Activity
Mon
Wed
Fri
Sun
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
What is this?
Less
More
Owned by Bridget
Learn data analysis skills in demand right now.
Practical, relevant data skills in demand now for accounting & financial professionals.
AI Finance Academy
9k members • Free
Pick Your Online Business
1.3k members • Free
ClassMates
1k members • $9/month
AI Automation Society
439.7k members • Free
Skoolers
161.7k members • Free
Free Skool Course
71.4k members • $1
7 contributions to Finance Data Pro
Jun 3 •
Claude prompts in Excel for analysis
In this video I am sharing 7 Claude prompts I use for financial analysis that can save you hours
1 like • Jul 13
@Anna Nova great question — and you're right that nothing is ever 100% guaranteed. What I meant is keeping AI inside your company's own secure environment rather than pasting data into consumer tools. The practical baseline most finance teams work to: 1. Keep data in your own tenant — e.g. M365 Copilot's enterprise data protection means your prompts and data aren't used to train the model. 2. Least-privilege access — the AI only sees what that user is already allowed to see. 3. Governance & logging — approvals, audit trails, no client data leaving the environment. Connecting AI to data via MCP isn't automatically "secure" — there have already been real vulnerabilities out there. It's only as safe as it's configured correctly - you're right to stay sceptical.
Jun 18 •
Power BI sales dashboard tutorial
Hi friends, In this tutorial we use the cleaned data from the Power Query video and create a sales dashboard in Power BI. The cleaned dataset is also available for download. Enjoy building!
2
0
Jun 11 •
Excel Power Query tutorial
hi Everyone, I have posted a Power Query tutorial. I have used Claude to check the steps and then gone through data cleaning in Power Query. There is a link to download the data in the description of the video in Youtube. In my next video, this data set will be used to create a sales dashboard in Power BI. Also check out my other data videos on SQL and careers in data as well.
May 25 •
Practical SQL series - Part 1 available
hi everyone, I am working on a practical SQL series on Youtube - focused on relevant analysis queries and using the free SQL Playground. The link to the first video is below - it recaps the basics and moves into useful financial calculations. The series starts basic and will build up to professional analysis queries. Enjoy!
1
0
May 17 •
Hello everyone!
Hi, I am Lucia, I am a finance assistant with a background in Sociology and eager to understand and analyze financial data. Thank you for accepting me in this community.
0 likes • May 17
Great to meet you Lucia! I hope you enjoy the training.
1-7 of 7
Active 8h ago
Joined Apr 19, 2026