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[ WebToolTip.com ] Udemy - AI Enhanced F And A - From Hype To Hands-On
Practical AI skills for FP&A professionals using Excel, Power BI, and ChatGPT to automate tasks, reporting and analysis
What you'll learn
Identify and use built-in AI features in Excel, Power BI, and finance tools to automate tasks and boost analysis speed and accuracy.
Use ChatGPT and other AI tools to write variance commentary, clean data, and summarize trends for better communication.
Apply AI tools in FP&A workflows like budgeting, forecasting, and reporting—no coding skills or data sharing required.
Understand AI risks, prompt engineering, ethical use, and how to choose the right tool for the right finance task.
Requirements
1.Basic knowledge of finance or FP&A processes Learners should be familiar with common financial terms, budgeting, forecasting, or financial reporting. 2. Working experience with Microsoft Excel You don’t need to be an expert, but comfort with formulas, tables, and basic data manipulation is expected. 3. Access to Excel, Power BI, and a ChatGPT account This course includes hands-on nstrations — having access to these tools will help learners follow along effectively. 4. An open mindset toward using AI in day-to-day tasks No coding or prior AI experience is required just a curiosity to learn and apply AI in a finance context.
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FILE LIST
Filename
Size
~Get Your Files Here !/1 - Introduction/1 -AI The Next Big Revolution.mp4
23.5 MB
~Get Your Files Here !/1 - Introduction/2 -Meet Your Instructor My Journey in Finance & AI.mp4
37.6 MB
~Get Your Files Here !/2 - 2. Core Concepts of AI The Building Blocks You Need to Know/1 -Core Concepts of AI.mp4
68.4 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/1 -Introduction.mp4
10.4 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/10 -Structuring Chaos How ChatGPT Helps Clean and Organize Messy Datasets.mp4
29.5 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/11 -AI-Powered Summaries Turning Lengthy Reports into Clear Takeaways with Chat GPT.mp4
6.1 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/12 -Let Copilot Handle the Heavy Lifting in Excel Formulas and Logic.mp4
139.5 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/13 -Generate Smart, Finance-Ready Insights in Seconds with Copilot.mp4
75 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/14 -Advanced Analysis Using Python with Copilot in Excel.mp4
81.6 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/15 -Build Dynamic Financial Scenarios Instantly with Copilot.mp4
49.9 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/16 -Crafting Customized Variance Commentary with Copilot.mp4
61.1 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/17 -Closing the Loop Bringing Copilot into Your Daily Finance Workflow.mp4
12.7 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/18 -Unlocking AI in Power BI.mp4
10.3 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/19 -Ask, Don’t Click – Using the Q&A Visual in Power BI.mp4
20 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/2 -Getting started.mp4
18.7 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/20 -Forecast with Power BI’s Built-In Forecasting.mp4
11.6 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/20 -Module 2 part 4.mp4
6.8 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/21 -Turning Numbers into Narratives with Smart Narrative.mp4
22.6 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/22 -Identify Drivers with the Key Influencers Visual.mp4
18.1 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/23 -Find the 'Why' Behind the 'What' with Decomposition Tree.mp4
22 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/24 -Embedding AI into Your Power BI Workflow.mp4
5.3 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/3 -Instant Insights with Analyze Data in Excel.mp4
52.1 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/4 -Work Smarter with Flash Fill and Smart Fill.mp4
52.2 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/5 -Quicker Forecasting with Excel’s Forecast Sheet.mp4
19 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/6 -Enrich Your Analysis with Linked Data Types.mp4
23.7 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/7 -Writing Basic Excel Formulas with ChatGPT.mp4
40.6 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/8 -Handling Complex Logic with ChatGPT in Excel.mp4
21.7 MB
~Get Your Files Here !/3 - AI in Action Working Smarter in Finance with ChatGPT, Copilot, Excel & Power BI/9 -Translating Real-World Problems into Excel Formulas with Chat GPT.mp4
59.7 MB
~Get Your Files Here !/4 - Introduction – Demystifying the Tech Behind ChatGPT/1 -The Architecture of ChatGPT.mp4
12.6 MB
~Get Your Files Here !/4 - Introduction – Demystifying the Tech Behind ChatGPT/10 -Designing Smarter Inputs for more Reliable Output.mp4
24.2 MB
~Get Your Files Here !/4 - Introduction – Demystifying the Tech Behind ChatGPT/2 -Comparing GPT Models – Capabilities and Use Cases.mp4
24.1 MB
~Get Your Files Here !/4 - Introduction – Demystifying the Tech Behind ChatGPT/3 -Navigating GPT Canvas – A Strategic Testing Environment.mp4
23.4 MB
~Get Your Files Here !/4 - Introduction – Demystifying the Tech Behind ChatGPT/4 -Applying GPT Canvas – Finance Use Case Demonstration.mp4
50 MB
~Get Your Files Here !/4 - Introduction – Demystifying the Tech Behind ChatGPT/5 -Model Selection Strategy – Aligning GPT to Your Specific Needs.mp4
9.7 MB
~Get Your Files Here !/4 - Introduction – Demystifying the Tech Behind ChatGPT/6 -Understanding the Concept of Custom GPTs.mp4
24.6 MB
~Get Your Files Here !/4 - Introduction – Demystifying the Tech Behind ChatGPT/7 -Creating a Custom GPT for Variance Commentary.mp4
29.2 MB
~Get Your Files Here !/4 - Introduction – Demystifying the Tech Behind ChatGPT/8 -Testing Your Custom GPT with Real Variance Scenarios.mp4
30.8 MB
~Get Your Files Here !/4 - Introduction – Demystifying the Tech Behind ChatGPT/9 -What the Context Window Means and Why It Matters.mp4
30 MB
~Get Your Files Here !/5 - Prompt Engineering Guiding AI to Deliver the Output You Want/1 -Prompt Strategy Structuring Questions for Smarter AI Output.mp4
60.7 MB
~Get Your Files Here !/6 - Responsible AI Use in Finance Limitations, Risks, and Precautions/1 -AI in Finance Risks, Limits, and Guardrails.mp4
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