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Keep shoppingAI for Finance Ops & FP&A with Excel, Power BI & Copilot
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AI for Finance Ops & FP&A with Excel, Power BI & Copilot
Use AI, Excel, Power BI, and Copilot to improve finance reporting, FP&A analysis, dashboards, and management summaries.
Created byEngr. Ziyad Alghamdi
Last updated 7/2026
English
What you'll learn
- Apply AI tools to common finance operations and FP&A tasks using practical business scenarios.
- Clean, structure, and analyze finance data in Excel for reporting, variance analysis, and monthly review.
- Build practical finance dashboards in Power BI using clean data models, measures, and visual summaries.
- Use Copilot to support analysis, reporting, explanation, and finance communication workflows.
- Create budget, forecast, and scenario analysis outputs that support management decision-making.
- Review AI-generated finance outputs critically to reduce errors, weak assumptions, and misleading conclusions.
- Prepare finance reporting packs that combine Excel analysis, Power BI visuals, and clear business narratives.
- Design a repeatable finance workflow for month-end reporting, FP&A review, and operational performance tracking.
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Course content
8 sections • 40 lectures • 54m total length
Requirements
- Basic familiarity with Excel, such as tables, formulas, and simple charts.
- Access to Microsoft Excel.
- Access to Power BI Desktop is recommended for dashboard practice.
- Access to Microsoft Copilot is helpful but not mandatory; the course explains practical use cases and review methods.
- Basic understanding of finance terms such as revenue, expenses, budget, forecast, variance, and cash flow is helpful.
- No advanced programming knowledge is required.
Description
Finance teams are expected to move faster, explain numbers clearly, and support better decisions with cleaner reports and stronger analysis.
This course teaches you how to use AI in a practical finance operations and FP&A workflow using Excel, Power BI, and Copilot. The focus is not theory. The focus is how finance professionals can use AI-enabled tools to support reporting, variance analysis, budgeting, forecasting, dashboarding, and management communication.
You will learn how to prepare finance data in Excel, analyze actuals versus budget, build simple forecasting and scenario analysis outputs, create finance dashboards in Power BI, and use Copilot to support explanations, summaries, and finance narratives.
The course also emphasizes an important finance principle: AI output must be reviewed. You will learn how to check AI-generated analysis for accuracy, weak assumptions, unclear logic, and unsupported conclusions before using it in a business setting.
By the end of the course, you will have a practical finance workflow that combines Excel analysis, Power BI dashboards, Copilot-assisted reporting, and clear management-ready summaries.
This course is suitable for finance operations professionals, FP&A analysts, accountants, finance business partners, business analysts, and managers who want a practical way to use AI in finance work.
This is an independent course and is not affiliated with or endorsed by Microsoft.
Who this course is for:
- Finance operations professionals who want to improve reporting, analysis, and productivity using AI-enabled tools.
- FP&A analysts, budget analysts, and finance business partners who work with Excel, dashboards, forecasts, and management reports.
- Accountants and finance team members involved in month-end reporting, reconciliations, expense analysis, or operational finance tracking.
- Business analysts and managers who want to understand how Excel, Power BI, and Copilot can support finance decision-making.
- Students or early-career professionals preparing for finance, analytics, or business reporting roles.