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You're reading from  Managing Data Integrity for Finance

Product typeBook
Published inJan 2024
PublisherPackt
ISBN-139781837630141
Edition1st Edition
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Author (1)
Jane Sarah Lat
Jane Sarah Lat
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Jane Sarah Lat

Jane Sarah Lat is a finance consultant with over 14 years of experience in financial management and analysis for multiple blue-chip multinational organizations. In addition to being a Certified Management Accountant (CMA U.S.) and having a Graduate Diploma in Chartered Accounting (GradDipCA), she also holds various technical certifications, including Microsoft Certified Data Analyst Associate and Advanced Proficiency in KNIME Analytics Platform. Over the past few years, she has been sharing her experience and expertise at international conferences to discuss practical strategies on finance, data analysis, and management accounting. She is also president of the Institute of Management Accountants (IMA) Australia and New Zealand chapter.
Read more about Jane Sarah Lat

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Handling missing financial reporting data with AI

In this section, we will use ChatGPT to help us understand what our sample Excel files contain and check for any outliers, missing values, and data inconsistencies. We will be using datasets created specifically for this section to get more appreciation for this tool’s capabilities. The steps are as follows:

  1. Create a new chat using the Data Analysis GPT, as shown in Figure 10.34. As an alternative, you may use the Advanced Data Analysis feature (using GPT-4), as shown in Figure 10.13.
    Figure 10.34 – Using the Data Analysis GPT

    Figure 10.34 – Using the Data Analysis GPT

Note

If you can’t access the Data Analysis GPT from the Explore section in the sidebar, you may use this link: https://chat.openai.com/g/g-HMNcP6w7d-data-analysis.

  1. Load the 2022 Transactions.xlsx, Products.xlsx, and Sales Price.xlsx files and type this prompt:
    Please examine the contents of these three files and provide information as to...
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You have been reading a chapter from
Managing Data Integrity for Finance
Published in: Jan 2024Publisher: PacktISBN-13: 9781837630141

Author (1)

author image
Jane Sarah Lat

Jane Sarah Lat is a finance consultant with over 14 years of experience in financial management and analysis for multiple blue-chip multinational organizations. In addition to being a Certified Management Accountant (CMA U.S.) and having a Graduate Diploma in Chartered Accounting (GradDipCA), she also holds various technical certifications, including Microsoft Certified Data Analyst Associate and Advanced Proficiency in KNIME Analytics Platform. Over the past few years, she has been sharing her experience and expertise at international conferences to discuss practical strategies on finance, data analysis, and management accounting. She is also president of the Institute of Management Accountants (IMA) Australia and New Zealand chapter.
Read more about Jane Sarah Lat