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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

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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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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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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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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

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

AdvancedFree prompt

Best for

Complete “Data Cleanup Formula for HR metrics Sheet” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

Excelspreadsheetsformulas
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Spreadsheet Automation for user behavior Data

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

IntermediateFree prompt

Best for

Complete “Spreadsheet Automation for user behavior Data” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

Excelspreadsheetsformulas
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Budget Tracker for sales performance Project

A cost/budget/pricing worksheet with calculations, assumptions and sensitivity checks. Includes required inputs, evidence checks and a concrete next step.

BeginnerFree prompt

Best for

Complete “Budget Tracker for sales performance Project” with a cost/budget/pricing worksheet with calculations, assumptions and sensitivity checks that can be checked against the supplied evidence.

dataGoogle Sheetsautomation
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Google Sheets Setup for customer churn Team

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

BeginnerFree prompt

Best for

Complete “Google Sheets Setup for customer churn Team” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

dataGoogle Sheetsautomation
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Excel Dashboard for HR metrics Metrics

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

IntermediateFree prompt

Best for

Complete “Excel Dashboard for HR metrics Metrics” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

dataGoogle Sheetsautomation
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Macro Automation for marketing analytics Excel

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

IntermediateFree prompt

Best for

Complete “Macro Automation for marketing analytics Excel” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

dataGoogle Sheetsautomation
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Sales Report Excel for dashboard design

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

IntermediateFree prompt

Best for

Complete “Sales Report Excel for dashboard design” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

Excelspreadsheetsformulas
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Data Cleanup Formula for A/B testing Sheet

An experiment design/readout with hypothesis, metrics, limitations and decision rules. Includes required inputs, evidence checks and a concrete next step.

AdvancedFree prompt

Best for

Complete “Data Cleanup Formula for A/B testing Sheet” with an experiment design/readout with hypothesis, metrics, limitations and decision rules that can be checked against the supplied evidence.

Excelspreadsheetsformulas
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Excel Dashboard for user behavior Metrics

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

AdvancedFree prompt

Best for

Complete “Excel Dashboard for user behavior Metrics” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

Excelspreadsheetsformulas
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Excel Dashboard for marketing analytics Metrics

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

AdvancedFree prompt

Best for

Complete “Excel Dashboard for marketing analytics Metrics” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

Excelspreadsheetsformulas
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Financial Model in Excel for marketing analytics

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

AdvancedFree prompt

Best for

Complete “Financial Model in Excel for marketing analytics” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

Excelspreadsheetsformulas
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Budget Tracker for financial reporting Project

A cost/budget/pricing worksheet with calculations, assumptions and sensitivity checks. Includes required inputs, evidence checks and a concrete next step.

BeginnerFree prompt

Best for

Complete “Budget Tracker for financial reporting Project” with a cost/budget/pricing worksheet with calculations, assumptions and sensitivity checks that can be checked against the supplied evidence.

Excelspreadsheetsformulas
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Budget Tracker for customer churn Project

A cost/budget/pricing worksheet with calculations, assumptions and sensitivity checks. Includes required inputs, evidence checks and a concrete next step.

BeginnerFree prompt

Best for

Complete “Budget Tracker for customer churn Project” with a cost/budget/pricing worksheet with calculations, assumptions and sensitivity checks that can be checked against the supplied evidence.

dataGoogle Sheetsautomation
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Data Validation for customer churn Spreadsheet

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

AdvancedFree prompt

Best for

Complete “Data Validation for customer churn Spreadsheet” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

dataGoogle Sheetsautomation
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Macro Automation for cohort analysis Excel

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

IntermediateFree prompt

Best for

Complete “Macro Automation for cohort analysis Excel” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

Excelspreadsheetsformulas
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Data Validation for dashboard design Spreadsheet

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

IntermediateFree prompt

Best for

Complete “Data Validation for dashboard design Spreadsheet” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

dataGoogle Sheetsautomation
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Macro Automation for cohort analysis Excel

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

BeginnerFree prompt

Best for

Complete “Macro Automation for cohort analysis Excel” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

dataGoogle Sheetsautomation
Copy-ready promptOpen prompt

Spreadsheet Automation for dashboard design Data

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

IntermediateFree prompt

Best for

Complete “Spreadsheet Automation for dashboard design Data” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

dataGoogle Sheetsautomation
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Excel Dashboard for sales performance Metrics

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

IntermediateFree prompt

Best for

Complete “Excel Dashboard for sales performance Metrics” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

dataGoogle Sheetsautomation
Copy-ready promptOpen prompt

Macro Automation for marketing analytics Excel

A spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks. Includes required inputs, evidence checks and a concrete next step.

AdvancedFree prompt

Best for

Complete “Macro Automation for marketing analytics Excel” with a spreadsheet formula or transformation plan with example inputs, expected outputs and validation checks that can be checked against the supplied evidence.

dataGoogle Sheetsautomation
Copy-ready promptOpen prompt

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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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