Conduit for Financial Analysis

Intro

In this use case, we'll explore the capabilities of Conduit for financial analysis, particularly focusing on transactions and expenditure data.

P&L Report

Our goal is to conduct a financial analysis by creating a basic Profit & Loss report. For this example, we'll use the following table, as our primary dataset. This table stores some financial data, related to real estate management

Also, we’d like to transform the data output into the following format:

• Categories as rows
• Years as columns (each year represented in a separate column)

Now, let’s craft a prompt for doing so:

Please create a P&L. Please create a separate row for each category of transactions. Create a column for each Year.

Now let's run the prompt and view the results: