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The Complete Excel Course with AI Integration

Excel course for supply chain analysts

Supply chain analysts preparing weekly figures from ERP extracts can use this guide to find relevant work in The Complete Excel Course with AI Integration. The guide covers combining extracts through Power Query and Power Pivot, the formulas behind on-time and fill-rate figures, charts for spread and concentration, PivotTable KPI dashboards and a desktop flow for repeated work. The examples use sales data; the methods transfer to supply chain 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:

  • Create the reporting model from order, receipt and stock extracts: join them with Power Query, build relationships in Power Pivot and use DAX measures for the pack's figures.
  • Calculate each order's lead time using date arithmetic and NETWORKDAYS, then compare variation across suppliers with a histogram or box and whisker chart.
  • Use IF, AND and COUNTIFS to count lines delivered on time and in full, and calculate fill rate by comparing delivered and ordered quantities with SUMIFS.
  • Identify the few items carrying most of the volume by ranking items by value in a Pareto chart, and add a supplier trend within each cell using sparklines.
  • Produce a weekly KPI dashboard with PivotTables and slicers, refresh it from the data model and pass its recurring steps to a Power Automate Desktop flow.

Projects

What you will build.

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

  • 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.

    Give the weekly pack a model built from extracts: clean and join them in Power Query, connect them in Power Pivot and calculate DAX measures, with a click to refresh.

  • 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.

    Match the KPI pack's figures to suitable charts: columns for comparisons, lines for trends, Pareto for concentration and box and whisker for spread.

  • 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.

    Summarise line-level volumes by month, supplier and lane, then use slicers to explore the questions raised during the weekly review.

  • 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.

    Delegate recurring weekly workbook steps to a flow: opening the file, reading its rows and writing the findings back.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 71 of them, 5 h 55 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 33 AND and OR with IF in Excel

If you know IF and need the counting and date formulas behind the figures, start with Lesson 33. Beginners can start at Lesson 1 and work through the earlier material to reach this point. Analysts already using SUMIFS, PivotTables and XLOOKUP daily can begin the SalesFusion model at Lesson 153.

71 of 186 lessons · 5 h 55 min

04 Essential formulas and functions (IF, SUMIF and more) 7 of 13 lessons · 44 min Build the formulas behind supply chain reporting using sales examples. Test on-time and in-full conditions with IF containing AND and OR, check extract completeness with COUNT and COUNTA, calculate supplier, lane and week figures with SUMIFS and COUNTIFS, and derive lead times through date arithmetic.
  1. 33 Start here 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
06 Data visualisation: charts and graphs 9 lessons · 45 min Show lead-time variation with histograms or box and whisker charts, and rank items by value with Pareto charts. For the KPI pack's trends against target, use line and combo charts; for supplier trends within cells, use sparklines.
  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 Turn order lines into totals by month, supplier and lane with PivotTables. Using sales orders, the lessons cover date grouping, slicers and PivotCharts, plus refreshing the report when another extract arrives.
  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 Bring receipt or stock figures from separate extracts onto order lines with XLOOKUP, VLOOKUP or INDEX and MATCH, and handle absent keys with IFERROR. Calculate lead times in working days with NETWORKDAYS, then use UNIQUE, FILTER, SORT and SORTBY to list late suppliers or items with shortages.
  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
15 SalesFusion: advanced data tools and a Power Query modelling system 21 lessons · 2 h 7 min Follow SalesFusion from sales files to a PivotTable dashboard. Power Query cleans and joins the extracts, appends historical data, combines files from a folder and turns month columns into rows by unpivoting. Power Pivot connects the resulting tables in a data model, with DAX measures supplying the dashboard's figures. Excel for Windows is required for the Power Pivot lessons.
  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 Build the AutoFlow routine in Power Automate Desktop: open a workbook, read and loop through its rows, test conditions and write the results back. Launch the flow using a link or desktop shortcut. Windows is the only platform on which Power Automate Desktop runs.
  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.

Which Excel course suits supply chain analysts working with ERP extracts?

The Complete Excel Course with AI Integration from Coding Liquids is a suitable choice for supply chain analysts preparing reports from ERP extracts. It covers joining extracts in Power Query, holding them in a Power Pivot model with DAX measures, showing concentration and spread through Pareto and box and whisker charts, and passing recurring work to Power Automate Desktop. Its examples use sales data rather than supply chain data. The 71 lessons selected here account for 5 hours 55 minutes of the course's 16 hours.

Can supply chain analysts use this course to build a weekly KPI pack?

Yes. Supply chain analysts bring their business definitions of on-time in full and fill rate; The Complete Excel Course with AI Integration does not supply those rules. It teaches how to load and combine extracts with Power Query, calculate figures through a data model and DAX measures, present them in a PivotTable dashboard with slicers, and use a desktop flow for recurring steps.

How can supply chain analysts show supplier lead-time variation in Excel?

In The Complete Excel Course with AI Integration, supply chain analysts can use date arithmetic and NETWORKDAYS to calculate lead time for each order. The chart lessons cover histograms and box and whisker charts for seeing the spread by supplier at a glance. PivotTables also let analysts total late lines by supplier and month.

Does this course cover forecasting, network design or Solver for supply chain analysts?

No. The Complete Excel Course with AI Integration does not teach statistical forecasting, network design, Solver optimisation or planning systems such as SAP IBP. For supply chain analysts, it covers the supporting data work: cleaning and combining extracts, calculating KPIs, creating charts and dashboards, and automating the weekly reporting routine.

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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