Copilot in Excel for Audit/Accounting — ONB Hands-On Exercises

Hands-on materials for the Microsoft 365 Copilot in Excel for Audit/Accounting session (Old National Bank).

Start here

• Pre-Work — Upload workbooks to OneDrive — complete before the session.

Exercises

1. Copilot-Ready Data & Cleanup
2. GL-to-Subledger Reconciliation
3. Population Analysis & Sampling Support
4. Pivots, Anomalies & Budget-vs-Actual
5. RCSA & Findings Tracker Build

How to use

Each exercise is self-contained: objective, prerequisites, step-by-step prompts, a deliverable, and a verification checklist. All prompts are copy-paste ready. Work in Excel for the web with the sample workbooks saved in OneDrive.

Ground rules

Copilot accelerates the mechanics; the auditor concludes. Work on a copy — Copilot edits directly and auto-saves (there is no Track Changes in Excel; version history is your safety net). Copilot only sees the open workbook, and needs clean table-shaped data: one header row, no merged cells, no subtotals, no blank rows/columns, AutoSave on, automatic calculation. Tie out control totals after every Copilot build. Use only synthetic sample workbooks inside ONB's Microsoft 365 tenant.