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The Complete Excel Course with AI Integration

Excel course for regulatory affairs specialists

For regulatory affairs specialists managing product registers, submission trackers and pipeline reports in spreadsheets. While The Complete Excel Course with AI Integration contains no regulatory records, this guide highlights the lessons that apply to those workbooks: Excel Tables for registers, logical and text functions for codes and labelling, funnel charts and PivotTables, lookup formulas, the TaskFlow task tracker for submissions, and the MarketPulse dashboard for pipeline reporting.

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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:

  • Maintain product registers of products, countries, licence numbers and expiry dates as Excel Tables, with sorting and filtering by market.
  • Search for product data across different registers using XLOOKUP and a two-way lookup by country and product, catching gaps with IFERROR.
  • Generate lists of registrations requiring renewal in the upcoming year using the TODAY, FILTER and SORT functions.
  • Monitor variations and submissions by status and country using drop-down lists, a Gantt-style timeline and colour formatting for late filings.
  • Record labelling changes using drop-down lists for status, alongside text functions to join, locate and replace specific wording.
  • Build a one-screen dashboard to report the regulatory pipeline by country and stage, applying a funnel chart and PivotTables.

Projects

What you will build.

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

  • 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.

    These lookup techniques transfer directly to product registers: use XLOOKUP to find data by product code, run a two-way lookup for country and product, and apply FILTER to show registrations expiring within the year.

  • 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.

    Designed for project tasks, it acts as a template for a submissions and variations tracker: log each filing by target date, status and country, highlight delays in colour, and map a Gantt-style timeline.

  • 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.

    A useful blueprint for a regulatory pipeline dashboard: organise PivotTables by country and stage, add a timeline and slicers, and set up KPI cards to monitor pending filings and approvals.

  • Project 02

    Dunder Michael Paper Company employee database

    A model for a product register: apply Excel Tables to compile products, licence numbers and countries, then filter by market, sort by expiry, and remove duplicate rows and stray spaces.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 65 of them, 5 h 30 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 19 Excel tables

If you already use simple formulas and enter data, begin at Lesson 19: a reliable register begins as a well-kept Table. That section, Managing data in Excel, is free by email with its practice files. Completely new to Excel? Begin at Lesson 1. If your registers are already clean, jump to Lesson 67 for renewal lists and lookups, or proceed to Lesson 79 to see TaskFlow, the model for a submissions tracker.

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65 of 186 lessons · 5 h 30 min

03 Managing data in Excel: sort, filter and tables (Dunder Michael Paper employee database) 9 lessons · 1 h 1 min Set up registers as Excel Tables: combine products, countries, expiry dates and licence numbers into one list, sort by expiry, filter by market, freeze headers, and print neatly. Apply TRIM and Find and Replace to clean entries, remove duplicate rows, and split codes with Text to Columns. The lessons use an employee database.
  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
  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) 7 of 13 lessons · 44 min Apply AND and OR to find a registration expiring soon with no renewal filed, calculate days to expiry with date arithmetic, and identify missing dates using COUNT and COUNTA. Use COUNTIF, COUNTIFS, SUMIF and SUMIFS to calculate totals by market and submissions by status and country.
  1. 33 AND and OR with IF in Excel Flag high-value deals with multiple conditions 8 min
  2. 34 SUM, COUNT and COUNTA in Excel SUM with FILTER and counting numbers with COUNT 7 min
  3. 35 SUM, COUNT and COUNTA in Excel COUNTA, unique counts and completeness checks 4 min
  4. 36 SUMIF and COUNTIF in Excel Conditional sum and count with one criterion 8 min
  5. 37 SUMIFS and COUNTIFS in Excel Sum and count with multiple criteria 7 min
  6. 38 The Excel function library Insert Function dialog and Formula AutoComplete 5 min
  7. 39 Date and time functions in Excel TODAY, NOW, MONTH and date arithmetic 6 min
05 Text functions and data validation (enhancing data quality) 7 lessons · 35 min Manage text for labelling and codes: build lines of text or codes with CONCAT and TEXTJOIN, tidy entries with PROPER and TRIM, and check or change phrases in a labelling change log using FIND, SEARCH and SUBSTITUTE. Add drop-down lists for status, apply Text to Columns, and complete a clean-up challenge.
  1. 41 CONCAT, the & operator and TEXTJOIN in Excel Combine text from multiple cells 6 min
  2. 42 TRIM, UPPER, LOWER and PROPER in Excel Clean messy text and fix capitalisation 6 min
  3. 43 FIND, SEARCH and SUBSTITUTE in Excel Locate and replace text with formulas 5 min
  4. 44 Text to Columns wizard in Excel Split a column by a comma delimiter 4 min
  5. 45 Data validation in Excel Create drop-down lists for consistent data entry 4 min
  6. 46 Ninja Challenge: problem Clean messy data with text functions and validation 4 min
  7. 47 Ninja Challenge: solution PROPER, Text to Columns and drop-down lists 7 min
06 Data visualisation: charts and graphs 1 of 9 lessons · 5 min Map the pipeline with a funnel chart to see how many filings remain at each stage from planned to approved. The Pareto and waterfall charts are taught in the same lesson.
  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 Analyse the pipeline by product, stage and country using PivotTables: group dates, add slicers and PivotCharts, and refresh data when the tracker updates. The lessons use sales orders, but a submissions list summarises 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 Search across registers with lookup functions: apply VLOOKUP, INDEX and MATCH, and XLOOKUP for a two-way lookup by product and country. Handle products missing from a register with IFERROR, extract product codes using LEFT, MID and RIGHT, calculate expiry months with TODAY and EOMONTH, and list registrations due for renewal with UNIQUE, SORT and FILTER. The lessons use HR data.
  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 Adapt TaskFlow as a tracker for variations and submissions: select priority and status from drop-downs for each filing, highlight late items, map working days to target dates, build a Gantt-style timeline, and apply sheet protection. The project tracks tasks, while a filing 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
11 MarketPulse campaign intelligence dashboard 10 lessons · 50 min Use MarketPulse as a template for a pipeline dashboard: clean the source data, plan the measures, and arrange PivotTables, charts, slicers, a timeline, and KPI cards for pending filings and approvals on one screen. The project tracks marketing campaigns, and filings take the same build.
  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

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 is right for regulatory affairs specialists?

The Complete Excel Course with AI Integration from Coding Liquids supports the trackers and registers that regulatory work depends on: maintain product registers as Excel Tables, perform lookups with XLOOKUP, list renewals with FILTER and TODAY, build a submissions tracker based on TaskFlow, manage labelling changes with text functions, and report on the pipeline using a funnel chart and PivotTables. The course uses no regulatory data. This page outlines 65 lessons, taking 5 hours 30 minutes in total.

Can a regulatory affairs specialist track registration expiry dates by country?

Yes. By keeping one row for each product and country with an expiry date, The Complete Excel Course with AI Integration provides the tools for the rest: use date arithmetic and TODAY for remaining days, EOMONTH for the expiry month, SORT and FILTER for registrations expiring in the upcoming year, and IF combined with AND to highlight a nearing expiry with no renewal filed. Creating the list as an Excel Table is covered in Managing data in Excel, which is free by email.

Can a regulatory affairs specialist look up product data across several registers?

Yes. Following what The Complete Excel Course with AI Integration teaches, MATCH and INDEX or XLOOKUP can pull a value from another sheet using a product code. You can use a two-way lookup to locate the cell where a country column intersects a product row, while IFERROR displays a clear note if a product is missing from a register. FILTER retrieves all registrations for a single product, and UNIQUE generates a list of markets within a register.

Can a regulatory affairs specialist report the regulatory pipeline to management?

Yes. PivotTables as The Complete Excel Course with AI Integration teaches them can count filings by product, country and stage, using slicers to filter by market. A funnel chart displays the quantity of filings at each stage, while the MarketPulse project illustrates how to arrange timeline features, slicers, PivotCharts and KPI cards on a single screen. MarketPulse is based on marketing campaigns, but approvals and filings use the same build.

Does the course teach regulatory requirements or eCTD to regulatory affairs specialists?

No. The Complete Excel Course with AI Integration focuses on Excel, not regulatory affairs. It does not cover market requirements, regulatory information management systems, or submission formats like eCTD. No lesson involves patient, clinical or regulatory data, nor the rules protecting such information. Instead, the skills taught support the spreadsheets used alongside those systems, such as the pipeline report, labelling change log, submissions tracker, expiry list and registers.

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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