> For the complete documentation index, see [llms.txt](https://resources.less.tech/less-tech/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://resources.less.tech/less-tech/exercises/automated-financial-analysis.md).

# Automated Financial Analysis

{% hint style="success" %}
You'll learn tool such as Pivot, Transpose, Text Column, Stack, Create Rows, Compare and IF Column.
{% endhint %}

There are hints for all three part of the exercise. You can also download our solution models and import them in your own model. The files are available at the end of this page.

***

### Introduction <a href="#introduction-ecommerce" id="introduction-ecommerce"></a>

You can view the introduction to this exercise in the file below.

{% file src="/files/VSqigzrZqUh5XDQFjAMW" %}

***

### Getting Started

* The first step of this exercise is to get the right data. Navigate to the folder where you want to work. Go to Create -> New Connection -> Search for "exercise" and choose the Automated Financial Analysis<br>

  <figure><img src="/files/d3YslulfUaIVoLd8ipvQ" alt=""><figcaption><p>Finding the data</p></figcaption></figure>
* Inside a new model (Create -> New Model) you can now begin working with the data. Drag an Input tool to the Canvas -> Search for the name of the Connector -> Click on a table to select it -> Click Save and Run -> See the data in the preview table at the bottom of the view<br>

  <figure><img src="/files/2hEOZGJgOwk85F2ziTKh" alt=""><figcaption></figcaption></figure>

***

### Solution Files

You can import a solution files from the Canvas.

<figure><img src="/files/WExXpMz7zn7PcRXcyGJ2" alt=""><figcaption></figcaption></figure>

{% file src="/files/PsnNoR3s9iTW4Xufy3tL" %}

{% file src="/files/YdR6WfCZQkPz7gOTUbdY" %}

{% file src="/files/9PQZOOlVpN6UsMx3Xcrj" %}

{% file src="/files/P8L7LdgXy3JYsldcysw1" %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://resources.less.tech/less-tech/exercises/automated-financial-analysis.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.