From the course: Copilot in Excel: AI-Powered Financial Planning & Analysis

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Solution: Completing the FP&A business case

Solution: Completing the FP&A business case

From the course: Copilot in Excel: AI-Powered Financial Planning & Analysis

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Solution: Completing the FP&A business case

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(upbeat music) - [Instructor] So how did you do with this challenge? Remember, throughout this chapter, we applied a process for 2017, but we documented the process and we essentially turned it into a template so that we could use it again and again for 2018, and then for years to follow. Let's start by going over to the process documentation. This first step says, "Add sales team's CRM forecast to the OneDrive folder." So let's do that. Over here, this is the folder that we use for 2017. I'm going to add in the sales for 2018. Step two, refresh Power Query Sales_CRM to bring new sales forecast into the Sales_Forecast dynamic table. Okay, well, let's do that. Let's go over here to Sales_CRM. Remember, this is our dynamic table intermediary. I'm going to go up to my Data ribbon and I'm going to select Queries & Connections. When I do, my queries and connections pane pops up. Down here at the bottom, you'll see that I have Sales_CRM. Right now, 2,430 rows. This is all for 2017, but…

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