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TallyPrime + Microsoft Excel with AI and Automation

Name: TallyPrime + Microsoft Excel with AI and Automation
Rating: 4.3 (18 reviews)

Learn TallyPrime with GST, Advanced Excel, Formulas, Pivot Tables, Office Scripts and AI-Powered Automation.

Created byHimanshu Dhar

Last updated 10/2026

English

English [Auto],

What you'll learn

Master TallyPrime accounting, company creation, ledgers, vouchers, and financial reports through practical examples.
Manage GST accounting, purchase and sales transactions, inventory, payroll, TDS, TCS, and bank reconciliation in TallyPrime.
Learn Microsoft Excel from basic to advanced level for professional reporting, data analysis, and office productivity.
Use essential and advanced Excel formulas, including IF, SUMIFS, text functions, and date functions, to solve business problems.
Perform data lookup and analysis using VLOOKUP, HLOOKUP, INDEX, MATCH, and other powerful Excel functions.
Create interactive PivotTables, charts, and professional reports to analyze business data and summarize key information.
Apply conditional formatting, data validation, filters, and What-If Analysis to improve data accuracy and decision-making.
Record and run Excel VBA macros to automate repetitive spreadsheet tasks and improve work efficiency.
Use Microsoft 365 Office Scripts to automate Excel tasks, create worksheets, protect sheets, and streamline reporting.
Use AI tools such as ChatGPT to assist in creating Office Scripts and developing practical Excel automation solutions.
Automate student result analysis, ranking, formatting, number-to-words conversion, and date-based PivotTable reporting.
Develop practical accounting, Advanced Excel, MIS reporting, and AI-assisted automation skills for workplace productivity.

Course content

3 sections • 112 lectures • 12h 34m total length

How to Install TallyPrime2:54
Learn how to download and install tally prime, and start the software. Explore the educational license options, including a date-limited setup, and note the small difference from ERP nine.
Create Company in TallyPrime5:29
Learn to create, open, shut, and delete companies in tallyprime using the f3 and all company menus, entering details like name, address, state for gst, and begin date, then save.
Create Ledger in TallyPrime13:47
Create ledgers in TallyPrime, set opening balances for capital, cash, P&L, machine, rent paid, bank accounts, and loans taken or given, then view a balance sheet.
Voucher Entry Understanding6:53
Apply the three golden rules of accounting to voucher entry, debiting expenses and losses and crediting income and gains, with examples like rent, commission, and bank deposits.
Types of Voucher9:39
This lecture explains voucher types in TallyPrime, including payment, receipt, general, and control vouchers such as cash to cash and cash to bank, with examples.
Voucher Entry in TallyPrime16:53
Learn how to perform voucher entry in TallyPrime through practical examples. Explore payment and received vouchers, ledger creation, and double-entry mode with bank and cash.
Inventory Management Understanding3:50
Identify and define five inventory attributes—stock category, stock group (brand), go down, unit of measurement, and stock item—and apply them to stock like mobile phones for women stock management.
Inventory Management in TallyPrime10:42
Learn to configure inventory in TallyPrime by creating stock category, stock group, units, and go downs, then add a stock item like mobile phone under Nokia and review stock reports.
Purchase Procedure in TallyPrime4:10
Explore the five-step purchase procedure in tallyprime, covering purchase order, received note, rejection (if any), bill, and debit note, and understand how these steps relate before processing payments.
Purchase Order in TallyPrime9:45
Learn to create and activate a purchase order in TallyPrime, set up a party account, create the item and order details, and adjust quantities with close order.
Receipt Note in TallyPrime4:57
Activate the receipt note in TallyPrime, link it to a purchase order, enter reference, date, party, and order number, and record received quantity to update stock and identify bill pending.
Rejection Out in TallyPrime2:27
Activate the rejections out process in TallyPrime after a purchase order and receipt note, selecting the enterprise, item, and the quantity to reject, then save to update stock.
Purchase Bill in TallyPrime3:13
Record a purchase bill in TallyPrime by converting a received note into a supplier invoice, tracking order quantities and rejections, and updating current liabilities.
Debit Note (Purchase Return) in TallyPrime4:52
Learn how to process a debit note (purchase return) in TallyPrime to return defective goods, including selecting the party, order number, and quantity, and reviewing its inventory impact.
Sales Order, Delivery Note, Rejection In, Sales & Credit Note in TallyPrime16:36
Learn to manage sales in tallyprime: create sales orders, issue delivery notes, record rejections with reduction in, and finalize sales bills and returns while updating inventory and finances.
Bank Reconciliation in TallyPrime6:29
Explore bank reconciliation in TallyPrime by creating a bank ledger, recording receipts and payments, and aligning company and bank statements to resolve date differences.
Understanding GST (Goods and Services Tax)2:54
Understand GST, the goods and services tax introduced on July 1, 2017, with five slabs, and learn to apply CGST, SGST, and IGST for intra and inter-state transactions, year-end settlement.
GST Practical in TallyPrime25:18
Learn to enable GST in tallyprime, set state and GST details, process intrastate and interstate purchases and sales, create GST components, and review GST reports and adjustments.
Multiple GST Rate In Single Invoice In TallyPrime14:10
Learn how to apply multiple GST rates to different products in a single invoice in TallyPrime by configuring item GST slabs and auto-calculated totals.
GST on Services in TallyPrime11:07
Explore how to set up GST on services in TallyPrime, create service items, process inter-state sales and purchases, and track integrated tax and duties in ledgers.
GST on Fixed Assets and Recording Input Tax Credit in TallyPrime11:05
Explore GST on fixed assets in TallyPrime, learn to claim input tax credit for capital goods, and record advance tax on capital goods with journal adjustments.
Reverse Charge Mechanism (RCM) in TallyPrime11:11
Learn how to implement the reverse charge mechanism in TallyPrime for purchases from unregistered dealers, including activating GST, recording purchases and tax components, and increasing tax liability.
Bill of Materials (BOM) in TallyPrime18:04
Learn how to create a bill of materials and map raw materials to finished goods in manufacturing using TallyPrime. Follow purchases, gst, and cost calculation to understand the bom workflow.
Tax Deducted at Source (TDS) in TallyPrime13:36
Activate tax deducted at source (tds) in TallyPrime and create ledgers for party and government. Apply tds on interest above 5000 at 10 percent and review Form 26Q.
Tax Collected at Source (TCS) in TallyPrime11:16
Activate the tax collected at source feature in TallyPrime, configure gst and tcs, and set the tax on goods with a 0.75% to 1% rate.
Point of Sale (POS) in TallyPrime8:37
Learn to set up a point of sale in TallyPrime, create a POS voucher, configure GST features, and process payments through gift vouchers, cards, and cash.
Cost Centre and Cost Category in TallyPrime6:20
Activate the cost center feature, create a salary cost category and cost centers for employees, and record salary payments to generate category and center reports like the statement of account.
Budget in TallyPrime6:29
Create and manage a budget in TallyPrime by setting indirect expenses ledgers. Allocate a three-month office budget, record voucher entries, and review budget variance.
Payroll in TallyPrime (Managing Attendance, Pay-heads, Overtime, Payslip etc )17:10
Activate payroll in TallyPrime, set up attendance, pay heads such as basic salary, travel expense, and overtime, configure provident fund, create employee groups, and generate payslips and payroll reports.

Excel Structure8:12
Explore the structure of Excel, from the ribbon and tabs to groups and the display box launcher, and learn to customize the interface and navigate cells with the name box.
Cell Properties2:46
Explore cell properties in Excel, including selection, moving, and autofill. Learn to select contiguous or non-contiguous ranges with the control key, and use the drag handle and autofill options.
Autofill Value and Text4:49
Explore how autofill treats numbers and text, drag to fill, create incremental series or copy values, and control formatting with fill formatting only or fill without formatting.
Autofill Date2:26
Practice date autofill by dragging to generate consecutive dates and days. Choose fill weekdays, months, or a repeating pattern like Sunday, with weekends excluded.
Autofill Advance Tools4:40
Explore autofill across all directions, use fill options to create series with step values, and apply justify to split or recombine text in cells using Excel's fill tools.
Cell Reference4:27
Explore relative, absolute, and mixed cell references in Excel using A1 notation, and learn how dragging fills formulas with or without fixed rows or columns, using F4 to toggle.
Operators Based Equation8:59
Explore how to build expressions using operators in Excel, including addition, subtraction, multiplication, division, percentage, power, and concatenation, while following the order of operations with brackets to ensure correct results.
Math Function12:35
Master essential Excel functions such as sum, count, max, min, large, and small, and learn parameter usage, ranges, and counting rules for values, text, and blanks.
Text Function - Upper, Lower, Proper, Trim5:45
Explore text functions in Excel, including upper, lower, proper, and trim, and learn how to apply them to text strings, cell references, and nested formulas.
Text Function - Right, Left3:52
Learn to use the right and left text functions in excel to extract characters from the extreme right or left, such as a pin code or a name.
Text Function - Find and Task6:11
Master the excel find function to locate text positions within a string, including dot and hyphen positions. Understand case sensitivity, left-to-right evaluation, and how the numeric output can be adjusted.
Text Function - Solution and Nested Left5:30
Learn to use the text function with nested left to extract city names from text, locating positions, counting characters, and handling spaces with find and left.
Text Function - Find and Left Nesting2:49
Extract mobile numbers and pin codes by nesting Excel text functions such as find, left, and right, including handling dots and character counts.
Text Function - Mid Function3:13
Explore the mid function in Excel, using text, starting position, and length to extract substrings; locate the hyphen with find and derive a mobile number and city example.
Text Function - Mid Task and Solution6:02
Learn to extract a city from the text function in Excel using the mid function, with find and left to locate the start and length for accurate results.
Text Function - Concatenate3:21
Learn how to use the concatenate function in Excel to join text, numbers, and cell references, including techniques with the left function to extract initial digits and format phone numbers.
Text Function - Concatenate Task and Solution2:06
Apply the text function to format a phone number by using left, mid, and right functions with hyphens, and master the concatenate technique for combining text in Excel.
Text Function - Replace4:46
Learn to use the text function replace in Excel to find and replace text, set the starting position and number of characters, and choose replace all or replace selected text.
Text Function - Replace Task and Solution5:03
Learn to use Excel text functions to replace strings, find starting positions, extract pin codes with right, and replace city with India using concatenate.
Text Function - Substitute4:34
Learn how the substitute function replaces text within a cell and uses instance numbers to target occurrences. See examples that replace commas with spaces and create multi-line entries with Alt+Enter.
Text Function - Len, Rept, Excat, Search2:38
Learn how to use text functions in Excel, including len to count characters, repeat to duplicate text, exact to compare strings, and search (find) to locate text within cells.
Text To Column8:58
Learn to use text to column in Excel to split a single column into multiple columns, using delimited or fixed width, with space, hyphen, or dot, and set the destination.
Workbook Protect4:01
Learn how to protect a workbook's structure in Excel by setting a password, preventing adding, deleting, or renaming sheets, while still editing existing cells.
Protect Sheet7:27
Protect a worksheet in Excel with a password and set the options for user actions, and use allow user to edit ranges to permit edits on specific cells.
Hide Formulas and Unlocked Cell4:12
Hide formulas and keep the formula bar invisible by protecting the sheet with a password. Unlock specific cells to allow selection while the rest stay locked.
Protect File With Password2:29
Learn how to protect an Excel workbook by requiring a password to open, prompt for the password, save changes, and remove the password if needed.
If Function - Logical Test8:42
Master the if function and logical tests in Excel. Apply operators like greater than, less than, equal to, and not equal to to create pass/fail and scholarship calculations.
If Function - With Equation and Task3:04
Use the Excel if function with an equation to determine scholarship eligibility: mark not eligible below 70 and compute (score - 70) * 1000 for scores above 70.
If Function - Nested If3:51
Learn to build nested if functions in Excel to categorize scores using criteria like less than 40 and less than 60, rank top and lowest performers, and handle blanks.
If Function - Advance4:43
Master advanced Excel techniques by using the if function with max and min, applying absolute references to lock ranges, and building nested tests for accurate results.
If Function - Adv 24:53
Master an advanced if function with six conditions, using nested logic, ordering lowest first, to apply less than 40 (fail), less than 60 (compartment), less than 90 (pass), or distinction.
Ifs Function - Updated4:56
Discover how the updated IFS function replaces nested ifs by evaluating multiple logical tests in order, locking the first condition to determine fail, compartment, or pass.
And , Or Function6:40
Learn how the and function and the or function evaluate multiple logical tests in Excel, using score-based criteria to show when all conditions must be true versus any condition.
And, Or, If Nested5:07
Master nested and/or logic in Excel using if statements, concatenation, and conditional results such as pass or fail to generate sentence-level outcomes from cell values.
And, Or Advance2:17
Learn to apply and, or, and if in Excel to evaluate exam scores and assign pass or compartment results based on scoring thresholds.
XOR Function - Updated4:34
Explore the updated xor function in Excel, learn how exclusive or differs from or, and apply it to decide outcomes like retest versus parents meeting based on two score conditions.
Pivot Table - Intro5:18
Master pivot tables in Excel to filter data and summarize transactions for reporting and analysis. Create pivot reports in a new worksheet and explore pivot table tools for placement.
Pivot Table - Manage Field Area7:16
Learn to build pivot tables by using the field area to place items and clients into rows, columns, values, and filters.
Pivot Table - Value Field, Report and More5:18
Explore pivot table basics in Excel, including adding value fields for sum and count, calculating percentage of grand total, refreshing data, and drilling into transactions for specific clients.
Pivot Table - Slicer And Dublicate Pivot6:51
Learn how to work with pivot tables in Excel, including changing source data, applying sort orders, using slicers for fast filtering, and creating multiple pivot tables on a single sheet.
Pivot Table - Group To Mange Date and Values5:07
Learn to use pivot table group options to organize date fields and value data, including month-based date grouping, numeric bins, and sums of transactions.
Pivot Table - Insert Calculated Field3:21
Learn how to insert a calculated field in a pivot table to compute the difference and its percentage, by naming the field, entering a formula, and formatting as a percentage.
Goal Seek - What if Analysis7:05
Learn how to use goal seek for what-if analysis to reach a target profit by adjusting sales or cost in a spreadsheet.
Scenario Manager - What if Analysis6:27
Use the scenario manager in Excel to perform what-if analysis, save high cost, low cost, and average cost scenarios, and view a summary of all scenarios.
Pmt Function - Emi Calculator4:38
Learn to build an emi calculator in excel using the PMT function to compute monthly payments, total repayment, and interest by adjusting loan amount, rate, term, and repayment mode.
Data Table - Create Loan Table7:50
Create a loan data table in Excel to explore EMI, total amount, and total interest by varying the loan amount with what-if analysis.
Print Option In Excel - Part 111:48
Explore Excel's print options, including print preview, margins, orientation, paper size, print area, page breaks, background, scaling, gridlines, and headings for precise multi-page printing.
Print Option In Excel - Part 28:20
Learn to use print titles in Excel to repeat top rows and left columns on each page. Customize headers and footers with page numbers and dates.
Share Book2:28
Enable the share workbook option under the review tab to allow multiple editors. Then adjust privacy options to enable changes by more than one user at the same time.
Chart Preperation14:30
Learn to create and customize charts in Excel, using column and bar charts, with titles, axis labels, legends, and data labels to clarify insights.
Chart Preperation - Advance5:21
Explore design and customization to adjust chart layouts, switch to column, change chart type, and format data with primary and secondary axes for clear, labeled visuals.
Chart Preperation - Customize3:54
Learn to customize charts by editing titles, legends, and the data source, and by adding or removing series to tailor the chart to your requirements.
Conditional Formatting5:22
Learn to organize data with conditional formatting in Excel, using greater than rules to highlight sales above 55,000. Customize formats and learn how to clear or remove rules.
Conditional Formatting - Types Of Rules11:30
Explore conditional formatting rules in Excel, including less than, between, equal to, text that contains, date rules, top and bottom, above or below average, data bars, and color scales.
Conditional Formatting - Mange Rules4:10
Learn to manage conditional formatting rules in Excel by editing icon sets and data bars, applying to ranges, and selectively removing or clearing rules.
Conditional Formatting - Create New Rules 13:09
Master conditional formatting in Excel by creating new rules with value-based thresholds using a traffic light icon set. Apply and customize colors for a selected range based on specific values.
Conditional Formatting - Create New Rules 24:35
Explore conditional formatting by creating new rules to highlight names where profit exceeds 50000, applying the rule across the full range with relative and absolute references.
Data Validation10:46
Apply data validation in Excel to enforce input rules. Set text length between three and ten for names, create qualification lists, and constrain birth dates and scores for scholarships.
Data Validation - Input Message and Error Alert4:56
Learn how to set up data validation in a worksheet by configuring an input message that guides users and customizing error alerts with stop, warning, or information styles.
Advance Math Function7:13
Explore advanced math functions in Excel by summing with a single condition, averaging by criteria, and counting permanent employees using city and employment data.
Advance Math Function 26:36
Master sumifs and averageifs with multiple criteria to total sales units for permanent city employees, compute averages for agents exceeding 120 sales, and count agents from the north region.
Using Of Wild Card In Math Function2:42
This lecture shows using wildcards in Excel countif to count names starting with a letter and a length, using an asterisk for any characters and a question mark for length.
Vlookup Function8:10
Explore how to use the vlookup function to fetch a name's contact from a master dataset, selecting lookup value, table array, column index, and exact match with true/false.
Vlookup With Iferror5:07
Master vlookup with iferror to gracefully handle no matches and wrong results by returning a custom value such as no match, using exact match and table array settings.
Vlookup Nesting With If2:21
Learn to nest if in Vlookup to handle zero results and show no data, by copying the existing formula and applying a logical test.
Hlookup Function2:43
Learn to use hlookup to fetch data from horizontal tables by specifying the lookup value, the table, and the row index number for exact match to retrieve a contact number.
Match Function3:42
Explore the match and index functions in Excel to locate an exact match in master data and retrieve the corresponding position or value.
Index and Match Nested8:18
Learn to use the index and match functions to retrieve names from phone numbers by locating the row and column in a master data table.
Vlookup Array4:35
Learn how to pull data from multiple columns in one go using a VLOOKUP array, selecting a full data range, specifying column indices, and enforcing exact match with control-shift-enter.
Vlookup Col Trick4:34
Learn to use vlookup with exact match and a column function to fetch mobile number data across columns, while applying absolute and relative references and the column index number.
Vlookup True3:47
Learn to use VLOOKUP with approximate match (TRUE) to map total marks to results in a two-column table, using absolute references.
Advance Vlookup6:21
learn how to use vlookup with match to retrieve the correct qualification from master data even when column order differs, using exact match and absolute references.
Macro Recording Part 115:17
Explore how to record macros in Excel, automate tasks with visual basic, and save macros in a workbook or personal macro, using the developer tab and keyboard shortcuts.
Macro Recording Part 25:19
Master macro recording in excel by building a conditional result using if statements, recording the function for a student's total marks, and applying a shortcut to reuse it across cells.
Macro Recording Part 33:10
Record a macro to open the expense report template, assign a keyboard shortcut such as ctrl+e, and stop recording to automate template access.
Types Of Ways To Run Macros5:59
Learn to run macros in Excel by assigning them to shapes and via a customized ribbon, enabling quick access to format, result, and template macros.

Requirements

Basic Computer Knowledge

Description

Learn TallyPrime with GST, Microsoft Excel from Beginner to Advanced, and Excel Automation using Office Scripts and AI — all in one practical course.

Are you looking for a complete TallyPrime course with GST, an Advanced Excel course, or practical training to improve your accounting, reporting, and office productivity skills?

This course brings together three valuable skill areas: TallyPrime Accounting, Microsoft Excel, and AI-Powered Excel Automation.

Whether you are a student, accountant, office professional, business owner, or MIS executive, this training is designed to help you work more confidently with accounting transactions, business data, Excel reports, and repetitive spreadsheet tasks.

Why Choose This Course?

Instead of purchasing separate courses for TallyPrime, Advanced Excel, and Excel Automation, you can develop these complementary skills through one structured learning program.

TallyPrime with GST – Practical Accounting Skills

Learn the essential accounting operations used in businesses, including company creation, ledger management, voucher entries, inventory, purchase and sales transactions, bank reconciliation, GST accounting, TDS, TCS, payroll, and financial management.

Microsoft Excel – From Fundamentals to Advanced Techniques

Build your Excel knowledge through practical examples covering formulas and functions, IF statements, VLOOKUP, INDEX and MATCH, PivotTables, charts, conditional formatting, data validation, What-If Analysis, and data reporting.

Explore Excel Macro Recording to understand how repetitive spreadsheet activities can be automated.

Excel Automation with Office Scripts and AI

Take your Excel skills further by learning how Microsoft 365 Office Scripts and AI tools such as ChatGPT can help simplify repetitive tasks.

Explore real-world automation examples, including automated student result analysis, ranking and formatting, converting numbers to words, protecting multiple worksheets, creating worksheets automatically, and preparing date-based PivotTable reports.

Learn how AI-assisted scripting can make Excel automation more approachable, even if you are new to writing scripts.

Practical Skills for the Modern Workplace

Businesses rely on accurate accounting, organized data, and efficient reporting. Knowledge of TallyPrime and Microsoft Excel can be valuable for professionals working in accounting, administration, finance, operations, and MIS reporting.

By combining traditional accounting and Excel skills with modern automation techniques, this course helps you build a broader set of practical workplace capabilities.

Who Should Enroll?

This course is suitable for beginners learning TallyPrime and Excel, accounting students, working accountants, office executives, MIS professionals, business owners, and Excel users interested in automation.

No advanced programming background is required to begin learning the Office Scripts concepts introduced in this course.

Learn from an Experienced Excel and MIS Trainer

The course is taught by Himanshu Dhar, an experienced Excel and MIS trainer with more than 14 years of training experience.

The focus is on clear explanations, practical demonstrations, and helping learners understand how these tools are used in real working environments.

Start building your skills in TallyPrime, Advanced Excel, and AI-assisted Excel Automation today.

Who this course is for:

Anyone wants to learn TallyPrime along With Advance Excel and AI

TallyPrime + Microsoft Excel with AI and Automation

What you'll learn

Explore related topics

Course content

TallyPrime Course29 lectures • 4hr 40min

Microsoft Excel Course76 lectures • 7hr 7min

Excel Automation with Office Scripts and AI7 lectures • 48min

Requirements

Description

Who this course is for: