Extracting Valuable Business Insights with ChatGPT

This three-hour hands-on workshop is designed for both non-technical business users and experienced analysts interested in working with organizational data. The session explores OpenAI's data analysis features, including interactive table views and file uploads, to support analytical workflows. Participants will have an opportunity to move beyond basic data processing and experiment with transforming complex datasets into decision-ready narratives and visualizations. The workshop also explores sentiment analysis and iterative "dialogue" with data, where follow-up questions help uncover deeper patterns.

Learners will have the opportunity to:
1. Navigate the ChatGPT interface for data analysis, including interactive Table View features.
2. Practice data preparation and privacy considerations before uploading organizational data.
3. Explore KPI extraction, sales and operations reporting, and comparative analysis against historical data or targets.
4. Work with qualitative data through survey analysis, sentiment analysis, and trend detection.
5. Experiment with generating charts and visualizations to communicate patterns to stakeholders.
6. Practice iterative prompting techniques to write executive summaries and uncover correlations.
7. Explore scenario modeling and exporting insights into presentations or BI tools.

Module 1: Foundations of AI-Powered Data Analysis 
- The New Workflow: Navigating the ChatGPT interface for data analysis.
- Data Preparation & Privacy: Best practices for cleaning data and ensuring security before upload.
- Interactive Tables: Using the "Table View" to sort, filter, and inspect data directly within the chat.

Module 2: Financial & Operational Performance 
- KPI Analysis: Extracting core metrics (ROI, CAC, Churn) from raw spreadsheets.
- Sales and Operations Reporting: Automating weekly/monthly performance summaries and identifying outliers.
- Comparative Analysis: Benchmarking current performance against historical data or targets.

Module 3: Qualitative Insights & Market Trends 
- Survey and Feedback Analysis: Using ChatGPT to categorize open-ended responses and perform sentiment analysis.
- Trend Detection: Identifying emerging patterns in customer behavior or market shifts.
- Visualizing Trends: Generating instant charts and graphs to make patterns legible to stakeholders.

Module 4: Synthesis & The Art of the Follow-Up 
- From Raw Data to Narrative: Prompting ChatGPT to write executive summaries and "decision-ready" stories.
- Deep-Dive Prompting: Mastering the iterative process of asking "why" and "what if" to uncover hidden correlations.
- Scenario Modeling: Using current data to project future outcomes and business risks.

Module 5: Integration & Closing 
- Exporting Results: Moving insights from ChatGPT into presentations or BI tools.
- Continuous Improvement: Setting up "Custom Instructions" for consistent analytical styles.
- Final Q&A: Troubleshooting specific use cases.

• Basic familiarity with datasets and spreadsheets
• No advanced programming experience required