Copilot in Excel: Supercharge Your Financial Modeling
56mIntermediate2025-02-04
Authors
Joshua Rischin
Company Director of Axium Solutions
Course details
Master financial modeling with Copilot in Excel. Follow along with Joshua Rischin as he demonstrates how to use the new advanced analysis capabilities built into Copilot in Excel to revolutionize financial models. Learn how to enable automation, intelligent insights, and advanced data handling with natural language prompts. From setting up and importing data to creating advanced formulas and designing interactive dashboards, check out this course to find out how to maximize the capabilities of Excel for accurate and efficient financial models.
Learning objectives
Describe which financial modeling tasks can be automated using Copilot in Excel.
Identify the key prerequisites and setup requirements for effectively using Copilot in Excel.
Describe the steps to formatting a spreadsheet using Copilot’s natural language commands and best practices.
Explain the top three tips for generating advanced formulas with natural language prompts in Copilot for Excel.
Develop an interactive dashboard using Excel for Copilot.
Learning objectives
Describe which financial modeling tasks can be automated using Copilot in Excel.
Identify the key prerequisites and setup requirements for effectively using Copilot in Excel.
Describe the steps to formatting a spreadsheet using Copilot’s natural language commands and best practices.
Explain the top three tips for generating advanced formulas with natural language prompts in Copilot for Excel.
Develop an interactive dashboard using Excel for Copilot.
Skills covered
Microsoft CopilotCorporate FinanceSpreadsheetsMicrosoft ExcelFinance and AccountingAI Productivity ToolsArtificial Intelligence for BusinessBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftOne-Off
Concepts
0. Introduction
- 01 - Excel with Copilot - Transforming financial modeling
- 02 - What to know before getting started
1. Setting Up Your Financial Model
- 03 - Using Copilot to prepare data
- 04 - Using Copilot to import data
- 05 - Mastering spreadsheet design with Copilot
- 06 - Copilot s guide to professional spreadsheet formatting
2. Leveraging Advanced Formulas to Build a Financial Model
- 07 - How Copilot can prepare basic formulas with natural language
- 08 - Elevate your financial model with Copilot s formula tips
- 09 - Advanced formulas made easy with Copilot
3. Ensuring Model Integrity with Error Checking Tools
- 10 - Minimize errors with Copilot s formula assistance
- 11 - Simplify error checking with Copilot
- 12 - Control model inputs - Copilot s validation tools
- 13 - Something looks wrong - fix errors fast with Copilot
4. Enhancing Financial Modeling Efficiency
- 14 - Automate your documentation with Copilot
- 15 - Version control made simple with Copilot
- 16 - Scenario planning simplified with Copilot
5. Effectively Communicating Insights with Reports and Dashboards
- 17 - Advanced data insights with Copilot s automation
- 18 - Create stunning reports with Copilot
- 19 - Interactive dashboards - Communicate insights clearly
Conclusion
- 20 - Mastering financial modeling with Copilot