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The Complete Excel Course with AI Integration

Excel course for retail store managers

For store managers and assistant managers who keep the takings, targets and stock counts in Excel. The Complete Excel Course with AI Integration has no store data of its own; this page picks out the lessons a store's workbook uses, from the first formulas and colour rules to SUMIFS against target, PivotTables that compare stores and periods, and the MarketPulse project as a model for a weekly store dashboard.

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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:

  • Track takings against target by day and department with SUMIFS and IF, and colour the days that fall short with icon sets or highlight rules.
  • Work out shrinkage, labour cost and stock losses as a share of sales with percentage formulas and an absolute reference to the total.
  • Check a stock count against the expected figure with a difference column, IF to flag a gap and conditional formatting to colour it.
  • Compare stores, departments and weeks with PivotTables, slicers and PivotCharts, refreshed when the new week's sales are added.
  • Build a weekly store dashboard with KPI cards for sales, conversion and average basket, plus charts, slicers and a timeline.

Projects

What you will build.

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

  • 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.

    The first formulas a store sheet uses: totals and averages, colour rules for a day under target, and a summary by category with a chart.

  • 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.

    Stores, departments and weeks compared in one PivotTable, with slicers to pick a store and dates grouped so periods sit side by side.

  • 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 weekly store dashboard in the same build: KPI cards for sales, conversion and average basket, PivotCharts, slicers and a timeline.

  • Project 03

    Sales Goal Tracker

    Sales against target by day and department: SUMIFS for the totals, IF for hit or missed, IFS for a performance label and COUNTIFS for the days a department fell short.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 46 of them, 3 h 41 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 5 Your first Excel spreadsheet

Begin at Lesson 5 if you have opened Excel before but rarely write formulas: the path builds a store sheet from cells upwards. Never used Excel? Begin at Lesson 1. If SUM and percentages are easy, go to Lesson 28 for the target formulas, or to Lesson 105, where the dashboard project begins.

46 of 186 lessons · 3 h 41 min

01 Microsoft Excel fundamentals: building a foundation from scratch 9 of 13 lessons · 40 min Store sheets from the ground up: cells and data types, number and cell formats, adding and dividing in formulas, SUM, absolute references, percentages for a share of sales and fixes for common errors, then a workbook split into summary and data sheets. The lessons use a personal budget.
  1. 5 Start here Your first Excel spreadsheet Cells, rows, columns and data types in a budget 8 min
  2. 6 Number formatting in Excel Currency, date and percentage formats for a budget 5 min
  3. 7 Cell formatting in Excel AutoFit column width, the #### error and cell styles 6 min
  4. 8 Basic maths in Excel Add, subtract, multiply and divide with formulas 3 min
  5. 9 SUM and AutoSum in Excel Total income, expenses and savings with MAX 6 min
  6. 10 Relative vs absolute references in Excel Dollar signs and mixed references 3 min
  7. 11 Calculating percentages in Excel Each expense as a percentage of income 2 min
  8. 12 Common Excel errors and how to fix them DIV0, NAME, VALUE errors and IFERROR 4 min
  9. 13 Organising an Excel workbook Dashboard, transactions and notes sheets 2 min
02 Project: personal budget tracker 4 of 5 lessons · 22 min Totals and averages, colour rules that flag a day below target (highlight rules, data bars and icon sets), a summary by category and a pie chart, all on a budget tracker whose layout suits daily takings by department.
  1. 14 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
04 Essential formulas and functions (IF, SUMIF and more) 13 lessons · 1 h 17 min Sales against target: IF for hit or missed, nested IF and IFS for performance labels, AND and OR for two conditions at once, SUMIF and SUMIFS for takings by day and department, COUNTIFS for the days below target, and date functions for the week and month. The lessons use sales data.
  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 PivotTables that compare stores, departments and periods: build the table, group by date, add slicers and PivotCharts, style it and refresh it each week. The lessons use sales orders, much like a till export.
  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
11 MarketPulse campaign intelligence dashboard 10 lessons · 50 min MarketPulse, read as a store dashboard: clean the data, plan the measures, ratios guarded with IFERROR, PivotTables, KPI cards, charts, slicers and a timeline on one screen. The project tracks marketing campaigns; footfall, conversion and average basket are built the same way.
  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 helps retail store managers?

The Complete Excel Course with AI Integration from Coding Liquids covers the sheets a store runs on: takings against target with SUMIFS and IF, colour rules for a day that falls short, percentages for shrinkage and labour as a share of sales, PivotTables that compare stores and weeks, and a dashboard with KPI cards built in the MarketPulse project. It starts from your first spreadsheet. This page lists 46 lessons, 3 hours 41 minutes in all.

Can I track sales against target by day and department?

Yes. The Sales Goal Tracker in The Complete Excel Course with AI Integration uses the functions this report needs: SUMIFS to total each day and department, IF to mark hit or missed, IFS for a performance label and COUNTIFS for the days below target. Conditional formatting from the budget tracker lessons, such as icon sets and data bars, colours the gaps so they show at a glance.

Can I work out shrinkage and labour cost as a percentage of sales?

Yes, with the percentage lessons of The Complete Excel Course with AI Integration: divide the loss or the wage bill by the sales for the same period, hold the total in one cell with an absolute reference, and format the result as a percentage. SUMIFS gathers losses by department or reason, and a PivotTable shows which departments lose most. The lessons use a personal budget; the formulas carry over unchanged.

I am not confident with Excel. Can I still follow it?

Yes. This path in The Complete Excel Course with AI Integration begins with cells, number formats and your first formulas, then a budget tracker that teaches totals, averages and colour rules before any store report is built. Each later part builds on the one before, so by the PivotTables and the dashboard you have used every step they rely on. Managers already at ease with SUM can begin at the sales target formulas.

Does it cover till systems, rota software or loss prevention?

No. The Complete Excel Course with AI Integration teaches Excel, not store operations: point-of-sale and retail systems, rota software, visual merchandising, loss prevention and employment law are outside it, and no lesson uses store data. It covers the spreadsheets a manager keeps alongside those systems: the takings sheet, the target tracker, the shrinkage figures, the stock count check and the weekly dashboard.

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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