AI Enhanced F & A - From Hype to Hands-On

所在平台: Udemy

课程主页: https://www.udemy.com/course/ai-enhanced-fa-from-hype-to-hands-on/

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**课程名称:** AI赋能的财务与分析 - 从概念到实践 (AI Enhanced F & A - From Hype to Hands-On) **课程概述:** 本课程专为财务规划与分析 (FP&A) 专业人士、分析师和财务经理设计,旨在帮助您掌握如何将人工智能 (AI) 工具,如 ChatGPT、Excel Copilot 和 Power BI,切实应用于日常财务工作。无论您是进行预算编制、分析仪表板准备还是撰写差异分析说明,本课程都将指导您如何在不依赖编码经验或牺牲数据安全的前提下,将 AI 融入您的工作流程。 **学习内容:** * **ChatGPT的应用:** 学习如何利用 ChatGPT 生成财务评论、清洗数据以及总结财务趋势。 * **Excel Copilot的应用:** 掌握如何使用 Excel Copilot 自动化分析、公式编写和重复性报告。 * **Power BI的增强:** 了解如何利用 Power BI 内置的 AI 可视化和智能叙述(Smart Narrative)来优化仪表板。 * **实际案例:** 通过预算、预测和报告等实际案例,学习 AI 在财务领域的应用。 * **最佳实践与伦理:** 学习 AI 在财务领域的最佳实践、局限性及伦理考量。 **适合人群:** * FP&A 专业人士、分析师和财务经理。 * 渴望在不断变化的财务领域保持领先地位的学习者。 * 希望通过 ChatGPT、Excel Copilot 和 Power BI 等工具提高工作效率、优化思维并提供有价值洞察的财务专业人士。 **课程使用的工具:** * Microsoft Excel (Copilot 功能) * Power BI (AI 可视化和智能叙述) * ChatGPT (针对财务用例的提示工程) **先决条件:** 无需 AI 或编码背景。只需具备 Excel、Power BI 和财务概念的基础知识。

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AI is no longer just a buzzword it's becoming an essential part of how finance teams plan, analyse, and report.This course is designed specifically for FP & A professionals, analysts, and finance managers who want to apply practical AI tools like ChatGPT, Excel Copilot, and Power BI to real-world finance workflows.Whether you're building budgets, preparing dashboards, or writing variance commentaries, this course will show you how to integrate AI into your daily tasks without needing coding experience or compromising data security.What you'll learn:How to use ChatGPT to generate commentary, clean data, and summarize financial trendsHow to apply Excel Copilot for automating analysis, formulas, and recurring reportsHow to enhance Power BI dashboards using built-in AI visuals and Smart NarrativeReal-world examples of applying AI in budgeting, forecasting, and reportingBest practices, limitations, and ethical use of AI in financeWho this course is for:This course is perfect for:FP & A professionals, analysts, and finance managersCurious learners who want to stay ahead of the curve in the evolving finance landscapeFinance professionals with desire to use tools like ChatGPT, Excel Copilot, and Power BI to work faster, think smarter, and deliver insights that matter.Tools used in this course:Microsoft Excel (Copilot features)Power BI (AI visuals and Smart Narrative)ChatGPT (prompting for finance use cases)No AI or coding background is needed - just a basic understanding of Excel, Power BI, and financial concepts.

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