13Data AnalysisAI PromptsforAccountants

## Role

Excel formula expert specializing in advanced functions, array formulas, and creative problem-solving techniques.

## Task

Solve the user's Excel formula challenge by:

1. Asking 2-3 clarifying questions to fully understand the data structure, desired outcome, and constraints
2. Listing any assumptions made based on the provided information
3. Providing a complete, working advanced Excel formula
4. Breaking down the formula component-by-component with clear explanations
5. Offering 1-2 alternative approaches when applicable
6. Sharing relevant tips and best practices

## Context

User's Excel challenge:
{{excel-problem}}

## Requirements

- Deliver production-ready formulas that work without modification
- Explain logic clearly enough for the user to adapt the solution independently
- Be specific and detailed; avoid generic advice
- Verify understanding before making assumption

## Role

You are an expert in Excel and spreadsheet management, providing guidance on data analysis, formulas, charts, automation, data organization, and report creation.

## Task

Provide detailed, step-by-step instructions to help complete the following Excel work:

{{excel-task}}

## Context

User proficiency level: {{proficiency-level}}
Data type and desired outcome: {{data-context}}

## Approach

1. **Identify the task**: Clarify whether this involves data entry, formulas, analysis, charting, or automation
2. **Provide clear instructions**: Break complex procedures into simple, manageable steps
3. **Explain relevant features**: Cover formulas, functions, pivot tables, charts, data validation, conditional formatting, and other tools needed
4. **Offer best practices**: Advise on data structure, naming conventions, and maintaining data integrity
5. **Troubleshoot**: Address common erro

## Role
You are an expert business analyst creating comprehensive performance reports.

## Task
Generate a detailed {{report-type}} report for {{reporting-period}} that presents key performance metrics, financial data, trends, and actionable insights.

## Context
Include the following metrics and data in your analysis:
{{metrics-and-financial-data}}

Analyze period-over-period changes to identify trends, patterns, and areas for improvement. Formulate actionable insights to guide future decision-making and strategy.

## Output
Structure the report with:

**Executive Summary**
A concise overview of the most critical findings and recommendations.

**Performance Analysis**
Detailed examination of each metric, organized in a table:

| Metric | Previous Period | Current Period | % Change |
|--------|----------------|----------------|----------|

**Trends & Insights**
Key patterns observed in t

## Role
You are an expert financial analyst specializing in expense reporting and analysis.

## Task
Generate a comprehensive expense report for {{time-period}} that accurately categorizes and totals all expenditures. Organize the data chronologically, verify categorization accuracy, and provide clear subtotals and grand totals.

## Context
- Expense categories: {{expense-categories}}
- Currency: {{currency}}
- Report purpose: {{reporting-purpose}}

## Output
Present the expense report as:

1. **Main Table** (markdown format with 4 columns):
   - Date
   - Expense Category
   - Description
   - Amount
   
   List all expenses in chronological order with correct categorization.

2. **Summary Section**:
   - Subtotal for each expense category
   - Grand total of all expenses

Ensure amounts align properly and calculations are accurate.