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The Complete Excel Course with AI Integration

Excel course for office managers

Office managers and administrators use Excel to manage budgets, suppliers and equipment and prepare monthly reports. This guide selects material from The Complete Excel Course with AI Integration for that work: an Excel Table register, renewal and service visit alerts, category spending, budget vs actual modelling, everyday IF and SUMIFS checks, and charts for leadership.

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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:

  • Compare the office budget with actual spending each month, using SUMIFS for category totals and colour to show variance and percent variance.
  • Bring supplier contracts, renewal deadlines and service visits into a tracker, using NETWORKDAYS to count working days until they are due and highlighting overdue entries.
  • Organise an asset or equipment register in an Excel Table, then use multi-level sorting and filters for location or owner.
  • Use conditional formatting alongside IF to highlight office supplies when stock reaches its reorder level.
  • Give leadership a monthly report with KPI cards for headline figures and column, line, pie and combo charts formatted for quick reading.

Projects

What you will build.

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

  • Budget vs actual dashboard in Excel (FinanceGuard): total budget, actuals and variance cards above a monthly line chart and a column chart by department.

    Project 09

    FinanceGuard

    The budget vs actual report finance teams send every month.

    Take a single-page summary into the monthly leadership report, with spending compared against each category's allocation and colour drawing attention to overspends.

  • 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.

    Manage service visits and contract renewals together on a protected sheet that colleagues can update, with working-day countdowns to deadlines and colour marking overdue entries.

  • 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.

    Practise calculations that also suit office spending in a small budget: totals, averages, category summaries and a pie chart, with colour warning when a category exceeds its allocation.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 45 of them, 4 h 13 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 14 SUM and AVERAGE in Excel

If entering data and totalling a column are familiar, start with category spending at Lesson 14. For a first introduction to Excel, use Lesson 1. If you already work comfortably with budgets and formulas, start TaskFlow at Lesson 79 or FinanceGuard at Lesson 115.

45 of 186 lessons · 4 h 13 min

02 Project: personal budget tracker 4 of 5 lessons · 22 min Start with a personal budget to practise the basics of category spending. Calculate totals and averages with SUM and AVERAGE, highlight overspending lines with conditional formatting, and produce a monthly category summary and pie chart.
  1. 14 Start here 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) 3 of 9 lessons · 24 min Learn table organisation, multi-level sorting and filtering through an employee database. Apply those skills to an asset or equipment register held as an Excel Table, filtering entries by owner or location.
  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 Sales data provides the practice for formulas used in office checks: IF for reorder flags, IFS for urgency levels, and SUMIFS and COUNTIFS for spending by category and month or assets by location. Use TODAY and date arithmetic to calculate how many days remain before a renewal.
  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 6 of 9 lessons · 28 min Choose a suitable chart for the monthly report, then work with column, line, pie and combo charts. Make the results easy to scan through clear titles, data labels and colours.
  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
09 Project: task automation with data validation and forms 9 lessons · 49 min Build TaskFlow as a task tracker that can also hold contract renewals and service visits. It combines a Gantt-style timeline, status and priority drop-downs, highlighted overdue entries, NETWORKDAYS calculations for remaining working days and a locked sheet.
  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
12 Project: FinanceGuard budget variance analyser (budget vs actual Excel dashboard) 10 lessons · 52 min Answer the office budget question of how spending compares with its allocation through FinanceGuard. Build the budget vs actual model from budget and actuals tables, SUMIFS and dynamic arrays, then show variance and percent variance with colour-coded number formats, KPI cards, a combo chart and slicers.
  1. 115 FinanceGuard budget vs actual dashboard Excel project overview 3 min
  2. 116 Excel tables for budget and actual data Organise the FinanceGuard datasets 4 min
  3. 117 Budget vs actual model in Excel SORT, UNIQUE, VSTACK, LET, TEXTSPLIT, SUMIFS 8 min
  4. 118 Budget variance in Excel Calculate variance and percent variance 4 min
  5. 119 Custom number formats in Excel Show budget variances with colours and signs 2 min
  6. 120 PivotTables for budget vs actual The FinanceGuard pivot workspace 8 min
  7. 121 KPI cards in Excel Summary cards for a budget variance dashboard 4 min
  8. 122 Budget vs actual charts in Excel Combo chart with secondary axis for variance 5 min
  9. 123 Slicers and PivotCharts in Excel Interactive FinanceGuard budget dashboard 4 min
  10. 124 Finish the FinanceGuard dashboard in Excel Final polish and variance insights 10 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 the work of office managers?

The Complete Excel Course with AI Integration from Coding Liquids covers the Excel behind an office's records: budget comparisons with actual spending, contract renewal and service visit tracking, registers organised as Excel Tables, IF reorder flags and monthly reporting charts. For office managers, this page selects 45 lessons, taking 4 hours 13 minutes out of the course's 16 hours.

Can an office manager use Excel to monitor the office budget and spending?

Yes. In The Complete Excel Course with AI Integration, the Personal Budget Tracker introduces category spending totals, colour warnings for categories over budget and a pie chart. FinanceGuard builds on that work by comparing actual spending with the budget and calculating variance and percent variance. KPI cards, a combo chart and slicers provide a monthly view.

How can office managers track contract renewals and service visits?

Use the TaskFlow tracker taught in The Complete Excel Course with AI Integration to give each entry a deadline. Conditional formatting highlights overdue entries, while NETWORKDAYS and TODAY calculate the working days remaining, making approaching renewals visible whenever the sheet is opened. Email and calendar reminders are not covered by the course.

Does the course include staff rotas, leave planners or room bookings for an office?

The Complete Excel Course with AI Integration does not build staff rotas, leave planners, room booking systems or visitor systems as projects. It also does not teach HR policy, facilities policy or purchasing rules. It does teach components used in planners: TODAY with date arithmetic, NETWORKDAYS for working days, drop-down lists and conditional formatting to highlight dates.

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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