Start learning
My learning

The Complete Excel Course with AI Integration

Excel course for sustainability and ESG analysts

Sustainability and ESG analysts collecting site data, applying emission factors and reporting against targets can use this route through The Complete Excel Course with AI Integration. It selects cleaning, completeness checks, conditional totals, factor lookups, FinanceGuard target comparisons, and Power Query with a data model to combine files from many sites. The course supplies no environmental data.

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:

  • Prepare incoming site returns using Excel Tables, Remove Duplicates, TRIM, Text to Columns and Find and Replace.
  • Use COUNTA and COUNTIFS to check which sites have submitted data, then SUMIFS to add up energy, fuel, waste and emissions for each site and month.
  • Match activity data to emission factors through a Power Query merge or XLOOKUP, flagging activity types whose factors are missing.
  • Bring site returns from a folder into a single Power Query table and turn month columns into a long list by unpivoting them.
  • Build a target and actual dashboard with slicers and KPI cards, showing variance and percent variance in colours supplied by custom number formats.
  • Calculate totals and shares for sites or scopes using DAX measures within a Power Pivot data model.

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.

    Bring site submissions together from a folder, merge their factors and refresh the totals as the following month's files arrive.

  • Budget vs actual dashboard in Excel (FinanceGuard): total budget, actuals and variance cards above a monthly line chart and a column chart by department.

    Project 09

    FinanceGuard

    The budget vs actual report finance teams send every month.

    Replace budget figures with site targets to compare actuals on a dashboard, using the sign of each gap to determine its colour.

  • 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.

    Adapt the employee lookup approach to retrieve fuel factors from a separate table and mark fuels for which a factor is missing.

  • Project 02

    Dunder Michael Paper Company employee database

    Practise on a sample database the cleaning needed for manually entered returns: remove unwanted spaces and duplicate rows, and split joined columns.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 49 of them, 4 h 47 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 19 Excel tables

If you already enter data and write simple formulas, start with Lesson 19 to prepare site data before calculating totals. For a first introduction to Excel, choose Lesson 1. If clean tables and SUMIFS are familiar work, start at Lesson 153 for Power Query and the data model. This route includes the whole opening section, Managing data in Excel, available free by email with its practice files.

Get the free section by email

49 of 186 lessons · 4 h 47 min

03 Managing data in Excel: sort, filter and tables (Dunder Michael Paper employee database) 9 lessons · 1 h 1 min An employee database provides practice for preparing collected returns. Organise them in Excel Tables, sort and filter records, correct stray text with TRIM and Find and Replace, and remove repeated submissions with Remove Duplicates. Flash Fill, Text to Columns, frozen headings and printing complete the routine.
  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
  6. 24 Flash Fill in Excel Split first and last names automatically 3 min
  7. 25 Text to Columns in Excel Split data by delimiter into separate columns 6 min
  8. 26 Freeze panes in Excel Lock header rows and columns while scrolling 3 min
  9. 27 Printing in Excel Print area, page orientation, scaling and page layout 6 min
04 Essential formulas and functions (IF, SUMIF and more) 4 of 13 lessons · 26 min Sales examples introduce COUNT and COUNTA for checking completeness. Apply SUMIF, SUMIFS, COUNTIF and COUNTIFS to calculate totals and counts for a site, source or month.
  1. 34 SUM, COUNT and COUNTA in Excel SUM with FILTER and counting numbers with COUNT 7 min
  2. 35 SUM, COUNT and COUNTA in Excel COUNTA, unique counts and completeness checks 4 min
  3. 36 SUMIF and COUNTIF in Excel Conditional sum and count with one criterion 8 min
  4. 37 SUMIFS and COUNTIFS in Excel Sum and count with multiple criteria 7 min
08 Advanced Excel functions: lookups, text and arrays 5 of 12 lessons · 21 min Employee record lookups demonstrate methods you can apply to emission factor tables. Retrieve a fuel or energy type's factor with INDEX and MATCH, VLOOKUP or XLOOKUP, and use IFERROR to flag types missing from the table.
  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
12 Project: FinanceGuard budget variance analyser (budget vs actual Excel dashboard) 10 lessons · 52 min Adapt FinanceGuard's pair of tables and SUMIFS model to compare targets with actuals. Show variance and percent variance with colours determined by sign, then present the comparison through KPI cards, a combo chart and site slicers.
  1. 115 FinanceGuard budget vs actual dashboard Excel project overview 3 min
  2. 116 Excel tables for budget and actual data Organise the FinanceGuard datasets 4 min
  3. 117 Budget vs actual model in Excel SORT, UNIQUE, VSTACK, LET, TEXTSPLIT, SUMIFS 8 min
  4. 118 Budget variance in Excel Calculate variance and percent variance 4 min
  5. 119 Custom number formats in Excel Show budget variances with colours and signs 2 min
  6. 120 PivotTables for budget vs actual The FinanceGuard pivot workspace 8 min
  7. 121 KPI cards in Excel Summary cards for a budget variance dashboard 4 min
  8. 122 Budget vs actual charts in Excel Combo chart with secondary axis for variance 5 min
  9. 123 Slicers and PivotCharts in Excel Interactive FinanceGuard budget dashboard 4 min
  10. 124 Finish the FinanceGuard dashboard in Excel Final polish and variance insights 10 min
15 SalesFusion: advanced data tools and a Power Query modelling system 21 lessons · 2 h 7 min Use the SalesFusion workflow to import and clean CSV returns in Power Query, combine files from a folder and merge lookup tables. Add month fields and unpivot wide month columns, then relate tables in Power Pivot and calculate totals and percent of total with DAX measures. 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

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 sustainability and ESG analysts use for their data work?

The Complete Excel Course with AI Integration from Coding Liquids teaches Excel techniques that sustainability and ESG analysts can apply to environmental data. Use COUNTA and COUNTIFS to check completeness, Power Query to combine a folder of site returns, and XLOOKUP or a merge to attach emission factors. SUMIFS and DAX calculate emissions totals, while FinanceGuard provides variance comparisons between targets and actuals. This page's 49 lessons take 4 hours 47 minutes.

Will sustainability analysts learn the GHG Protocol or ESG reporting standards here?

No. Carbon accounting, GHG Protocol methods, ESG reporting standards and carbon accounting software are outside what The Complete Excel Course with AI Integration teaches. You must source your own emission factors. Its Excel teaching covers collecting and cleaning figures, combining data, looking up values, calculating totals and comparing results with targets.

Can sustainability analysts bring energy and fuel returns from multiple sites together?

Yes, provided the returns follow a shared layout. The From Folder lessons in The Complete Excel Course with AI Integration use sales files to demonstrate how Power Query combines files stored in a folder into a table. The lessons around them cover cleaning text and data types, adding month fields and unpivoting monthly columns into a long list. Refreshing brings in the following month's files.

How can a sustainability analyst attach emission factors to activity records?

Store emission factors in a separate table. With the XLOOKUP or INDEX and MATCH methods taught in The Complete Excel Course with AI Integration, bring the relevant factor onto each fuel or energy activity row, flag missing types with IFERROR and multiply to calculate emissions. For a large table, a Power Query merge joins the factors in a single step. Add up the results by site with SUMIFS or a DAX measure.

Can sustainability analysts make a site dashboard comparing targets with actuals?

Yes. In The Complete Excel Course with AI Integration, FinanceGuard uses separate budget and actual tables. Substitute targets for the budget figures and its SUMIFS model supports site comparisons using variance and percent variance, coloured number formats, KPI cards, a combo chart and slicers. SalesFusion also shows how to build a dashboard on a Power Pivot data model.

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