New AI Excel Agent Mode How to Build Finance Dashboards Step by Step Tutorial

Did you know that Excel now has an AI Agent Mode powered by Copilot? That means you can now build complete dashboards, automate reports, and perform financial analysis — all by simply describing what you want! 🤯 I’m Christian Martinez, and in this video, I’ll show you how to use Excel’s new Agent Mode to create a fully automated Variance Analysis Dashboard for FP&A (Financial Planning & Analysis). If you’ve ever spent hours creating budget vs actual reports, hunting for formula errors, or manually updating pivot tables, this will change the way you work forever. We’ll cover everything step-by-step, including: ✅ What is Excel Agent Mode and how it works ✅ How to enable it using Excel Labs ✅ How to use prompts to build dashboards instantly ✅ How to perform Variance Analysis (Budget vs Actuals) ✅ Bonus: Forecasting with historical data and growth assumptions By the end of this video, you’ll learn how to use AI inside Excel to automate and supercharge your financial workflows — no coding required! ⏳ Timestamps ⏩ 0:00 Introduction ⏩ 1:05 Creating a Variance Analysis Dashboard with AI ⏩ 2:25 How to enable Agent Mode in Excel? ⏩ 4:37 How does the dashboard look like ⏩ 6:28 Final Thoughts + Free Resources 📥 Download the Excel Files & FP&A Guide Get the exact dataset and Agent Mode guide I used in this video: https://github.com/The-Financial-Fox/... 💬 Get Involved! What would YOU build first with Excel’s new AI Agent Mode? Comment below 👇 — I’d love to see your ideas! 👍 Like the video if this helped you 🔔 Subscribe for more AI + Finance tutorials every week