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The Complete Excel Course with AI Integration

Excel course for warehouse managers

For warehouse managers and supervisors reporting volume, productivity and accuracy, The Complete Excel Course with AI Integration offers Excel methods but no warehouse data. This guide selects log cleaning, conditional totals for picks, errors and backlog, daily trend charts and PivotTables by shift and picker, plus the MarketPulse project steps for building a warehouse KPI dashboard.

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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 whether backlog is growing or shrinking with a line chart, using SUMIFS and COUNTIFS to summarise inbound and outbound volumes for each day and shift.
  • Calculate picks per hour with SUMIFS followed by division, then sort shift and picker results in a PivotTable and use slicers to filter them.
  • Use COUNTIFS and IFERROR to calculate an order accuracy rate, with IF marking shifts whose accuracy falls below target.
  • Compare required labour hours with rota hours in a combo chart: calculate the requirement for each shift by dividing expected volume by a pick rate.
  • Follow MarketPulse to create a warehouse KPI dashboard supported by PivotTables, with KPI cards, a timeline and slicers.
  • Prepare clean scanner and shift logs using Excel Tables, Text to Columns and Remove Duplicates, then scale the shift sheet to fit a printed page.

Projects

What you will build.

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

  • 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.

    Follow the full dashboard process, from planning measures to building the PivotTable back end, KPI cards and slicers. Replacing campaigns with shifts lets those steps describe the day's warehouse activity.

  • 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 log entries for picks, lines and errors across days, shifts and pickers. A slicer narrows the view to a particular zone or week.

  • Project 03

    Sales Goal Tracker

    Check shift pick results against their targets using IF, IFS, SUMIFS and COUNTIFS, so the formulas distinguish shifts that reached the target from those that fell short.

  • Project 02

    Dunder Michael Paper Company employee database

    Practise preparing a long list for counting by sorting and filtering it, removing duplicates and separating text into columns. These are also preparation steps for scanner exports.

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 14 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 19 Excel tables

If you already enter data in Excel, start with Lesson 19 to put daily logs into Excel Tables. This guide includes the whole Managing data in Excel section, available free by email with practice files: request it on the course page to try it first. For a first introduction to Excel, start at Lesson 1. With tidy logs and a working knowledge of SUMIFS, move to PivotTables at Lesson 57, or begin the dashboard project at Lesson 105.

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49 of 186 lessons · 4 h 14 min

03 Managing data in Excel: sort, filter and tables (Dunder Michael Paper employee database) 9 lessons · 1 h 1 min The employee database lessons provide methods for organising daily logs. Put records in Excel Tables, sort and filter by shift or zone, and clean scanner exports with TRIM and Remove Duplicates. Use Flash Fill and Text to Columns to separate location codes, keep headers frozen and scale a shift sheet for printing on a page.
  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) 13 lessons · 1 h 17 min Apply the formulas demonstrated on sales figures to warehouse counts: SUMIFS and COUNTIFS summarise picks, lines and errors by picker, day and shift. IF marks results below target, IFS assigns performance bands, and AND and OR handle paired conditions. Date functions include TODAY and MONTH.
  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
  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
06 Data visualisation: charts and graphs 7 of 9 lessons · 34 min Make daily figures readable with chart formatting, column and line charts showing volume and backlog over time, and in-cell sparklines showing each shift's trend. Compare volume with hours in a combo chart that uses a secondary axis.
  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
07 PivotTables and PivotCharts: data analysis made easy 10 lessons · 33 min Use the PivotTable methods demonstrated with sales orders to summarise pick and shift logs by day, shift and picker. The lessons cover date grouping, slicers and PivotCharts, along with refreshing the summaries after adding the day's records.
  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
11 MarketPulse campaign intelligence dashboard 10 lessons · 50 min Build MarketPulse from campaign data through to a dashboard, using steps that also apply to warehouse KPIs. Clean the records, use ChatGPT and Copilot to plan measures, create the PivotTable back end and calculate rates with IFERROR. Complete the view with charts, a timeline, KPI cards and slicers.
  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.

Which Excel course can warehouse managers and supervisors use for reporting?

The Complete Excel Course with AI Integration from Coding Liquids teaches Excel methods that warehouse managers and supervisors can apply to reporting. Its examples use employee records, sales orders and marketing campaigns instead of warehouse logs. The relevant work includes cleaning logs in Excel Tables, using SUMIFS and COUNTIFS for picks and errors, summarising shifts and pickers with PivotTables, and building a KPI dashboard. The 49 lessons selected here account for 4 hours 14 minutes of the course's 16 hours.

Can a warehouse manager use this course to create a warehouse KPI dashboard?

Yes. The MarketPulse project in The Complete Excel Course with AI Integration provides a dashboard build you can follow with shifts, pickers and orders in your rows. Its source data is marketing campaigns, and its steps cover a PivotTable back end, rate calculations wrapped in IFERROR, charts, a timeline, headline KPI cards and slicers.

Can warehouse supervisors use the course to calculate picks per hour and order accuracy?

The Complete Excel Course with AI Integration teaches the formulas used for these calculations, rather than the warehouse measures themselves. Apply SUMIFS to picks and hours for a shift or picker, then divide to find the rate. Use COUNTIFS to count errors against picked lines, and IFERROR to prevent an error appearing for a blank shift. Your site must define what counts as a pick or a mis-pick.

Does this course teach warehouse managers about warehouse management systems or slotting?

No. Excel is the subject of The Complete Excel Course with AI Integration; it does not teach warehouse management systems, slotting or layout design. Its reporting methods apply after WMS or scanner data has been exported to Excel or a CSV file, helping turn those records into daily and weekly warehouse reports.

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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