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AI-Powered Accounting with Excel and Power BI
book

AI-Powered Accounting with Excel and Power BI

by Lance Rubin
July 2026
Intermediate
372 pages
8h 35m
English
Packt Publishing
Content preview from AI-Powered Accounting with Excel and Power BI

17

Module 7 – Restructuring a Messy Workbook

Module 6 (Chapter 16) asked AI to analyze a workbook. Module 7 asks AI to actually fix it. The Starting workbook is the same Customer Invoice tracker, but messier – roughly twice as many customer sheets (19 vs 9), more drift between layouts, more accumulated ad-hoc adjustments. The exercise is to take this lived-in mess and impose structure on it: an index, a dashboard, validation checks, a change log, and a consistent layout for each customer.

The following topics will be covered in this chapter:

  • The workflow problem behind restructuring a messy customer invoice tracker
  • The structure of the Module 7 starter workbook
  • The Module 7 prompt and its guardrail that the original data cannot be lost
  • How ...
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Publisher Resources

ISBN: 9781808087950