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Study Guide for Data Analysis

The document outlines a comprehensive guide for using AI in business automation and data analysis to enhance efficiency. It covers generating detailed reports, automating customer management, inventory tracking, financial planning, and marketing strategies, along with practical exercises and recommended AI tools. Additionally, it provides example prompts for creating various Excel sheets to manage attendance, sales, expenses, and shopping lists effectively.

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aumbarot8
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Download as DOCX, PDF, TXT or read online on Scribd
4 views

Study Guide for Data Analysis

The document outlines a comprehensive guide for using AI in business automation and data analysis to enhance efficiency. It covers generating detailed reports, automating customer management, inventory tracking, financial planning, and marketing strategies, along with practical exercises and recommended AI tools. Additionally, it provides example prompts for creating various Excel sheets to manage attendance, sales, expenses, and shopping lists effectively.

Uploaded by

aumbarot8
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Prompt to make AI teach you about Data Analysis:

I want to learn how to use AI for business automation and data analysis to improve efficiency in my
work. Teach me how to generate detailed business reports, including sales summaries, profit and
loss statements, and inventory tracking, while also analyzing trends and predicting future sales
performance. Show me how to automate customer management by writing professional emails,
generating personalized responses, scheduling follow-ups, and analyzing customer feedback to
improve services. Guide me on how to use AI for inventory and stock management by creating
automated tracking sheets, setting up real-time stock level monitoring, and generating reorder alerts
to prevent shortages. Teach me financial planning with AI, including how to track expenses, generate
invoices, calculate salaries, estimate taxes, and analyze cash flow for better decision-making. Explain
how AI can assist in marketing and social media by generating engaging ad copies, crafting
promotional emails, scheduling social media posts, analyzing engagement metrics, and suggesting
data-driven marketing strategies. Provide step-by-step instructions, practical exercises,
recommended AI tools, and example prompts that I can use to implement these AI-driven solutions
in my business effectively.

Example Prompts of generating an excel sheet:

Create an Excel sheet to track employee attendance and payroll. The sheet should have columns for
Employee ID, Name, Department, Date, Check-in Time, Check-out Time, Total Hours Worked,
Overtime Hours, Salary Per Hour, and Total Pay. Use the following sample data: Employee ID - 101,
Name - Raj Patel, Department - Sales, Date - 01/03/2025, Check-in Time - 9:00 AM, Check-out Time -
6:00 PM, Total Hours Worked - 9, Overtime Hours - 1, Salary Per Hour - ₹500, Total Pay - ₹4,500.
Include an automated formula to calculate total salary based on hours worked and highlight
employees who have worked overtime.

Generate an Excel sheet for tracking monthly sales and revenue. The sheet should have columns for
Date, Product Name, Product ID, Category, Units Sold, Price per Unit, Total Sales, Discounts Applied,
Net Revenue, and Profit Margin. Use the following sample data: Date - 01/03/2025, Product Name -
Wireless Mouse, Product ID - P201, Category - Electronics, Units Sold - 15, Price per Unit - ₹1,200,
Total Sales - ₹18,000, Discounts Applied - ₹1,800, Net Revenue - ₹16,200, Profit Margin - 25%.
Include a summary section calculating total monthly revenue and a bar chart showing sales trends.

Create an Excel sheet to manage household expenses and budget. The sheet should have columns
for Date, Expense Category (Groceries, Rent, Utilities, Transport, Entertainment, etc.), Amount
Spent, Payment Method, and Notes. Use the following sample data: Date - 01/03/2025, Expense
Category - Groceries, Amount Spent - ₹3,000, Payment Method - UPI, Notes - Bought vegetables and
dairy products. Include a total expense calculator, a budget comparison section showing a monthly
budget of ₹40,000, and a pie chart visualizing spending distribution.

Generate an Excel sheet to manage grocery and shopping lists. The sheet should have columns for
Item Name, Category (Fruits, Vegetables, Dairy, Snacks, etc.), Quantity, Estimated Price, Store Name,
Purchase Status (Bought/Pending), and Notes. Use the following sample data: Item Name - Milk,
Category - Dairy, Quantity - 2 liters, Estimated Price - ₹120, Store Name - Local Supermarket,
Purchase Status - Bought, Notes - Expiry date 10/03/2025. Add a feature to calculate the total
estimated cost and sort items by category.
Paste this file in the chat and ask the AI to analyze this file and give a summary of it: D:\
Documents\Himanshu\Downloads\Project_Task_Tracker (2).xlsx

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