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analysis solution finance
23 Jul 2024 08:24 AM

Conduit for Financial Analysis

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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

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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:

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