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The Complete Excel Course with AI Integration

Excel course for health and safety officers

For health and safety officers managing Excel incident logs, risk registers, training records and action trackers, this guide selects relevant lessons from The Complete Excel Course with AI Integration. The course contains no safety data. Its COUNTIFS for counts and rates, conditional formatting for risk scores, date functions for expiry dates, Pareto charts, task tracker and dashboard with KPI cards and slicers support those files.

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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:

  • Use an Excel Table to record incidents and near misses, then summarise counts by cause, site and month through PivotTables and COUNTIFS.
  • Calculate LTIFR and other frequency rates using hours worked and incident totals, keeping the reporting base in a single cell.
  • Multiply likelihood by severity to score a risk, assign its rating through IFS and apply conditional formatting to colour the register.
  • Use FILTER to list training and licences approaching expiry, with TODAY, EOMONTH and date arithmetic supplying the expiry flags.
  • Manage actions from audits and inspections with named owners, deadlines and status drop-downs, highlighting those that are overdue.
  • Combine site slicers, a timeline, KPI cards and a Pareto chart of causes in a monthly HSE dashboard.

Projects

What you will build.

The course has 14 projects. These five 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.

    Give inspection and audit findings an action owner and deadline, show the working days remaining and use colour to mark overdue actions.

  • 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.

    Select a site with slicers to view monthly HSE reporting: KPI cards for incidents, rates and open actions, alongside PivotCharts showing change over time.

  • Nine Excel chart types from the Marketing Engagement Dashboard: combo, bar, funnel, Pareto, waterfall, histogram, box and whisker, sunburst and treemap.

    Project 04

    Marketing Engagement Dashboard

    Nine charts, each picked for the question it answers.

    Show the monthly incident rate as a line, compare site incident counts in columns and arrange incident causes in a Pareto chart.

  • 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.

    Summarise a single incident log by month, site and cause, then drag fields to change the grouping and use slicers to filter the results.

  • 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.

    Pull workers' training dates, roles and sites from the staff list and use today's date in expiry calculations.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 53 of them, 4 h 19 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 10 Relative vs absolute references in Excel

If entering data and totalling a column are familiar, start with Lesson 10: fixed references and percentages underpin incident rates. For a first introduction to Excel, use Lesson 1. Readers already comfortable with COUNTIFS and PivotTables can move to expiry calculations at Lesson 74, or begin the action tracker at Lesson 79.

53 of 186 lessons · 4 h 19 min

01 Microsoft Excel fundamentals: building a foundation from scratch 3 of 13 lessons · 10 min Personal budget lessons introduce percentages, absolute references to keep a reporting base in a single cell, and IFERROR. Apply these to rates and to handling a month without recorded working hours.
  1. 10 Start here Relative vs absolute references in Excel Dollar signs and mixed references 3 min
  2. 11 Calculating percentages in Excel Each expense as a percentage of income 2 min
  3. 12 Common Excel errors and how to fix them DIV0, NAME, VALUE errors and IFERROR 4 min
02 Project: personal budget tracker 1 of 5 lessons · 3 min Give risk score bands their colours using conditional formatting, with highlight rules, icon sets and data bars.
  1. 15 Conditional formatting in Excel Highlight rules, data bars and icon sets 3 min
03 Managing data in Excel: sort, filter and tables (Dunder Michael Paper employee database) 3 of 9 lessons · 24 min Organise the incident log into an Excel Table, put entries in date order and filter for a particular event type, cause or site.
  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
04 Essential formulas and functions (IF, SUMIF and more) 12 of 13 lessons · 1 h 9 min Sales figures provide the practice data for IF and IFS ratings of low, medium or high, AND and OR tests involving two event conditions, COUNTIF and COUNTIFS incident counts by month and site, and expiry calculations with date functions.
  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
06 Data visualisation: charts and graphs 3 of 9 lessons · 13 min Choose charts to suit the reporting question: columns compare incidents across sites, while lines show how a rate changes each month.
  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
06 Data visualisation: charts and graphs 1 of 9 lessons · 5 min Alongside funnel and waterfall charts, learn the Pareto chart: ordered bars accompanied by a cumulative line, which suits incident causes.
  1. 55 Funnel, Pareto and waterfall charts in Excel Modern charts for business data 5 min
07 PivotTables and PivotCharts: data analysis made easy 10 lessons · 33 min The sales order lessons show PivotTable summaries, date grouping, slicers and PivotCharts. Apply the same approach to an incident log stored as a list to count events by cause, month and site.
  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 4 of 12 lessons · 15 min The HR examples are the course's closest match to training records. Use XLOOKUP, VLOOKUP and IFERROR to retrieve a worker's training date, role or site from a separate sheet.
  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
08 Advanced Excel functions: lookups, text and arrays 3 of 12 lessons · 15 min Work with expiry dates and month ends through TODAY and EOMONTH, followed by NETWORKDAYS. UNIQUE and FILTER then provide a list of people with training expiring this month.
  1. 74 TODAY, EOMONTH and NETWORKDAYS in Excel Date calculations for HR data 5 min
  2. 75 UNIQUE function in Excel Extract a distinct list with dynamic arrays 6 min
  3. 76 FILTER function in Excel Dynamic array filtering with AND and OR criteria 5 min
09 Project: task automation with data validation and forms 9 lessons · 49 min Adapt the TaskFlow approach to inspection and audit actions, combining priority and status drop-downs with overdue highlighting, remaining working days, a timeline and sheet protection.
  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 4 of 10 lessons · 23 min Campaign data supplies the examples in MarketPulse's closing lessons, which bring together KPI cards, slicers, PivotCharts, a timeline and final formatting. Use that approach to display a month of HSE reporting on a single screen.
  1. 111 Marketing charts and a timeline in Excel MarketPulse dashboard PivotCharts 4 min
  2. 112 KPI cards in Excel Marketing KPI cards for the MarketPulse dashboard 7 min
  3. 113 Slicers for an Excel dashboard Interactive filtering in MarketPulse 4 min
  4. 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.

Which Excel course can health and safety officers use for HSE reporting?

The Complete Excel Course with AI Integration from Coding Liquids covers the Excel techniques health and safety officers can apply to their reporting. Those uses include frequency rates based on hours worked, COUNTIFS incident counts by month and site, conditional formatting for risk scores, Pareto charts of causes, and TODAY and FILTER for training expiry dates. TaskFlow provides an action tracker model, while KPI cards and slicers support a dashboard. The selection on this page comprises 53 lessons, taking 4 hours 19 minutes.

How can health and safety officers use Excel to calculate LTIFR and other incident rates?

Supply your own rate definitions and apply the formulas taught in The Complete Excel Course with AI Integration. Use COUNTIFS for the period's lost time injury count and SUMIFS for its total hours worked. Divide the count by those hours, then multiply by your organisation's reporting base, stored in a single cell with an absolute reference. Handle a month without recorded hours through IFERROR so that it does not display an error.

How can health and safety officers flag training and licences nearing expiry?

The Complete Excel Course with AI Integration teaches the date functions needed for this. Calculate expiry from the training date using EOMONTH or date arithmetic, then subtract TODAY to find the remaining days. Conditional formatting marks expired items and those nearing expiry. Use FILTER for people whose training expires this month and XLOOKUP to add their role or site from the staff list.

Does the course teach health and safety officers ISO 45001 or risk assessment methods?

No. Health and safety law, ISO 45001 and other standards, risk assessment methods and incident investigation are outside The Complete Excel Course with AI Integration. It teaches Excel rather than health and safety, providing the workbook skills for incident logs, rates, risk register scores and colours, action tracking and monthly dashboards.

Can health and safety officers create a monthly HSE dashboard with KPI cards?

Yes. In The Complete Excel Course with AI Integration, the PivotTable lessons develop the summaries used beneath a dashboard, and MarketPulse's final lessons assemble KPI cards, slicers, a timeline and PivotCharts on a single screen. Although the project works with campaign data, an incident log and hours worked table can supply a similar dashboard with filters for month and site.

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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