Data Analysis Assistant Examples

The best prompts are specific, business-focused, and tied to a clear output.

Prompt writing tips:

1. Start with one business question.

2. Include a date range.

3. Name the metric clearly.

4. Ask for a specific output type.

5. Save strong results as reusable insights.

Use the examples below as starting points for your own Slideform Data Analysis Assistants.

Calculate Metrics or KPIs

• Prompt: "How many closed won deals have a close date of this calendar month?"
  Output Type: Text
  Data: HubSpot data source. Select the Deals worksheet and Deals table. Add any filters that should be applied.
  
  
• Prompt: "What was the percent change in total rent from 2025 to 2026?"
  Output Type: Text
  Data: Google Sheet 
  
  
  
  

Generate text, bullet points, and takeaways

• Prompt: "Which property had the lowest star rating in 2024?"
  Output Type: Text
  Data: Google Sheet
  
  

• Identify a trend in the data
  Prompt: "Examine the number of impressions per week over the past 6 months. Identify any upward or downward trends in the data relative to the baseline expectation of 10,000 impressions per week."
  Output Type: Text
  Data: Looker Studio dashboard 
  
  
  
  

Create Data Tables

• Generate a table summarizing data from a database
  
  • Prompt: "Create a summary table showing the count of properties that had an occupancy rate higher than 50% in each year. The data table should have columns for year and number of properties."
    Data: Airtable, spreadsheet, or database connection. Add any filters that should be applied in order to limit the data volume sent to the AI.
  • Output Type: Table
    
    

    Year	Number of Properties
    2023	17
    2024	12

     

• Create a table of records 
  Prompt: "Create a table of closed won deals that have a close date during last week. My week begins on Sunday and ends on Saturday. Show the Deal name, amount, and close date columns. Format the Amount as a dollar value."
  Output Type: Table
  Data: HubSpot or other CRM data source. Select the Deals worksheet and Deals table. Add any filters that should be applied.
  Result: An editable table that can be inserted into any report or presentation slides.

Create Charts

• Create a chart with data from Salesforce
  
  • Prompt: "Create a bar chart showing the number of open opportunities by Stage. Remove the legend. Make the x-axis labels diagonal so they are readable and non-overlapping."
  • Output Type: Chart
  • Data: Salesforce Opportunities Table
  • Result:

• Make a new version of a chart from a dashboard
  • I want to extend the date range of this chart to the past 3 months and I want to group the data by week rather than by day. Finally, I want to change the color scheme and styling to match my company branding.
    Original chart:
    
    Prompt: "Create a line chart of the number of impressions each week over the past 3 months."
    Output Type: Chart
    Data: Looker Studio dashboard of Google Search Console data. Select the correct table for Impressions over Time. Filter to the appropriate date range.
    Result: