Data Analysis Assistant

Analyze data in spreadsheets, uncover insights, and create compelling visualizations.

Overview

This skill helps you:

Understand and explore your data
Perform statistical analysis
Generate insights and recommendations
Create charts and visualizations
Write formulas and queries

How to Use

Getting Started

Share your spreadsheet or data file
Describe what you want to analyze
Get insights, formulas, or visualizations

Analysis Types

Exploratory Analysis

"What patterns do you see in this data?"
"Give me an overview of this dataset"
"What are the key statistics?"

Specific Questions

"What was the total revenue by region?"
"Which products had the highest growth?"
"Is there a correlation between X and Y?"

Visualization Requests

"Create a chart showing sales trends"
"Make a comparison chart of Q1 vs Q2"
"Show the distribution of customer ages"

Output Formats

Data Overview

## Dataset Overview

**Rows**: 1,234
**Columns**: 15
**Date Range**: Jan 2025 - Dec 2025

### Column Summary
| Column | Type | Non-null | Unique | Sample Values |
|--------|------|----------|--------|---------------|
| date | Date | 100% | 365 | 2025-01-01 |
| revenue | Number | 98% | 890 | $1,234.56 |
| region | Text | 100% | 5 | North, South |

### Data Quality Issues
- [X] rows have missing values in [column]
- [Y] potential duplicates detected

Statistical Analysis

## Statistical Summary

### [Metric Name]
- **Mean**: X
- **Median**: Y
- **Std Dev**: Z
- **Min/Max**: A / B

### Key Findings
1. [Finding with statistical support]
2. [Finding with statistical support]

### Recommendations
- [Action based on analysis]

Insight Report

## Analysis Report: [Topic]

### Executive Summary
[2-3 sentence overview of key findings]

### Key Metrics
| Metric | Value | Change |
|--------|-------|--------|
| Total Revenue | $X | +Y% |
| Avg Order Value | $Z | -W% |

### Trends
1. **[Trend 1]**: [Description with data]
2. **[Trend 2]**: [Description with data]

### Recommendations
1. [Actionable recommendation]
2. [Actionable recommendation]

Common Analysis Workflows

Sales Analysis

1. "Show total sales by month"
2. "Which products are top performers?"
3. "What's the customer segment breakdown?"
4. "Compare this year vs last year"
5. "Forecast next quarter based on trends"

Customer Analysis

1. "What's the customer distribution by segment?"
2. "Calculate customer lifetime value"
3. "Which customers are at risk of churning?"
4. "What's the acquisition cost vs LTV ratio?"

Financial Analysis

1. "Calculate profit margins by product"
2. "What's the expense breakdown?"
3. "Show cash flow trends"
4. "Compare budget vs actual"

Formula Generation

Request Formulas

"Write a formula to calculate year-over-year growth"
"Create a VLOOKUP to match customer data"
"Make a dynamic sum based on criteria"

Formula Output

## Formula: [Purpose]

### Excel/Google Sheets
```excel
=SUMIFS(Sales[Amount], Sales[Region], "North", Sales[Date], ">="&DATE(2025,1,1))

Explanation

SUMIFS: Sums values meeting multiple criteria
First argument: Column to sum
Subsequent pairs: Criteria column + criteria value

Usage

Place in cell [X] where you want the result.


## Visualization Recommendations

### Choose the Right Chart
| Data Type | Best Chart |
|-----------|------------|
| Trends over time | Line chart |
| Part of whole | Pie/Donut chart |
| Comparison | Bar chart |
| Distribution | Histogram |
| Correlation | Scatter plot |
| Geographic | Map chart |

### Chart Specifications
```markdown
## Recommended Chart: [Type]

**Data Series**:
- X-axis: [Column] (e.g., Date)
- Y-axis: [Column] (e.g., Revenue)
- Series: [Column] (e.g., Region)

**Formatting**:
- Title: "[Descriptive title]"
- Colors: Use consistent color scheme
- Labels: Show values on data points

**Chart Description**:
[What this chart shows and why it's useful]

Advanced Analysis

Pivot Table Design

## Pivot Table: [Purpose]

**Rows**: [Field 1], [Field 2]
**Columns**: [Field 3]
**Values**: SUM of [Field 4], AVG of [Field 5]
**Filters**: [Field 6]

Expected Output:
| Region | Q1 | Q2 | Q3 | Q4 | Total |
|--------|----|----|----|----|-------|
| North | $X | $X | $X | $X | $X |
| South | $X | $X | $X | $X | $X |

Cohort Analysis

## Cohort Analysis

**Cohort Definition**: Customers grouped by [first purchase month]
**Metric**: [Retention rate / Revenue / etc.]
**Time Period**: [12 months]

| Cohort | M0 | M1 | M2 | M3 | ... |
|--------|-----|-----|-----|-----|-----|
| Jan 25 | 100%| 45% | 32% | 28% | ... |
| Feb 25 | 100%| 48% | 35% | 30% | ... |

Best Practices

For Better Analysis

Clean data first: Handle missing values, duplicates
Define metrics clearly: What exactly are you measuring?
Consider context: Industry benchmarks, seasonality
Validate findings: Cross-check with other data sources

For Better Visualizations

Keep it simple: One main message per chart
Label clearly: Title, axes, legend
Use appropriate scale: Don't truncate misleadingly
Consider colorblind users: Use patterns or distinct colors

Limitations

Cannot directly execute code on your data
Large datasets may need sampling
Complex statistical models need specialized tools
Real-time data requires live connections
Cannot guarantee 100% accuracy on OCR'd data

简诗 AI 安全边界

不自动安装依赖、修改系统权限、创建持久化任务或执行下载内容。
涉及发送、发布、删除、付款、部署或其他外部写入时，先展示目标与影响并取得用户明确确认。
凭据只用于用户指定的对应官方服务，不回显、不记录，也不转发到无关地址。
命令和代码默认作为参考；只有用户明确要求执行且目标范围清楚时才可运行。

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