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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!
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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!
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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.
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Active 3h ago
Joined Apr 19, 2026