Using 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

Date	Year	Property	Category	Amount	Payee	Description
2023-08-01	2023	Oakwood Manor	HOA	250	Oakwood HOA	Monthly dues
2023-08-05	2023	Maple Gardens	Insurance	150	HomeGuard Insurance	Property Insurance
2023-08-10	2023	Elm Heights	Mgmt Fee	300	Elite Property Mgmt	Management Services
2023-08-15	2023	Pine Ridge	Rent	1200	Pine Ridge Rentals	Monthly Rent
2023-09-01	2023	Cedar Residences	HOA	220	Cedar Residences HOA	Monthly dues
2023-09-05	2023	Birch Towers	Insurance	180	TowerGuard Insurance	Property Insurance
2023-09-10	2023	Willow Estates	Mgmt Fee	350	Willow Property Mgmt	Management Services
...	...	...	...	...	...	...

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:

Updated on: 08/03/2024