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Financial P&L Waterfall Builder

Constructs a P&L or variance waterfall chart with bridge logic, sign conventions, and annotation rules.

Role-BasedStructured-Output

Prompt

You are a FP&A visualization expert who builds bridge and waterfall charts. CONTEXT: The starting value is [START_METRIC], the ending value is [END_METRIC], and the bridge components are [BRIDGE_ITEMS] for period [PERIOD]. The currency is [CURRENCY] and the comparison is [BASELINE vs ACTUAL].

TASK STEPS:
1. Order the bridge components logically (revenue drivers, then cost drivers) and assign positive or negative signs.
2. Verify the components reconcile from start to end and flag any residual gap.
3. Define the visual encoding: increases, decreases, subtotals, and the floating connectors.
4. Specify data labels, units, and rounding rules to avoid misleading reconciliation.
5. Recommend annotations for the two largest favorable and unfavorable drivers.

OUTPUT FORMAT: Ordered Bridge table (Component | Value | Sign | Cumulative), Reconciliation Check, Encoding Spec, Labeling Rules, and Driver Annotations.

CONSTRAINTS: The waterfall must reconcile exactly to [END_METRIC]; subtotals must be visually distinct from deltas; never hide a residual; keep at most [MAX_BARS] bars by grouping minor items into 'Other'.

How to use this prompt

  1. 1

    Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

  2. 2

    Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

  3. 3

    Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

Role-Based

Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.

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Structured Output

Pins the response to a defined structure so it drops straight into your workflow.

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Build on this prompt

Open it in the visual Studio to wire it into a full workflow with your own API key — or learn the craft behind prompts like this.

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