Course · 7 chapters
Excel with Copilot for Finance
Copilot where finance lives: inside the workbook. Clean ERP exports, audit formulas, and build the monthly variance pack in half the time, knowing exactly which numbers to double-check.
What you'll be able to do
- 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.
What's inside
- 1Excel with Copilot for Finance: Start Here
Check your Copilot license, meet the five workbook jobs this path automates, and set up the sample files used throughout.
- 2Ask Your Workbook a Question
Open last month's report, ask Copilot in plain English, and leave with a 10-prompt starter pack for every sheet you own.
- 3Cleaning ERP Exports
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.
- 4Formula Generation & Auditing
Read, rewrite, and verify the formulas in a model you inherited, then leave with a formula-audit checklist you can run on any workbook.
- 5Advanced Analysis, No Code Needed
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.
- 6Variance Analysis & Commentary in the Grid
Turn a budget-vs-actual pivot into highlighted variances and written commentary you can edit and publish, without leaving the workbook.
- 7Safe Numbers: What to Share, What to Double-Check
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.
Earn a certificate
Complete all chapters to receive your certificate of completion.