From the course: Automated Financial Reporting with AI
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Data collection and cleaning
From the course: Automated Financial Reporting with AI
Data collection and cleaning
- [Instructor] We're going to take some time to walk through uploading your dataset into ChatGPT, and more importantly, we'll start exploring that data using a few essential steps of Exploratory Data Analysis, or EDA. This is a critical phase in any data project, especially in finance, because small data quality issues can lead to huge downstream problems in forecasting or reporting. To begin, you'll need a data set. You can use a CSV or Excel file, maybe your G/L export, department level P&L data or historical revenue and expenses. In our example, we're using three years of financial data from Apple's quarterly financial statements. Once you're in ChatGPT, make sure Code Interpreter is enabled, and I'll show you how to do that. This tool allows ChatGPT to execute Python code and handle files, which is especially valuable for working with structured financial data. Start with a prompt like, "I'm uploading a financial data set. Please summarize its structure and help me explore the…
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