Home Consulting Products Agents
Guides Checklist
Claude
Shop →
Free Analytics Guide

Claude for Data & Analytics

Turn spreadsheets into insights. 12 prompts for business owners who aren't data scientists.

12
Prompts
No
Code Required
$0
Forever Free
Data Cleaning

Prepare Your Data

Get messy spreadsheets ready for analysis.

1

Data Cleanup Instructions

Cleaning

Get step-by-step instructions to clean your data.

I have a spreadsheet with [DESCRIBE DATA - e.g., customer list, sales records]. Issues I've noticed: [LIST PROBLEMS - duplicates, inconsistent formatting, missing values, etc.]. I use [EXCEL/GOOGLE SHEETS]. Give me step-by-step instructions to clean this data, including the exact formulas or functions I need. Explain each step simply - I'm not a spreadsheet expert.
2

Data Structure Advisor

Cleaning

Organize your data for better analysis.

I'm tracking [TYPE OF DATA] in a spreadsheet. Current columns: [LIST YOUR COLUMNS]. I want to be able to answer questions like: [WHAT YOU WANT TO ANALYZE]. Suggest a better structure for this data. What columns should I add, rename, or reorganize? How should I format dates, numbers, and categories? Give me a template I can use going forward.
3

Duplicate Finder Logic

Cleaning

Identify and handle duplicate records.

I have a [TYPE] list with potential duplicates. The data includes: [DESCRIBE COLUMNS]. Duplicates might not be exact - they could be: [DESCRIBE VARIATIONS - different spellings, abbreviations, etc.]. Help me create a system to: (1) Identify potential duplicates, (2) Decide which record to keep, (3) Merge useful info from duplicates. I use [EXCEL/GOOGLE SHEETS].
Analysis

Extract Insights

Find patterns and answer business questions.

4

Quick Data Analysis

Analysis

Get instant insights from your data.

Analyze this data and tell me what you see: [PASTE DATA OR SUMMARY STATS]. Context: This is [DESCRIBE WHAT THE DATA REPRESENTS] for my [TYPE OF BUSINESS]. I want to know: (1) What patterns or trends stand out? (2) Anything surprising or concerning? (3) What questions should I be asking about this data? (4) What actions might this data suggest?
5

Trend Identifier

Analysis

Spot trends in time-series data.

Here's my [METRIC] over the past [TIME PERIOD]: [PASTE DATA - dates and values]. Analyze this trend and tell me: (1) Is it going up, down, or flat overall? (2) Any seasonality or patterns? (3) Any anomalies or outliers to investigate? (4) If this trend continues, what would [FUTURE DATE] look like? (5) What might be causing this trend based on typical factors for a [TYPE OF BUSINESS]?
6

Comparison Analysis

Analysis

Compare performance across segments.

Compare these groups: [PASTE DATA WITH CATEGORIES - e.g., product lines, regions, time periods]. For each group, I have: [METRICS]. Tell me: (1) Which group is performing best and why? (2) Which needs attention? (3) What's the gap between best and worst? (4) Are there any surprising performers? (5) What would I need to do to bring the worst up to the best?

Pro Tip: Start With Questions

Before pasting data, tell Claude what decision you're trying to make. "I'm trying to decide whether to expand into [market]" gets better analysis than just "analyze this data."

Reporting

Create Reports

Turn analysis into clear communication.

7

Executive Summary Writer

Reports

Turn data into a readable summary.

Create an executive summary from this data: [PASTE KEY FINDINGS OR RAW DATA]. Audience: [WHO WILL READ THIS - team, investors, board]. They care most about: [KEY CONCERNS]. Format: Start with the headline finding, then 3-4 key insights, then recommendations. Use plain language - no jargon. Include specific numbers but make them meaningful (comparisons, percentages, context).
8

Dashboard Explainer

Reports

Explain what a dashboard or report means.

I'm looking at a dashboard/report that shows: [DESCRIBE OR PASTE KEY METRICS]. I run a [TYPE OF BUSINESS]. Explain to me like I'm not a data person: (1) What is each metric actually measuring? (2) What's "good" vs "bad" for each? (3) How do these metrics connect to each other? (4) What should I actually DO based on these numbers? (5) What's missing that I should also track?
9

Chart Recommendation

Reports

Choose the right visualization for your data.

I need to present this data: [DESCRIBE YOUR DATA]. My goal is to show: [WHAT POINT YOU'RE MAKING]. Audience: [WHO]. Recommend: (1) The best chart type and why, (2) What should go on each axis, (3) Any formatting tips to make it clearer, (4) What title/labels to use, (5) One alternative option if the first doesn't work. I'll create this in [TOOL - Excel, Google Sheets, etc.].
Decision Support

Data-Driven Decisions

Use data to make better business choices.

10

What-If Scenario

Planning

Model different scenarios with your data.

Help me model a what-if scenario. Current situation: [DESCRIBE - metrics, performance]. I'm considering: [PROPOSED CHANGE - price increase, new hire, expansion, etc.]. If I do this, help me think through: (1) What metrics would change and by how much? (2) Best case / worst case / likely case outcomes, (3) What assumptions am I making? (4) What would need to be true for this to work? (5) What would make me reconsider?
11

KPI Framework Builder

Strategy

Define the right metrics to track.

Help me build a KPI framework for my [TYPE OF BUSINESS]. Goals: [WHAT SUCCESS LOOKS LIKE]. Current tracking: [WHAT YOU MEASURE NOW, IF ANYTHING]. Suggest: (1) 5-7 KPIs I should track weekly/monthly, (2) Why each matters, (3) How to calculate each, (4) What "good" looks like for each (benchmarks), (5) How they connect (leading vs lagging indicators). Keep it simple - I don't have a data team.
12

Survey Results Analyzer

Analysis

Make sense of customer feedback data.

Analyze these survey results: [PASTE SUMMARY OR RAW RESPONSES]. Survey was about: [TOPIC]. Respondents: [WHO TOOK IT]. Tell me: (1) Key themes across responses, (2) Most common praise and complaints, (3) Any surprising or contradictory findings, (4) Quotes that represent the main sentiments, (5) Top 3 actions I should take based on this feedback. Be specific, not generic.

Pro Tip: Paste Actual Data

Claude can analyze data you paste directly into the chat. For spreadsheets, copy a range and paste it in. For larger datasets, paste summary statistics or a representative sample. Always remove any sensitive personal information first.

Want the Complete Analytics System?

The AI Playbook includes 40+ templates across data, operations, marketing, and more - plus frameworks to create your own.

Get the AI Playbook - $49