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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
Author Profile Icon Aloke Mukherjee
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

Summary

In this chapter, we learned about Power BI in finance and that it is a powerful tool for financial analysis, offering features such as data modeling, visualization, and integration with ChatGPT for enhanced insights.

We followed this up with a section on data modeling and visualization techniques. We explained why clean and well-structured data modeling is essential for effective financial analysis in Power BI. This involves data cleansing, establishing relationships, implementing validation, and utilizing calculated columns and measures. We detailed how choosing the right visualizations is crucial for communicating financial information effectively, understanding the characteristics of the data, and leveraging visuals such as line charts, bar charts, pie charts, and tables for clear and concise representation.

Then, we learned about ChatGPT integration with Power BI. Integrating ChatGPT with Power BI allows users to have contextual conversations and seek insights related...

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