use-cases/analyze-data-export.md +125 −0 added
1# Query tabular data | Codex use cases
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3Codex use cases
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9Codex use case
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11# Query tabular data
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13Ask a question about a CSV, spreadsheet, export, or data folder.
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15Difficulty **Easy**
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17Time horizon **30m**
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19Use Codex with a CSV, spreadsheet, dashboard export, Google Sheet, or local data file to answer a question, create a browser visualization, and save the result.
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21## Best for
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23- Questions that can be answered through a quick calculation, chart, table, or short summary.
24 - Roles that need to analyze data and create visualizations.
25
26# Contents
27
28[← All use cases](https://developers.openai.com/codex/use-cases)
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30Copy page [Export as PDF](https://developers.openai.com/codex/use-cases/analyze-data-export/?export=pdf)
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32Use Codex with a CSV, spreadsheet, dashboard export, Google Sheet, or local data file to answer a question, create a browser visualization, and save the result.
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34Easy
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3630m
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38Related links
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40[File inputs](https://developers.openai.com/api/docs/guides/file-inputs) [Agent skills](https://developers.openai.com/codex/skills)
41
42## Best for
43
44- Questions that can be answered through a quick calculation, chart, table, or short summary.
45 - Roles that need to analyze data and create visualizations.
46
47## Skills & Plugins
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49- [Spreadsheet](https://github.com/openai/skills/tree/main/skills/.curated/spreadsheet)
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51 Inspect tabular data, run calculations, and create charts or tables.
52- [Google Sheets](https://developers.openai.com/codex/plugins)
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54 Analyze approved Google Sheets when the data lives in a shared spreadsheet.
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56| Skill | Why use it |
57| --- | --- |
58| [Spreadsheet](https://github.com/openai/skills/tree/main/skills/.curated/spreadsheet) | Inspect tabular data, run calculations, and create charts or tables. |
59| [Google Sheets](https://developers.openai.com/codex/plugins) | Analyze approved Google Sheets when the data lives in a shared spreadsheet. |
60
61## Starter prompt
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63 Analyze @sales-export.csv
64 Question: Which customer segment changed the most last quarter?
65 Please:
66 - inspect the columns before analyzing
67 - answer the question from the data
68 - create a simple browser visualization as an HTML file
69 - start a local preview so I can open it in the Codex browser
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71[Open in the Codex app](codex://new?prompt=Analyze+%40sales-export.csv%0A%0AQuestion%3A+Which+customer+segment+changed+the+most+last+quarter%3F%0A%0APlease%3A%0A-+inspect+the+columns+before+analyzing%0A-+answer+the+question+from+the+data%0A-+create+a+simple+browser+visualization+as+an+HTML+file%0A-+start+a+local+preview+so+I+can+open+it+in+the+Codex+browser "Open in the Codex app")
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73 Analyze @sales-export.csv
74 Question: Which customer segment changed the most last quarter?
75 Please:
76 - inspect the columns before analyzing
77 - answer the question from the data
78 - create a simple browser visualization as an HTML file
79 - start a local preview so I can open it in the Codex browser
80
81## Analyze the data
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83Use Codex when you have a CSV, spreadsheet, dashboard export, Google Sheet, or local data file and want to answer a question from it. Start with the file and the question. Codex can inspect the columns, run the analysis, and create a browser visualization you can open in the Codex app.
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85[
86Your browser does not support the video tag.
87](https://cdn.openai.com/codex/docs/developers-website/use-cases/data-analysis-fraud-spike.mp4)
88
891. Attach the file or mention the connected data source.
902. Ask the question you want answered.
913. Have Codex inspect the columns, run the calculation, and create an HTML visualization.
924. Open the local preview in the Codex browser, then continue in the same thread to adjust the chart or slice the data another way.
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94Use `@` to attach the CSV or mention the Google Sheet. If the data came from a dashboard, export the rows first so Codex can inspect the raw columns.
95
96## Follow-up analysis
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98After Codex gives you the first answer, ask for the next comparison you would normally check.
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100Use the same data and compare the result by [region, cohort, product, week, model version, or account type].
101Update the browser visualization for that comparison.
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103You can keep going in the same thread: clean a column, exclude a test segment, compare two time windows, make the chart easier to read, or turn the result into a short note for a meeting.
104
105## Related use cases
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107[
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109### Turn feedback into actions
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111Connect Codex to multiple data sources such as Slack, GitHub, Linear, or Google Drive to...
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113Data Integrations](https://developers.openai.com/codex/use-cases/feedback-synthesis)[
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115### Clean and prepare messy data
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117Drag in or mention a messy CSV or spreadsheet, describe the problems you see, and ask Codex...
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119Data Knowledge Work](https://developers.openai.com/codex/use-cases/clean-messy-data)[
120
121### Coordinate new-hire onboarding
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123Use Codex to gather approved new-hire context, stage tracker updates, draft team-by-team...
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125Integrations Data](https://developers.openai.com/codex/use-cases/new-hire-onboarding)