Create interactive annual reports

This tutorial focuses on creating interactive dashboards for a single year's financial information. However, if you wish to compare multiple years, you can upload data for 2-3 years and modify the prompts accordingly to create comparative dashboards.

Let's use this prompt in Claude to get started:

I've uploaded CSV files containing our company's annual financial data. Please analyze this data and create a summary of key financial metrics, including total revenue, net income, total assets, and operating cash flow. Present this as an interactive table using Claude artifacts, with the ability to sort columns and filter rows.

Review the generated artifact. This summary table will give you a quick overview of your company's financial position and serve as a starting point for our more detailed dashboards.

Sometimes, Claude may generate code that is not executable within Claude's artifacts.

To troubleshoot this issue, simply copy the error message displayed in the artifacts pane and paste it into the message box. Then, ask Claude to modify the code to resolve the error. Claude will analyze the error and provide an updated version of the code that should work correctly within the artifacts environment.

For example, you might say:

I received the following error when trying to generate the artifact: [paste error message here]. Can you please modify the code to resolve this issue and ensure it works within Claude artifacts?

Step 2: Create a responsive income statement dashboard

With our data prepared and summarized, let's create an interactive income statement dashboard. This dashboard will help users quickly understand revenue sources, major expenses, and overall profitability. We'll visualize a breakdown of revenue by category and compare major expenses to net income.

Here's the prompt:

Using the financial data from our income statement, create an interactive dashboard with Claude artifacts. Include:

1. A bar chart showing revenue breakdown by major categories, with the ability to sort bars by value
2. A waterfall chart displaying how major expense categories impact net income, with interactive tooltips showing values and percentages

Make the dashboard responsive and use a professional, easy-to-read color scheme. Add a toggle to switch between absolute values and percentages for both charts.

This dashboard will provide a clear, visual representation of your company's income statement, allowing stakeholders to quickly understand revenue sources and how expenses impact the bottom line.

Step 3: Develop an interactive balance sheet overview

Next, we'll create a balance sheet visualization that highlights the company's financial position. A good balance sheet overview should clearly show the relationship between assets, liabilities, and shareholders' equity, while allowing users to explore individual components in more detail.

Let's use this prompt to create our balance sheet visualization:

Generate an interactive balance sheet overview using Claude artifacts. Include:

1. A stacked bar chart showing the breakdown of assets, liabilities, and shareholders' equity
2. The ability to click on each major category to expand it into its subcategories within the same chart
3. A summary section displaying key financial ratios (e.g., current ratio, debt-to-equity ratio)

Ensure the visualization is responsive and uses a color scheme that clearly differentiates between assets, liabilities, and equity. Add tooltips that show both the value and percentage of each item relative to its parent category.

Step 4: Design a dynamic cash flow analysis tool

Understanding cash flow is crucial for assessing a company's liquidity and financial health. We'll create a dynamic tool that allows stakeholders to explore the various components of the cash flow statement and understand how cash moves through the business.

Prompt Claude with:

Create a dynamic cash flow analysis tool using Claude artifacts. Include:

1. A bar chart showing net cash flows from operating, investing, and financing activities
2. A pie chart displaying the breakdown of major cash inflows and outflows
3. Interactive elements to highlight related items across both charts when hovering over a segment

Make the charts responsive and add a legend explaining the color coding for different types of cash flows. Include a slider to adjust the time period if multiple periods are available.

Step 5: Generate a financial health scorecard

Finally, let's create a scorecard that brings together key financial health indicators. This scorecard will provide a quick, high-level overview of the company's financial performance and position, using common financial ratios and metrics.

We'll design an interactive dashboard that displays these key performance indicators (KPIs) in an easy-to-understand format, allowing users to quickly assess the company's overall financial health.

Here's the prompt to use for our financial health scorecard:

Generate a comprehensive financial health scorecard using Claude artifacts. Include:

1. A table displaying key financial ratios and metrics (e.g., ROE, Profit Margin, Quick Ratio, Inventory Turnover)
2. Bullet charts for each metric showing performance against targets or industry benchmarks
3. Interactive tooltips providing brief explanations of each metric and its importance

Make the scorecard fully responsive and add a feature that allows users to sort the table by any column. Use color coding in the bullet charts to indicate whether each metric is below, meeting, or exceeding the benchmark.

Remember to test your interactive reports thoroughly and gather feedback from various stakeholders to ensure they meet everyone's needs. As you become more comfortable with Claude artifacts, you can continue to refine and expand your reports, adding more advanced features and customizations based on specific requirements.

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This tutorial was created by Tanmay.