TFF #023 - How to Visualise Your Data in Seconds using DataChat

1-2-3 Newsletter - Read Time - 3 Mins

Hello, and welcome to a another edition of the Tech for Finance Newsletter where we have:

1. Tutorial on how to use DataChat to visualise your data

2. Expert resources on Finance in AI How-to's, and the GrowCFO community.

3. Tech tools for you to get rid on inbox clutter, use all of your AIs in one place, and create presentations in seconds.

IMPORTANT - Always read the data policy for any tools you try. If you’re ever unsure. Make sure your data, and any customer or supplier data is anonymised.

NOTE - I am not affiliated with any of the tools in this e-mail.

1/ How to visualise your data using DataChat

In this example I’m using supplier invoice history to visualise total supplier spend.

Step 1 - Sign up for a free DataChat account here (try free)

Step 2 - Create a new session

Step 3 - Upload your data (I used CSV)

Make sure it’s properly formatted with no blank rows at the top and all columns filled.

Step 4 - Ask it what you want to see from the you data using ‘Ask’

“Show me a chart of total spend by supplier”

Step 5 - Analyze your results

TIP - You can also select a region with the crosshairs to zoom in

2/ Expert Resources

1. If you missed it, I compiled all of the finance AI ‘how-to’s’ from previous newsletters and LinkedIn posts into a 104 page PDF that you can grab here.

2. A few months ago, I interviewed Kevin Appleby, COO of GrowCFO and host of the GrowCFO Podcast. They run a Slack community of like minded finance individuals, and there’s even a channel to ask questions about systems & technology. You can join using this link, and you can find my interview with Kevin on the Tech for finance podcast here.

3/ Tech Tools

1. Sanebox - Get rid of inbox clutter - learn more here.

2. Chathub - Use ChatGPT, Bard, Claude and other LLMs in one chat interface - learn more here.

3. Storyd - Create data presentations in seconds - learn more here.

So that’s it for this week.

Until next time.

Adam

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When you’re ready, there’re 3 ways I can help you:

1/ Get yourself a copy of ‘The Ultimate GPT Framework for Finance: ChatGPT, AutoGPT, Python and Beyond here. (use the code NEWS25 at checkout for 25% off)

2/ If you’re looking for ways to defeat repeat work and win back your life by optimising your tech. Why not book a 1:1 session with me here.

3/ If you’re looking to learn more from industry experts - Subscribe to the Tech for Finance Podcast here, and the YouTube channel here.

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