1: Extract tables from a document. Analyze, visualize the data and create a PowerPoint summary

In this example we will demonstrate the following
1) Extract tables from document via ChatGPT. Analyze the extracted data
2) Create visualization on the extracted data
3) Create PowerPoint presentations on the visualization

We have taken Standard Chartered Bank’s Full Year – Annual Report (23 February 2024, PDF) for this example.

Prompt 1: You are a financial advisor. I will upload the SCB 2023 full year financial report. Extract and read page 363 on consolidated balance sheet . Then summarize.

The uploaded annual report is 536 pages big PDF. In this prompt we have asked ChatGPT to only read page 363 which contains the consolidated balance sheet. As you can see from the run that ChatGPT was successfully able to extract only the Balance sheet table and summarize the data precisely.

Prompt 2 : Create 4 visualization of the data.

With this prompt, now ChatGPT has gone ahead and created four visualization covering 2022 and 2023 balance sheet data it extracted earlier, covering assets, liabilities and equities. The visualization are bar chart, but you can continue prompting ChatGPT to create visualization with other chart types and also with other fields of the balance sheets.

Prompt 3 : Create a PPT of the images with one image on each slide.

As you can see from the sample run, ChatGPT has now created a PowerPoint presentation which you can download ( and further customize as per your needs). As instructed ChatGPT has put one image (visualized earlier) in one slide.

2. Upload excel data ( as input). Analyze, visualize the data and create PowerPoint in a specific template

In this example we will demonstrate the following
1) Copy (input) excel data directly into ChatGPT and analyze
2) Create visualization on the input excel data
3) Upload a PowerPoint template (customized as per your needs) and have ChatGPT use the template ONLY to add the visualizations. While adding the visualization we will further prompt ChatGPT to structure each slide based on specific design.

We have taken Standard Chartered Bank’s Full Year – Data Pack (23 February 2024, Excel) for this example.

Prompt 1: I will upload the data for quarterly balance sheet of SCB. Analise the Profit/Loss and create three interesting visualization. Here is the data:

In this example we have copied the data from ‘Statement of Results’ tab of the excel sheet (Figure 1) , directly into ChatGPT (Figure 2).
As we can see from the run, ChatGPT has successfully created three different types of visualization on Profit/Loss statement and provided a brief summary (Figure 3 and 4).
You can continue prompting further using other fields from the balance sheet excel data and create different types of visualization.

Prompt 2 : Insert the visualization in the PPT template I have attached. Include one visualization in one slide. The visualization should be on left hand side, covering 50% of the screen size. Add a text box on the right hand side of the slide. And the text should be word wrapped. The colors of the text should match the visualization of the color scheme.

Now we will attach a PowerPoint template (Figure 5) that we have created into ChatGPT. The template can be your organization template or any other format you like.
We have then asked ChatGPT to add the three visualization into the same template. Also, we have instructed it to add a text box for each image in the PowerPoint.
As we can see from the run, ChatGPT has successfully carried out the instructions.

3. Upload excel file. Ask ChatGPT to prescribe (and create) analysis and presentation output

In this example we will demonstrate the following
1) Upload a excel file directly into ChatGPT for analysis
2) Ask ChatGPT to provide key insights from the data
3) Ask ChatGPT to recommend best PowerPoint template and design to present the data insights discovered
4) Create the PowerPoint

We have taken NASDAQ 5 year historical price data (2019 to 2024)

Prompt 1: Read the Nasdaq historical data for 5 years. provide me 5 interesting facts based on trend analysis

Prompt 2: Give three ideas for visualizing the data

Prompt 3: Create three visualization showing how the three investment option would have performed
1. A SIP of 100 done done every month in Nasdaq, beginning 2019
2. A SIP of 1200 in NASDAQ done at beginning of each year from 2019
3. Lumpsum investment of 60000 in NASDAQ done at beginning of 2019
In X axis keep year 2019 to 2023. In Y axis keep cumulative market value of the investment

Prompt 4: Can you help me draft a slide that summarizes the three investment options. What design elements should I use in the slides to emphasize the benefit of monthly SIP over other two investment options.

Prompt 5: Create a PPT based on the above suggestion.