Genius Sheets的动态

Today was the third day of the “Financial Modelling Through Excel with AI” course, and it was an incredibly insightful session. I deepened my understanding of financial modeling and learned new ways to analyze data effectively using Excel and AI tools. The session focused on building dynamic reports, improving financial forecasting, and creating scenario analyses. It was a practical and enriching experience that gave me a clearer perspective on optimizing financial workflows with advanced tools.

?? I Built the World's GREATEST PivotTable... and You Can Get it FREE! ?? Every month I was spending hours putting together the same reports - P&L analysis, budget comparisons, variance breakdowns. I knew there had to be a better way. So I sought out to build the worlds greatest pivottable that allowed me to update it all with just 1 click…and after weeks and weeks of building, it’s finally ready. But this isn't just another pivot table tutorial. I utilized Claude and ChatGPT as my personal tutor to learn things I had NO IDEA were possible. The result? A complete system that transforms financial analysis forever. You can analyze your entire profit and loss and drill down to multiple levels all the way to your transactions. Compare values against prior period, prior year, and even your budget - all updating with just ONE click. ?? Want to the template + step by step cheat sheet to learn exactly how I built this? You can find everything in the description of the video down below! What makes it special? ? Analyze data for different time periods with just ONE click ? Compare values against prior period, prior year, and budget ? Complete drill-down functionality to transaction level ? Built with Power Query and Power Pivot ? Developed with AI assistance for maximum efficiency Here's exactly what you're getting ?? ?? PIVOT TABLE #1: The One-Click Wonder - Filter by ANY period instantly (YTD, TTM, Current Month) - Drill down to transaction-level detail - Department filtering built-in - Clean, professional design ready for presentation ?? PIVOT TABLE #2: The Comparison Machine - Prior Period analysis at your fingertips - Prior Year comparisons instantly - Variance $ and % calculated automatically - Perfect for month-over-month analysis ?? PIVOT TABLE #3: Budget vs Actuals Masterpiece - Compare actuals against budget effortlessly - Smart variance calculations (positive = good!) - Department-level budgeting included - Ready for your next board meeting The best part? I'm not just giving you the file - I'm sharing the entire setup. Every Power Query transformation, every DAX measure, every AI-assisted optimization. You're getting the complete package. If you understand the concepts from this file, you'll do amazing things with your job. Want to see exactly how it works? Watch the full tutorial here: https://lnkd.in/ekwkkjdu

The use of timeline and slicer are key! This is a great tutorial.

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An excellent presentation on how AI will effect the finance department, message me if you would like a copy of Simon's slides and to have a chat on how Business Intelligence can work for you ? #hoptonanalytics #pyramidanalytics #genbi #financeshowcase

ML is the secret to better financial forecasting. Machine learning (ML) is transforming financial forecasting, driving improvements that elevate accuracy and enable informed decision-making. Understanding the impact of ML in financial forecasting is crucial for CFOs and financial executives looking to stay ahead in today's data-driven landscape. This post explores the transformative power of ML technologies in finance and provides essential insights for CFOs to navigate this evolving terrain effectively. #MachineLearning #FinancialForecasting #CFOs #Finance #DataDriven #DecisionMaking VAi Consulting

?? The Reliance on Excel in FP&A – Time for Change? ?? Did you know that 70% of FP&A teams still rely heavily on Excel? While it's been the backbone of financial planning for decades, in the age of AI and advanced analytics, it's finally time to rethink our tools. Moving beyond Excel can offer: ? Real-time data analysis ? Improved data integrity ? Enhanced collaboration ? Automated reporting ?? What's your take? Are you ready to embrace AI-powered FP&A tools, or is Excel still irreplaceable in your workflow? #FP_A #AI #FinanceTransformation #ExcelAlternatives

Your FP&A team needs intelligent planning tools: One thing that is crucial for your business is: modern planning You know, the kind that helps your FP&A team make sense of all the data and steer towards the right direction. Why Modern Planning works? > We all know spreadsheets are great, but they can't handle the big data sets. > With AI and ML on your side, you can make forecasts that are spot-on and insights that actually mean something. > And real-time analytics too. No surprises when it comes to trends. What’s the impact? More ‘aha’ moments > Finding the answer to burning questions > Realising the cause of a problem you couldn’t identify before. Therefore, give your FP&A team the right tools to do their best. With modern planning solutions, you can handle challenges and help your organisation grow steadily. #modernplanning #intelligentplanning #financialmodelling #fpna

Big announcement! We're launching a blog to share our thoughts about AI and Finance to help finance teams better understand what’s possible with generative AI today. We will be highlighting perspectives from finance leaders, examples of AI applications within finance, and showcasing the work that Concourse customers are already doing with AI to transform their finance departments and workflows. Our goal is to help finance leaders transition to an AI-first world and equip them with the right resources and knowledge to become agents of change within their companies. This morning we published our first article in a series of posts that we have scheduled for this year called “The Future of Finance is AI: How to Leverage it Today." In this article, we explore how AI can empower your finance team today to: 1. Reduce errors: Automate manual tasks and minimize human error for more accurate financial data 2. Make better decisions: Leverage AI-driven insights to uncover hidden trends and make more informed strategic decisions 3. Boost productivity: Free up your team from time-consuming tasks and focus on higher-value activities 4. Gain new insights: Uncover hidden patterns and correlations within your financial data for a deeper understanding of your business Read the full article here: https://lnkd.in/epeU9SKT Follow Concourse for more insights on how AI is shaping the future of corporate finance!

?? ?????????????????? ???????? ?????????????? ???????????????????? ???????? ???? Join our live webinar: "????-???????????? ??????????????: ???????????????????????? ???? ???? ?????????????? ??????????????????" on ???????????????? ??, ????????, ???? ???? ??.??. ???? / ?? ??.??. ?????? with Oracle's Miranda Nash, Keith Causey, and Hari Sankar. Discover how AI is revolutionizing finance by enhancing efficiency, agility, and decision-making. ????????????????????: ? ????’?? ???????????? ???? ?????????????? ????????????????????: leverage Agentic AI for superior decision-making and streamlined operations ? ???????????????????? ?????????????? ????????????????????: see how AI manages repetitive tasks with highest accuracy, allowing your team to focus on strategic initiatives ? ????????-???????? ????????????????: understand how predictive analytics and generative AI provide actionable insights for timely decisions Don't miss this chance to stay ahead in the evolving finance landscape. ???????????????? ?????? ?????? ?????? ???????? ??????????????: https://lnkd.in/dgu8SsaK #AIDrivenFinance #AgenticAI #FinanceTransformation #OracleWebinar #InnovationInFinance