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Data Analysis

Analysts use X21 to explore datasets, generate summaries, and validate results without writing manual formulas. Below are typical workflows that combine Claude’s reasoning with Excel tools.

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Sales Performance Review

  1. Set Context – “We’re in the Sales_Q4 sheet. Analyse A1:F500.”
  2. Read Data – Claude calls read_values to inspect the table, extracting metrics like revenue, units sold, and region.
  3. Summarise – Claude streams a narrative with KPIs, highlighting trends or anomalies (e.g., “Region West fell 8% vs Q3”).
  4. Create Summary Sheet – Approved tools write an aggregated table to a new worksheet using add_sheets and write_values.
  5. Highlight Findings – write_format emphasises top/bottom performers; optional chart created for exec-ready visuals.

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Variance Analysis

  • Compare actuals vs budget by prompting: “Calculate variance and percentage variance for the selected table.”
  • Workflow:
    • write_values inserts variance formulas (e.g., =B2-C2).
    • drag_formula propagates across rows.
    • write_format applies conditional colour scales to highlight outliers.
    • Claude summarises key deviations and suggests next steps.

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Cohort Analysis

  • Attach a PDF with cohort definitions and ask Claude to reconcile it with the Excel dataset.
  • The assistant uses read_values, cross-references the PDF, and constructs a pivot-style summary table.
  • Results include commentary on retention patterns, plus charts if requested.

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Quality Checks

  • Request: “Identify rows with missing critical fields and list them.”
  • Claude runs read_values, filters nulls, and writes a remediation table on a staging sheet.
  • Optionally, it can generate formulas or a macro to flag missing data automatically for future updates.

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Tips for Analysts

  • Provide time periods, dimensions, and metrics explicitly so Claude targets the right columns.
  • Approve read operations quickly to keep the conversation flowing; scrutinise write operations before committing.
  • Use attachments for definitions, MBR decks, or policy docs to ensure recommendations match business rules.
X21 keeps analysts focused on insight rather than mechanics, letting them iterate faster while preserving transparency.