Start learning
My learning

The Complete Excel Course with AI Integration

Excel course for pharmacists and pharmacy teams

For pharmacy managers, pharmacists and technicians managing stock, dispensing totals and budget figures in Excel. While The Complete Excel Course with AI Integration contains no pharmacy data, this page selects the skills you need for those tasks: conditional formatting, IF and SUMIFS functions, PivotTables for monthly dispensing summaries, lookups and FILTER for tracking expiries, plus the MarketPulse dashboard and FinanceGuard budget as models.

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:

  • Highlight short-dated items using conditional formatting, and generate lists of stock nearing expiry with TODAY, FILTER and SORT.
  • Summarise items dispensed each month by drug group using PivotTables, PivotCharts and slicers.
  • Tally pharmacist interventions across different wards and types using COUNTIFS.
  • Compare medicines spend to the budget by calculating variance and percentage variance, complete with colour-coded numbers.
  • Retrieve product information via code using XLOOKUP, adding IFERROR to flag missing items.
  • Create a pharmacy dashboard containing a timeline, slicers, KPI cards and PivotCharts.

Projects

What you will build.

The course has 14 projects. These five 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.

    Adopt this structure for dispensing records to group items by month and drug group in a PivotTable, filter by site with slicers, and click Refresh All when the next export arrives.

  • XLOOKUP formula in Excel (PeopleInsight): each employee row looks up its location from another sheet.

    Project 06

    PeopleInsight HR workbook

    Employee data joined across sheets with one formula.

    Translate these lookups to a pharmacy stock list to retrieve product details by code using XLOOKUP, and deploy FILTER and SORT for a self-updating list of imminent expiries.

  • 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.

    Model your pharmacy dashboard on this project, incorporating ratio KPIs built with IFERROR, visual cards for spending and items dispensed, PivotCharts, slicers and an interactive timeline.

  • 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.

    Repurpose this budget against actual model for medicines spend, tracking monthly figures by drug group, highlighting overspends in colour, and filtering by ward using slicers.

  • Project 03

    Sales Goal Tracker

    Apply these functions to pharmacy records to count interventions by ward using COUNTIFS, total spend by drug group with SUMIFS, and flag short-dated lines via IF.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 54 of them, 4 h 24 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 28 Logical functions in Excel

If you already write basic formulas and enter data, begin at Lesson 28 for the IF and SUMIFS functions needed for spend totals and expiry flags, though reviewing Lesson 15 on conditional formatting is worthwhile. If you are entirely new to Excel, begin at Lesson 1. For those comfortable with PivotTables, skip to Lesson 67 to learn the dates and lookups for an expiry list, or advance to Lesson 115 to start comparing spend against budget.

54 of 186 lessons · 4 h 24 min

02 Project: personal budget tracker 1 of 5 lessons · 3 min Highlight lines running below minimum stock or nearing their expiry dates using conditional formatting rules, data bars and icon sets. The lessons use a personal budget tracker.
  1. 15 Conditional formatting in Excel Highlight rules, data bars and icon sets 3 min
04 Essential formulas and functions (IF, SUMIF and more) 13 lessons · 1 h 17 min Apply IF to flag short-dated items, nested IF and IFS for grouping expiry bands, and date arithmetic to find days remaining. You also learn SUMIF and SUMIFS for monthly drug group spend, COUNTIF and COUNTIFS for ward interventions, plus AND and OR for multiple conditions. The lessons use sales data.
  1. 28 Start here 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
07 PivotTables and PivotCharts: data analysis made easy 10 lessons · 33 min Group dates and construct PivotTables to summarise items dispensed and spend by site, month or drug group, adding slicers, PivotCharts and a refresh step for the next export. 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 10 of 12 lessons · 49 min Retrieve details by product code using VLOOKUP, XLOOKUP, INDEX and MATCH, wrapped in IFERROR. The topics cover LEFT and MID for reading code segments, TODAY and EOMONTH for expiry dates, alongside UNIQUE, FILTER and SORT for arranging short-dated stock. The lessons use HR data.
  1. 68 VLOOKUP in Excel Find employee data across sheets with exact match 4 min
  2. 69 XLOOKUP in Excel Exact match, if not found and two-way lookup 6 min
  3. 70 IFERROR in Excel Handle lookup errors in VLOOKUP and XLOOKUP formulas 3 min
  4. 71 INDEX and MATCH in Excel A flexible alternative to VLOOKUP 6 min
  5. 72 CONCAT and TEXTJOIN in Excel Combine employee names and text with a delimiter 3 min
  6. 73 LEFT, RIGHT and MID in Excel Extract parts of a text code like DAL-SAL-0001 7 min
  7. 74 TODAY, EOMONTH and NETWORKDAYS in Excel Date calculations for HR data 5 min
  8. 75 UNIQUE function in Excel Extract a distinct list with dynamic arrays 6 min
  9. 76 FILTER function in Excel Dynamic array filtering with AND and OR criteria 5 min
  10. 77 SORT and SORTBY in Excel Sort data dynamically with formulas 4 min
11 MarketPulse campaign intelligence dashboard 10 lessons · 50 min Use MarketPulse as a template for a pharmacy dashboard to clean data, define measures, and place IFERROR ratios, PivotTables, charts, slicers, KPI cards and a timeline on a single screen. The lessons use marketing campaign data.
  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
12 Project: FinanceGuard budget variance analyser (budget vs actual Excel dashboard) 10 lessons · 52 min Adapt FinanceGuard to compare medicines spend against budget, creating actual and budget tables, calculating variance and percent variance, and building PivotTables, KPI cards, a combo chart and slicers, with custom number formats to colour overspends. The lessons use a company budget.
  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.

Is there an Excel course for pharmacists and pharmacy teams?

Yes. The Complete Excel Course with AI Integration from Coding Liquids covers the spreadsheet skills a pharmacy team requires for reporting and stock control. You learn to extract short-dated stock lists using TODAY, FILTER and SORT, summarise monthly dispensed items with PivotTables, and tally interventions via COUNTIFS. With it you can also model medicines spend against budget like FinanceGuard and construct a dashboard resembling MarketPulse. The lessons use sales, HR, marketing and budget data. This page highlights 54 lessons, taking 4 hours 24 minutes in all.

Can a pharmacy team track stock expiry dates in Excel?

Yes. Provided your table holds an expiry date for each line, The Complete Excel Course with AI Integration explains how to calculate days remaining using TODAY and date arithmetic. You can categorise lines into bands like expired or due shortly using IFS, pull the most urgent items into a separate list with FILTER and SORT, and apply highlight rules to colour them. The list updates daily as TODAY moves forward.

Can pharmacists analyse monthly dispensing volumes in Excel?

Yes. Once you load your dispensing export as a table, the PivotTable lessons in The Complete Excel Course with AI Integration give you what you need to sum items by drug group and month. You can group dates by quarter or month, insert a PivotChart to view trends, use slicers to filter by site, and simply refresh the data for the next export. The lessons use sales orders, which share the same structure as a dispensing export.

Is it possible for a pharmacy manager to monitor medicines spending against a budget?

Yes. You place your monthly actual spend in one table and the drug group budget in another. The FinanceGuard project in The Complete Excel Course with AI Integration demonstrates how to construct this model using dynamic arrays and SUMIFS. It calculates percentage and amount variances, applies a custom number format to colour overspends, and provides a dashboard with group and month slicers. The lessons use a company budget.

Does the course teach pharmacy practice or medicines regulation?

No. The Complete Excel Course with AI Integration focuses on Excel, not pharmacy practice, medicines regulation or dispensing systems. It does not cover the rules for controlled drug registers or patient data protection, and no lesson uses pharmacy or patient data. You must consult your employer or regulator to confirm if a register belongs in a spreadsheet. The spreadsheet skills taught simply support your work with dispensing figures, stock lists, spend, interventions and dashboards.

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