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The Complete Excel Course with AI Integration

Excel course for sales coordinators

The Complete Excel Course with AI Integration uses sales data in many lessons, which suits sales administrators and coordinators who handle quotations, log orders and compile the sales MIS in Excel. This page highlights the lessons a sales office requires for building rate lookups, applying discount tiers, tracking orders and delivery dates, summarising by salesperson with PivotTables, setting up drop-down lists, cleaning product and customer lists, and handing the weekly routine to Power Automate Desktop.

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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:

  • Build quotation templates that fetch rates from a rate list using XLOOKUP and apply customer or value discounts through IFS.
  • Monitor delivery dates, back orders and open items using status drop-downs, conditional formatting in colour for late orders, and NETWORKDAYS for remaining working days.
  • Log quotation outcomes from a drop-down list and calculate pending, lost and won totals for each salesperson using COUNTIFS.
  • Create the monthly sales MIS to report on collections, invoicing and orders by salesperson using PivotTables and SUMIFS.
  • Ensure product and customer lists remain clean by applying PROPER, TRIM, Remove Duplicates and Excel Tables.
  • Transfer the weekly reporting tasks to a Power Automate Desktop flow that interacts with the workbook to read, verify and write data.

Projects

What you will build.

The course has 14 projects. These five 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.

    This project adapts to an open order tracker, assigning status and delivery dates to each row, colouring overdue items, and calculating the remaining working days.

  • 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.

    A desktop automation routine that opens a sales workbook, loops through individual rows to verify data, and writes the results back to the sheet.

  • 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.

    Applied to quotations, this teaches how a product code retrieves the correct rate from a rate list, while also flagging any missing codes.

  • 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 same technique builds a sales MIS directly from your raw order logs, extracting invoiced values and total orders by month or salesperson, complete with regional slicers.

  • Project 03

    Sales Goal Tracker

    The same conditional formulas, like COUNTIFS, SUMIFS and IFS, serve a sales office to calculate salesperson totals for orders and quotations, as well as applying discount tiers based on specific criteria.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 58 of them, 4 h 53 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 19 Excel tables

If you know how to write a basic formula and enter data, start with Lesson 19 to focus on cleaning product and customer lists. Complete beginners should open Lesson 1. Those already confident with XLOOKUP, SUMIFS and IFS can skip to Lesson 79 to build an order tracker on the TaskFlow model, or jump to Lesson 174 to learn Power Automate Desktop.

58 of 186 lessons · 4 h 53 min

03 Managing data in Excel: sort, filter and tables (Dunder Michael Paper employee database) 5 of 9 lessons · 44 min Organise product and customer records using Excel Tables, applying filters, sorts, Find and Replace, and TRIM to clean the text, and removing duplicate rows. 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
04 Essential formulas and functions (IF, SUMIF and more) 10 of 13 lessons · 59 min Evaluate sales data with logical formulas such as IF, nested IF, IFS, AND and OR to assign labels and discount tiers, followed by COUNTIFS and SUMIFS to aggregate quotations, invoicing and orders per salesperson. 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
05 Text functions and data validation (enhancing data quality) 7 lessons · 35 min Restrict order statuses and quotation outcomes using drop-down lists, and fix messy references, codes or names using text functions, concluding with a data cleaning 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
07 PivotTables and PivotCharts: data analysis made easy 10 lessons · 33 min Generate a sales MIS from order data using PivotTables, displaying invoiced values and total orders by customer and salesperson, while applying date grouping, PivotCharts and slicers. The lessons use sales orders.
  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 5 of 12 lessons · 21 min Retrieve a product's rate using XLOOKUP, VLOOKUP or INDEX and MATCH based on a specific code, while handling missing entries with IFERROR. The lessons look up employee 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
09 Project: task automation with data validation and forms 9 lessons · 49 min Build an order tracker based on TaskFlow, featuring priority drop-downs, colour alerts for late items, sheet protection, a visual timeline, and deadline tracking using TODAY and NETWORKDAYS.
  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
16 Power Automate: weekly sales report automation 12 lessons · 53 min Construct AutoFlow using Power Automate Desktop to launch Excel, read and loop through rows, request approval and write data back. This tool requires Excel for Windows and runs via links or shortcuts.
  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

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.

Is there an Excel course for sales coordinators?

Yes. The Complete Excel Course with AI Integration from Coding Liquids covers the Excel tools a sales coordinator relies on. With them you can clean product and customer lists, set up a Power Automate Desktop flow for weekly routines, build an order tracker that highlights late deliveries in colour, generate the sales MIS using PivotTables and SUMIFS, and create quotation templates with XLOOKUP and IFS. The 58 lessons shown here require 4 hours 53 minutes.

As a sales administrator, can I prepare quotations from a rate list with XLOOKUP?

Yes. With the lookups The Complete Excel Course with AI Integration teaches, INDEX and MATCH or XLOOKUP can pull the correct rate for a product code from a rate list. You can flag missing codes using IFERROR, determine customer tier discounts via IFS or nested IF, and multiply the values to find the final line amount. The same logic applies to a quotation sheet and the HR or sales data used in the lessons.

How can a sales support executive track open orders and delivery dates?

A sales support executive can structure an order log using the TaskFlow model taught in The Complete Excel Course with AI Integration. This involves protecting the sheet, adding drop-down lists for status updates, calculating working days remaining with NETWORKDAYS and TODAY, and applying conditional formatting to flag overdue items. You can then tally back orders and open items by salesperson with COUNTIFS.

Will a sales coordinator learn to use SAP, Tally or a CRM?

No, The Complete Excel Course with AI Integration focuses on Excel. It does not cover CRM software or ERP systems like Tally and SAP. Instead, what it teaches serves the Excel work sales administrators manage alongside those systems, such as building the sales MIS, formatting clean customer lists, maintaining order trackers, running the weekly report, and preparing quotations.

Can Power Automate take over the weekly sales report for a sales coordinator?

It can handle parts of the process. The Complete Excel Course with AI Integration includes AutoFlow lessons showing how to construct Power Automate Desktop flows that open Excel, loop through specific rows to read data, prompt you for approval using message box buttons, and write the final results back to the sheet. Because Power Automate Desktop operates on Windows, this automation requires Excel for Windows, running via a link or desktop shortcut.

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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