Excel with Copilot for Finance

practitioner

en

• - Open last month's report, ask Copilot in plain English, and leave with a 10-prompt starter pack for every sheet you own.
• - Turn a raw SAP, Oracle, or NetSuite dump into an analysis-ready table, then build a Power Query recipe that does it again next month with one click.
• - Read, rewrite, and verify the formulas in a model you inherited, then leave with a formula-audit checklist you can run on any workbook.
• - Ask for the forecast, the cohort, or the trend, and let Copilot build the mechanism, formula, pivot, or Python, while you focus on verifying the answer.
• - Turn a budget-vs-actual pivot into highlighted variances and written commentary you can edit and publish, without leaving the workbook.
• - The number errors Copilot in Excel actually makes, the review habit that catches them, and a one-page data-rules sheet your CFO can sign.

• Url: https://aiacademy.anthropos.work/chapters/excel-copilot-finance-intro/ · Excel with Copilot for Finance: Start Here · Position: 1 · Check your Copilot license, meet the five workbook jobs this path automates, and set up the sample files used throughout.
• Url: https://aiacademy.anthropos.work/chapters/excel-copilot-ask-workbook/ · Ask Your Workbook a Question · Position: 2 · Open last month's report, ask Copilot in plain English, and leave with a 10-prompt starter pack for every sheet you own.
• Url: https://aiacademy.anthropos.work/chapters/excel-copilot-clean-erp-exports/ · Cleaning ERP Exports · Position: 3 · Turn a raw SAP, Oracle, or NetSuite dump into an analysis-ready table, then build a Power Query recipe that does it again next month with one click.
• Url: https://aiacademy.anthropos.work/chapters/excel-copilot-formula-audit/ · Formula Generation & Auditing · Position: 4 · Read, rewrite, and verify the formulas in a model you inherited, then leave with a formula-audit checklist you can run on any workbook.
• Url: https://aiacademy.anthropos.work/chapters/excel-copilot-advanced-analysis/ · Advanced Analysis, No Code Needed · Position: 5 · Ask for the forecast, the cohort, or the trend, and let Copilot build the mechanism, formula, pivot, or Python, while you focus on verifying the answer.
• Url: https://aiacademy.anthropos.work/chapters/excel-copilot-variance-commentary/ · Variance Analysis & Commentary in the Grid · Position: 6 · Turn a budget-vs-actual pivot into highlighted variances and written commentary you can edit and publish, without leaving the workbook.
• Url: https://aiacademy.anthropos.work/chapters/excel-copilot-safe-numbers/ · Safe Numbers: What to Share, What to Double-Check · Position: 7 · The number errors Copilot in Excel actually makes, the review habit that catches them, and a one-page data-rules sheet your CFO can sign.

Course Mode: online · Course Workload: PT133M · Mode: online