AI & Data Analyst For Finance Professionals

1.1 Copilot MS 365 interface walkthrough
1.2 Basics of prompt engineering
1.3 Getting started with Copilot prompts
1.4 Prompting techniques for business practitioners
1.5 Copilot chat vs app skills
1.6 Knowledge graphs vs vector stores
1.7 LLM model comparison - ChatGPT vs Claude vs Gemini vs Meta Llama

Tools covered : Copilot 365 | Claude | ChatGPT | KIMI | Meta Llama | Google Gemini

2.1 Develop Excel formulas, functions, pivot tables, charts, graphs and dashboards with Excel Copilot & Excel Agent
2.2 Design infographics for PowerPoint presentation, ground based on enterprise data with Copilot graphs, design & animate with Copilot PPT capabilities, compare with Prezi presentation & KIMI
2.3 Draft casual writeups, compare tone & formats with Copilot Notepad
2.4 Use semantic search in Outlook emails, draft and respond to emails with customized instructions based on business functions
2.5 Collaborate effectively with Teams, capture meeting notes and perform custom prompts on meeting transcripts
2.6 Draft & refine official letter using Word, generate insights from long Word documents, analyze risks on Word documents. Compare with Pitch Power & Humata for official documentation
2.7 Use Copilot for Whiteboard & OneNote effectively
2.8 Use Bookings with Outlook & Sway for presentation

Tools covered : Copilot for MS Office applications | Humata | Pitch Power | Prezi | Sway | Bookings

3.1 Understand role-specific prompting for analysts, managers, and strategists
3.2 Create and organize prompt business libraries using libraries
3.3 Develop customized notebooks with Copilot for specific tasks & functions
3.4 Create projects with ChatGPT
3.5 Create storage vectors for projects & notebooks with custom personas & OneDrive

Tools covered : Persona libraries | Notebook with Copilot | Vectors with OneDrive | Projects with ChatGPT

4.1 Prompting techniques for research, qualitative analysis, strategy formulation & KPI generation
4.2 Conduct feasibility studies, SWOT analysis, risk analysis & collect primary data at scale using AI agents
4.3 Conduct descriptive analytics with AI analytics agent on group of Excel sheets, PDFs, CRM feeds, Fabric & Azure data sources & other enterprise resources
4.4 Predictive analytics and forecasting using AI analyst agent - including project management plan forecasting, risk assessment, operational planning, and financial modelling
4.5 Formulate strategy & craft presentation based on research & analytics using multi modal personas & LLMs

Tools covered : AI research agent | AI analytics agent | Machine learning models | ChatGPT | Claude | KPI assistant | Strategic advisor AI agent

5.1 Create business apps using Copilot for Power Apps, app builder in Copilot 365, compare Google AI Studio & Replit
5.2 Automate business process using workflow frontier and Power Automate with Copilot, compare with Make.com & N8N workflows
5.3 Use Copilot for OneDrive - smart retrievals, comparing file versions and document management
5.4 Use Copilot for SharePoint to create pages, posts, lists, libraries, surveys and forms
5.5 Integrate SharePoint, Power Apps & Power Automate for end to end business process mining and workflow automation
5.6 Copilot for Loop & Power Pages portal

Tools covered : Power Apps | Copilot app builder | Google AI Studio | Replit | Workflow frontier | Power Automate | OneDrive | SharePoint | Make.com | N8N workflows | Loop | Power Pages portal

6.1 Analytics prompting using ML model - types and functions
6.2 Predictive analytics and forecasting using different machine learning models - why, when, where & how
6.3 Apply ML models based on the business case studies
6.4 Build simple models for project timeline forecasting
6.5 Develop risk prediction tools to identify potential bottlenecks
6.6 Create financial models for planning and budgeting
6.7 Integrate forecasting into day-to-day business operations using ML model instructions

Tools covered : ML models - linear regression | SARIMA & ARIMA | Decision tree | KNN | Regression models

7.1 Create infographics with Copilot Create, KIMI & Nano Banana Pro
7.2 Document to video using Copilot Create
7.3 Avatar based production using HeyGen
7.4 Explore Sora and Veo 3 for cinematic graphic production & video generation
7.5 Prompts for infographic, video generation and developing brand kits

Tools covered : Create with Copilot | HeyGen | Veo 3 | KIMI | Nano Banana | Brand kits | Sora

8.1 Foundations of instructional prompting, contextual grounding, chain of thoughts prompting, linked prompts, & comparative prompts
8.2 AI agent types overview - retrieval agents vs augmented agents vs automated agents vs AI agentic framework
8.3 Copilot Studio overview and capabilities deep dive - instructions, topics, tools, MCPs, knowledge, channels & evaluations
8.4 Build, test & deploy a custom RAG agent with Copilot, SharePoint & OneDrive
8.5 Build a RAG custom GPT with OpenAI, Claude & Gemini Pro - compare and demonstrate capabilities
8.6 Evaluations & groundings for RAG agents

Tools covered : Instructional prompting | Copilot Studio | Google AI Studio | Claude Sonnet & Haiku | Custom GPTs | Gemini Pro

9.1 Create focused topics with variables, triggers & conversational flow
9.2 Ground chain of thoughts prompts with tools
9.3 Trigger agent workflow based on a condition and trigger external workflow from agents using Power Automate
9.4 Tag triggers, topics, tools & knowledge sources with contextual instructions
9.5 Ground machine learning models with AI instructional prompts
9.6 Create & integrate MCP servers & protocols for internal & external apps action & data retrieval
9.7 Build connections between AI agents & develop a comprehensive AI agentic framework

Tools covered : Copilot Studio deep dive

10.1 Introduction to Generative AI in Finance
10.2 AI Tools for Finance Workflows
10.3 AI for Financial Reporting
10.4 AI for Financial Analysis
10.5 AI for Budgeting and Forecasting
10.6 AI for Documentation and Communication
10.7 Prompt Engineering for Finance
10.8 Real-World Finance Use Cases
10.9 AI Governance and Best Practices

Tools covered : Copilot Studio deep dive

11.1 Introduction to Power BI
11.2 Downloading Power BI & Adjusting Settings
11.3 Introduction to Curriculum
11.4 Exploring the Power BI Desktop Interface & Workflow

12.1 Get Started with Power Query
12.2 Get Data from File Sources - Excel Table, PDF Invoices & Others
12.3 Get Data from Online Sources - SharePoint, Outlook, Dynamics 365, Web APIs & Default connectors.
12.4 Get Data from Fabric Warehouse – Data Flow
12.5 Data Access, Path & Permission Settings in Power Query
12.6 Data Validation Steps & Basic Statistics
12.7 Automate Daily Reports, Timesheets & Invoices using Append & Combine Option
12.8 Prepare Summary Tables & Aggregates
12.9 Reshape your Operational Data using Pivot, Unpivot
12.10 Transform Tables & Generic Columns
12.11 Derive KPIs & Flags Using Conditional columns & Custom columns
12.12 Create a reporting workflow & Enable Process Automation using Applied steps
12.13 Automate Look Up, Filtering & Reconciliation Process using Merge Query (SQL Joins)
12.14 Apply Logical Transformation - On Values
12.15 Query Settings, Selective Load & Performance Troubleshooting
12.16 Case Study – Project Performance Reporting
12.17 Case Study – Sales Performance Reporting

13.1 What is Data Modelling?
13.2 Jump Start - Connect with an existing Semantic Model
13.3 Fact Vs Dimension Table - Difference between Primary Key & Foreign Key
13.4 Naming & Sorting the Columns
13.5 Normalization vs Denormalization - Importance of modelling
13.6 Difference between Merge & Relate
13.7 Understand Relationship types, Cardinality & Cross Filter direction
13.8 Design a Consistent Star Schema in the Data Model
13.9 Scenarios for using Snowflake Schema for Parent Child Hierarchical reporting
13.10 Design Date Dimensions for Automating Periodic Reporting - Monthly, Weekly, Daily, Year Reports
13.11 Add Bridge Tables & Handle Many-to-Many Relationships for Group of Companies or Portfolio Reporting
3.12 Create Hierarchy, Groups & Bins for Categorical Analysis
13.13 Import or Direct Query the tables from the source
13.14 Control Row level Access to Reports & Data by Roles
13.15 Publish & Manage Automated Data Refresh to Semantic Model in Fabric
13.16 Optimize model Performance

14.1 Simplify Multi-Dimensional KPI Reporting Using DAX, Quick Measures, Visual Calculations & Copilot
14.2 Utilize Dax for Columns, Measures, Tables & Functions
14.3 Use DAX for Displaying Core Business Process KPIs using Quick Measures
14.4 Enhance Business Insights with DAX: Monthly, Quarterly, and Yearly Growth Metrics
14.5 Create Cross Functional KPIs Such as Fin Tech, Marketing Ops, Sales Tech
14.6 Leverage DAX for Dynamic & Real time Reporting
14.7 Apply DAX for Forecasting Future Trends Using Historical Data

15.1 Charts & Graphs
15.2 Tables & Matrices
15.3 Cards & KPIs
15.4 Maps & Geographic Visualizations
15.5 Gauges
15.6 Slicers & Filters.

16.1 Drill through & Drill down
16.2 Bookmarks & Interactivity
16.3 Themes & Formatting
16.4 Tools Tips
16.5 Water Fall Charts & Funnel Charts
16.6 Custom Visuals.

17.1 Introduction
17.2 Data Preparation & Transformation
17.3 Data Modeling for Finance
17.4 Financial Calculations (DAX Basics)
17.5 Financial Dashboard Development
17.6 Advanced Visualizations & Interactivity
17.7 Reporting & Sharing
17.8 Real-Time Financial Use Cases
17.9 Best Practices & Governance