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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 FREE CHAPTER
2. Chapter 1: Financial Mastery with ChatGPT: From Basics to AI Insights 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

Walk-through use case – analyzing financial ratios using Power BI and ChatGPT

The following is an example that you can try to emulate. It is a simple illustration of how you can integrate Power BI and ChatGPT. (Note: this example is courtesy of Amer Mahmood, who posted this article on medium.com).

In this example, we will create a report in Power BI and feed the data to ChatGPT, asking for insights. Some steps need to be completed before we start:

  1. Install Python and enable Python in Power BI:
    1. First, install Python, if you have not done so already. Please visit the official website (https://www.python.org/downloads/) to download it. We recommend versions 3.9 and 3.10.
    2. Once Python has been installed, enable Python scripting in Power BI. To do so, open Power BI Desktop. Then, click File > Options and go to Settings > Options > Python scripting. Select the checkbox and click OK.
    3. Next, set the Python path in Power BI. Go to File > Options and then to Settings...
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