Step 3 of 6 in AI for Data Analysts.
AI LiteracyintermediateVideo + quiz
Intelligent Management Reporting with AI
Produce the monthly management pack faster with AI while keeping it reconciled, defined and signed off: clean data, a KPI dictionary, commentary with a claims ledger, tested summaries, governance, and AI for reconciliation, payables, journals and finance risk.
Watch the first lesson freeWelcome: who this course is for and where it goes · 4 minSign in to watch one lesson from this course free.
What you will be able to do
Clean monthly exports and transform them with Power QueryDefine a KPI dictionary with targets, variance measures and status flagsDraft commentary with a claims ledger and judge every AI outputSchedule refresh and distribution for the dashboards and scorecards in the packApply AI to reconciliation, payables and journal anomaly testing in the closeSet governance and build a reporting control pack that is signed off without stopping the close
Skills you will gain
- Power Query
- KPI dictionary
- Claims ledger
- Management dashboards
- Journal anomaly testing
- Reporting governance
About this course
Produce the monthly management pack faster with AI while keeping it reconciled, defined and signed off: clean data, a KPI dictionary, commentary with a claims ledger, tested summaries, governance, and AI for reconciliation, payables, journals and finance risk.
AI Literacy
Curriculum
Requirements
What a monthly management pack is
Basic spreadsheet formulas
A notebook for your own pack notes
One pack you would like to speed up
A free Microsoft account for Excel on the web
A free Claude or Groq account, optional
What you walk away with
A Yallo AI academy certificate of completion, issued when every lesson is complete and the final assessment is passed at 70% or aboveA public verification page, so a stranger can check the certificate without asking you for a filePDF download, and a one-click share to your LinkedIn profile
Yallo AI academy certifies completion of
Intelligent Management Reporting with AI