A focused 2-hour course for FP&A teams and controllers: build a simple label convention, then use an AI check to catch mismatched labels before a pack or deck reaches the board.
What you will be able to do
- Set a four-field convention: Define the fixed fields every reported figure must carry: period, currency, units and calculation method, so 'is this thousands or millions?' stops coming up.
- Label tables, charts and commentary: Write labels in one agreed format, such as 'YTD Mar 2025' and 'EUR m', and decide when a label goes on a single figure, a table header, a column or a chart axis.
- Write method notes others can follow: Write a short calculation-method note that a colleague can use to recalculate a figure from its source, and link the figure to it with a short reference.
- Build an AI consistency check: Write a prompt that lists every figure in a draft pack with its labels and flags missing or conflicting ones in a table a reviewer can work through line by line.
- Review flags and record decisions: For each AI flag, decide whether to fix it, confirm it against the source or leave it as is, and record the reason in a simple flag log.
- Stop unlabelled figures at the door: Apply a pre-share checklist to a draft pack, know which steps to repeat after a late edit, and adapt it to your reporting cycle and sign-off.
Taught at learn.m-a-s-t-e-r.ai: lessons that adapt to your level, an AI tutor you can ask anything, quizzes and flashcards, and a certificate when you finish.
