PHIt can clean data, generate formulas, uncover insights, build dashboards, and automate reporting all from a single prompt.
Here's how it works:
1. Upload the Excel File
Start by uploading your spreadsheet directly into Claude.
Works best for:
Sales data
Financial reports
Marketing analytics
Inventory tracking
KPI dashboards
Business operations
Claude will automatically understand the structure of your data before analyzing it.
2. Analyze the Data
Prompt: Analyze this spreadsheet like a senior business analyst. Explain what the data represents, identify key trends, anomalies, missing values, and possible errors, then provide high-level business insights and actionable recommendations based on your findings.
3. Generate Excel Formulas
Prompt: Generate the exact Excel formulas needed for this dataset. Create formulas for growth rates, profit margins, forecasting, averages, lookups, conditional logic, and other relevant calculations. Explain how each formula works and when it should be used.
4. Clean and Fix the Data
Prompt: Act as a data-cleaning specialist. Review this spreadsheet to identify duplicate records, inconsistent formatting, missing values, broken formulas, outliers, and other data quality issues. Recommend the best corrections to improve accuracy and reliability.
5. Extract Business Insights
Prompt: Act as a senior strategy consultant analyzing this spreadsheet. Identify the biggest opportunities, key risks, hidden trends, customer behavior patterns, revenue drivers, and provide practical recommendations that can improve business performance.
6. Create Charts and Dashboard Ideas
Prompt: Recommend the best charts and dashboard layout for this dataset. For each visualization, explain why it should be used, the insights it highlights, the ideal chart type, and the key takeaway an executive should understand at a glance.
7. Design an Automation Workflow
Prompt: Design an automated reporting workflow using this spreadsheet. Include recurring reports, KPI tracking, automated alerts, executive summaries, dashboard structure, and workflow recommendations that reduce manual work and improve reporting efficiency.
8. Generate an Executive Summary
Prompt: Summarize this spreadsheet as if presenting it to senior executives. Keep the summary concise, strategic, and data-driven, highlighting the most important insights, business risks, growth opportunities, and recommended decisions.
Here's how it works:
1. Upload the Excel File
Start by uploading your spreadsheet directly into Claude.
Works best for:
Sales data
Financial reports
Marketing analytics
Inventory tracking
KPI dashboards
Business operations
Claude will automatically understand the structure of your data before analyzing it.
2. Analyze the Data
Prompt: Analyze this spreadsheet like a senior business analyst. Explain what the data represents, identify key trends, anomalies, missing values, and possible errors, then provide high-level business insights and actionable recommendations based on your findings.
3. Generate Excel Formulas
Prompt: Generate the exact Excel formulas needed for this dataset. Create formulas for growth rates, profit margins, forecasting, averages, lookups, conditional logic, and other relevant calculations. Explain how each formula works and when it should be used.
4. Clean and Fix the Data
Prompt: Act as a data-cleaning specialist. Review this spreadsheet to identify duplicate records, inconsistent formatting, missing values, broken formulas, outliers, and other data quality issues. Recommend the best corrections to improve accuracy and reliability.
5. Extract Business Insights
Prompt: Act as a senior strategy consultant analyzing this spreadsheet. Identify the biggest opportunities, key risks, hidden trends, customer behavior patterns, revenue drivers, and provide practical recommendations that can improve business performance.
6. Create Charts and Dashboard Ideas
Prompt: Recommend the best charts and dashboard layout for this dataset. For each visualization, explain why it should be used, the insights it highlights, the ideal chart type, and the key takeaway an executive should understand at a glance.
7. Design an Automation Workflow
Prompt: Design an automated reporting workflow using this spreadsheet. Include recurring reports, KPI tracking, automated alerts, executive summaries, dashboard structure, and workflow recommendations that reduce manual work and improve reporting efficiency.
8. Generate an Executive Summary
Prompt: Summarize this spreadsheet as if presenting it to senior executives. Keep the summary concise, strategic, and data-driven, highlighting the most important insights, business risks, growth opportunities, and recommended decisions.