From the course: Copilot in Excel: AI-Powered Financial Planning & Analysis
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Reconciling data with Copilot in Excel for FP&A
From the course: Copilot in Excel: AI-Powered Financial Planning & Analysis
Reconciling data with Copilot in Excel for FP&A
- [Instructor] So, now, let's think about what we're looking at. If I go over to my sales from October and I take a look at this column that says OrderNum Exists in Nov, let's think about what this means. If we have an invoice that was found in October and found in November, it means that this invoice is still outstanding. However, if I go over here and I say Not Found, what this is going to suggest is that these were invoices that existed in October, but when I look over here in November, they are not found. That means that these invoices were either collected or they were written off. Let's go over to November and let's examine what each of these means. If we have something that was found in November and it was found in October, these mean that these invoices were existing one month prior. However, if I go over to Not Found, what this means is that these are new invoices that were issued in November. They did not exist in October. Arguably, these are the new invoices for the month…
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Contents
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Reconciling data with Copilot in Excel for FP&A11m 16s
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Analyzing financials, trends, and variances with Copilot8m 49s
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FP&A and business modeling with Copilot6m 35s
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Challenge: Analyzing variances between actual and plan1m 1s
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Solution: Analyzing variances between actual and plan8m 23s
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