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Excel & Sheets

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Full Spreadsheet Analysis with Claude in 7 Phases7 phasesNewData & AnalysisTakes 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.
  1. 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
  2. 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.
  3. 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.
  4. 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.
  5. 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
  6. 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
  7. 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.
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