Uploaded February 2026 | Updated September 2026, 1 week ago
Learn how to use ChatGPT to enhance Excel financial models and build smarter, more dynamic dashboards. This video covers creating and projecting income statements, performing common-size and ratio analysis, and automating dashboard creation using AI. Ideal for finance professionals looking to improve accuracy, efficiency, and insight without complex coding.
📝 Use the timestamps below to navigate to different sections of the course. If you already know one of these topics, skip ahead!
00:00:00 – Fundamentals of Financial Statements and ChatGPT Integration
00:07:09 - Creating Income Statements with ChatGPT
00:13:09 - Projecting Income Statements with ChatGPT
00:21:34 - Building Common Size Income Statements
00:26:56 - Analyzing Common Size Income Statements
00:33:16 - Streamlining Ratio Calculations with ChatGPT
00:38:24 - Enhancing Financial Ratio Analysis with AI
00:43:42 - Automating Financial Dashboard Creation
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✅ Check out our free video playlist for Excel beginners 👉youtube.com/playlist?list=PLzj7TwUeMQ3iZHn4cv_fZagWSN8tubU9Z
✅ Excel 2021 Tutorials for Intermediate Users here 👉youtube.com/playlist?list=PLzj7TwUeMQ3jhT7yg37LKe8aSTA7OuWn3
✅ Microsoft Excel Tips and Tricks 👉youtube.com/playlist?list=PLzj7TwUeMQ3gv7nwM6ad7r5ma_3UoOPtc
✅ Microsoft Office 2021 and Office 365 Training here 👉youtube.com/playlist?list=PLzj7TwUeMQ3hH_MxteY6LR3OSMHpDkt_j
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If you enjoyed the video, please give a thumbs up 👍🏽 ;-)
Learn how to use ChatGPT to enhance Excel financial models and build smarter, more dynamic dashboards. This video covers creating and projecting income statements, performing common-size and ratio analysis, and automating dashboard creation using AI. Ideal for finance professionals looking to improve accuracy, efficiency, and insight without complex coding.
📝 Use the timestamps below to navigate to different sections of the course. If you already know one of these topics, skip ahead!
00:00:00 – Fundamentals of Financial Statements and ChatGPT Integration
00:07:09 - Creating Income Statements with ChatGPT
00:13:09 - Projecting Income Statements with ChatGPT
00:21:34 - Building Common Size Income Statements
00:26:56 - Analyzing Common Size Income Statements
00:33:16 - Streamlining Ratio Calculations with ChatGPT
00:38:24 - Enhancing Financial Ratio Analysis with AI
00:43:42 - Automating Financial Dashboard Creation
🌍 Get unlimited training with Simon Sez IT’s 200+ courses ⏩ simonsezit.com/courses
🚀 Supercharge your skills with a FREE 14-day trial to our extensive training library. Learn from 11,000+ ad-free videos and begin your transformation today! ➡️ simonsezit.lpages.co/ssit-14-day-free
💻 Watch more free popular training tutorials from Simon Sez IT:
🔥Check out our FREE 400+ hour training course playlist here ➡️
youtube.com/playlist?list=PLzj7TwUeMQ3hsADWJd2sJh4o8jATTyaRU
✅ Check out our free video playlist for Excel beginners 👉youtube.com/playlist?list=PLzj7TwUeMQ3iZHn4cv_fZagWSN8tubU9Z
✅ Excel 2021 Tutorials for Intermediate Users here 👉youtube.com/playlist?list=PLzj7TwUeMQ3jhT7yg37LKe8aSTA7OuWn3
✅ Microsoft Excel Tips and Tricks 👉youtube.com/playlist?list=PLzj7TwUeMQ3gv7nwM6ad7r5ma_3UoOPtc
✅ Microsoft Office 2021 and Office 365 Training here 👉youtube.com/playlist?list=PLzj7TwUeMQ3hH_MxteY6LR3OSMHpDkt_j
💬Stay in touch!
SimonSezIT.com: SimonSezIT.com
LinkedIn: linkedin.com/company/simon-sez-it
FaceBook: facebook.com/SimonSezIT
🔔 Subscribe to our channel:
youtube.com/simonsezittraining?sub_confirmation=1
If you enjoyed the video, please give a thumbs up 👍🏽 ;-)
