Microsoft Copilot for Finance: From Analysis to Reporting

Explore Microsoft 365 Copilot, an AI assistant integrated into Word, Excel, PowerPoint, Outlook, and Teams that drafts emails, summarizes chat threads, analyzes data, and creates slides within your tools.

Explore how Microsoft 365 Copilot understands language through NLP, leverages large language models and machine learning, and uses graph context integration to generate context-aware outputs inside Word, Excel, and more.

Explore the fundamentals of financial analytics and how Microsoft 365 Copilot boosts productivity in analyzing financial data, trends, and future outcomes, including profitability, liquidity, budgeting, forecasting, and due diligence.

Execute the financial analytics lifecycle in Microsoft 365 by cleaning data, analyzing and forecasting in Excel, and reporting in Word and PowerPoint, with Copilot speeding up every phase.

Follow a case study to perform due diligence on an acquisition across the financial analytics project life cycle, as John evaluates Target Co fit for Sta Private Limited.

Learn to clean and structure raw data with Microsoft 365 Copilot, turning messy datasets into structured tables, imputing missing values, removing duplicates, and standardizing formats in seconds.

Clean and structure finance data with Copilot by identifying and filling missing values, updating sales price and discount percent, and standardizing country names for ready analysis.

Learn how to prepare and analyze financial data with Copilot by importing raw data into Excel, cleaning missing values and outliers, and building pivot tables and dashboards.

Discover how Copilot automates complex financial formulas and ratios in Excel using natural language prompts, adds calculated fields, and helps build pivot tables and liquidity measures like current ratios.

Calculate metrics from your data, including gross profit margin percentage and net profit margin percentage. Add current assets and current liabilities to compute current ratio and liquidity metrics.

Copilot creates charts and dashboards in Excel without manual data range selection, generating line and pivot charts from the Analyze tab, including country-wise cost of goods sold and segment profit.

Perform due diligence to assess a target company's current and future condition by forecasting upcoming quarter sales with Copilot answering natural language questions based on the data, identifying key drivers, and forecasting outcomes.

Use Copilot to identify key trends and drivers from data, revealing sales and profit trends, product and segment performance, profitability metrics, and discount effects for due diligence.

Analyze trend analysis with Copilot to detect seasonal patterns in sales over time, identify months or quarters with higher or lower sales, and assess data randomness.

Learn to forecast the upcoming quarter's sales by integrating historical data and market trends with Copilot's forecasting methods, and visualize actual versus forecast in line charts for budgeting.

Explore ratio analysis to assess profitability, liquidity, efficiency, and solvency, using Copilot to calculate and interpret ratios, then apply variance analysis to compare actual results with budgets and forecasts.

Draft a professional business report by documenting your analysis and findings with Copilot in Word, generating polished reports from Excel output, and summarizing and formatting for stakeholders.

Generate a polished, stakeholders-ready Word report from your Excel analysis with Copilot, including executive summary, key findings, charts, and actionable recommendations.

Rewrite, simplify, and format professional reports with Copilot in Word and Excel. Draft, refine, summarize, and transform documents, and add headings, tables, bullets, and charts for clear insights.

Explore drafting from natural language prompts and referenced content in Word Online with Copilot, then summarize documents and extract key insights via Copilot chat.

Turn a 6 to 10 page report into a 10 to 12 slide deck in minutes with Copilot in PowerPoint, creating a clear storyline with visuals and speaker notes.

Automatically generate PowerPoint decks from Word documents with Copilot, outlining slides from introduction to conclusion with titles, bullets, visuals, and charts. Choose Copilot chat to create the full deck.

Copilot enhances PowerPoint presentations by generating visuals from text, offering design suggestions, converting tables to charts, and adding images for ready-to-share, polished slides.

Generate speaker notes and scripts for PowerPoint with Copilot, including slide references and key data insights, enabling quick practice and export to Word.

Learn to communicate due diligence findings from deep financial analysis using Copilot in Outlook and Teams to craft emails, stakeholder updates, meeting notes, and follow-ups throughout the analytics lifecycle.

Learn to draft and reply to Outlook emails with Copilot, generate drafts from reports, polish replies, and tailor tone formal to casual, persuasive, or friendly using chat or draft modes.

Copilot streamlines replying to emails by drafting professional, concise responses with tone and length controls, including summarize, casual or direct options, and even transforming text into a poem.

Learn how Copilot in Outlook automatically summarizes long emails and threads, extracts key topics and participants, and answers questions within the email context.

Learn how Copilot in Teams automatically summarizes meetings, captures key points, decisions, and action items, and enables real-time or post-meeting Q&A with transcripts and exports to Word or Excel.