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Prompt category

Data Analysis AI prompts

Excel, SQL, data visualization, KPIs and AI-powered reporting. Best for SQL, spreadsheets, dashboards, and KPI reviews, reporting workflows that need clearer logic, summarizing analysis into action-ready recommendations.

335 prompts

335

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5

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3

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Every prompt below is open. Copy it straight into ChatGPT, Claude, or Gemini.

SQL, spreadsheets, dashboards, and KPI reviewsreporting workflows that need clearer logicsummarizing analysis into action-ready recommendations

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Automated Financial Dashboard in Excel with VLOOKUP and Pivot Tables

Build a complete financial dashboard using advanced Excel formulas and pivot tables for monthly performance tracking.

IntermediateFree prompt

Best for

Create an interactive financial panel in Excel that consolidates revenue, expenses, and contribution margin data with automatic updates via pivot tables.

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Data Cleaning and Standardization with Power Query in Excel

Automate the process of cleaning messy data using Power Query to transform inconsistent datasets into reliable, analysis-ready sources.

IntermediateFree prompt

Best for

Build an ETL (extract, transform, load) workflow in Excel Power Query to clean, standardize, and consolidate datasets affected by common real-world corporate data problems.

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Smart Inventory Control with XLOOKUP and Conditional Formatting

Build an inventory management spreadsheet with automatic alerts, reorder forecasting, and ABC analysis using advanced formulas.

BeginnerFree prompt

Best for

Develop an Excel or Google Sheets inventory control system that classifies products using the ABC curve, calculates reorder points, and generates automatic visual alerts.

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VBA macro for monthly management report automation

Develops VBA macros in Excel to automate monthly management report generationβ€”a process that typically consumes hours of the finance team's time.

AdvancedFree prompt

Best for

Create a set of VBA macros that automate data consolidation from multiple sheets, generate standardized charts, and export reports as PDF for executive distribution.

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Financial projection model with scenarios in Google Sheets

Creates a 12-month financial projection model with optimistic, realistic, and pessimistic scenarios using Google Sheets with advanced formulas.

AdvancedFree prompt

Best for

Build a financial projection model in Google Sheets that allows simulation of 3 different scenarios, with adjustable assumptions and sensitivity analysis for decision-making.

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Dynamic Pricing Calculator with Margin Protection in Google Sheets

Build a pricing calculator that automatically adjusts prices based on cost changes, competitor data, and margin targets while protecting profitability.

IntermediateFree prompt

Best for

Create a Google Sheets pricing model that factors in variable costs, fixed costs, competitor prices, and minimum margin thresholds to generate optimal pricing recommendations for each SKU.

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HR Dashboard: Turnover, Headcount, and Diversity Metrics in Excel,

Create a comprehensive HR analytics dashboard tracking turnover rates, headcount evolution, diversity metrics, and hiring pipeline health.

IntermediateFree prompt

Best for

Build an Excel-based HR dashboard that gives leadership real-time visibility into workforce metrics, identifies retention risk areas, and tracks diversity goals.

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Project Portfolio Tracker with Resource Allocation and Budget Burn-Down,

Build a project management tracker in Excel that monitors budget burn-down, resource allocation, timeline adherence, and portfolio-level health across multiple simultaneous projects.

AdvancedFree prompt

Best for

Create a multi-project tracking system that gives PMO visibility into budget consumption, resource utilization, and delivery risk across the entire project portfolio.

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Customer Segmentation Matrix with RFM Scoring in Excel,

Implement Recency-Frequency-Monetary (RFM) scoring to segment customers into actionable groups for targeted marketing campaigns.

IntermediateFree prompt

Best for

Build an RFM customer segmentation model in Excel that scores each customer on recency, frequency, and monetary value, then classifies them into segments with specific marketing strategies.

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Data Cleanup Formula for HR metrics Sheet

Run data cleanup formula for HR metrics sheet with AI: a structured excel & sheets prompt you can adapt to your own context.

AdvancedFree prompt

Best for

Professional goal: Streamline the excel sheets strategy for better results

Excelspreadsheetsformulas
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Spreadsheet Automation for user behavior Data

Turn "Spreadsheet Automation for user behavior Data" into a practical, copy-and-run prompt for excel & sheets in data analysis.

IntermediateFree prompt

Best for

Professional goal: Optimize existing excel sheets workflow using AI tools

Excelspreadsheetsformulas
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Budget Tracker for sales performance Project

Make budget tracker for sales performance project repeatable: a clear excel & sheets prompt with placeholders you fill in.

BeginnerFree prompt

Best for

Professional goal: Create a comprehensive excel sheets approach for scale

dataGoogle Sheetsautomation
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Google Sheets Setup for customer churn Team

Use this prompt to handle google sheets setup for customer churn team as a repeatable excel & sheets workflow.

BeginnerFree prompt

Best for

Professional goal: Transform the excel sheets framework for efficiency

dataGoogle Sheetsautomation
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Excel Dashboard for HR metrics Metrics

Make excel dashboard for HR metrics metrics repeatable: a clear excel & sheets prompt with placeholders you fill in.

IntermediateFree prompt

Best for

Professional goal: Enhance the excel sheets process with proven methods

dataGoogle Sheetsautomation
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Macro Automation for marketing analytics Excel

A focused prompt for excel & sheets that helps you work through Macro Automation for marketing analytics Excel faster and more consistently.

IntermediateFree prompt

Best for

Professional goal: Implement a systematic excel sheets workflow using AI tools

dataGoogle Sheetsautomation
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Sales Report Excel for dashboard design

A focused prompt for excel & sheets that helps you work through Sales Report Excel for dashboard design faster and more consistently.

IntermediateFree prompt

Best for

Professional goal: Create a comprehensive excel sheets workflow using AI tools

Excelspreadsheetsformulas
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Data Cleanup Formula for A/B testing Sheet

Practical excel & sheets prompt to work through Data Cleanup Formula for A/B testing Sheet with AI β€” specific steps, not generic advice.

AdvancedFree prompt

Best for

Professional goal: Create a comprehensive excel sheets process with proven methods

Excelspreadsheetsformulas
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Excel Dashboard for user behavior Metrics

Run excel dashboard for user behavior metrics with AI: a structured excel & sheets prompt you can adapt to your own context.

AdvancedFree prompt

Best for

Professional goal: Build a scalable excel sheets framework for efficiency

Excelspreadsheetsformulas
Copy-ready promptOpen prompt

Excel Dashboard for marketing analytics Metrics

Practical excel & sheets prompt to work through Excel Dashboard for marketing analytics Metrics with AI β€” specific steps, not generic advice.

AdvancedFree prompt

Best for

Professional goal: Streamline the excel sheets strategy for better results

Excelspreadsheetsformulas
Copy-ready promptOpen prompt

Financial Model in Excel for marketing analytics

A ready-to-use prompt to work through Financial Model in Excel for marketing analytics, built for excel & sheets work.

AdvancedFree prompt

Best for

Professional goal: Streamline the excel sheets approach for scale

Excelspreadsheetsformulas
Copy-ready promptOpen prompt

Budget Tracker for financial reporting Project

Turn "Budget Tracker for financial reporting Project" into a practical, copy-and-run prompt for excel & sheets in data analysis.

BeginnerFree prompt

Best for

Professional goal: Automate the excel sheets approach for scale

Excelspreadsheetsformulas
Copy-ready promptOpen prompt

Budget Tracker for customer churn Project

Get a strong first draft for budget tracker for customer churn project instead of starting from a blank page β€” tuned for excel & sheets.

BeginnerFree prompt

Best for

Professional goal: Transform the excel sheets approach for scale

dataGoogle Sheetsautomation
Copy-ready promptOpen prompt

Data Validation for customer churn Spreadsheet

Get a strong first draft for data validation for customer churn spreadsheet instead of starting from a blank page β€” tuned for excel & sheets.

AdvancedFree prompt

Best for

Professional goal: Automate the excel sheets approach for scale

dataGoogle Sheetsautomation
Copy-ready promptOpen prompt

Macro Automation for cohort analysis Excel

Practical excel & sheets prompt to work through Macro Automation for cohort analysis Excel with AI β€” specific steps, not generic advice.

IntermediateFree prompt

Best for

Professional goal: Transform the excel sheets workflow using AI tools

Excelspreadsheetsformulas
Copy-ready promptOpen prompt

Data Validation for dashboard design Spreadsheet

Turn "Data Validation for dashboard design Spreadsheet" into a practical, copy-and-run prompt for excel & sheets in data analysis.

IntermediateFree prompt

Best for

Professional goal: Develop an effective excel sheets workflow using AI tools

dataGoogle Sheetsautomation
Copy-ready promptOpen prompt

Macro Automation for cohort analysis Excel

Get a strong first draft for macro automation for cohort analysis excel instead of starting from a blank page β€” tuned for excel & sheets.

BeginnerFree prompt

Best for

Professional goal: Create a comprehensive excel sheets approach for scale

dataGoogle Sheetsautomation
Copy-ready promptOpen prompt

Spreadsheet Automation for dashboard design Data

Use this prompt to handle spreadsheet automation for dashboard design data as a repeatable excel & sheets workflow.

IntermediateFree prompt

Best for

Professional goal: Transform the excel sheets process with proven methods

dataGoogle Sheetsautomation
Copy-ready promptOpen prompt

Excel Dashboard for sales performance Metrics

Use this prompt to handle excel dashboard for sales performance metrics as a repeatable excel & sheets workflow.

IntermediateFree prompt

Best for

Professional goal: Implement a systematic excel sheets process with proven methods

dataGoogle Sheetsautomation
Copy-ready promptOpen prompt

Macro Automation for marketing analytics Excel

Get a strong first draft for macro automation for marketing analytics excel instead of starting from a blank page β€” tuned for excel & sheets.

AdvancedFree prompt

Best for

Professional goal: Implement a systematic excel sheets process with proven methods

dataGoogle Sheetsautomation
Copy-ready promptOpen prompt

Data Cleanup Formula for dashboard design Sheet

Practical excel & sheets prompt to work through Data Cleanup Formula for dashboard design Sheet with AI β€” specific steps, not generic advice.

IntermediateFree prompt

Best for

Professional goal: Develop an effective excel sheets system for growth

Excelspreadsheetsformulas
Copy-ready promptOpen prompt

Every prompt here is free. The course teaches the thinking behind them.

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Related categories

Explore adjacent prompt libraries that support data analysis workflows.

How to use Data Analysis prompts well

Start with the prompt closest to your workflow, replace any placeholders with your own context, and tell the model what a good output looks like. The fastest improvement usually comes from clearer context, tighter constraints, and a more specific deliverable.

This category is especially useful for SQL, spreadsheets, dashboards, and KPI reviews. Treat the prompt as the execution layer, then refine it into a reusable workflow once you know it solves a real recurring problem.