Excel Financial Modeling: Create Financial Models In Excel With AI Agents - Excel Agent Mode скачать в хорошем качестве

Excel Financial Modeling: Create Financial Models In Excel With AI Agents - Excel Agent Mode

Tired of hours spent building Excel financial models—formulas, formatting, and debugging errors? Watch me use Ajelix AI Agent to transform raw sales data into a comprehensive Excel dashboard with just ONE prompt. Dynamic charts, forecasts, summaries, all done autonomously in ~10 minutes. WHAT YOU'LL LEARN IN THIS VIDEO: Setup & Prompt: Uploading your data file (e.g., sales revenue, profits, categories) The exact prompt for a "comprehensive sales financial model" with analysis and dashboard Why Agent Mode + advanced AI model is essential for complex tasks Agent Workflow: How AI reasons, creates a task plan (e.g., analyze data, build sheets, fix errors) Approving the plan and watching it execute autonomously Real-time error fixing—no manual intervention needed The Stunning Results: Multi-sheet Excel: Revenue trends, 12-month forecasts, scenario analysis, top products Fully dynamic formulas, summaries by category/location, pretty tables from raw data Pro-level dashboard ready for investors Pro Tips: Download or save files before 48-hour auto-delete Iterate: Add charts or forecasts in follow-up prompts Reuse as templates for future edits PROMPT: "Create a comprehensive sales financial model in Excel. I will upload a data file, and your task is to analyze it in depth and produce an advanced, investor-grade analysis using dynamic charts, clear breakdowns, and multiple financial modeling perspectives (e.g., revenue trends, forecasting scenarios, performance drivers). The final Excel file should be well-structured, easy to navigate, and visually impressive, with a sleek, modern design that looks professional on screen and is engaging enough. Create a dashboard in the first sheet so i can navigate it easily and provide all the formulas and charts. It should be ready for sending to my manager." Key: Upload your file, enable Agent Mode, select the most intelligent model, then send! RESOURCES & LINKS: Try Ajelix Free: https://ajelix.com (Free tier available at chat.ajelix.com) Tutorials & Guides: https://ajelix.com/blog Related Videos:    • Generate PowerPoint Presentation With Agen...      • Creating Charts In Excel with Agentic AI -...      • Generate Custom Excel Templates With AI Ag...      • How To Create Website Design Using AI Agen...   ABOUT THIS VIDEO: One of my first tutorial videos—your feedback means the world! Comment below: Pacing too fast/slow? More details on specific formulas or use cases? Subscribe for more AI agent workflows that save hours! #agenticai #aichat #aiinfinance #AIAgents #ExcelAI #FinancialModel #ExcelDashboard #AIAutomation #InvestorGrade #SalesForecast #DataAnalysis #ajelix Timestamp: 0:00 - Intro: end Excel headaches forever 0:23 - Ajelix interface & prompt prep 1:05 - Uploading data file 1:30 - Agent mode + LLM model selection 2:00 - AI's Workflow Plan & Approval 2:30 - Task execution 3:03 - Approving AI workplan 4:00 - Reviewing the output 5:15 - Opening the generated Excel file 6:00 - Dashboard, formulas & dynamic Sheets 6:30 - Revenue trends, forecasts & summaries 7:40 - More agentic use cases (dashboards, apps) 9:00 - Call to action & feedback