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The Complete Excel Course with AI Integration

Excel course for team leaders and line managers

For team leaders and line managers who track their team's numbers, plan leave and cover, and read the reports others send them. This page picks out the parts of The Complete Excel Course with AI Integration a manager uses: IF, IFS and SUMIFS for KPIs against target, dates and counts for leave, the TaskFlow tracker for one-to-one actions, PivotTables from both sides, a team dashboard, and AI summaries checked before they are shared.

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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:

  • Track the team's KPIs against target week by week: IF and IFS to label performance, SUMIFS and COUNTIFS to total it by person and week.
  • Plan leave and cover: working days of leave with NETWORKDAYS, the number of people in on each day with COUNTIF, and colour on a day that falls short.
  • Keep one-to-one actions and development plans in a tracker with an owner and a status for each, overdue items highlighted and a protected sheet.
  • Read a PivotTable someone else built: what sits in rows, columns and values, how a slicer filters it, and why it needs a refresh when the data changes.
  • Build a one-page team dashboard with KPI cards, charts, a timeline and slicers.
  • Ask Copilot for a summary of the team's figures and check it against a QA checklist before you send it on.

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.

    A task tracker for one-to-one actions and development steps: an owner and a status for each, overdue items in colour and the days left before the next check-in.

  • 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.

    A team dashboard on a single page: KPI cards for the week's headline figures, charts and a timeline, and slicers so each person can see their own numbers.

  • Claude AI in Excel fixing a formula: the Claude panel explains the mistake in a unit cost column and edits the cells, beside the profit percentage column.

    Project 14

    Agentic AI in Excel

    AI finds and fixes the formula; you check it before it counts.

    A summary of the team's month drafted by Copilot, then checked line by line against the data before it goes to your own manager.

  • Project 03

    Sales Goal Tracker

    Targets against results for each person and week: IFS to label performance, SUMIFS and COUNTIFS to total it, the formulas a team scorecard needs.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 48 of them, 3 h 58 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 enter data and add up a column: the scorecard formulas come first. New to Excel? Begin at Lesson 1. If IF and SUMIFS are familiar, go to Lesson 79 for the action tracker, or to Lesson 105, where the dashboard project begins.

48 of 186 lessons · 3 h 58 min

04 Essential formulas and functions (IF, SUMIF and more) 13 lessons · 1 h 17 min The team scorecard's formulas: IF and IFS to label results against target, AND and OR for two conditions, SUMIF, SUMIFS, COUNTIF and COUNTIFS for totals and counts by person and week, and date functions such as TODAY and MONTH. The lessons use sales figures.
  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 PivotTables from both sides: building one, and reading one you are sent, with rows, columns, values and Value Field Settings explained, then slicers, PivotCharts and Refresh. 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
09 Project: task automation with data validation and forms 9 lessons · 49 min TaskFlow as an action tracker for one-to-ones and development plans: status and priority drop-downs, overdue items highlighted, a timeline, days left with NETWORKDAYS and TODAY, and a protected sheet.
  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
10 Boosting productivity with AI in Excel (Copilot, ChatGPT and Claude) 4 of 17 lessons · 23 min AI for a manager's figures: what Copilot, ChatGPT and Claude can and cannot do, a table set up so Copilot can read it, an executive summary in seconds and prompts that get a useful answer.
  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
10 Boosting productivity with AI in Excel (Copilot, ChatGPT and Claude) 2 of 17 lessons · 5 min A mini dashboard built with Copilot, with KPIs, charts and slicers on one page, and a quick checklist of what to verify before an AI result is shared.
  1. 98 Mini dashboard with Copilot in Excel KPIs, charts and slicers on one page 3 min
  2. 99 Check AI output in Excel A quick QA checklist for Copilot results 2 min
11 MarketPulse campaign intelligence dashboard 10 lessons · 50 min MarketPulse, a dashboard project: clean and check the data, plan the KPIs with Copilot and ChatGPT, build the PivotTables, write KPI formulas with IFERROR, then charts, a timeline, KPI cards and slicers. The course builds it on campaign data; a team's weekly figures take the same steps.
  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.

Is there an Excel course for team leaders and line managers?

Yes. The Complete Excel Course with AI Integration from Coding Liquids covers what a manager does in Excel: KPIs against target with IF, IFS and SUMIFS, leave and cover with NETWORKDAYS and COUNTIF, the TaskFlow tracker for one-to-one actions, reading and building PivotTables, a dashboard with KPI cards and slicers, and Copilot summaries you check first. The 48 lessons chosen here add up to 3 hours 58 minutes.

Can I plan rotas, leave and cover in Excel with what it teaches?

With the formulas, yes; The Complete Excel Course with AI Integration has no rota template. Drop-down lists keep shift codes consistent, NETWORKDAYS counts the working days in a leave request, COUNTIF counts how many people are in on a given day, and conditional formatting colours a day with too few. You decide the layout and the minimum cover.

I mostly read reports others send me. Is the course still useful?

Yes. The PivotTable lessons of The Complete Excel Course with AI Integration explain what the rows, columns, values and Value Field Settings of a report are doing, how a slicer filters it and when it needs a refresh, which is what lets you question a figure. The AI lessons add a checklist for testing a summary before you pass it on.

Does it teach people management or performance reviews?

No. People management, performance review processes and HR policy are not part of The Complete Excel Course with AI Integration. It teaches the Excel behind the spreadsheets around that work: the scorecard, the leave planner, the action tracker and the team dashboard.

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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