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The Future of Finance with ChatGPT and Power BI

You're reading from   The Future of Finance with ChatGPT and Power BI Transform your trading, investing, and financial reporting with ChatGPT and Power BI

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Product type Paperback
Published in Dec 2023
Publisher Packt
ISBN-13 9781805123347
Length 406 pages
Edition 1st Edition
Concepts
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Authors (2):
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James Bryant James Bryant
Author Profile Icon James Bryant
James Bryant
Aloke Mukherjee Aloke Mukherjee
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Aloke Mukherjee
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Table of Contents (13) Chapters Close

Preface 1. Part 1: From Financial Fundamentals to Frontier Tech: Navigating the New Paradigms of Data, EVs, and AgTech
2. Chapter 1: Financial Mastery with ChatGPT: From Basics to AI Insights FREE CHAPTER 3. Chapter 2: Creating Financial Narratives with Power BI and ChatGPT 4. Chapter 3: Tesla’s Financial Journey: AI Analysis and Bias Unveiled 5. Chapter 4: John Deere’s AgTech Revolution – AI Insights and Challenges 6. Part 2: Pioneers and Protectors: AI Transformations in Software, Finance, Biotech, and Cybersecurity
7. Chapter 5: Salesforce Reimagined: Navigating Software and LLMs 8. Chapter 6: SVB’s Downfall and Ethical AI: Smart AI Regulation 9. Chapter 7: Moderna and OpenAI – Biotech and AGI Breakthroughs 10. Chapter 8: CrowdStrike: Cybersecurity in the Era of Deepfakes 11. Index 12. Other Books You May Enjoy

Creating financial dashboards with Power BI

Planning and designing a financial dashboard in Power BI involves a few key steps to ensure that the dashboard meets the needs of its users.

The first step is to determine the purpose of the dashboard and what key metrics and KPIs should be included. This will depend on the specific needs of the organization or business unit.

The second step is to gather the necessary data and organize it in a way that makes sense for the dashboard. This may involve connecting to multiple data sources and transforming the data into a format that is suitable for analysis.

Once the data has been organized, the next step is to select appropriate visualizations to display the data. This involves considering the types of data being displayed and choosing visualizations that are both visually appealing and easy to interpret.

The next step is to design the layout of the dashboard. This involves determining which visualizations should be placed where...

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