Excel Just Built This Dashboard in 5 Minutes (Agent Mode Demo)

Missed another dinner? Let’s Fix That. Subscribe to my free weekly newsletter now and get my free guide: 15 5-Minute Finance Automations https://www.f9finance.com/newsletter/ What if Excel could actually do your reporting, analysis, forecasting, and formatting for you? With Microsoft’s brand-new Agent Mode in Excel, that’s exactly what’s happening. In this video, you’ll learn how to use AI in Excel to automate everything from variance reports and consolidations to formatting and commentary, all without formulas, macros, or code. I’ll show you: ✅ What Agent Mode actually is (and how it’s different from Copilot) ✅ How to set it up step-by-step inside Excel Labs ✅ A live walkthrough of building a finance dashboard in minutes ✅ Real finance use cases, from month-end close to forecasting By the end, you’ll know how to: 💡 Automate 80% of your repetitive Excel work 💡 Reclaim hours every week 💡 Use AI to become the strategic finance pro your team can’t live without Affiliate Disclosure: the links below are sponsored or affiliate links. If you decide to purchase a paid plan, I receive a commission at no extra cost to you. 🛠️ My Top Recommended Tools 🛠️ Get my favorite Excel course and learn everything there is to know. Miss Excel's Excelerator Course➜ https://www.f9finance.com/recommends/... Expand your knowledge of finance fundamentals with the leaders in Corporate Finance. CFI's Corporate Finance Fundamentals https://www.f9finance.com/recommends/... TOC 00:00 Introduction 00:34 What is an AI Agent? 01:32 Setting Up Agent Mode In Excel 02:50 Have Agent Mode Teach You AI In Excel 05:15 Agent Mode In Excel Builds 3 Statement Model 09:30 Agent Mode In Excel Builds A Dashboard