09 September 2026 09:00 - 10:00
Forecasting with Microsoft Copilot in Excel: Tips & tricks for your finance team
Many finance professionals using Excel on a daily basis for forecasting are making it harder than it needs to be.
By leveraging Microsoft Copilot, correctly, forecasting can be a breeze, made easier by the AI.
This hands-on Microsoft Copilot + Excel Forecasting session is a favorite among Christian Martinezâs thousands of followers, built specifically for Finance teams to speed up forecasting cycles, reduce manual model-building, and unlock capabilities most Copilot users haven't discovered yet. In an hour, youâll learn:
- Data structure fundamentals: How to set up your workbooks (tables, naming conventions, layout) so Copilot can actually understand and work with your financial data.
- A prompt library for FP&A: Tested prompts for common forecasting tasks: building assumptions, running scenarios, trend analysis, variance flags, and more, so you're not starting from a blank cursor.
- Python in Excel, no coding required! How to tap into one of the most underused features in Excel to run more sophisticated forecasting logic, using Copilot as your translator between plain English and Python.
- Visualizing forecasts: Turning raw forecast outputs into charts and dashboards your leadership team will actually want to look at, all generated through Copilot