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The Complete Excel Course with AI Integration

Excel course for logistics coordinators

Keeping loads moving and reporting on carriers in Excel are the focus here for logistics coordinators. The Complete Excel Course with AI Integration contains no shipment data; this guide selects lessons for freight calculations, late-load highlighting, carrier reporting with COUNTIFS and PivotTables, linking invoices and proof of delivery to shipment numbers, and handling weekly exports with Power Query.

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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:

  • Build a shipment log with drop-down status choices, highlighting for loads beyond their ETA, and NETWORKDAYS with TODAY to calculate working days until delivery.
  • Calculate freight per load, kilogram or kilometre using division and absolute references, with IFERROR handling division by zero.
  • Use IF, AND and COUNTIFS to count deliveries that arrive on time or late by carrier, route and month, then explore those counts through a PivotTable and slicers.
  • Connect shipment numbers to carrier invoices and proof-of-delivery records using XLOOKUP or INDEX and MATCH, with IFERROR identifying unmatched records.
  • Turn weekly carrier exports into a clean, combined table in Power Query, appending the next week's file or bringing together files from a folder.

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.

    Give each shipment a row and a status, use colour to identify overdue loads, and calculate the working days remaining until delivery.

  • 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.

    Use the shipment log to compare load counts and late deliveries across carriers, routes and months, changing the view with a slicer.

  • 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.

    Apply the lookup method to invoice checks by placing a carrier charge or proof of delivery alongside the shipment it belongs to.

  • 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.

    Collect weekly carrier exports in a folder, then bring them together as a clean table without copying and pasting.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 66 of them, 5 h 32 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 8 Basic maths in Excel

If entering data is familiar but writing formulas is new, start with Lesson 8: division is the starting point for freight cost per load. For a first introduction to Excel, use Lesson 1. If you already use SUMIFS and PivotTables routinely, begin the lookup work at Lesson 67 or start TaskFlow at Lesson 79.

66 of 186 lessons · 5 h 32 min

01 Microsoft Excel fundamentals: building a foundation from scratch 5 of 13 lessons · 19 min Personal budget exercises supply the formulas for a freight sheet: divide the charge by weight, distance or load count, keep a rate fixed in a cell through an absolute reference, calculate percentages and handle division by zero with IFERROR.
  1. 8 Start here Basic maths in Excel Add, subtract, multiply and divide with formulas 3 min
  2. 9 SUM and AutoSum in Excel Total income, expenses and savings with MAX 6 min
  3. 10 Relative vs absolute references in Excel Dollar signs and mixed references 3 min
  4. 11 Calculating percentages in Excel Each expense as a percentage of income 2 min
  5. 12 Common Excel errors and how to fix them DIV0, NAME, VALUE errors and IFERROR 4 min
03 Managing data in Excel: sort, filter and tables (Dunder Michael Paper employee database) 3 of 9 lessons · 24 min Practise tables, sorting and filtering on an employee database, then apply those methods to loads. A shipment log can become an Excel Table with several sorting levels and filters for carrier, route or status.
  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) 13 lessons · 1 h 17 min Adapt the sales exercises to shipment columns: combine IF and AND to identify on-time, in-full deliveries, group delays with IFS, count loads by carrier and month with COUNTIF and COUNTIFS, total freight with SUMIFS, and calculate transit days using date arithmetic.
  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
  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 The sales-order lessons show how to summarise and chart data with PivotTables and PivotCharts. Apply date grouping and slicers to loads and freight by carrier, route and month, then refresh the carrier performance report when the next week's data arrives.
  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 Bring an invoice or proof of delivery onto the corresponding shipment row through XLOOKUP, VLOOKUP or INDEX and MATCH, using IFERROR to flag missing matches. NETWORKDAYS measures working days between promised and actual delivery dates, while FILTER, SORT and SORTBY produce an ordered list of late loads.
  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 Adapt TaskFlow's task columns to loads and their ETAs. Build status drop-downs, highlight overdue loads with conditional formatting, calculate remaining working days with NETWORKDAYS and TODAY, protect the sheet and try it with sample data.
  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
15 SalesFusion: advanced data tools and a Power Query modelling system 14 of 21 lessons · 1 h 16 min Prepare carrier and transport system exports with Power Query: start from a CSV, clean the columns and text, correct dates and numbers, and add carrier names through a left join. Append the next weekly table or combine a folder's files together.
  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

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 should logistics coordinators take?

The Complete Excel Course with AI Integration from Coding Liquids teaches Excel skills that logistics coordinators can apply at work. Its examples use sales orders, employee records and budgets, with no shipment data. This guide selects freight calculations, TaskFlow for loads and ETAs, carrier reporting through COUNTIFS and PivotTables, invoice lookups with XLOOKUP, and weekly export preparation in Power Query. The selected 66 lessons account for 5 hours 32 minutes of the course's 16 hours.

Can logistics coordinators use the course to make a shipment tracker that highlights late loads?

Yes. In The Complete Excel Course with AI Integration, TaskFlow uses a status drop-down and conditional formatting to colour a row when its date has passed. NETWORKDAYS and TODAY calculate the working days remaining. Although the project is for tasks, entering each load's ETA in the date column lets those rules highlight overdue shipments.

Will logistics coordinators learn on-time in-full (OTIF) reporting?

The Complete Excel Course with AI Integration does not teach OTIF under that name, but it covers the functions needed for the report. Combine IF and AND to identify deliveries that are on time and in full, count them by carrier and month with COUNTIFS, and divide to find the on-time share. A PivotTable with slicers provides a route breakdown of the counts. You supply the delivery columns because the lesson examples use sales data.

Can logistics coordinators check carrier invoices against shipment records in Excel?

Yes. The HR exercises in The Complete Excel Course with AI Integration use XLOOKUP, VLOOKUP and INDEX and MATCH to retrieve a record from another sheet by ID. Use a shipment number as that identifier, IFERROR to flag invoices without a matching shipment, and FILTER to list those invoices separately. The course supplies the functions for building this check, but it does not include a freight audit template.

Does the course teach logistics coordinators route planning, Incoterms or TMS use?

No. The Complete Excel Course with AI Integration is limited to Excel; it excludes route optimisation with Solver, transport management systems, customs procedures and Incoterms. Those subjects concern transport software and trade rules. The lessons apply once shipment records have been exported from a TMS or carrier portal.

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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