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The Complete Excel Course with AI Integration

Excel course for marketing teams

For marketers who report on campaigns. The Complete Excel Course with AI Integration has marketing projects of its own: the Marketing Engagement Dashboard, where you learn which chart answers which question, and MarketPulse, a campaign dashboard with click-through rate, conversion rate and return on investment. This page picks out those sections, the PivotTables they rest on, and the AI lessons that plan and check the work.

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Taught by Sagnik Bhattacharya and Virginia Thorn

What you will be able to do

At work, you will be able to:

  • Calculate click-through rate, conversion rate and return on investment for every campaign, with IFERROR for the rows that would otherwise show an error.
  • Build MarketPulse: a campaign dashboard with PivotTables behind it, KPI cards, charts, a timeline and slicers that filter by channel and campaign.
  • Choose the chart that fits the question: column, line, pie and combo charts, and funnel, Pareto, waterfall and treemap charts for business data.
  • Summarise a year of campaign data with PivotTables, and filter it with slicers.
  • Plan the KPIs and the PivotTables with ChatGPT, have Copilot build them, and verify what it made.

Projects

What you will build.

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

  • 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.

    The campaign report on one screen: spend against revenue, CTR, conversion rate and ROI, filtered by channel and campaign with slicers.

  • 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.

    Which chart answers which question, on marketing data: column, line, pie and combo charts, then funnel, Pareto, waterfall and treemap.

  • 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.

    Copilot, ChatGPT and Claude on real tasks, with the habit that matters: check what the AI made before it goes into a report.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 46 of them, 3 h 28 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 you can already enter data and write simple formulas. New to Excel? Begin at Lesson 1. If charts and PivotTables are already familiar, go to Lesson 105, where MarketPulse begins.

46 of 186 lessons · 3 h 28 min

06 Data visualisation: charts and graphs 9 lessons · 45 min The Marketing Engagement Dashboard: when to use a column, line, pie or combo chart, how to format one so it reads at a glance, sparklines, and the business charts: funnel, Pareto, waterfall, histogram, 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, slicers and PivotCharts, the engine under the dashboards in the course. The lessons use sales data; campaign data works the same way.
  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
10 Boosting productivity with AI in Excel (Copilot, ChatGPT and Claude) 17 lessons · 1 h 20 min AI in Excel with Copilot, ChatGPT and Claude: preparing data, writing prompts that work, summaries, PivotTables, charts and formulas from a prompt, and a checklist for checking the output. MarketPulse uses these skills.
  1. 88 AI in Excel What Copilot, ChatGPT and Claude can and cannot do 8 min
  2. 89 Prepare data for Copilot in Excel Tables, headers and clean structure 6 min
  3. 90 Copilot executive summary in Excel Summarise a dataset in seconds with AI 5 min
  4. 91 Copilot prompts for Excel Weak vs strong prompts and the PRO prompt pattern 5 min
  5. 92 PivotTables with Copilot Build an Excel PivotTable from a prompt 5 min
  6. 93 Charts with Copilot and ChatGPT Create and choose the right Excel chart 6 min
  7. 94 Conditional formatting with Copilot and ChatGPT Highlight problems in Excel 4 min
  8. 95 Excel formulas with AI Copilot and ChatGPT write formula columns you verify 6 min
  9. 96 Find outliers with Copilot in Excel Discounts, negative profit, suspect rows 7 min
  10. 97 Clean messy data with Copilot in Excel AI prompts plus Excel functions 4 min
  11. 98 Mini dashboard with Copilot in Excel KPIs, charts and slicers on one page 3 min
  12. 99 Check AI output in Excel A quick QA checklist for Copilot results 2 min
  13. 100 ChatGPT as your analysis planner Plan an Excel analysis before you build it 3 min
  14. 101 COPILOT function in Excel Use Copilot as a formula inside your cells 4 min
  15. 102 Copilot guided help in Excel Step-by-step AI help inside Excel 3 min
  16. 103 Microsoft Stride for Excel The Office Agent that builds workbooks for you 4 min
  17. 104 Claude in Excel Analyse data and build spreadsheets with Claude 7 min
11 MarketPulse campaign intelligence dashboard 10 lessons · 50 min MarketPulse: clean and check the campaign data, plan the KPIs with ChatGPT and Copilot, calculate CTR, conversion rate and ROI, build the PivotTables, then the charts, KPI cards, slicers and timeline of the dashboard.
  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

Questions

Asked before starting.

Is there an Excel course for marketers?

Yes. The Complete Excel Course with AI Integration from Coding Liquids builds marketing projects of its own: the Marketing Engagement Dashboard, which teaches which chart answers which question, and MarketPulse, a campaign dashboard with CTR, conversion rate and ROI. With the PivotTables and AI lessons they rest on, that is 46 lessons, 3 hours 28 minutes of the course's 16 hours.

Does the course teach a marketing dashboard with CTR, conversion rate and ROI?

Yes. In the MarketPulse section of The Complete Excel Course with AI Integration you clean a year of campaign data, calculate click-through rate, conversion rate and return on investment, and build an interactive dashboard with PivotTables, KPI cards, charts, a timeline and slicers.

Does it cover Google Analytics, advertising platforms or Google Sheets?

No. The Complete Excel Course with AI Integration teaches Excel. It works on campaign data once it is in a spreadsheet, wherever it was exported from, and it has no lessons on an analytics tool, an advertising platform or Google Sheets.

How much Excel do I need before the MarketPulse project?

Enough to build a PivotTable and a chart, which is why those sections come first on this page. The CTR, conversion rate and ROI formulas are taught inside the project, in Lesson 109. If Excel is new to you, The Complete Excel Course with AI Integration starts from the very first lesson.

Can Copilot or ChatGPT build the dashboard for me?

They help, and the course shows how far. In The Complete Excel Course with AI Integration ChatGPT plans the KPIs and the PivotTable strategy, Copilot generates PivotTables that you then verify, and a checklist catches a wrong answer. You still build the dashboard yourself, which is what lets you fix it when the data changes.

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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