How To Embed Power BI In SharePoint With Copilot Turned On
Embed Power BI in SharePoint with Copilot turned on, so anyone in the business can ask your dashboard questions. Setup, costs and the checkbox to watch.
FP&A
FP&A. Three letters that are the backbone of any well-run finance team. If the accounting team keeps the lights on, FP&A is the one mapping out where to put the next power plant. This is the function where data meets strategy, and I’m here to walk you through everything that makes it tick. From budgeting and forecasting to variance analysis and strategic planning, it’s all on the table.
I’ll break down how FP&A connects daily operations with long-term vision, and why those Excel sheets actually hold the pulse of the business. Whether it’s building a killer annual operating plan or tracking down what’s eating into your margins, FP&A is where the magic (and hard truths) happen.
This tag is your one-stop shop to mastering the FP&A function, no matter your experience level. We’ll dig into tools like scenario modeling, rolling forecasts, and KPIs that actually tell a story. Are dashboards, BI tools, or the latest FP&A software worth the hype? I’ll tell you when they are (and when they aren’t).
Plus, you’ll learn how to go beyond just crunching numbers to providing real insight that drives strategic decisions. If you’re ready to upgrade your FP&A game from good to indispensable, this is where you’ll find the tools and know-how to make it happen.
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How To Build A Fabric Data Agent On Your Power BI Model
Build a Fabric data agent on a Power BI semantic model in under ten minutes, teach it your business rules in the box that feeds the query, and turn on multi-step DAX generation.
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How To Set Up Power BI Copilot And What It Really Costs
Power BI Copilot needs a paid Fabric capacity, not Pro. Here’s the full setup, what an F2 really costs, and what the tool does once it’s running.
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Rolling AI Out to a Finance Team Without Breaking the Close
Most AI rollouts in finance teams are a license purchase and an email. Six weeks later two people use it daily, everyone else tried it once, and nobody can say whether the close got faster. The tools are the easy part. What decides whether this works is who owns what, what people are allowed to put into it, and what happens the first time it is wrong in front of the CFO. So this is the rollout, not the tool list. If you want the tools, AI tools for finance is the roundup. This page assumes you have picked one. Decide who owns it before you buy anything An AI rollout with no owner becomes IT’s problem, and IT will secure it correctly and never…
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AI Policy For Finance Teams (Template Included)
Your team is already using AI and nobody has written down where the line is. The four questions a finance AI policy has to answer, the audit trail clause that pays you back, and a fill-in-the-blank template.
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AI Excel Formulas, and How to Check One
A model writes an Excel formula in two seconds. Checking it takes ten minutes, and the ten minutes is the job.
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How To Use Copilot Finance Skills In Excel
Microsoft shipped finance skills into Copilot for Excel. What is in the box, what it misses, and the two skills I wrote to cover a monthly close.
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How To Use Gemini Notebook for Finance
Google renamed NotebookLM and gave every notebook a cloud computer that runs Python on your files. I gave it a P&L, a general ledger, six months of bank data and 336 manager comments, and it built my month-end review pack in 20 minutes.
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5 Power BI Claude AI Workflows To Save Hours
Five Power BI tasks Claude handled on a real board dashboard: custom variance cards, a broken DAX fix, row-level security, live commentary, and the board summary.
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The Easy Guide To Excel Automation With Office Scripts
In this guide, I’m going to walk you step by step through how to use Office Scripts to automate the stuff that usually drains your time and patience.
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