Copilot (licence) - Explore financial scenarios with Copilot in Excel Tutorial

Unleash the power of generative AI with Excel's Copilot! In this video, "Explore Financial Scenarios with Copilot in Excel," learn how to project budget impacts, simulate various scenarios like reduced subsidies and increased costs, and gain insights for decision-making. Discover vital tips for accuracy while leveraging AI's efficiency—watch now to transform your financial analysis!

02:37
157 views
Parteger

Available in AI - Artificial Intelligence

00:00:07

and then written a report on the decisions of the board of directors,

00:00:10

I wanna go further.

00:00:12

Project the impact of these decisions and test different scenarios

00:00:17

with co-pilot combined with Excel.

00:00:19

I can quickly simulate the effect of a reduction in subsidies,

00:00:24

an increase in costs,

00:00:26

or on the contrary,

00:00:27

a stronger mobilization of volunteers.

00:00:30

The objective is to move from simple analysis

00:00:33

to concrete decision making assistance

00:00:36

from Excel and via the co-pilot conversational component.

00:00:40

I write a request to project my budget

00:00:43

considering the decisions made during our meeting.

00:00:46

In its response,

00:00:47

co-pilot details what it has understood

00:00:51

as well as the assumptions it will apply in this projection.

00:00:55

The result is a table that can be inserted into a new sheet.

00:00:59

Be careful in this tutorial.

00:01:01

I illustrate the possibility that co-pilot offers on targeted needs

00:01:06

concerning the budget.

00:01:08

It is necessary to remain extremely vigilant about the precision or relevance

00:01:13

of what is proposed by AI.

00:01:16

I will continue here with a request for a pessimistic scenario,

00:01:20

taking into account a 20% reduction in public subsidies

00:01:25

and a 10% increase in staff costs.

00:01:29

Microsoft co-pilot explains to me,

00:01:31

contextualizes,

00:01:33

and offers me a mini table.

00:01:35

Let's also take another example,

00:01:37

more optimistic this time,

00:01:39

more subsidies and more volunteering.

00:01:42

What could the overall result be?

00:01:44

Same answer format,

00:01:46

simple and concise.

00:01:49

I would like to have an overview of these scenarios in a single table.

00:01:54

Co-pilot,

00:01:55

can you help me?

00:01:56

Yes,

00:01:57

even if it's still very basic in terms of rendering.

00:02:01

Perhaps I could ask for a visual synthesis,

00:02:04

more telling,

00:02:06

representing these scenarios.

00:02:08

Instantly executed upon prompting

00:02:11

all these manipulations are based on the Python language

00:02:15

which allows you to benefit from much more

00:02:18

advanced analyses or more detailed displays if necessary.

00:02:22

However,

00:02:23

remain vigilant

00:02:25

co-pilot will save you time on a lot of things,

00:02:27

that's for sure,

00:02:29

but stay in control of your numbers and your analysis.

00:02:33

AI does not replace your expertise.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

E-learning Intermédiaire

Vu 102 fois

IA Academy : Everyday Heroes with Copilot

Manage your budgets with Copilot: from structuring to projection, discover how to transform your financial data into decisions.

E-learning Intermédiaire

Vu 230 fois

IA Academy: The Budget Avengers with Copilot

Manage your budgets with Copilot: from structuring to projection, discover how to transform your financial data into decisions.

ALL COURSES