Integrating the art of building financial models with the skills of Python and ChatGPT
Python in Financial Modeling
Overview of Python Language and introduction to Integrated Development Environment (IDE)
Application of Python in Finance
Writing and Running Python Codes
Python Syntax – Variables, Data Types, Variable Assignment
Data Type Conversion and Arithmetic Operations
Python Financial Packages / Libraries
ChatGPT and AI in Financial Modeling
Introduction to ChatGPT and it’s use case in the finance world
Writing ChatGPT prompts
Integrating AI tools into the MS Excel & MS PowerPoint software
Building formulas using AI
Writing macro and VBA codes for MS Excel & MS PowerPoint using ChatGPT
PowerBI
Introduction to Power BI – Overview, Installation, Sources and Connectors
Data Loading and Transformation – Connecting to various sources, Data Manipulation using Power Query Editor
Data Modeling – Creating Relationships, Data Model Design, Creating Calculated Columns and Measures
Advanced DAX Functions – Logical functions (IF, SWITCH), Aggregation functions (SUMX, AVERAGEX), Filter functions (CALCULATE, FILTER, ALL), Time Intelligence functions in DAX
Financial Reporting and Dashboards with Power BI
Budgeting and Forecasting with Power BI
Cashflow, Profit and Expense analysis with Power BI