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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.

338 prompts

338

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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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338 prompts in this category

Reconcile two reports that disagree on revenue

A reconciliation table and validation query plan. Start with your own evidence and finish with a reviewable next step.

IntermediateFree prompt

Best for

Produce a reconciliation table and validation query plan from the supplied inputs.

data-analysispractical workflowevidence-led
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Check a spreadsheet before using it in a decision

A data-quality report with check formulas or pseudocode. Start with your own evidence and finish with a reviewable next step.

IntermediateFree prompt

Best for

Produce a data-quality report with check formulas or pseudocode from the supplied inputs.

data-analysispractical workflowevidence-led
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Explain an experiment whose result is inconclusive

A plain-English experiment readout and decision options. Start with your own evidence and finish with a reviewable next step.

IntermediateFree prompt

Best for

Produce a plain-English experiment readout and decision options from the supplied inputs.

data-analysispractical workflowevidence-led
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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 generation—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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Sales analysis queries with CTEs and window functions

Writes advanced SQL queries using CTEs and window functions for sales performance analysis.

IntermediateFree prompt

Best for

Create a set of reusable SQL queries that analyze sales by period, product, seller, and region using CTEs (Common Table Expressions) and window functions for rankings and comparisons.

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Database Schema Design for Recurring Subscription Systems

Designs an optimized database schema for a subscription business with SaaS metrics.

AdvancedFree prompt

Best for

Create a complete relational model for a recurring subscription system, including tables, indexes, constraints, and ready-to-use queries for calculating MRR, churn, and LTV.

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Slow Query Optimization with EXPLAIN ANALYZE and Indexes

Diagnoses and optimizes slow SQL queries using execution plans, strategic indexes, and query rewriting.

AdvancedFree prompt

Best for

Learn to identify SQL query performance bottlenecks using EXPLAIN ANALYZE, create efficient indexes, and rewrite queries to reduce response time.

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Stored Procedures for Automatic Sales Commission Calculation

Creates stored procedures that automate commission calculations with complex tiered rules and bonuses.

AdvancedFree prompt

Best for

Develop SQL stored procedures that calculate sales commissions considering tiered quotas, product mix bonuses, cancellation clawbacks, and team splits.

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BigQuery Queries for E-commerce Conversion Funnel and Attribution Analysis

BigQuery queries to analyze conversion funnels, channel attribution, and browsing behavior in e-commerce.

AdvancedFree prompt

Best for

Build conversion funnel analysis queries in BigQuery (Google Analytics 4 export) to identify drop-off points, optimize conversion rates, and attribute revenue to acquisition channels.

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Chart Selection Guide: Matching Visualization Types to Data and Objectives

Practical framework for selecting the correct visualization type based on analysis goal and data characteristics.

BeginnerFree prompt

Best for

Create a quick-reference guide to help analysts choose the right chart (among 20+ types) based on analysis objective, number of variables, and target audience.

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Power BI Dashboard for Commercial Tracking with Advanced DAX

Designs a complete Power BI dashboard with DAX measures for commercial analysis with drill-through and bookmarks.

AdvancedFree prompt

Best for

Create the functional and technical specification for a Power BI dashboard for the commercial/sales department, including Star Schema data model, advanced DAX measures, and visual interactions.

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Interactive Looker Studio Report with Google Analytics and Sheets Data

Create an automated report in Looker Studio connecting GA4, Google Sheets, and BigQuery with interactive filters.

IntermediateFree prompt

Best for

Build a digital marketing report in Looker Studio (formerly Data Studio) that combines data from multiple Google sources, with automatic updates and stakeholder sharing.

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Data Storytelling: Narrative Structure for Impactful Presentations

An analysis or query/formula plan with definitions, checks, findings, limitations and decision implications. Includes required inputs, evidence checks and a concrete next step.

IntermediateFree prompt

Best for

Complete “Data Storytelling: Narrative Structure for Impactful Presentations” with an analysis or query/formula plan with definitions, checks, findings, limitations and decision implications that can be checked against the supplied evidence.

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Real-Time Operational Dashboard with Metabase and Automated Alerts

Configure an operational dashboard in Metabase with real-time metrics, email/Slack alerts, and interactive drill-down.

AdvancedFree prompt

Best for

Implement an operational dashboard in Metabase (open source) that monitors KPIs in real time, sends automated alerts when metrics exceed thresholds, and enables self-service exploration for the team.

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KPI Framework for E-commerce with Metrics Tree Structure

Structure a complete metrics tree for e-commerce, connecting strategic KPIs to operational ones with realistic targets and benchmarks.

IntermediateFree prompt

Best for

Create a hierarchical KPI framework for e-commerce that links business metrics (revenue, margin) to operational metrics (conversion, AOV, CAC), with targets grounded in industry benchmarks.

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OKR System with Automated Tracking for Startups

Implement OKRs with weekly check-ins, scoring, and tracking dashboards integrated with your existing tools.

IntermediateFree prompt

Best for

Build a complete OKR system (Objectives and Key Results) covering definition, cascading, weekly tracking, and quarterly scoring, with BI integration for automated progress monitoring.

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Balanced Scorecard Adapted for Small and Medium Businesses

Adapt the Balanced Scorecard framework to small and medium business reality with practical, actionable metrics.

BeginnerFree prompt

Best for

Create a simplified, actionable Balanced Scorecard for SMBs with specific metrics for each perspective (financial, customers, processes, learning) suited to your tax and operational context.

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SaaS Metrics Hierarchy with Leading and Lagging Indicators

Maps the relationship between leading indicators (predictive) and lagging indicators (results-based) for a SaaS business, enabling preventive action before outcomes deteriorate.

AdvancedFree prompt

Best for

Create a complete SaaS metrics hierarchy that differentiates leading indicators (which predict the future) from lagging indicators (which confirm the past), enabling intervention before results worsen.

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Logistics Operations Dashboard with SLAs and Efficiency Metrics

Defines logistics KPIs with clear SLAs, penalty systems, and tracking dashboards for distribution operations.

IntermediateFree prompt

Best for

Create a logistics metrics system covering the full supply chain (receiving, storage, picking, packing, shipping, transportation, last mile) with measurable SLAs and exception management.

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Monthly Executive Report with Variance Analysis and Recommendations

Structures a standardized monthly executive report with variance analysis (actual vs. budget) and actionable recommendations.

IntermediateFree prompt

Best for

Create a monthly executive report template that presents results clearly for leadership, with variance analysis, root causes, and recommendations prioritized by impact.

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Automated Report Generation with Python and Scheduled Email Delivery

Automates report creation and distribution using Python, Pandas, and scheduled email delivery.

AdvancedFree prompt

Best for

Build a Python script that automates the entire report generation pipeline: data extraction from a database, processing with Pandas, chart creation, export to PDF/Excel, and automatic email delivery.

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Cohort and Retention Analysis for Recurring Revenue Businesses

Generates a complete cohort analysis report to understand retention patterns and identify critical churn windows.

AdvancedFree prompt

Best for

Develop a detailed cohort analysis that reveals behavioral patterns over time, identifies the critical churn window, and quantifies the financial impact of retention.

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Budget vs. Actual Variance Analysis Report for Financial Controllers

Develops a detailed budget variance report with decomposition of causes (price, volume, mix) and projections.

AdvancedFree prompt

Best for

Create a variance analysis framework that breaks down differences between budgeted and actual results into their components (price effect, volume effect, mix effect, exchange rate effect) to enable precise corrective action.

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Data Narrative for Annual Report with Strategic Insights

Transforms raw yearly data into a coherent strategic narrative for the company's annual report.

IntermediateFree prompt

Best for

Write the analytical narrative for the annual report, turning tables and charts into a story that connects past results with future strategic direction, in language appropriate for diverse stakeholders.

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Advanced Financial Analysis DAX Formulas in Power BI

An evidence table with finding, source, limitation, impact hypothesis, action and validation. Includes required inputs, evidence checks and a concrete next step.

AdvancedFree prompt

Best for

Complete “Advanced Financial Analysis DAX Formulas in Power BI” with an evidence table with finding, source, limitation, impact hypothesis, action and validation that can be checked against the supplied evidence.

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Predictive Analysis with Python: Regression and Demand Forecasting

An evidence table with finding, source, limitation, impact hypothesis, action and validation. Includes required inputs, evidence checks and a concrete next step.

AdvancedFree prompt

Best for

Complete “Predictive Analysis with Python: Regression and Demand Forecasting” with an evidence table with finding, source, limitation, impact hypothesis, action and validation that can be checked against the supplied evidence.

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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.

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