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The Complete Excel Course with AI Integration

Excel course for management consultants

For management consultants and strategy analysts who receive a client's data and need answers from it quickly. This page picks out the parts of The Complete Excel Course with AI Integration that speed that up: Power Query and a data model for messy client files, PivotTables and lookups for the case question, an assumptions-led model with scenarios, charts chosen for a slide, and AI lessons that plan the analysis, check it and work inside Excel.

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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:

  • Clean and combine client data from several files and sources with Power Query, and relate the tables in a Power Pivot data model.
  • Answer the case question with PivotTables, slicers and XLOOKUP, and benchmark business units side by side with a DAX percent of total.
  • Build a small model with its assumptions in one block, then test it against tougher scenarios, as the WealthFlow project does.
  • Pick and format the chart a slide needs: a waterfall for a bridge, a Pareto for concentration, a combo for two scales, sparklines for many trends side by side.
  • Plan an analysis with ChatGPT, find outliers with Copilot, work with Claude inside Excel, and check each AI answer against the data.

Projects

What you will build.

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

  • 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.

    Client files from different sources made into one clean table in Power Query, with a data model and DAX measures for share of total and margin.

  • 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.

    Charts chosen for the point a slide has to make: a waterfall for a bridge, a Pareto for concentration, a combo for two scales.

  • 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.

    The case question answered from line-level data: a PivotTable by region, category and month, re-cut with a slicer while the team watches.

  • 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.

    An assumptions-led model with a stress test and scenarios. Its subject is a personal investment and retirement plan; the habit of inputs in one block and tougher cases tested against them carries over to client work.

  • 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 faster first pass at a client data set: Copilot flags outliers, ChatGPT plans the analysis, Claude works inside Excel, and a person checks each answer before it reaches the client.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 70 of them, 5 h 46 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 48 Choosing the right Excel chart

Begin at Lesson 48 if formulas are part of your day already: charts and PivotTables come first. New to Excel? Begin at Lesson 1; the early sections lead up to this point. If PivotTables and XLOOKUP are second nature, go to Lesson 153 for Power Query and the data model, or Lesson 127 for the model with scenarios.

70 of 186 lessons · 5 h 46 min

06 Data visualisation: charts and graphs 9 lessons · 45 min Charts that make a slide's point: choosing the chart, column, line, pie and combo charts, titles and data labels, sparklines, and the business charts: funnel, Pareto, waterfall, histogram, box and whisker, treemap and sunburst.
  1. 48 Start here 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
  4. 51 Pie charts in Excel Show proportions and parts of a whole 4 min
  5. 52 Combo charts in Excel Column and line chart with a secondary axis 4 min
  6. 53 Formatting charts in Excel Titles, data labels, colours and chart styles 7 min
  7. 54 Sparklines in Excel Line, column and win-loss mini charts in cells 5 min
  8. 55 Funnel, Pareto and waterfall charts in Excel Modern charts for business data 5 min
  9. 56 Histogram, box and whisker, treemap and sunburst Advanced Excel chart types 6 min
07 PivotTables and PivotCharts: data analysis made easy 10 lessons · 33 min PivotTables for the case question: build, arrange and group by date, slicers, PivotCharts, a clean report layout and a refresh when the client sends new data. 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 and arrays for client data: VLOOKUP, XLOOKUP and INDEX and MATCH across sheets, IFERROR for the gaps, text and date functions, and UNIQUE, FILTER, SORT and SORTBY for lists that update with the data.
  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) 9 of 17 lessons · 36 min AI on a data set: Copilot finds outliers, cleans messy data and builds a mini dashboard, a QA checklist tests the result, ChatGPT plans the analysis, the COPILOT function works inside cells, Copilot guided help walks through a task, Microsoft Stride builds a workbook and Claude analyses data in Excel.
  1. 96 Find outliers with Copilot in Excel Discounts, negative profit, suspect rows 7 min
  2. 97 Clean messy data with Copilot in Excel AI prompts plus Excel functions 4 min
  3. 98 Mini dashboard with Copilot in Excel KPIs, charts and slicers on one page 3 min
  4. 99 Check AI output in Excel A quick QA checklist for Copilot results 2 min
  5. 100 ChatGPT as your analysis planner Plan an Excel analysis before you build it 3 min
  6. 101 COPILOT function in Excel Use Copilot as a formula inside your cells 4 min
  7. 102 Copilot guided help in Excel Step-by-step AI help inside Excel 3 min
  8. 103 Microsoft Stride for Excel The Office Agent that builds workbooks for you 4 min
  9. 104 Claude in Excel Analyse data and build spreadsheets with Claude 7 min
13 WealthFlow investment and retirement simulator 9 of 11 lessons · 52 min WealthFlow as a lesson in modelling: an inputs block, FV and XIRR, real values after inflation, a stress test and scenarios, then a dashboard built with Claude. The subject is a personal investment plan; market sizing and valuation are not taught.
  1. 127 WealthFlow SIP model in Excel Input assumptions, XIRR and monthly rate 6 min
  2. 128 WealthFlow SIP model in Excel Step-up SIP table and FV formulas 6 min
  3. 129 WealthFlow SIP model in Excel Real portfolio value, inflation and charts 7 min
  4. 130 WealthFlow SWP model in Excel Real rate, corpus and yearly withdrawals 6 min
  5. 131 WealthFlow SWP model in Excel Real corpus, stress test and SWP chart 5 min
  6. 132 Retirement simulator in Excel WealthFlow inputs, year and age columns 5 min
  7. 133 Retirement simulator in Excel SIP, withdrawal and portfolio formulas with IF 7 min
  8. 134 Retirement simulator in Excel Reading the results and retirement scenarios 5 min
  9. 135 Retirement simulator in Excel Claude builds the WealthFlow dashboard 5 min
15 SalesFusion: advanced data tools and a Power Query modelling system 21 lessons · 2 h 7 min SalesFusion: Power Query imports, cleans, merges and appends files, and combines a whole folder at once; a Power Pivot data model relates the tables, and DAX measures give totals, margin percent and percent of total for a dashboard. The Power Pivot lessons need Excel for Windows.
  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
  16. 168 Build a sales fact table in Power Query Merge lookups and append history 6 min
  17. 169 Power Pivot Data Model in Excel Relationships and Diagram View 6 min
  18. 170 DAX measures in Power Pivot Total sales, margin percent and percent of total 10 min
  19. 171 PivotTable report from the Data Model Format the SalesFusion report in Excel 5 min
  20. 172 Interactive Excel dashboard Data model PivotTables, slicers and styling 10 min
  21. 173 Unpivot columns in Power Query Turn wide month columns into a long table 8 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 a good Excel course for management consultants?

Yes, for the analysis itself. The Complete Excel Course with AI Integration from Coding Liquids takes a consultant from messy client files to a finished chart: Power Query and a Power Pivot model to combine the data, PivotTables and XLOOKUP for the case question, the WealthFlow model with assumptions and scenarios, the business chart types, and AI that plans and checks the work. This path is 70 lessons long, 5 hours 46 minutes in all.

Does it teach financial modelling or valuation?

No. Financial modelling for deals, valuation, consulting frameworks and PowerPoint are not taught in The Complete Excel Course with AI Integration. The models it does build are WealthFlow, an investment and retirement plan with assumptions, FV, XIRR and scenarios, and FinanceGuard, a budget against actual model. They teach the layout and the checks, not corporate finance.

Can I clean messy client data quickly in Excel?

Yes, with Power Query, which The Complete Excel Course with AI Integration teaches on a set of messy sales files. It removes and renames columns, trims text, fixes data types, merges in lookup tables, appends one period to another and combines a folder of files at once, and the steps rerun when the client sends a new version. A Power Pivot model then relates the tables; that part needs Windows.

Does it cover charts for client presentations?

The Excel half of them. The Complete Excel Course with AI Integration has a section on choosing and formatting charts, from column, line and combo charts to waterfall, Pareto, funnel, treemap and box and whisker, plus sparklines. Moving a chart onto a slide and building the deck in PowerPoint 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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