Create P&L (AI)

Create Copilot Query


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


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:

11 Jul 2024 01:49 AM
Create Copilot Query