Data Analysis Assistant Examples

Step-by-step examples for calculating metrics, creating charts, and data tables with the Slideform AI Assistant

Examples:

Calculate Metrics

• Count records
  
  • Count how many Deals have closed so far this month
    Prompt: "How many closed won deals have a close data 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.
    Result: A text field with "12"
• Find a sum, average, or percent change
  
  • Calculate the percent change in a metric from one year to the next
    Prompt: "What was the percent change in total rent from 2023 to 2024?"
    Output Type: Text
    Data: Google Sheet with a table of properties and their rental income and star ratings in multiple years.
    Result: A text field with "2.75"
    
    

Generate text

• Find a value that has certain characteristics
  • Find the entry from a Google Sheet that has the lowest rating.
    Prompt: "Which property had the lowest star rating in 2024?"
    Output Type: Text
    Data: Google Sheet with a table of properties and their rental income and star ratings in multiple years.
    Result: A text field with "411 Clover Lane"

• Summarize data in a sentence
  • Identify trends in marketing 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 of Google Search Console data. Select the correct worksheet and data table.
    Result: A text field with "Over the past six months, average weekly impressions were 16,030. There were 19 weeks above the 10,000-impression baseline and 6 weeks below. This period shows a upward trend."

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."
    Output Type: Table
    Data: Airtable data source or other database connection. Add any filters that should be applied in order to limit the data volume sent to the AI.
    Result: An editable table that can be inserted into any report or presentation slides.
    

    Year	Number of Properties
    2023	17
    2024	12

     

• Create a table of records from HubSpot
  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."
  Output Type: Table
  Data: HubSpot 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
  

• 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: