Start learning
My learning

The Complete Excel Course with AI Integration

Excel course for risk managers

Keeping a risk register, monitoring indicators and preparing Excel reports for a committee are routine tasks for risk managers and risk analysts. This guide selects the relevant teaching from The Complete Excel Course with AI Integration: a register tracker, formulas for score-based ratings, heat maps through conditional formatting, trend charts and sparklines, incident and loss PivotTables, and a one-page dashboard.

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:

  • Maintain owners, controls and statuses in a risk register using drop-down choices, and protect the scoring formulas from being overwritten.
  • Calculate a risk score by multiplying likelihood by impact, then assign its rating using IFS.
  • Display risk ratings with icon sets and create a score heat map using conditional formatting highlight rules.
  • Use IF, AND and OR to check key risk indicators against thresholds, with sparklines showing how they change.
  • Record incidents and losses in a table, then use SUMIFS and PivotTables to total them by month and category.
  • Prepare a one-page risk committee dashboard combining charts and KPI cards with slicers and a timeline.

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.

    Apply the tracker to a risk register with locked scoring cells, rating icons and coloured overdue actions. Drop-down choices record the status and priority of each risk.

  • 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.

    Use the campaign-data project as a model for a one-page committee pack. PivotTables and charts support the headline KPI cards, while slicers and a timeline let readers select an area or period.

  • Nine Excel chart types from the Marketing Engagement Dashboard: combo, bar, funnel, Pareto, waterfall, histogram, box and whisker, sunburst and treemap.

    Project 04

    Marketing Engagement Dashboard

    Nine charts, each picked for the question it answers.

    Practise risk-report visuals using marketing data: a Pareto chart for losses grouped by cause, line charts for key indicators over time, and sparklines to place in the register.

  • Project 03

    Sales Goal Tracker

    Practise IF, IFS, AND and OR with sales targets, then apply those functions to risk work: assign a rating from a likelihood and impact score and flag an indicator beyond its threshold.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 52 of them, 4 h 16 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 28 Logical functions in Excel

If you can enter data and total a column, start with Lesson 28, since IF is the starting point for ratings. For the heat map, Lesson 15 appears earlier and works as a standalone lesson. Beginners should start at Lesson 1. If you already know IF formulas and PivotTables, head to Lesson 79 to work on the register or Lesson 105 for the committee dashboard.

52 of 186 lessons · 4 h 16 min

02 Project: personal budget tracker 1 of 5 lessons · 3 min The personal budget exercise introduces highlight rules, data bars and icon sets, giving you the conditional formatting techniques used to make a heat map of risk scores.
  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 Use TODAY and date arithmetic for review dates, and SUMIFS and COUNTIFS to summarise losses and count open risks by category. IF, nested IF and IFS convert scores to ratings, while AND and OR check indicators against two limits.
  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
06 Data visualisation: charts and graphs 9 lessons · 45 min Marketing data provides the practice for choosing and formatting charts to answer risk-report questions. The teaching covers column, line and combo charts, sparklines for indicator trends, and Pareto charts to break down losses by cause.
  1. 48 Choosing the right Excel chart Column, line, pie, combo and modern chart types 4 min
  2. 49 Column charts in Excel Insert, format and label a column chart 5 min
  3. 50 Line charts in Excel Show trends over time with a line chart 4 min
  4. 51 Pie charts in Excel Show proportions and parts of a whole 4 min
  5. 52 Combo charts in Excel Column and line chart with a secondary axis 4 min
  6. 53 Formatting charts in Excel Titles, data labels, colours and chart styles 7 min
  7. 54 Sparklines in Excel Line, column and win-loss mini charts in cells 5 min
  8. 55 Funnel, Pareto and waterfall charts in Excel Modern charts for business data 5 min
  9. 56 Histogram, box and whisker, treemap and sunburst Advanced Excel chart types 6 min
07 PivotTables and PivotCharts: data analysis made easy 10 lessons · 33 min Work with sales orders to learn PivotTables, PivotCharts and slicers, then apply those techniques to incidents and losses grouped by business area, category or month.
  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
09 Project: task automation with data validation and forms 9 lessons · 49 min Adapt TaskFlow to register work with a protected sheet, status and priority drop-downs, and overdue-action highlights. A Gantt-style timeline, data bars and icon sets provide visual cues, while NETWORKDAYS and TODAY calculate the days remaining before a review.
  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 Build the one-page MarketPulse dashboard using marketing campaign data. Clean and check the data, plan KPIs with ChatGPT and Copilot, and bring together PivotTables, ratio formulas using IFERROR, charts, a timeline, KPI cards and slicers before polishing the presentation.
  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 can risk managers use for registers and reporting?

The Complete Excel Course with AI Integration from Coding Liquids teaches the Excel skills used to maintain a risk register and report from it. These include conditional formatting for a heat map, IFS ratings based on likelihood and impact, IF, AND and OR for indicator thresholds, PivotTables for loss totals, and a one-page committee dashboard. This guide selects 52 lessons, taking 4 hours 16 minutes out of the course's 16 hours.

Will risk managers learn ISO 31000, COSO or Monte Carlo simulation in this course?

No. Risk management frameworks such as ISO 31000 and COSO, quantitative risk models and Monte Carlo simulation are outside The Complete Excel Course with AI Integration. It teaches Excel skills for register maintenance and reporting, including scores, ratings, heat maps, indicator tracking and dashboards.

Can a risk manager use the course to create a risk heat map in Excel?

Yes. The Complete Excel Course with AI Integration teaches conditional formatting through a personal budget and a task tracker. Apply its highlight rules to colour likelihood and impact scores in bands, with icon sets displaying the adjacent ratings. Those rules also work for a likelihood by impact grid.

How can risk managers monitor key risk indicators against thresholds?

Use the techniques in The Complete Excel Course with AI Integration to flag a breached limit with IF combined with AND and OR. Show the status in green, amber or red through icon sets, display each indicator's trend within a cell using sparklines, and present the results to the committee through a dashboard with KPI cards and slicers.

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