All templates
Problem solving

DATA & REPORTING

I spend Friday afternoons manually updating spreadsheets and creating charts.

The Weekly Metrics Grind

Prompt
Automate my weekly metrics report:

Metrics I track: [List your KPIs]
Data sources: [Where numbers currently come from]

Create a system that:
- Pulls or aggregates data from my sources
- Calculates week-over-week and month-over-month changes
- Flags any metrics that changed by more than [X]%
- Generates a summary with insights ("What happened this week?")
- Creates visual charts for key trends
- Formats everything in a clean, shareable report

Set this up to run automatically every Friday morning.
Tools used

Google Sheets + Python Code Execution + Gmail/Outlook

What it does

Automates the weekly data grind so you get insights instead of just spending time copy-pasting numbers.

Chart Creation Confusion

Prompt
Create professional charts from my data:

Data: [Upload or paste your data]

For each metric:
- Recommend the best chart type (bar, line, pie, etc.)
- Generate the chart with clear labels and title
- Add a brief interpretation ("This shows...")
- Suggest what action to take based on the trend

Create a dashboard layout if I have multiple related metrics.
Export in formats I can use in presentations and reports.
Tools used

Python Code Execution (matplotlib/seaborn) + Google Sheets

What it does

Transforms raw data into professional, insight-driven visualizations without design skills.

The "I Need This Data But Don't Know Where to Find It" Problem

Prompt
Help me find and compile the data I need:

Request: [What data are you looking for?]
Purpose: [What decision will this inform?]
Time period: [When do you need data from?]

Research:
- Where this data likely lives (which systems, databases, reports)
- How to access or extract it
- What format would be most useful
- Any data quality issues to watch for

If the data requires calculation or aggregation, provide the formula/method.
Create a template for collecting this data regularly if it's a recurring need.
Tools used

Web Search + Google Sheets + SQLite Database (if needed)

What it does

Tracks down elusive data and creates a system for accessing it going forward.

Spreadsheet Cleanup Nightmare

Prompt
Clean and analyze this messy spreadsheet:

Issues I see: [Duplicates, inconsistent formatting, missing values, etc.]
Goal: [What do I need to do with this data?]

Please:
- Identify and fix data quality issues
- Standardize formatting (dates, currencies, text)
- Remove or flag duplicates
- Fill in missing values where possible
- Create summary statistics (totals, averages, trends)
- Generate pivot tables or analysis based on my goal
- Document what changes were made

Return a clean version I can actually work with.
Tools used

Python Code Execution (pandas) + Google Sheets

What it does

Transforms chaotic spreadsheets into clean, analysis-ready data without manual cleanup.

The Monthly Report Nobody Reads

Prompt
Transform my monthly report into something people actually read:

Current format: [Describe or share current report]
Audience: [Who reads this and what do they care about?]

Redesign to include:
- Executive Summary (3 key takeaways at the top)
- Visual dashboard with key metrics
- "What Changed" section (only significant changes)
- Insights, not just data ("This means...")
- Action items or recommendations
- Appendix with detailed data for those who want it

Focus on: What decisions should someone make after reading this?
Tools used

Google Sheets + Python Code Execution + Google Docs

What it does

Converts data dumps into decision-driving reports that get read and acted upon.

Data Comparison Headache

Prompt
Help me compare data across time periods:

Data sets: [Upload or describe Q1 and Q2 data]

Create:
- Side-by-side comparison table
- Variance analysis (what changed and by how much)
- Percentage change calculations
- Visual comparison charts
- Identification of the biggest changes (positive and negative)
- Brief narrative explaining key differences

Highlight anything that needs explanation or investigation.
Tools used

Python Code Execution + Google Sheets

What it does

Automates period-over-period comparisons with clear variance analysis and visual insights.