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The Complete Excel Course with AI Integration

Excel course for procurement and purchasing officers

For procurement and purchasing officers who analyse spend, compare quotes and chase open orders in Excel. The Complete Excel Course with AI Integration has no purchasing dataset of its own, so this page picks out the lessons whose steps carry straight over: conditional totals and PivotTables for spend, lookups against a supplier list, the TaskFlow tracker for orders with a promised date, and Power Query for the exports an ERP system produces.

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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:

  • Total spend by supplier, category and month with SUMIFS, and answer the same questions from a whole purchase export with PivotTables, date grouping and slicers.
  • Look up each line's agreed rate and lead time from a supplier list with XLOOKUP or INDEX and MATCH, flag a line that differs with IF, and handle a missing code with IFERROR.
  • Keep open purchase orders in a tracker with status drop-downs, late orders in colour and the working days to each promised date counted with NETWORKDAYS.
  • Show with a Pareto chart how few suppliers make up most of the spend.
  • Clean and combine ERP purchase exports with Power Query: merge supplier names in with a left join, append one year to the next, load a folder of monthly files and unpivot a report laid out with a column per month.
  • Put quotes in order of total cost with SORT and SORTBY, and pull a list of the suppliers used in a period with UNIQUE and FILTER.

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.

    Spend questions follow the same steps: rows by supplier, columns by month, a slicer for category. The course's orders are sales; a purchase export takes the same PivotTable.

  • 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 open purchase orders as well: a status for each, late deliveries in colour, and the working days left to each promised date.

  • 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.

    Monthly purchase exports cleaned and joined by Power Query rather than by copy and paste, and refreshed when the next file goes into the folder.

  • Project 03

    Sales Goal Tracker

    SUMIFS and COUNTIFS that total and count by supplier and category at once, and IFS labels that turn a score into a supplier rating.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 71 of them, 6 h 13 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 19 Excel tables

Begin at Lesson 19 if you can enter data and write a simple formula: a tidy supplier list comes first. New to Excel? Begin at Lesson 1; the opening sections teach the basics on a personal budget. If SUMIFS and PivotTables are already part of your week, go to Lesson 67 for the lookups or Lesson 153 for Power Query.

71 of 186 lessons · 6 h 13 min

03 Managing data in Excel: sort, filter and tables (Dunder Michael Paper employee database) 5 of 9 lessons · 44 min A supplier list kept tidy: Excel Tables, sorting, filtering, stray spaces cleared with TRIM and Find and Replace, and the supplier entered twice removed. The lessons use an employee list; a supplier list is cleaned the same way.
  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
04 Essential formulas and functions (IF, SUMIF and more) 13 lessons · 1 h 17 min The formulas behind spend and supplier checks: IF, IFS, AND and OR to label lines and band suppliers into ratings, SUMIF, SUMIFS and COUNTIFS to total spend by supplier and category, and date arithmetic for lead times. The lessons work on sales figures; spend lines take the same formulas.
  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 1 of 9 lessons · 5 min The Pareto chart, with the funnel and waterfall: it sorts categories by size and adds a running total line, so it shows how few suppliers carry most of the spend.
  1. 55 Funnel, Pareto and waterfall charts in Excel Modern charts for business data 5 min
07 PivotTables and PivotCharts: data analysis made easy 10 lessons · 33 min PivotTables on order-level data: totals by category and month, grouping by date, slicers, PivotCharts and Refresh All. The lessons use sales orders; a purchase order export answers spend questions 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
08 Advanced Excel functions: lookups, text and arrays 12 lessons · 54 min Lookups against a reference list (VLOOKUP, XLOOKUP, INDEX and MATCH, with IFERROR for a code that is missing), LEFT, RIGHT and MID to split a part code, NETWORKDAYS for working days, and UNIQUE, FILTER, SORT and SORTBY for lists that sort and filter themselves.
  1. 67 Lookup functions in Excel The PeopleInsight HR dataset and why lookups matter 2 min
  2. 68 VLOOKUP in Excel Find employee data across sheets with exact match 4 min
  3. 69 XLOOKUP in Excel Exact match, if not found and two-way lookup 6 min
  4. 70 IFERROR in Excel Handle lookup errors in VLOOKUP and XLOOKUP formulas 3 min
  5. 71 INDEX and MATCH in Excel A flexible alternative to VLOOKUP 6 min
  6. 72 CONCAT and TEXTJOIN in Excel Combine employee names and text with a delimiter 3 min
  7. 73 LEFT, RIGHT and MID in Excel Extract parts of a text code like DAL-SAL-0001 7 min
  8. 74 TODAY, EOMONTH and NETWORKDAYS in Excel Date calculations for HR data 5 min
  9. 75 UNIQUE function in Excel Extract a distinct list with dynamic arrays 6 min
  10. 76 FILTER function in Excel Dynamic array filtering with AND and OR criteria 5 min
  11. 77 SORT and SORTBY in Excel Sort data dynamically with formulas 4 min
  12. 78 Excel Ninja Challenge XLOOKUP, totals and text concatenation lookup challenge 3 min
09 Project: task automation with data validation and forms 9 lessons · 49 min TaskFlow: status and priority drop-downs, overdue rows highlighted, days left counted with NETWORKDAYS and TODAY, and a protected sheet. It is built for tasks; open purchase orders with promised dates fit it.
  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
10 Boosting productivity with AI in Excel (Copilot, ChatGPT and Claude) 4 of 17 lessons · 16 min Copilot looks for odd discounts and suspect rows, cleans messy data with prompts and Excel functions and builds a mini dashboard, and a short checklist says what to verify before an AI result is used. In a purchase export the odd rows are the ones worth a second look.
  1. 96 Find outliers with Copilot in Excel Discounts, negative profit, suspect rows 7 min
  2. 97 Clean messy data with Copilot in Excel AI prompts plus Excel functions 4 min
  3. 98 Mini dashboard with Copilot in Excel KPIs, charts and slicers on one page 3 min
  4. 99 Check AI output in Excel A quick QA checklist for Copilot results 2 min
15 SalesFusion: advanced data tools and a Power Query modelling system 16 of 21 lessons · 1 h 28 min Power Query for ERP exports: import a CSV, clean columns and text, fix data types, add month fields, merge in names with a left join, append one year to the next and combine a folder of files into one table.
  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
  14. 166 From Folder in Power Query Combine every sales file in a folder automatically 9 min
  15. 167 From Folder automation in Power Query Profit metrics and fiscal year columns 7 min
  16. 168 Build a sales fact table in Power Query Merge lookups and append history 6 min
15 SalesFusion: advanced data tools and a Power Query modelling system 1 of 21 lessons · 8 min Unpivot: a spend report with a column per month becomes one long table that PivotTables and SUMIFS can read.
  1. 173 Unpivot columns in Power Query Turn wide month columns into a long table 8 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 procurement and purchasing officers?

Yes. The Complete Excel Course with AI Integration from Coding Liquids teaches the Excel behind purchasing work, though its data sets are sales orders, employee records and budgets rather than purchase orders: SUMIFS and PivotTables for spend by supplier and category, XLOOKUP against a supplier list, the TaskFlow tracker for open orders and Power Query for ERP exports. This page lists 71 lessons, 6 hours 13 minutes of the course's 16 hours.

Can I build a spend analysis by supplier and category?

Yes, with tools The Complete Excel Course with AI Integration teaches on sales orders. SUMIFS totals spend for any mix of supplier, category and month; a PivotTable does the same from the whole export, grouped by month and filtered with slicers; and a Pareto chart shows how few suppliers make up most of the spend. Only the column names change.

How do I keep track of purchase orders and late deliveries?

The TaskFlow section of The Complete Excel Course with AI Integration builds the tracker: drop-down lists hold the status column to a fixed set of values, conditional formatting colours rows past their date, NETWORKDAYS and TODAY count the working days left, and a protected sheet stops formulas being typed over. It is built for tasks; an order with a promised delivery date fits it.

Can I compare supplier quotes with what the course teaches?

The pieces are in The Complete Excel Course with AI Integration, though it has no quote comparison template. IF compares two figures, SORT and SORTBY list quotes from the lowest total up, XLOOKUP returns a supplier's agreed rate for a check against the quote, and conditional formatting colours what stands out. You put these together on your own quotes.

Does it cover tendering, contract law or SAP purchasing?

No. The Complete Excel Course with AI Integration teaches Excel, not procurement. Tendering procedure, procurement law and the purchasing modules of ERP systems such as SAP MM are not covered, and neither is optimisation with Solver. It covers the work on the data once a purchasing system exports it to Excel or to a CSV file.

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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