TutorialsData Analysis with AI
9-step workflow, 3 hands-on exercises, 8 prompt templates — turn a spreadsheet into an analysis report in 3 minutes without SQL or Python.
This course does one thing: run the full 9-step workflow from data to report using a single 2026Q1-Sales.xlsx. You will use 3 prompts to complete data profiling, metric calculation, chart generation, and report output — plus 8 templates to take home.
What You Will Learn
9-Step Data Analysis Workflow
Data → Analysis → Charts → Report → Action. Each step is taught and demonstrated live — the report is finished by step 9.
Prompt Formula & 6 Background Elements
Role + Task + Background + Format + Constraint, plus 6 data-specific background elements to stop AI from guessing.
3 Hands-On Prompts
Data profiling, full sales analysis, and action recommendations + one-page dashboard — ready to copy.
8 Templates + 7 Red Lines
Templates for sales, finance, funnel, surveys, and more — plus 7 quality red lines you must not cross.
Who It's For
Course Structure
This course has 4 lessons, covering the full path from concepts to formula to hands-on practice to self-practice.
Fundamentals & Core Concepts
See the finished product, then understand the 5-stage workflow and 4 core concepts (metrics, dimensions, human-AI division of labor).
Prompt Formula & 6 Background Elements
Learn one universal formula: Role + Task + Background + Format + Constraint, plus 6 data-specific background elements.
9-Step Workflow Hands-On
Step by step: prepare data → set background → data profiling → define dimensions → calculate metrics → generate charts → interpret findings → build report → review.
Templates & Pitfall Guide
Take home 8 timeline-ordered templates, and remember 3 general red lines + 4 data-analysis-specific red lines.
Supplementary Materials
The 9 data analysis steps in this course have been distilled into a Skill and published on the SkillHub store. Click the name to view it:
| Skill (click to view) | Purpose |
|---|---|
| 通用数据分析流程 | Run raw data through the full 9-step workflow and auto-generate a report ready for your boss |
Install the Skill
Copy the following prompt to any Agent that supports SkillHub to install it automatically:
First check whether SkillHub is installed. If not, follow https://skillhub.cn/install/skillhub.md to install SkillHub (CLI only), then install the @org-1sdzqs7z/shujufenxi skill. If already installed, directly install the @org-1sdzqs7z/shujufenxi skill.After installation, use this prompt to let the Agent understand the Skill first, then execute step by step:
Read this file — it's a skill. Analyze what steps it has, what standards each step follows, and how I should collaborate with you.Core Principle
AI lowers the barrier to data analysis, but the "analytical thinking" is still your job. AI handles implementation; you handle the thinking — define metric definitions, explain field meanings, choose the right questions, verify results, and judge whether recommendations are actionable.
Assignment: Break Down Tasks and Organize Minutes with AI
Pick a real initiative you're leading, use AI to break it into a task list; at your next meeting, use AI to produce minutes and action items, and compare the efficiency gain.
Fundamentals & Core Concepts
See the finished product, then understand the 5-stage workflow, 4 core concepts, and 6 common scenarios. Build the core mindset: AI handles implementation, you handle the thinking.