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The Complete Excel Course with AI Integration

Excel course for real estate agents

For real estate agents and negotiators using Excel for leads, listings and commission, this guide selects relevant lessons from The Complete Excel Course with AI Integration. The course contains no property data; what its lessons teach serves an agent's workbooks: cleaning lead lists, commission formulas, dynamic comparable-sales filters, sales by area with PivotTables, adapting TaskFlow for a listings pipeline and recording macros for weekly chores.

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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:

  • Organise leads and clients in an Excel Table, remove duplicate contacts, filter by area and sort by the next follow-up date.
  • Calculate commission and splits using a rate stored in a single cell, then apply nested IF or IFS for rates that increase beyond a threshold.
  • Use FILTER and SORTBY to bring together comparable sales matching a listing's area and size, and a PivotTable to average value per square metre for each area.
  • Follow listings, viewings and offers through their stages using drop-down lists, colour for follow-ups due and a count of days remaining until each date.
  • Turn recurring weekly chores into recorded macros that you can run with a button.

Projects

What you will build.

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

  • 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.

    Adapt the tracker to a listings sales pipeline, choosing stages from drop-down lists, colouring follow-ups when due and showing days remaining until a target date.

  • Excel VBA macro editor (FormatWizard): a macro that runs every validation check on a sheet and reports when it has finished.

    Project 11

    FormatWizard

    One click that checks a whole sheet for you.

    Use a button to run recorded steps for recurring weekly work, including tidying a fresh export or report that you would otherwise handle manually.

  • Project 02

    Dunder Michael Paper Company employee database

    Build the skills for a contact Table: separate names with Flash Fill, remove duplicate rows and filter contacts by status or area for a lead list.

  • Project 03

    Sales Goal Tracker

    Apply nested IF to commission tiers, SUMIFS to commission totals for each agent and month, and COUNTIFS to the viewings and offers attached to a listing.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 55 of them, 4 h 39 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 6 Number formatting in Excel

If you can enter data but have yet to use formulas, start with Lesson 6: formatting and arithmetic provide the starting point for commission calculations. New to Excel altogether? Start with Lesson 1. With a client list already organised as a clean Table, you can move to Lesson 28 for commission rules and follow-up dates, or begin the pipeline tracker at Lesson 79. Managing data in Excel, a whole section on this path, is free by email with its practice files; the form is on the course page.

Get the free section by email

55 of 186 lessons · 4 h 39 min

01 Microsoft Excel fundamentals: building a foundation from scratch 6 of 13 lessons · 25 min The personal budget lessons supply formulas you can also use on a commission sheet. Format amounts and percentages, multiply a sale by a rate stored in a single cell using an absolute reference, and calculate a split as a percentage of the fee.
  1. 6 Start here Number formatting in Excel Currency, date and percentage formats for a budget 5 min
  2. 7 Cell formatting in Excel AutoFit column width, the #### error and cell styles 6 min
  3. 8 Basic maths in Excel Add, subtract, multiply and divide with formulas 3 min
  4. 9 SUM and AutoSum in Excel Total income, expenses and savings with MAX 6 min
  5. 10 Relative vs absolute references in Excel Dollar signs and mixed references 3 min
  6. 11 Calculating percentages in Excel Each expense as a percentage of income 2 min
03 Managing data in Excel: sort, filter and tables (Dunder Michael Paper employee database) 9 lessons · 1 h 1 min Practise on an employee database, then apply the steps to a lead and client Table. Clean entries with TRIM and Find and Replace, remove duplicates and separate names with Flash Fill. Sort by follow-up date, filter by status or area, freeze the header and print the list for a day of calls.
  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 Use formulas to summarise fees and activity: SUMIF and SUMIFS for agent and monthly totals, COUNTIF and COUNTIFS for a listing's viewings and offers, and nested IF or IFS for commission tiers. Date functions, including TODAY, support follow-ups that are due.
  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
07 PivotTables and PivotCharts: data analysis made easy 10 lessons · 33 min A completed-sales list can be summarised using the approach taught with sales orders. Build PivotTables showing sales by area and month, group dates, and use Value Field Settings to average a value per square metre column. Slicers and PivotCharts accompany the summaries.
  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 3 of 12 lessons · 15 min Bring comparable sales together side by side: extract an area list with UNIQUE, select recent sales matching a listing's area and size with FILTER, then arrange the results by size or date using SORT and SORTBY.
  1. 75 UNIQUE function in Excel Extract a distinct list with dynamic arrays 6 min
  2. 76 FILTER function in Excel Dynamic array filtering with AND and OR criteria 5 min
  3. 77 SORT and SORTBY in Excel Sort data dynamically with formulas 4 min
09 Project: task automation with data validation and forms 9 lessons · 49 min TaskFlow's task columns also suit a listing progressing from viewing to offer. Adapt them into a listings pipeline with drop-down choices for stage and priority, highlighted follow-ups when due, a timeline, days remaining until each date and sheet protection.
  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
14 VBA and macros in Excel: FormatWizard 5 of 17 lessons · 19 min For recurring chores, learn to record steps as a macro, use relative references so it works on any row, attach it to a button and save a macro-enabled workbook. Continuing into the later VBA lessons is optional for this path.
  1. 136 Excel macros and VBA for beginners What macros are, the FormatWizard project 3 min
  2. 137 Record your first Excel macro Name, run and use absolute references 6 min
  3. 138 Relative references in Excel macros Make recorded macros dynamic 4 min
  4. 139 Developer Tab in Excel Run macros from a button and the quick access toolbar 4 min
  5. 140 Save macros in Excel Macro-enabled workbooks and the XLSM file format 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.

Which Excel course can real estate agents use for their work?

The Complete Excel Course with AI Integration from Coding Liquids covers skills that real estate agents can apply to their workbooks. These include removing duplicates from a lead Table, calculating commission and splits with absolute references and nested IF, selecting comparable sales with FILTER and SORTBY, adapting TaskFlow into a listings pipeline and recording macros for recurring chores. Employee and sales data provide the lesson examples; the steps also apply to leads and listings. This guide selects 55 lessons, with a total running time of 4 hours 39 minutes.

How can a real estate agent calculate commission and splits in Excel?

The formulas taught in The Complete Excel Course with AI Integration let you multiply a sale by a rate stored in a single cell, keeping that reference fixed with an absolute reference, and calculate an agent's share as a percentage. For rates that rise beyond a threshold, apply nested IF or IFS, following the approach used in the customer value tiers lesson. Use SUMIFS to add up fees by agent and month.

Can a real estate agent track leads and follow-up dates in Excel?

Yes. This path includes the whole of Managing data in Excel, free by email, which teaches the list skills: create an Excel Table, sort follow-ups by date, filter by status or area and use Remove Duplicates when a contact appears twice. In The Complete Excel Course with AI Integration, TODAY supports calculating the days since the last call, while TaskFlow's conditional formatting provides colour for follow-ups that are due.

How can Excel help a real estate agent select comparable sales?

You make the valuation judgement; Excel helps organise the evidence. The Complete Excel Course with AI Integration teaches FILTER to select recent sales within an area and size band, SORTBY to arrange them by date, and PivotTables to average a value per square metre column by area. The course does not teach valuation methods, mortgage calculations or real estate CRM software. Property data is not used in any lesson.

Does a real estate agent need VBA for recurring weekly chores?

This path ends with recorded macros, so VBA is not required. In The Complete Excel Course with AI Integration, you learn to record a sequence of steps, use relative references to apply it to any row, run it through a button and save a macro-enabled workbook. Tidying a weekly export often needs only a recorded macro. The subsequent VBA lessons are available if you later want to create a macro that checks a sheet for gaps.

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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