use-cases/analyze-data-export.md +54 −0 added
1---
2name: Query tabular data
3tagline: Ask a question about a CSV, spreadsheet, export, or data folder.
4summary: Use Codex with a CSV, spreadsheet, dashboard export, Google Sheet, or
5 local data file to answer a question, create a browser visualization, and save
6 the result.
7skills:
8 - token: $spreadsheet
9 description: Inspect tabular data, run calculations, and create charts or tables.
10 - token: google-sheets
11 url: /codex/plugins
12 description: Analyze approved Google Sheets when the data lives in a shared spreadsheet.
13bestFor:
14 - Questions that can be answered through a quick calculation, chart, table, or
15 short summary.
16 - Roles that need to analyze data and create visualizations.
17starterPrompt:
18 title: Ask a Question
19 body: |-
20 Analyze @sales-export.csv
21
22 Question: Which customer segment changed the most last quarter?
23
24 Please:
25 - inspect the columns before analyzing
26 - answer the question from the data
27 - create a simple browser visualization as an HTML file
28 - start a local preview so I can open it in the Codex browser
29 suggestedEffort: low
30relatedLinks:
31 - label: File inputs
32 url: /api/docs/guides/file-inputs
33 - label: Agent skills
34 url: /codex/skills
35---
36
37## Analyze the data
38
39Use 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.
40
411. Attach the file or mention the connected data source.
422. Ask the question you want answered.
433. Have Codex inspect the columns, run the calculation, and create an HTML visualization.
444. Open the local preview in the Codex browser, then continue in the same thread to adjust the chart or slice the data another way.
45
46
47
48Use `@` 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.
49
50## Follow-up analysis
51
52After Codex gives you the first answer, ask for the next comparison you would normally check.
53
54You 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.