# Use Case: Using Conduit for Financial Analysis

#### Intro

In this use case, we'll explore the capabilities of Conduit for financial analysis, particularly focusing on transactions and expenditure data.

#### P\&L Report

Our goal is to conduct a financial analysis by creating a basic Profit & Loss report. For this example, we'll use the following table, as our primary dataset. This table stores some financial data, related to real estate management

<table><thead><tr><th>Date</th><th>Year</th><th width="84">Property</th><th>Category</th><th>Amount</th><th>Payee</th><th>Description</th></tr></thead><tbody><tr><td>2023-08-01</td><td>2023</td><td>Oakwood Manor</td><td>HOA</td><td>250</td><td>Oakwood HOA</td><td>Monthly dues</td></tr><tr><td>2023-08-05</td><td>2023</td><td>Maple Gardens</td><td>Insurance</td><td>150</td><td>HomeGuard Insurance</td><td>Property Insurance</td></tr><tr><td>2023-08-10</td><td>2023</td><td>Elm Heights</td><td>Mgmt Fee</td><td>300</td><td>Elite Property Mgmt</td><td>Management Services</td></tr><tr><td>2023-08-15</td><td>2023</td><td>Pine Ridge</td><td>Rent</td><td>1200</td><td>Pine Ridge Rentals</td><td>Monthly Rent</td></tr><tr><td>2023-09-01</td><td>2023</td><td>Cedar Residences</td><td>HOA</td><td>220</td><td>Cedar Residences HOA</td><td>Monthly dues</td></tr><tr><td>2023-09-05</td><td>2023</td><td>Birch Towers</td><td>Insurance</td><td>180</td><td>TowerGuard Insurance</td><td>Property Insurance</td></tr><tr><td>2023-09-10</td><td>2023</td><td>Willow Estates</td><td>Mgmt Fee</td><td>350</td><td>Willow Property Mgmt</td><td>Management Services</td></tr><tr><td>...</td><td>...</td><td>...</td><td>...</td><td>...</td><td>...</td><td>...</td></tr></tbody></table>

Also, we’d like to transform the data output into the following format:

* Categories as rows
* Years as columns (each year represented in a separate column)

Now, let’s craft a prompt for doing so:

*Please create a P\&L. Please create a separate row for each category of transactions. Create a column for each Year.*

Now let's run the prompt and view the results:

![](https://2311731864-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWkzjcMtcJloeTqt0wsJi%2Fuploads%2FPP3wm5SLkcEiKh2pwInY%2Fpl_q2wakb.png?alt=media\&token=ee8e2947-ac45-46e3-890b-6230c399ad3c)