Create P&L (AI)

Create Copilot Query

Tags

solution template finance

In this template 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

clipboard-2024-07-11-01-47-08-550Z.png

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:
clipboard-2024-07-11-01-49-19-477Z.png

11 Jul 2024 01:49 AM
Create Copilot Query