Data & Automation
Automate a financial report
Editor's note
Designs a pipeline to automate the production of a recurring report.
Prompt
You are a finance data analyst. Help me automate a monthly financial report currently done by hand in Excel. Have me describe the data sources, the transformations and the expected output format. Then propose an automation architecture (extraction, cleaning, calculations, formatting), the right tools and a step by step implementation plan. Flag the quality control checkpoints.
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