Data Analysis Prompts — Free AI Prompts for M365 Copilot
AI prompts for Excel analysis, trend spotting, survey results, and data-driven insights. Free, copy-paste AI prompts for M365 Copilot, ChatGPT and Claude.
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Budget Variance Analysis — Free M365 Copilot AI Prompt
Free AI prompt: analyse actual vs budgeted figures and highlight significant variances with explanations. Works in M365 Copilot. Tags: budget, finance.
M365
GPT
Gemini
PolishAnalyse this budget data comparing actual spend versus budgeted amounts. For each line item: (1) Calculate the variance (actual minus budget) and variance percentage, (2) Flag any variances greater than 10% as significant, (3) Categorise variances as Favourable or Unfavourable, (4) Suggest possible reasons for the top 5 largest variances, (5) Provide a summary with total budget utilisation percentage. Format as a table with colour-coded indicators.
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Correlation Finder — Free M365 Copilot AI Prompt
Free advanced AI prompt for analysts: identify relationships between variables. Works in M365 Copilot. Tags: data-analysis, correlation.
M365
GPT
PolishAnalyse for correlations between [VARIABLES]. For each significant one: (1) State the relationship, (2) Strength, (3) Direction, (4) Possible explanations, (5) Caveats. Create a correlation matrix.
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Dashboard Metrics Design — Free M365 Copilot AI Prompt
Free intermediate AI prompt for managers: define the right metrics for a dashboard. Works in M365 Copilot. Tag: data-analysis.
M365
GPT
Claude
PolishDefine metrics for a [PURPOSE] dashboard. For each metric: name, definition, data source, calculation, target, frequency, owner, and why it matters. Limit to 8-10 KPIs.
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Data Cleaning Checklist — Free M365 Copilot AI Prompt
Free beginner AI prompt for managers: create a systematic data cleaning plan. Works in M365 Copilot. Tag: data-analysis.
M365
GPT
Claude
PolishCreate a data cleaning plan for [DATASET]. Check for: duplicates, missing values, inconsistent formats, outliers, invalid entries, and typos. Prioritise fixes by impact on analysis.
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Data Cleanup Instructions — Free M365 Copilot AI Prompt
Free AI prompt: get step-by-step instructions to clean messy spreadsheet data into analysis-ready format. Works in M365 Copilot. Tags: excel, data-cleanup.
M365
GPT
Claude
Gemini
PolishHelp me clean up this messy spreadsheet data. The issues I am seeing: [DESCRIBE PROBLEMS — duplicates, inconsistent formatting, missing values, merged cells, etc.]. Provide a step-by-step cleanup plan: (1) Remove Duplicates — how to identify and remove them, (2) Standardise Formats — fix date formats, number formats, text capitalisation, (3) Handle Missing Data — strategy for blank cells (fill, flag, or remove), (4) Split/Merge Columns — separate combined data into proper columns, (5) Validate Data — formulas to check for errors and outliers, (6) Final Structure — what the clean dataset should look like. Provide the exact Excel steps or formulas for each action.
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Employee Headcount Analysis — Free M365 Copilot AI Prompt
Free intermediate AI prompt for HR teams: analyse workforce data to identify trends in hiring, attrition, and team composition. Best on M365 Copilot.
M365
GPT
Claude
PolishAnalyse this employee headcount data and provide: (1) Total headcount by department and location, (2) Hiring trends — new joiners per month over the past year, (3) Attrition analysis — leavers by department, tenure, and reason if available, (4) Diversity breakdown — gender, age bands, and tenure distribution, (5) Cost analysis — average salary by department and level, (6) Recommendations — flag departments with high attrition or understaffing risks. Present as a combination of tables and key insight bullets.
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Excel Data Trend Finder — Free M365 Copilot AI Prompt
Free intermediate AI prompt for finance teams: analyse spreadsheet data and identify the top trends, patterns, and anomalies. Best on M365 Copilot.
M365
GPT
Claude
Gemini
PolishAnalyse this data and identify: (1) The top 3 trends over the time period shown, (2) Any anomalies or outliers that stand out, (3) A comparison between the highest and lowest performing categories, (4) A brief recommendation based on the patterns. Present your findings with specific numbers and percentages. Use a clear, executive-summary style.
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Excel Formula Helper — Free M365 Copilot AI Prompt
Free beginner AI prompt: Excel Formula Helper — get the right Excel formula explained step by step for any calculation you need. Works in M365 Copilot.
M365
GPT
Claude
Gemini
PolishI need an Excel formula to [DESCRIBE WHAT YOU WANT TO CALCULATE]. My data is structured as: [DESCRIBE YOUR COLUMNS/LAYOUT]. Please provide: (1) The exact formula I should use, (2) A step-by-step explanation of how the formula works, (3) Where to place it in my spreadsheet, (4) Any helper columns needed, (5) Common errors to watch for, (6) An alternative formula approach if there is one. If the task is complex, break it into multiple simpler formulas rather than one giant nested formula.
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Expense Report Analyser — Free M365 Copilot AI Prompt
Free intermediate AI prompt: analyse expense data to find patterns, flag anomalies, and identify cost-saving opportunities. Best on M365 Copilot.
M365
GPT
Claude
PolishAnalyse this expense data and provide: (1) Total Spend Summary — by category, department, and time period, (2) Top Spenders — individuals or departments with highest expenses, (3) Trend Analysis — month-over-month spending patterns, (4) Anomaly Detection — flag any expenses that seem unusual (unusually high amounts, weekend expenses, duplicate claims), (5) Policy Compliance — identify expenses that may violate common corporate policies (excessive meals, unapproved travel class), (6) Cost-Saving Opportunities — 3-5 specific recommendations to reduce spending, (7) Benchmarks — compare against typical corporate spending ratios. Format as a clear report with tables.
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KPI Dashboard Data Prep — Free M365 Copilot AI Prompt
Free intermediate AI prompt for managers: transform raw data into KPI summaries with trends, targets, and RAG status indicators. Best on M365 Copilot.
M365
GPT
Claude
PolishUsing this data, create a KPI dashboard summary. For each metric: (1) Current value, (2) Target value, (3) Variance from target as a percentage, (4) RAG status (Red if >10% below target, Amber if 5-10% below, Green if on or above target), (5) Trend direction compared to last period (↑ improving, → stable, ↓ declining). Present as a clean table. Then provide a narrative summary of the top 3 areas needing attention and top 3 areas performing well.
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Pivot Table Analysis — Free M365 Copilot AI Prompt
Free intermediate AI prompt for managers: analyse data using pivot table approach. Works in M365 Copilot. Tag: data-analysis.
M365
GPT
Claude
PolishAnalyse this data using a pivot approach. Group by [DIMENSION], measure [METRIC]. Show: totals, averages, percentages, and identify the top and bottom performers. Add a chart.
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Sales Pipeline Analysis — Free M365 Copilot AI Prompt
Free AI prompt: analyse your sales pipeline data to identify top opportunities, risks, and forecast accuracy. Works in M365 Copilot. Tag: sales.
M365
GPT
Gemini
PolishAnalyse this sales pipeline data and provide: (1) Total pipeline value by stage (Prospect, Qualified, Proposal, Negotiation, Closed Won/Lost), (2) Win rate by stage and by sales rep, (3) Average deal cycle time from first contact to close, (4) At-risk deals — opportunities that have been in the same stage for more than [X] days, (5) Revenue forecast for the next quarter based on current pipeline and historical win rates, (6) Top 5 recommendations to improve pipeline conversion.
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Survey Results Analyser — Free M365 Copilot AI Prompt
Free intermediate AI prompt for analysts: analyse survey responses and extract insights. Works in M365 Copilot. Tag: data-analysis.
M365
GPT
Claude
PolishAnalyse these survey results. Provide: (1) Response rate and validity, (2) Key quantitative findings, (3) Open-ended theme analysis, (4) Segments that differ significantly, (5) Top 3 actionable insights, (6) Follow-up recommendations.
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What-If Scenario Analysis — Free M365 Copilot AI Prompt
Free advanced AI prompt for finance teams: build a scenario analysis comparing optimistic, realistic, and pessimistic projections. Best on M365 Copilot.
M365
GPT
Claude
Gemini
PolishCreate a what-if scenario analysis for [DECISION/PROJECTION]. Build three scenarios: (1) Optimistic — best case with favourable assumptions, (2) Realistic — most likely case based on current trends, (3) Pessimistic — worst case with unfavourable assumptions. For each scenario provide: variable assumptions used, projected outcome (revenue, cost, timeline, or metric), probability estimate, key risks, and recommended actions. Create a comparison table and identify the break-even point or decision threshold. Conclude with a recommendation on which scenario to plan for.
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