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Copilot (licence) - Present a budget with Copilot in PowerPoint Tutorial

Unlock the potential of Copilot in PowerPoint to create an impactful budget presentation! In 'Present a Budget with Copilot in PowerPoint', discover how to efficiently design tailored presentations for both management and board members. Leverage generative AI for a visually compelling narrative and streamlined workflow. Watch now to enhance your skills in accounting!

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Available in AI - Artificial Intelligence

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The management asked me to prepare a clear and visual

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budget summary based on the analysis already carried out,

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a complete version for the board of directors,

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and another more synthetic one for the management.

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I choose here

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to work directly in PowerPoint.

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Co-pilot offers more flexibility,

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control over the content,

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as well as the possibility of applying my graphic charter.

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From an empty presentation,

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I load my charter via the custom tab.

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Then via the co-pilot icon

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I indicate that I want a new document with file

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in the prompt area I fill in my summary file in Word format

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as well as the Excel file relating to my budget previously structured by co-pilot.

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I detail the request by specifying my target.

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The board of directors.

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I specify that I want 7 slides and I provide the precise structure

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to finish.

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I indicate the tone to adopt

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and the elements to highlight.

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Here we go,

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co-pilot works for me.

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The structure of the presentation that is being built

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seems to me to be consistent and very complete.

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I then select my model.

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Let's look together at the rendering that has,

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in my opinion,

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correctly fulfilled the objective intended at the beginning,

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even if the number of slides is important.

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Let's now try to make a version for our management

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still with the same technique

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selection of the source files,

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the chartered model to be applied.

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As well as the detailed prompt,

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but lighter than for the previous presentation.

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When generating the presentation structure,

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I deliberately choose to remove a section.

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The final slideshow is shorter

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but still with 15 slides.

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Manual rework will be required.

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But despite all this,

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the work has been brilliantly accomplished by co-pilot.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

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E-learning Intermédiaire

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.

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