Copilot in Excel for FP&A

Contents

• Introduction Introduction

  • Copilot in Excel for FP&A

    50s
• 1. Getting Started with Copilot in Excel for FP&A 1. Getting Started with Copilot in Excel for FP&A

  • (Locked)
    The evolution of AI in financial applications

    4m 4s
  • How Copilot in Excel helps FP&A

    3m 17s
  • (Locked)
    How analyzing data with Excel’s Copilot helps FP&A

    2m 47s
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    Introduction to Copilot in the FP&A business case

    3m 46s
• 2. Setting Up Copilot in Excel 2. Setting Up Copilot in Excel

  • Setting up and getting started with Copilot in Excel

    13m 31s
  • (Locked)
    Setting up a dynamic data table within Excel

    8m 53s
  • (Locked)
    Challenge: Setting up a data table and using Copilot

    2m 21s
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    Solution: Setting up a data table and using Copilot

    12m 4s
• 3. Getting Started with Data Functions in Copilot 3. Getting Started with Data Functions in Copilot

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    Getting started with data functions and insights in Copilot

    5m 14s
  • (Locked)
    Using Copilot in Excel to add and manage formula columns

    8m 32s
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    Using Copilot in Excel to highlight, filter, and sort data

    8m 53s
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    Challenge: Intelligence and interpretation of data

    1m 52s
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    Solution: Intelligence and interpretation of data

    5m 51s
• 4. Establishing an FP&A Data Process with Power Query 4. Establishing an FP&A Data Process with Power Query

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    Using Power Query to import data for Copilot in Excel

    8m 1s
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    Utilizing Copilot in Excel to analyze and interpret data

    11m 8s
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    Challenge: Import and analyze new data from Power Query

    2m 13s
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    Solution: Import and analyze new data from Power Query

    12m 39s
• 5. Answering Finance Questions with Data Analysis and Insights 5. Answering Finance Questions with Data Analysis and Insights

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    Reconciling data with Copilot in Excel for FP&A

    11m 16s
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    Analyzing financials, trends, and variances with Copilot

    8m 49s
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    FP&A and business modeling with Copilot

    6m 35s
  • (Locked)
    Challenge: Analyzing variances between actual and plan

    1m 1s
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    Solution: Analyzing variances between actual and plan

    8m 23s
• 6. Application of Copilot in Excel for FP&A 6. Application of Copilot in Excel for FP&A

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    Creating an FP&A project roadmap and process

    3m 21s
  • (Locked)
    Developing the full FP&A project and process roadmap

    3m 13s
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    Using Copilot in Excel to analyze the business

    9m 48s
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    Challenge: Completing the FP&A business case

    57s
  • (Locked)
    Solution: Completing the FP&A business case

    8m 39s
• 7. Copilot, AI, and the Future of Finance 7. Copilot, AI, and the Future of Finance

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    How much can you rely upon Copilot?

    6m 11s
  • (Locked)
    AI, data governance, and the future of Copilot in Excel

    4m 48s
• Conclusion Conclusion

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

    1m 16s