Generating Data Analysis Summaries with a Generative AI Chatbot
After inputting or analyzing data in Excel or another spreadsheet tool, a generative AI chatbot can help you generate summaries, highlight key trends, and create visual explanations to support decision-making.
Step 1: Prepare Your Data
Begin by ensuring your data is organized and ready for analysis. If you’ve already performed some analysis (like calculating averages or percentages), have those results available. The clearer and more structured your data, the better the chatbot can assist.
NOTE: When entering in things such as financial or private information, make sure to have consulted your supervisor and the AI review committee before proceeding.
Example Data:
Sales figures for the last 12 months
Monthly expenses and profit margins
Customer feedback scores
Step 2: Input Your Request into the Chatbot
Copy and paste the key data or results of your analysis into the chatbot, and clearly state what you need. Whether you want a summary, a highlight of trends, or a visual explanation, specify your requirements.
Example Input:
Data Provided: Monthly sales figures and profit margins for the last year.
Request: "Can you summarize the key trends in this data, focusing on any significant changes in sales and profit margins over the year?"
Step 3: Review the Summary and Insights
The chatbot will generate a summary based on the data provided. Review the summary for accuracy and ensure it highlights the key trends or insights you’re looking for. If you requested visual explanations, the chatbot might suggest types of charts or graphs to use with a program like Excel.
Example Generated Summary:
"Over the last 12 months, sales increased steadily from January to June, peaking in July before declining in the last quarter. Profit margins followed a similar trend, with a significant drop in November due to increased operational costs."
Step 4: Create Visual Explanations (Optional)
If your request included visual explanations, the chatbot might recommend creating specific charts or graphs to illustrate the trends. You can use these suggestions to create visual aids that support your summary and help in presentations or reports.
Example Suggestion:
"Consider creating a line graph to visualize the trend in sales and profit margins over the year, highlighting the peak in July and the decline in the last quarter."
Step 5: Finalize and Use the Summary
Once you’re satisfied with the summary and any visual explanations, you can incorporate them into your reports, presentations, or decision-making processes. The summary can be shared with stakeholders to provide a clear overview of the data’s key insights.
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Created with assistance from ChatGPT. (used to generate ideas and editing)
OpenAI. (2024). ChatGPT-4o (Aug 2024 version). [Large language model]. https://chat.openai.com/chat