights for overdue and completed items, a Gantt-style timeline, working days left with NETWORKDAYS and TODAY, and a protected sheet.
  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
11 MarketPulse campaign intelligence dashboard 10 lessons · 50 min MarketPulse, a dashboard built step by step: data cleaned and checked, KPIs planned with ChatGPT and Copilot, PivotTables, ratio formulas with IFERROR, charts with a timeline, KPI cards, slicers and a final polish. The lessons use marketing campaign data; a compliance status dashboard uses the same parts.
  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

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 compliance officers?

Yes. The Complete Excel Course with AI Integration from Coding Liquids teaches the Excel behind compliance monitoring: registers and incident logs kept as clean tables, training completion checked against a staff list with XLOOKUP, deadline tracking in TaskFlow, counts by department with COUNTIFS and PivotTables, and a status dashboard built the MarketPulse way. The 55 lessons here come to 4 hours 40 minutes of the course's 16 hours.

Does the course teach regulations or GRC software?

No. The Complete Excel Course with AI Integration teaches Excel, not compliance: regulations, compliance frameworks and GRC software are not covered. It helps with the spreadsheets compliance teams keep anyway: registers of obligations, attestation and training lists, incident logs, deadline calendars and status reports.

Can I track training completion in Excel?

Yes, with what The Complete Excel Course with AI Integration teaches: XLOOKUP looks each person on the staff list up in the completion records, IFERROR marks those with no record, COUNTIFS gives the number completed in each department, and a PivotTable or a KPI card shows the rate. The lessons use HR and sales data, not training records.

Can Excel pick samples of transactions for testing?

The Complete Excel Course with AI Integration has no lessons on sampling methods. What it does teach is selection by rule: FILTER returns the transactions that meet several conditions, such as above an amount and inside a given month, and SORTBY orders them so the largest come first. A statistical sample needs a method the course does not cover.

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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