Copilot in Excel: AI-Powered Financial Planning & Analysis

Course details

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.

Learning objectives
Adhere to best practices for maximizing efficiency in financial planning and analysis tasks using Copilot in Excel.
Utilize Copilot to enhance data analysis and interpretation.
Optimize scenario planning and what-if analysis using Copilot in Excel.
Use Copilot to automate complex data analysis and financial reporting tasks.

Concepts

Introduction

Copilot in Excel for FP&A

Getting Started with Copilot in Excel for FP&A

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 Copilot in Excel

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 in 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

Establishing an FP&A Data Process with Power Query

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

Answering Finance Questions with Data Analysis and Insights

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

Application of Copilot in Excel for FP&A

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

Copilot, AI, and the Future of Finance

How much can you rely upon Copilot
AI, data governance, and the future of Copilot in Excel

Conclusion

What you've learned about Copilot in Excel for FP&A