Introduction
Copilot in Excel for FP&A
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1. Getting Started with Copilot in Excel for FP&A
The evolution of AI in financial applications
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How Copilot in Excel helps FP&A
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How analyzing data with Excel’s Copilot helps FP&A
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Introduction to Copilot in the FP&A business case
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2. Setting Up Copilot in Excel
Setting up and getting started with Copilot in Excel
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Setting up a dynamic data table within Excel
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Challenge: Setting up a data table and using Copilot
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Solution: Setting up a data table and using Copilot
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3. Getting Started with Data Functions in Copilot
Getting started with data functions and insights in Copilot
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Using Copilot in Excel to add and manage formula columns
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Using Copilot in Excel to highlight, filter, and sort data
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Challenge: Intelligence and interpretation of data
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Solution: Intelligence and interpretation of data
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4. Establishing an FP&A Data Process with Power Query
Using Power Query to import data for Copilot in Excel
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Utilizing Copilot in Excel to analyze and interpret data
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Challenge: Import and analyze new data from Power Query
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Solution: Import and analyze new data from Power Query
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5. Answering Finance Questions with Data Analysis and Insights
Reconciling data with Copilot in Excel for FP&A
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Analyzing financials, trends, and variances with Copilot
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FP&A and business modeling with Copilot
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Challenge: Analyzing variances between actual and plan
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Solution: Analyzing variances between actual and plan
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6. Application of Copilot in Excel for FP&A
Creating an FP&A project roadmap and process
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Developing the full FP&A project and process roadmap
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Using Copilot in Excel to analyze the business
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Challenge: Completing the FP&A business case
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Solution: Completing the FP&A business case
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7. Copilot, AI, and the Future of Finance
How much can you rely upon Copilot?
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AI, data governance, and the future of Copilot in Excel
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Conclusion
What you've learned about Copilot in Excel for FP&A
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Ex_Files_CoPilot_in_Excel.zip
(16.6 MB)