Free Training: Copilot in Excel: AI-Powered Financial Planning & Analysis
Microsoft’s AI-powered Copilot in Excel helps financial planning and analysis professionals streamline complex tasks like predictive modeling, budgeting, dashboards, and reporting. Guided by instructor Carl Seidman, the course shows how to integrate advanced Excel skills with AI to enhance data analysis, decision‑making, and overall performance in finance roles.
Instructor: Carl Seidman
Released: 11/07/2024
Length: ~3 hours, 10 minutes
Platform: LinkedIn Learning
Skill Level: Intermediate
Purpose: To introduce a course that teaches financial planning and analysis professionals how to enhance their Excel-driven workflows by integrating AI-powered Copilot tools for more efficient modeling, budgeting, analysis, and decision‑making.
Copilot in Excel: AI-Powered Financial Planning & Analysis
Microsoft’s AI-powered Copilot in Excel helps financial planning and analysis professionals streamline complex tasks like predictive modeling, budgeting, dashboards, and reporting. Guided by instructor Carl Seidman, the course shows how to integrate advanced Excel skills with AI to enhance data analysis, decision‑making, and overall performance in finance roles.
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This course will provide the following:
- The evolution of AI in financial applications
- How Copilot in Excel helps FP&A
- How analyzing data with Excel’s Copilot helps FP&A
- Introduction to Copilot in the FP&A business case
- Setting up and getting started with Copilot in Excel
- Setting up a dynamic data table within Excel
- Challenge: Setting up a data table and using Copilot
- Solution: Setting up a data table and using Copilot
- Getting started with data functions and insights in Copilot
- Using Copilot in Excel to add and manage formula columns
- Using Copilot in Excel to highlight, filter, and sort data
- Challenge: Intelligence and interpretation of data
- Solution: Intelligence and interpretation of data
- Using Power Query to import data for Copilot in Excel
- Utilizing Copilot in Excel to analyze and interpret data
- Challenge: Import and analyze new data from Power Query
- Solution: Import and analyze new data from Power Query
- Reconciling data with Copilot in Excel for FP&A
- Analyzing financials, trends, and variances with Copilot
- FP&A and business modeling with Copilot
- Challenge: Analyzing variances between actual and plan
- Solution: Analyzing variances between actual and plan
- Creating an FP&A project roadmap and process
- Developing the full FP&A project and process roadmap
- Using Copilot in Excel to analyze the business
- Challenge: Completing the FP&A business case
- Solution: Completing the FP&A business case
- How much can you rely upon Copilot?
- AI, data governance, and the future of Copilot in Excel
