Start learning
My learning

The Complete Excel Course with AI Integration

Excel course for sales teams

For sales teams, sales managers and the people who prepare their numbers. Much of The Complete Excel Course with AI Integration runs on sales data: a goal tracker, an order-level sales report, a Power Query report built from a folder of files, a macro that checks a sales sheet and a flow that runs the weekly report. This page picks those sections out.

See the plans Watch free lessons

Taught by Sagnik Bhattacharya and Virginia Thorn

What you will be able to do

At work, you will be able to:

  • Track targets: label performance and flag high-value deals with IF, IFS, AND and OR, and total by several conditions at once with SUMIFS and COUNTIFS.
  • Answer a question such as how the West region did last quarter in seconds, with PivotTables, slicers and PivotCharts.
  • Turn a folder of monthly sales files into one report that refreshes itself, with Power Query.
  • Measure total sales, margin percent and percent of total with DAX measures in a Power Pivot data model.
  • Check a sales sheet for missing regions and for figures that are not numbers, with one VBA macro.
  • Hand the weekly report routine to a Power Automate Desktop flow.

Projects

What you will build.

The course has 14 projects. These five 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.

    The report a sales manager asks for: net sales by category, region and month, straight from the order data, filtered with slicers.

  • 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.

    A sales report that rebuilds itself: put next month's file in the folder and refresh.

  • 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.

    One click that checks a sales sheet before it is sent: missing regions, missing sales data and amounts that are not numbers.

  • Power Automate Desktop flow for Excel (AutoFlow): a loop that asks for approval, opens the workbook and writes the answer into the sheet.

    Project 13

    AutoFlow

    The weekly report routine, run by a flow instead of by you.

    The weekly report routine run by a flow: it opens the workbook, reads the rows, asks for approval and writes the result.

  • Project 03

    Sales Goal Tracker

    Targets against results: high-value deals flagged, performance labelled, and totals by any mix of conditions.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 85 of them, 7 h 6 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 28 Logical functions in Excel

Begin at Lesson 28 if you can already enter data and total a column. New to Excel? Begin at Lesson 1. If IF, SUMIFS and PivotTables are already familiar, go to Lesson 153, where the sales report that refreshes itself begins.

85 of 186 lessons · 7 h 6 min

04 Essential formulas and functions (IF, SUMIF and more) 13 lessons · 1 h 17 min The Sales Goal Tracker: IF and IFS to label sales performance, AND and OR to flag high-value deals, SUMIFS and COUNTIFS to total by any mix of conditions, and date functions.
  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
07 PivotTables and PivotCharts: data analysis made easy 10 lessons · 33 min SalesPlusPerformance: order-level sales data summarised with PivotTables by product category and by date, filtered with slicers, charted with PivotCharts and refreshed when new orders arrive.
  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
10 Boosting productivity with AI in Excel (Copilot, ChatGPT and Claude) 12 of 17 lessons · 1 h Copilot at work on a table of data: an executive summary, PivotTables and charts from a prompt, formula columns that you verify, a hunt for odd discounts and negative profit, and a checklist for checking the result.
  1. 88 AI in Excel What Copilot, ChatGPT and Claude can and cannot do 8 min
  2. 89 Prepare data for Copilot in Excel Tables, headers and clean structure 6 min
  3. 90 Copilot executive summary in Excel Summarise a dataset in seconds with AI 5 min
  4. 91 Copilot prompts for Excel Weak vs strong prompts and the PRO prompt pattern 5 min
  5. 92 PivotTables with Copilot Build an Excel PivotTable from a prompt 5 min
  6. 93 Charts with Copilot and ChatGPT Create and choose the right Excel chart 6 min
  7. 94 Conditional formatting with Copilot and ChatGPT Highlight problems in Excel 4 min
  8. 95 Excel formulas with AI Copilot and ChatGPT write formula columns you verify 6 min
  9. 96 Find outliers with Copilot in Excel Discounts, negative profit, suspect rows 7 min
  10. 97 Clean messy data with Copilot in Excel AI prompts plus Excel functions 4 min
  11. 98 Mini dashboard with Copilot in Excel KPIs, charts and slicers on one page 3 min
  12. 99 Check AI output in Excel A quick QA checklist for Copilot results 2 min
14 VBA and macros in Excel: FormatWizard 17 lessons · 1 h 16 min FormatWizard: a recorded macro, then VBA that walks down a sales sheet, flags missing regions and missing sales data, checks that each figure is a number, and highlights every problem.
  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
  6. 141 The VBA Editor in Excel Open it with Alt+F11 and learn the workspace 4 min
  7. 142 Working in the VBA editor Macro security, trust settings, switching to Excel 6 min
  8. 143 Your first VBA code Modules, worksheets, rows, columns and formatting 4 min
  9. 144 VBA variables and data types Sub vs function for Excel beginners 6 min
  10. 145 VBA functions in Excel Build GetLastUsedRow with find and exit function 5 min
  11. 146 Clear old flags with VBA Reset messages and fill colours with if statements 5 min
  12. 147 For Next loop in VBA Flag missing region values in Excel 4 min
  13. 148 VBA If Else and loops Check missing sales data and build a FlagText message 5 min
  14. 149 Highlight cells with VBA Interior.Color and RGB for missing data 5 min
  15. 150 IsNumeric in VBA Validate unit price and amount data types in Excel 7 min
  16. 151 Debugging VBA for beginners Debug.Print and the Immediate window 5 min
  17. 152 Complete Excel validation macro One VBA subroutine with an error handler 3 min
15 SalesFusion: advanced data tools and a Power Query modelling system 21 lessons · 2 h 7 min SalesFusion: Power Query cleans and combines every sales file in a folder, a Power Pivot data model relates the tables, DAX measures give total sales and margin percent, and the dashboard refreshes in one click.
  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
  17. 169 Power Pivot Data Model in Excel Relationships and Diagram View 6 min
  18. 170 DAX measures in Power Pivot Total sales, margin percent and percent of total 10 min
  19. 171 PivotTable report from the Data Model Format the SalesFusion report in Excel 5 min
  20. 172 Interactive Excel dashboard Data model PivotTables, slicers and styling 10 min
  21. 173 Unpivot columns in Power Query Turn wide month columns into a long table 8 min
16 Power Automate: weekly sales report automation 12 lessons · 53 min AutoFlow: Power Automate Desktop opens Excel, reads the rows, loops through them, asks for approval and writes the answer back, started from a desktop shortcut or a link.
  1. 174 Power Automate Desktop for Excel Set up AutoFlow and your first automation 3 min
  2. 175 Your first Power Automate flow Flows, triggers, actions and Display message 3 min
  3. 176 Connect Excel to Power Automate Launch Excel and the Excel instance variable 3 min
  4. 177 Copilot Vision with Power Automate AI-guided help while you build a flow 2 min
  5. 178 Read data from Excel with Power Automate Read from worksheet and close Excel 4 min
  6. 179 Power Automate templates Search and replace Excel values template walkthrough 7 min
  7. 180 Run Power Automate flows From a desktop shortcut and a run URL 3 min
  8. 181 Power Automate Desktop recorder Record desktop and browser actions into a flow 4 min
  9. 182 Action properties in Power Automate UI elements, variables and wait settings 4 min
  10. 183 Approval flow in Power Automate Desktop If conditions and message box buttons 9 min
  11. 184 Loops in Power Automate Desktop Loop and For each actions for Excel rows 5 min
  12. 185 Power Automate Ninja Challenge Flag onboarded rows with loop, read, if, write 5 min

Questions

Asked before starting.

Is there an Excel course for sales teams and sales managers?

Yes. Much of The Complete Excel Course with AI Integration from Coding Liquids runs on sales data: targets in the Sales Goal Tracker, order-level reports in SalesPlusPerformance, a report that rebuilds itself in SalesFusion, a sheet check in FormatWizard and the weekly routine in AutoFlow. The 85 lessons picked out here come to 7 hours 6 minutes of the course's 16 hours.

Can I build sales reports and dashboards in Excel after this course?

Yes. In The Complete Excel Course with AI Integration you build SalesPlusPerformance, a PivotTable report of net sales by category, region and month with slicers and a PivotChart, and SalesFusion, a dashboard on a Power Pivot data model with DAX measures for total sales, margin percent and percent of total.

Can it help me automate a weekly sales report?

Yes, in ways The Complete Excel Course with AI Integration teaches one at a time. Power Query rebuilds the report from a folder of files when you press Refresh. A VBA macro checks the sheet for missing or wrong entries in one click. Power Automate Desktop runs the routine for you: it opens Excel, reads the rows and writes results back.

Does it cover CRM software or sales forecasting?

No. The Complete Excel Course with AI Integration works on data once it is in Excel, so any system that exports a spreadsheet or a CSV file fits. It does not teach a CRM tool, and it has no lessons on forecasting methods.

Do I need Windows for the sales sections?

Excel on Windows or Mac covers most of The Complete Excel Course with AI Integration. The Power Pivot lessons of SalesFusion and the Power Automate section need Windows.

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

By level and topic