How to use Analyst in Microsoft 365 Copilot to analyze financial trends

Learn how to use Analyst in Microsoft 365 Copilot to transform raw financial data into clear insights, forecasts, risks, opportunities, and interactive Excel dashboards — fast and easy!This step-by-step tutorial covers:

1. Accessing Analyst from the Agents menu
2. Uploading financial files (Excel, CSV, etc.)
3. Asking for data review, forecasts, risks & opportunities
4. Generating an AI-powered analysis
5. Requesting and opening an interactive dashboard in Excel
6. Collaborating and sharing with stakeholders

Table of Contents

00:00 - Intro: Raw data to actionable insights
00:08 - Select Analyst in Copilot
00:12 - Upload your financial data
00:18 - Ask for forecasts, risks & opportunities
00:26 - Analyst generates analysis
00:34 - Request interactive dashboard
00:43 - Open & use your Excel dashboard

Official Guide: https://support.microsoft.com/en-us/topic/get-started-with-analyst-in-microsoft-365-copilot-ff505b9c-a06c-4be9-b855-69d89b1d25d2

#microsoft365copilot #CopilotAnalyst #HowToUseAnalyst #FinancialDataAnalysis #ExcelDashboard #MicrosoftCopilotTutorial #DataInsights #FinanceAI

Connect on social:
X https://twitter.com/MicrosoftHelps
Instagram https://www.instagram.com/microsofthelps
Threads https://www.threads.net/@microsofthelps

Видео How to use Analyst in Microsoft 365 Copilot to analyze financial trends канала Microsoft Helps