📊 Data & Analysis Toolkit™

Data Analysis & Spreadsheet Toolkit

Welcome to the Data & Analysis Toolkit™

Turn information into better decisions using practical AI prompts.

The Data & Analysis Toolkit™ helps Builders understand, organise, and use data more effectively. These prompts are designed to help you analyse information, improve spreadsheets, create reports, and discover insights that support smarter decisions.

You don’t need to be a data expert to work with data.

AI can help you transform confusing information into clear, useful actions.

🎯 What You’ll Learn

Inside this toolkit, you’ll discover practical AI prompts to help you:

✅ Analyse spreadsheets and datasets
✅ Clean and organise data
✅ Create formulas and calculations
✅ Build reports and summaries
✅ Identify trends and patterns
✅ Create dashboards and insights
✅ Improve decision-making using data
✅ Develop better data processes 

📊 Available Prompts

WO-041 – Analyse a Spreadsheet

Use AI to review spreadsheet data, identify patterns, and highlight important insights.

WO-042 – Clean and Organise Data

Improve messy or inconsistent data by identifying errors, duplicates, and formatting issues.

WO-043 – Create Spreadsheet Formulas

Generate and understand formulas to improve spreadsheet efficiency.

WO-044 – Create a Data Summary Report

Turn raw information into a clear, professional summary report.

WO-045 – Identify Trends and Patterns

Analyse data to discover changes, opportunities, and important findings.

WO-046 – Create a Dashboard Plan

Design a dashboard structure to track important information.

WO-047 – Analyse Business Performance Data

Review business data and identify areas for improvement.

WO-048 – Compare Data Sets

Compare information to identify differences, changes, and opportunities.

WO-049 – Create Data-Driven Recommendations

Turn analysis into practical recommendations and actions.

WO-050 – Create a Data Strategy

Develop a structured approach for collecting, managing, and using data effectively.

💡 Builder Tip

Data is only valuable when it helps you make better decisions.

The goal is not just collecting information — it is understanding what the information is telling you and using those insights to take action.

🧱 The Future™ Principle

Better decisions are built on better information.

Every insight discovered is another brick that helps build a smarter future.

📥 Builder Guides™

Each prompt includes:

🚀 Builder Prompt™
Copy and use instantly with your favourite AI tool.

📥 Builder Guide™
Download a practical resource containing the prompt, examples, and helpful tips.

🏷️ Toolkit Tags

Data • Spreadsheets • Analysis • Reports • Decision Making • Productivity

You are an expert data analyst.

Your task is to analyse the spreadsheet data provided.

Spreadsheet purpose:

[Explain what the spreadsheet contains]

Business area:

[Sales, finance, customers, operations, inventory, etc.]

Key questions I want answered:

- [Question 1]
- [Question 2]
- [Question 3]

Important context:

[Provide any background information]

Spreadsheet data:

[Upload or paste spreadsheet data]

Please:

• Review and analyse the data.
• Identify key trends and patterns.
• Highlight important findings.
• Identify unusual or unexpected results.
• Summarise the main insights.
• Suggest possible actions based on the findings.
• Explain the results in clear, simple language.

Format using:

1. Data Overview
2. Key Findings
3. Trends Identified
4. Areas of Concern
5. Opportunities
6. Recommended Actions
7. Summary

Return only the completed data analysis.

You are an expert data analyst and spreadsheet specialist.

Your task is to review and clean the data provided.

Data purpose:

[Explain what the data is used for]

Data source:

[Spreadsheet, database, report, export, etc.]

Data:

[Upload or paste the data]

Known issues:

[List any known problems]

Cleaning requirements:

- Remove duplicates
- Identify missing information
- Correct formatting issues
- Improve consistency
- Highlight errors

Please:

• Review the dataset for quality issues.
• Identify duplicate or incomplete records.
• Highlight inconsistent formatting.
• Suggest improvements.
• Create a cleaned and organised version of the data.
• Explain what changes were made.
• Recommend ways to maintain data quality.

Format using:

1. Data Quality Review
2. Issues Identified
3. Cleaning Actions Taken
4. Improved Data Structure
5. Recommendations
6. Data Maintenance Tips

Return only the completed data cleaning report and improved dataset.

You are an expert spreadsheet specialist.

Your task is to create or improve spreadsheet formulas.

Spreadsheet software:

[Excel / Google Sheets / Other]

What I need the formula to do:

[Explain the calculation or result required]

Spreadsheet layout:

[Describe the columns, rows, and data structure]

Example data:

[Provide sample information]

Current formula (if applicable):

[Paste existing formula]

Problem or error:

[Explain any issues]

Please:

• Create the correct spreadsheet formula.
• Explain what the formula does.
• Explain where to place the formula.
• Suggest improvements if needed.
• Identify any potential errors.
• Provide an example using sample data.

Return:

1. Formula
2. Explanation
3. Example
4. Improvement Suggestions

=Price*Quantity*(1+VAT Rate)

You are an expert data analyst and business reporting specialist.

Your task is to create a professional data summary report.

Report title:

[Insert report title]

Purpose of the report:

[Explain why this report is being created]

Audience:

[Who will read this report?]

Data source:

[Describe the spreadsheet, dataset, or information being analysed]

Key information:

[Paste or upload data]

Important questions to answer:

- [Question 1]
- [Question 2]
- [Question 3]

Please:

• Analyse the information provided.
• Identify key findings and insights.
• Highlight important trends.
• Summarise the most relevant information.
• Explain the impact of the findings.
• Suggest recommendations where appropriate.
• Present the information clearly for the intended audience.

Format using:

1. Executive Summary
2. Data Overview
3. Key Findings
4. Trends and Insights
5. Areas of Concern
6. Recommendations
7. Conclusion

Return only the completed data summary report.

You are an expert data analyst and business intelligence specialist.

Your task is to identify trends and patterns within the data provided.

Data purpose:

[Explain what the data represents]

Time period covered:

[Insert date range]

Data:

[Upload or paste data]

Areas I want analysed:

- [Area 1]
- [Area 2]
- [Area 3]

Business context:

[Explain any relevant background information]

Please:

• Analyse the data for trends and patterns.
• Identify increases, decreases, and changes over time.
• Highlight unusual results or unexpected findings.
• Explain possible reasons behind the patterns.
• Identify opportunities and risks.
• Recommend actions based on the insights.

Format using:

1. Data Overview
2. Key Trends Identified
3. Important Patterns
4. Possible Causes
5. Opportunities
6. Risks or Concerns
7. Recommended Actions

Return only the completed trend analysis report.

You are an expert business intelligence and data visualisation specialist.

Your task is to create a professional dashboard plan.

Dashboard purpose:

[Explain what the dashboard needs to achieve]

Business area:

[Sales, finance, operations, customer service, projects, etc.]

Target users:

[Who will use this dashboard?]

Key questions the dashboard should answer:

- [Question 1]
- [Question 2]
- [Question 3]

Available data:

[List available data sources]

Current challenges:

[Explain any problems with tracking information]

Please:

• Design a clear dashboard structure.
• Recommend key metrics and measurements.
• Suggest suitable charts or visualisations.
• Explain what each section should show.
• Prioritise the most important information.
• Recommend how often the dashboard should be reviewed.

Format using:

1. Dashboard Purpose
2. Recommended Metrics
3. Dashboard Layout
4. Visual Recommendations
5. Data Sources
6. Review Frequency
7. Improvement Suggestions

Return only the completed dashboard plan.

You are an expert business analyst and performance improvement consultant.

Your task is to analyse business performance data.

Business or department:

[Insert business area]

Performance period:

[Insert date range]

Business objectives:

[Explain what the business is trying to achieve]

Performance data:

[Upload or paste data]

Key metrics:

[List important measurements]

Current challenges:

[Describe any known issues]

Please:

• Analyse the business performance data.
• Identify key successes and challenges.
• Highlight important trends.
• Compare results against objectives.
• Identify areas for improvement.
• Suggest practical actions.
• Explain insights in clear business language.

Format using:

1. Performance Overview
2. Key Results
3. Strengths Identified
4. Challenges Identified
5. Trend Analysis
6. Improvement Opportunities
7. Recommended Actions
8. Summary

Return only the completed business performance analysis.

You are an expert data analyst and business intelligence specialist.

Your task is to compare two or more data sets and identify meaningful insights.

Data Set 1:

[Insert first dataset]

Data Set 2:

[Insert second dataset]

Purpose of comparison:

[Explain why these datasets are being compared]

Key areas to compare:

- [Area 1]
- [Area 2]
- [Area 3]

Business context:

[Provide relevant background information]

Please:

• Compare the datasets clearly.
• Identify key differences and similarities.
• Highlight increases and decreases.
• Identify important changes or trends.
• Explain possible reasons for differences.
• Highlight opportunities and risks.
• Recommend actions based on findings.

Format using:

1. Comparison Overview
2. Key Similarities
3. Key Differences
4. Performance Changes
5. Insights and Findings
6. Opportunities
7. Risks
8. Recommended Actions

Return only the completed data comparison report.

You are an expert business analyst and strategic advisor.

Your task is to create data-driven recommendations based on the information provided.

Business area:

[Insert business area]

Objective:

[Explain what decision or improvement is needed]

Data insights:

[Insert analysis, findings, or key information]

Current situation:

[Describe the current position]

Challenges:

[List any problems or limitations]

Available resources:

[Insert available tools, budget, people, or systems]

Please:

• Review the information provided.
• Identify the most important insights.
• Create practical recommendations.
• Explain the reason behind each recommendation.
• Prioritise actions based on impact and effort.
• Identify potential risks.
• Suggest ways to measure success.

Format using:

1. Situation Overview
2. Key Insights
3. Recommended Actions
4. Priority Ranking
5. Expected Benefits
6. Potential Risks
7. Success Measures
8. Next Steps

Return only the completed recommendation report.

You are an expert data strategist and business intelligence consultant.

Your task is to create a professional data strategy.

Business or organisation:

[Insert business name or type]

Business goals:

[Explain what the business wants to achieve]

Current data sources:

[List systems, spreadsheets, platforms, or information sources]

Current challenges:

[Describe any data-related problems]

Key decisions the data should support:

[List important decisions]

Available resources:

[Insert tools, systems, people, or limitations]

Please:

• Create a structured data strategy.
• Define how data should be collected and managed.
• Recommend ways to improve data quality.
• Identify useful reporting and analysis opportunities.
• Suggest tools and processes.
• Include data security and governance considerations.
• Create a roadmap for implementation.

Format using:

1. Data Strategy Overview
2. Business Objectives
3. Data Sources
4. Data Management Approach
5. Data Quality Improvements
6. Reporting and Analysis Plan
7. Tools and Systems
8. Data Governance
9. Implementation Roadmap
10. Success Measures

Return only the completed data strategy.