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The Complete Excel Course with AI Integration

Excel course for market research analysts

For market research analysts and insight teams cleaning, coding and tabulating survey data, this guide selects relevant parts of The Complete Excel Course with AI Integration. They serve the survey work: export cleaning, answer recoding, COUNTIF and COUNTIFS for counts and shares, text functions for open-ended responses, PivotTable cross-tabs, results charts and Power Query for stacking tracking study waves.

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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:

  • Prepare survey exports by removing duplicate submissions, filtering out test responses, splitting multi-part fields and using Find and Replace to recode answers.
  • Compare answers across age, region or segment in PivotTable cross-tabs, with slicers to filter the results.
  • Group scores into bands using IFS, then count them with COUNTIF to support the arithmetic of a net score such as NPS.
  • Assign themes to open-ended responses using SEARCH for keyword detection or a drop-down code frame for manual coding.
  • Present findings in column, combo and Pareto charts, and use a histogram to display the spread of scores.
  • Combine tracking study waves in a table through Power Query appends, applying the same cleaning steps to each wave.

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.

    Arrange a question down the rows of a PivotTable and an age band, region or segment across its columns to form a cross-tab, then use slicers to filter it.

  • 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.

    Help clients interpret findings with column and combo charts for group comparisons, a histogram for score distributions and a Pareto chart for the leading reasons.

  • 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.

    Duplicate the query to apply the same cleaning steps to a new tracking study wave, then use Append to combine the waves in a table.

  • Project 02

    Dunder Michael Paper Company employee database

    Practise the initial preparation of a survey export using employee records: remove duplicates, exclude test rows with filters, split multi-part fields and recode answers through Find and Replace.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 61 of them, 5 h 17 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 19 Excel tables

If survey exports in Excel are familiar, start with Lesson 19. For a newcomer to Excel, Lesson 1 is the starting point. Move to Lesson 57 for PivotTable cross-tabs if you are already comfortable with cleaning and COUNTIFS. This path begins with the whole of Managing data in Excel, available free by email with its practice files when requested on the course page.

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61 of 186 lessons · 5 h 17 min

03 Managing data in Excel: sort, filter and tables (Dunder Michael Paper employee database) 9 lessons · 1 h 1 min Get an export ready for counting with Excel Tables, sorting and filters that help identify test responses. Use TRIM and Find and Replace when cleaning and recoding answers, Remove Duplicates for repeated submissions, Text to Columns to separate multi-part fields, and frozen headers when working across wide questionnaires.
  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) 13 lessons · 1 h 17 min Apply formula techniques taught on sales data to survey recoding and counting. IF, nested IF and IFS assign score bands such as promoter, passive and detractor; AND and OR combine conditions. Use COUNTA for the base and COUNTIF and COUNTIFS for group counts and shares.
  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
05 Text functions and data validation (enhancing data quality) 7 lessons · 35 min Build a coding approach for open-ended responses: tidy wording with SUBSTITUTE and TRIM, identify keywords with SEARCH and FIND, and join codes with TEXTJOIN. For manual coding, data validation drop-down lists provide a code frame.
  1. 41 CONCAT, the & operator and TEXTJOIN in Excel Combine text from multiple cells 6 min
  2. 42 TRIM, UPPER, LOWER and PROPER in Excel Clean messy text and fix capitalisation 6 min
  3. 43 FIND, SEARCH and SUBSTITUTE in Excel Locate and replace text with formulas 5 min
  4. 44 Text to Columns wizard in Excel Split a column by a comma delimiter 4 min
  5. 45 Data validation in Excel Create drop-down lists for consistent data entry 4 min
  6. 46 Ninja Challenge: problem Clean messy data with text functions and validation 4 min
  7. 47 Ninja Challenge: solution PROPER, Text to Columns and drop-down lists 7 min
06 Data visualisation: charts and graphs 9 lessons · 45 min Prepare charts for a results deck by selecting suitable chart types and applying clear formatting and data labels. The lessons cover column, line, pie and combo charts, sparklines, and Pareto, histogram and box and whisker charts for presenting reasons and score distributions.
  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
  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 Use the PivotTable techniques demonstrated on sales data to cross-tab survey answers. Put a question in the rows and a group, such as age or region, in the columns; choose counts or averages in Value Field Settings, filter segments with slicers and create PivotCharts.
  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
15 SalesFusion: advanced data tools and a Power Query modelling system 13 of 21 lessons · 1 h 6 min Adapt the Power Query work shown with sales files to tracking studies: bring in a CSV, clean its columns and text, correct data types and recode through conditional columns. Check counts with Group By, then use Append to place successive waves beneath the earlier data.
  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

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 covers survey analysis tasks for market research analysts?

The Complete Excel Course with AI Integration from Coding Liquids covers Excel work used in survey analysis: export cleaning, IF and IFS recoding, PivotTable cross-tabs, COUNTIFS counts and shares, text functions for coding open-ended responses, results charts and Power Query appends for tracking study waves. The selection on this page contains 61 lessons, taking 5 hours 17 minutes of the course's 16 hours.

Can market research analysts use this course to calculate NPS and other survey scores in Excel?

Yes. The formulas taught in The Complete Excel Course with AI Integration can be applied to survey scores, although the examples use sales performance labels and customer value tiers rather than survey data. Use IFS to classify scores as promoter, passive or detractor, COUNTIF to count the groups and COUNTA to establish the base. Subtract the detractor share from the promoter share to obtain the net score.

Does this course teach market research analysts weighting, sampling or significance testing?

No. Survey design, sampling, weighting, significance testing and tools such as SPSS are outside The Complete Excel Course with AI Integration. It teaches Excel rather than research methods, covering work after fieldwork: clean and recode the data, produce cross-tabs and charts, and combine the waves of a tracker.

Can market research analysts code open-ended survey answers in Excel?

Yes, for simple coding. The Complete Excel Course with AI Integration teaches SEARCH and FIND to locate words within text and SUBSTITUTE and TRIM to clean up wording. A data validation drop-down list supports a manually applied code frame with consistent spelling for each theme. You still need to read and interpret the meaning of long responses.

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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