Start learning
My learning

The Complete Excel Course with AI Integration

Excel course for nurses and nurse managers

For nurses, ward managers and nurse managers who keep rosters, audits and training records in Excel. The Complete Excel Course with AI Integration uses no clinical data; this page picks out the lessons those staff sheets need, from the Excel window and first formulas to COUNTIFS for shifts and audits, icon sets for compliance, Excel Tables for staff lists, charts for the ward meeting and the TaskFlow tracker for renewals.

See the plans Watch free lessons

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:

  • Count shifts by grade and day from a ward roster with COUNTIFS, and total hours with SUMIFS.
  • Work out audit compliance by ward as a percentage, and colour each score against its standard with icon sets or highlight rules.
  • Keep mandatory training and registration dates in a tracker that shows what has lapsed and what falls due next.
  • Count incidents such as falls by ward and month with COUNTIFS and the MONTH function.
  • Chart audit scores and incident counts for the ward meeting with line and column charts and sparklines.
  • Keep staff lists as Excel Tables, and print a roster neatly on one page.

Projects

What you will build.

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

  • Personal budget tracker in Excel: spending by category with income, expense and saving totals beside a pie chart of expenses.

    Project 01

    Personal Budget Tracker

    Your first workbook: where the money goes each month.

    Totals, averages and icon sets: the colour rules that show an audit score above or below its standard at a glance.

  • 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 for the ward meeting: audit scores by month as lines, incidents by ward as columns, and sparklines that show each ward's trend in one cell.

  • 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.

    Built for tasks, it holds mandatory training and registration renewals for the whole team on one sheet: a status per person, overdue renewals highlighted and a countdown of working days to each.

  • Project 02

    Dunder Michael Paper Company employee database

    Practice for a staff list: one Table of names, grades and wards, sorted and filtered, with duplicates removed and a tidy printout.

  • Project 03

    Sales Goal Tracker

    COUNTIFS for shifts by grade and day, compliance as a share of audits passed, and IF to mark a ward below its standard.

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, 5 h of video. Each lesson keeps its number in the course.

Where to start

Lesson 3 The Excel interface

Begin at Lesson 3 if Excel is new to you: the path starts with the window and your first sheet. If you already enter data and add up columns, go to Lesson 19 for staff lists, part of Managing data in Excel, which is free by email with its practice files, or to Lesson 28 for roster and audit counts. Experienced users can start at Lesson 79 for renewals, where the task tracker begins.

Get the free section by email

53 of 186 lessons · 5 h

01 Microsoft Excel fundamentals: building a foundation from scratch 11 of 13 lessons · 58 min From the Excel window to a working ward sheet: sheets and cells, number and date formats, adding up and dividing, SUM, absolute references, percentages for compliance and fixes for common errors, then a workbook laid out with a summary sheet. The lessons use a personal budget.
  1. 3 Start here The Excel interface Ribbon, tabs, name box, formula bar and navigation Free preview 13 min
  2. 4 Workbooks and worksheets in Excel Add, rename, move and navigate sheets Free preview 6 min
  3. 5 Your first Excel spreadsheet Cells, rows, columns and data types in a budget 8 min
  4. 6 Number formatting in Excel Currency, date and percentage formats for a budget 5 min
  5. 7 Cell formatting in Excel AutoFit column width, the #### error and cell styles 6 min
  6. 8 Basic maths in Excel Add, subtract, multiply and divide with formulas 3 min
  7. 9 SUM and AutoSum in Excel Total income, expenses and savings with MAX 6 min
  8. 10 Relative vs absolute references in Excel Dollar signs and mixed references 3 min
  9. 11 Calculating percentages in Excel Each expense as a percentage of income 2 min
  10. 12 Common Excel errors and how to fix them DIV0, NAME, VALUE errors and IFERROR 4 min
  11. 13 Organising an Excel workbook Dashboard, transactions and notes sheets 2 min
02 Project: personal budget tracker 4 of 5 lessons · 22 min Totals and averages, conditional formatting with highlight rules, data bars and icon sets to show an audit score against its standard, a summary by category and a pie chart. The project is a personal budget tracker.
  1. 14 SUM and AVERAGE in Excel Personal budget tracker totals and average expense 4 min
  2. 15 Conditional formatting in Excel Highlight rules, data bars and icon sets 3 min
  3. 16 Monthly expense summary in Excel Category totals for a personal budget tracker 7 min
  4. 17 Excel charts for beginners Pie chart of budget expenses by category 8 min
03 Managing data in Excel: sort, filter and tables (Dunder Michael Paper employee database) 9 lessons · 1 h 1 min Staff and training lists as Excel Tables: sorted by grade or ward, filtered, tidied with TRIM, duplicates removed, names split with Flash Fill, the header frozen and a roster printed on one page. The lessons use an employee database.
  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
  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 Counts for rosters, audits and incidents: COUNTIF and COUNTIFS for shifts by grade and day, COUNTA for audits completed, IF for met or not met, SUMIFS for hours, and date functions such as MONTH for incidents by month. The lessons use sales data.
  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
06 Data visualisation: charts and graphs 7 of 9 lessons · 34 min Charts for the ward meeting: column charts for incidents by ward, line charts for audit scores over the months, a combo chart on two axes, clear titles and labels, and sparklines beside each ward. The lessons chart marketing data.
  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
09 Project: task automation with data validation and forms 9 lessons · 49 min TaskFlow as a training and registration tracker: each renewal with a status and priority from drop-downs, lapsed items highlighted, a timeline, the working days left and a protected sheet. The project tracks tasks; a renewal date fits the same columns.
  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

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 an Excel course for nurses and nurse managers?

Yes. The Complete Excel Course with AI Integration from Coding Liquids starts at the Excel window and builds up to the sheets a ward or unit keeps: COUNTIFS for shifts by grade on a roster, audit compliance as a percentage with icon sets, a tracker for training and registration renewals, incident counts by month, and charts for the ward meeting. It uses no clinical data. This page lists 53 lessons, 5 hours in all.

Can I count shifts by grade on the ward roster?

Yes. Lay the roster out with a row per person and a column per day, and COUNTIFS counts how many of each grade work each shift; The Complete Excel Course with AI Integration teaches COUNTIF, COUNTIFS and SUMIFS in its formulas section, and conditional formatting to colour a day that is short. Rostering rules and e-rostering systems are not taught: this is the counting, not the planning.

How do I show audit compliance by ward?

Record each audit with the ward, the month and a met or not met result, and the formulas in The Complete Excel Course with AI Integration do the rest: COUNTIFS counts the met results for each ward, COUNTA the audits done, and the division, formatted as a percentage, is the compliance rate. Icon sets or highlight rules colour it against your standard, and a line chart shows the trend month by month. The lessons do this with sales and budget data.

Can I see whose training or registration is due for renewal?

Yes, as a colour-coded list rather than a reminder. Put one line per nurse and requirement, such as registration or a mandatory course, beside its due date. From The Complete Excel Course with AI Integration, TODAY works out the days remaining, IF labels each line current, due soon or lapsed, and the TaskFlow lessons show how conditional formatting makes the lapsed lines stand out. Sorting by date brings the next renewals to the top.

Does the course cover clinical practice or patient data?

No. The Complete Excel Course with AI Integration teaches Excel, not nursing: clinical practice, e-rostering software and the rules on patient data are not taught, and no lesson uses clinical or patient data. What patient information may go into a spreadsheet is for your employer's policy to decide. Its lessons apply to staff and audit figures: rosters, compliance rates, training dates, incident counts and charts.

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.

See the plans Watch free lessons

The same course

For another job, level or topic.

By job

Finance and accounting
HR and office administration
Operations and supply chain
Data and reporting
Sales, marketing and customer service
Business and management
Engineering, construction and manufacturing
Retail, property and hospitality
Healthcare and life sciences
Education and careers
Public sector, non-profit and legal
Technology

By level and topic