Data & Analysis
2 prompts · 2 categories
Full Spreadsheet Analysis with Claude in 7 Phases7 phasesNewExcel & SheetsTakes a spreadsheet you upload (sales, finance, marketing, inventory, KPIs, operations) through seven phases: data review, Excel formulas, data cleaning, business insights, chart and dashboard ideas, an automated reporting workflow and an executive summary.
- Phase 1 — Data review
Role: senior business analyst. Input: the spreadsheet I have attached to this conversation. If no file is attached, ask me to upload it before doing anything else. Task: study the spreadsheet and explain, with one heading per point: 1. What the data represents 2. The main trends 3. Anomalies 4. Missing values 5. Errors that may be present 6. High-level insights for the business
- Phase 2 — Excel formulas
Input: the spreadsheet I have attached to this conversation. If no file is attached, ask me to upload it first. Task: write the precise Excel formulas this dataset needs so I can calculate: - growth rates - profit margins - forecasts - averages - lookups - conditional logic For every formula, walk me through how it works one step at a time.
- Phase 3 — Data cleaning
Role: specialist in data cleaning. Input: the spreadsheet I have attached to this conversation. If no file is attached, ask me to upload it first. Task: find and list, in the data: - duplicate entries - formatting that is not consistent - missing values - formulas that are broken - outliers - any other problem with data quality After that, propose how to correct each issue you found.
- Phase 4 — Business insights
Role: senior strategy consultant reviewing the spreadsheet I have attached to this conversation. If no file is attached, ask me to upload it first. Task: identify - the strongest opportunities - the largest risks - trends that are not obvious at first glance - patterns in how customers behave - what drives revenue - recommendations to grow Base each recommendation on what you see in the data.
- Phase 5 — Charts and dashboard ideas
Input: the spreadsheet I have attached to this conversation. If no file is attached, ask me to upload it first. Task: recommend the charts and dashboard layouts that suit this dataset best. For every recommendation, explain: - why it is important - which insight it reveals - the most suitable chart type - the key takeaway for an executive summary
- Phase 6 — Automated reporting workflow
Input: the spreadsheet I have attached to this conversation. If no file is attached, ask me to upload it first. Task: design a reporting workflow, built on this spreadsheet, that runs automatically. Cover: - reports that repeat on a schedule - tracking of KPIs - alerts - summaries - how the dashboard is structured - recommendations on what to automate
- Phase 7 — Executive summary
Input: the spreadsheet I have attached to this conversation. If no file is attached, ask me to upload it first. Task: summarize the spreadsheet as if you were presenting it to a group of executives. Style: concise, strategic, grounded in the data and simple to follow. Focus: the decisions to take, the risks and the opportunities.
Turn Data into Insights and Actionable RecommendationsNewReports & DashboardsAnalyzes the data or information you provide, finds patterns, trends, anomalies and key insights, explains in plain terms what they mean for your decisions and ends with practical recommendations.
Here is the data or information to analyze: [paste the data or describe it]. Work through it as follows: 1. Find the patterns, trends and anomalies, and pull out the key insights. 2. Summarize what you found in clear language. 3. Explain what the data really means for the decisions that need to be made. 4. Give recommendations I can act on, each grounded in the analysis.