Revolutionize financial planning with AI in Excel: automate reports, analyze data, and create dynamic dashboards.

What you'll learn

Enable Copilot for Finance and integrate it into financial workflows.
Use natural language for calculated columns and formula suggestions.
Analyze data with ChatGPT and create pivot tables and charts.
Automate financial reporting and design dynamic dashboards.
Optimize scenario planning and perform what-if analysis with Copilot.
Apply conditional formatting to highlight key financial data.
Leverage ChatGPT's AI to tackle custom financial tasks and forecasting
Generate insights from financial data using AI-powered tools in Excel.
Streamline budgeting and forecasting with Copilot's predictive capabilities.

Requirements

Microsoft 365 subscription (including access to Copilot Pro).
ChatGPT access for data analysis and AI-based support.
Basic understanding of Excel (no advanced preparation required).
No prior experience with AI tools necessary—this course is designed for learners of all levels.
Willingness to explore AI-driven financial tools and enhance your financial planning skills.

Description

Unlock the future of financial planning with Microsoft's AI-powered Copilot in Excel! This hands-on course is designed for professionals in financial planning and analysis (FP&A) who want to elevate their skills using AI technology to streamline workflows, boost productivity, and improve decision-making.Whether you're building predictive models, crafting dynamic dashboards, or generating insightful financial reports, this course will show you how Copilot can make complex tasks simple. Learn how to use AI in Excel to optimize scenario planning, automate tedious processes, and enhance data analysis—all without needing advanced technical expertise.The instructor will guide you step-by-step, combining essential Excel skills with cutting-edge AI applications. As part of this course, you'll explore the ChatGPT Section for data analysis in finance and dive deep into the Copilot for Finance add-in in Excel. These tools will empower you to analyze data more efficiently and confidently tackle real-world financial challenges.What You'll Gain:Master best practices for using Excel Copilot to optimize financial planning and analysis workflows.Enhance your ability to analyze and interpret financial data with AI-driven tools.Automate tasks like data reconciliation, variance analysis, and what-if modeling.Gain insights on how to integrate ChatGPT and Copilot into your finance toolkit.Build confidence in designing financial planning roadmaps and project processes.Stay ahead of the curve with insights on AI governance and the future of Copilot in Excel.Whether you're an FP&A professional, finance manager, or someone curious about AI-powered financial tools, this course is perfect for you. Get ready to revolutionize your financial planning skills with Microsoft Excel Copilot and ChatGPT for finance!Join today and take your finance career to the next level with AI!

Who this course is for

inancial professionals (including FP&A specialists) looking to enhance their skills with AI-powered tools in Excel.
Excel users who want to level up their financial planning and analysis workflows using Copilot and ChatGPT.
Data analysts seeking to integrate AI-driven data analysis and automation into their financial reporting and forecasting.
Business managers and finance teams wanting to improve decision-making and financial efficiency through AI tools.
Anyone curious about how AI can revolutionize the way they use Excel for financial modeling and planning tasks.
Homepage:

https://www.udemy.com/course/ms-excel-transform-your-financial-planning-with-ai/