Copilot in Excel: AI-Powered Financial Planning & Analysis

سرفصل های دوره

Explore the capabilities of Microsoft’s AI-powered Copilot in Excel in this course tailored for financial planning and analysis professionals. Discover how AI can streamline complex financial tasks, from predictive modeling and budgeting to dynamic dashboards and reporting. Instructor Carl Seidman guides you through the process of integrating technical Excel skills with cutting-edge AI applications to transform the way you perform your job. By the end of this course, you’ll be ready to take your skills as a finance professional to the next level and improve everyday outcomes for data analysis and decision-making.

01 - Introduction

01 - Copilot in Excel for FP&A

02 - 1. Getting Started with Copilot in Excel for FP&A

01 - The evolution of AI in financial applications

02 - How Copilot in Excel helps FP&A

03 - How analyzing data with Excels Copilot helps FP&A

04 - Introduction to Copilot in the FP&A business case

03 - 2. Setting Up Copilot in Excel

01 - Setting up and getting started with Copilot in Excel

02 - Setting up a dynamic data table within Excel

03 - Challenge Setting up a data table and using Copilot

04 - Solution Setting up a data table and using Copilot

04 - 3. Getting Started with Data Functions in Copilot

01 - Getting started with data functions and insights in Copilot

02 - Using Copilot in Excel to add and manage formula columns

03 - Using Copilot in Excel to highlight, filter, and sort data

04 - Challenge Intelligence and interpretation of data

05 - Solution Intelligence and interpretation of data

05 - 4. Establishing an FP&A Data Process with Power Query

01 - Using Power Query to import data for Copilot in Excel

02 - Utilizing Copilot in Excel to analyze and interpret data

03 - Challenge Import and analyze new data from Power Query

04 - Solution Import and analyze new data from Power Query

06 - 5. Answering Finance Questions with Data Analysis and Insights

01 - Reconciling data with Copilot in Excel for FP&A

02 - Analyzing financials, trends, and variances with Copilot

03 - FP&A and business modeling with Copilot

04 - Challenge Analyzing variances between actual and plan

05 - Solution Analyzing variances between actual and plan

07 - 6. Application of Copilot in Excel for FP&A

01 - Creating an FP&A project roadmap and process

02 - Developing the full FP&A project and process roadmap

03 - Using Copilot in Excel to analyze the business

04 - Challenge Completing the FP&A business case

05 - Solution Completing the FP&A business case

08 - 7. Copilot, AI, and the Future of Finance

01 - How much can you rely upon Copilot

02 - AI, data governance, and the future of Copilot in Excel

09 - Conclusion

01 - What youve learned about Copilot in Excel for FP&A

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تولید کننده: LinkedIn Learning (Lynda)