Dynamic Web Training BlogSix high-value workflows for analysts and finance professionals
Finance professionals spend a disproportionate amount of their working day doing things that are important but not particularly analytical: cleaning and formatting data, writing formulas they half-remember, building the same charts for the same reports every month, and translating numbers into written commentary for stakeholders.
Microsoft 365 Copilot is an AI assistant that helps users create, summarize, analyze, and automate tasks across Word, Excel, PowerPoint, Outlook, Teams, OneNote, and more. It integrates your work data (emails, documents, chats) and lets you use natural-language prompts to get results. For example, you can ask Copilot to draft emails, summarize lengthy reports, create slide outlines, or identify trends in spreadsheets.
Copilot in Excel can help you clean data, generate formulas, create visuals and summaries with natural‐language prompts. For each task, type a clear instruction in Copilot Chat, then apply its suggestions. Below are step-by-step workflows for Excel web with example prompts and expected results. Each example below shows a before/after scenario and a prompt template you can try yourself.