use-cases/analyze-data-export.md +26 −99
11# Query tabular data | Codex use cases---
22 name: Query tabular data
33Codex use casestagline: Ask a question about a CSV, spreadsheet, export, or data folder.
44 summary: Use Codex with a CSV, spreadsheet, dashboard export, Google Sheet, or
55 local data file to answer a question, create a browser visualization, and save
66 the result.
77skills:
88 - token: $spreadsheet
99Codex use case description: Inspect tabular data, run calculations, and create charts or tables.
1010 - token: google-sheets
1111# Query tabular data url: /codex/plugins
1212 description: Analyze approved Google Sheets when the data lives in a shared spreadsheet.
1313Ask a question about a CSV, spreadsheet, export, or data folder.bestFor:
1414 - Questions that can be answered through a quick calculation, chart, table, or
1515Difficulty **Easy** short summary.
16
17Time horizon **30m**
18
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.
20
21## Best for
22
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.16 - Roles that need to analyze data and create visualizations.
2517 starterPrompt:
2618# Contents title: Ask a Question
2719 body: |-
28[← All use cases](https://developers.openai.com/codex/use-cases)
29
30Copy page [Export as PDF](https://developers.openai.com/codex/use-cases/analyze-data-export/?export=pdf)
31
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.
33
34Easy
35
3630m
37
38Related links
39
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
48
49- [Spreadsheet](https://github.com/openai/skills/tree/main/skills/.curated/spreadsheet)
50
51 Inspect tabular data, run calculations, and create charts or tables.
52- [Google Sheets](https://developers.openai.com/codex/plugins)
53
54 Analyze approved Google Sheets when the data lives in a shared spreadsheet.
55
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
62
63 Analyze @sales-export.csv20 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
70
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")
72 21
73 Analyze @sales-export.csv
74 Question: Which customer segment changed the most last quarter?22 Question: Which customer segment changed the most last quarter?
23
75 Please:24 Please:
76 - inspect the columns before analyzing25 - inspect the columns before analyzing
77 - answer the question from the data26 - answer the question from the data
78 - create a simple browser visualization as an HTML file27 - create a simple browser visualization as an HTML file
79 - start a local preview so I can open it in the Codex browser28 - 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---
80 36
81## Analyze the data37## Analyze the data
82 38
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.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.
84 40
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.411. Attach the file or mention the connected data source.
902. Ask the question you want answered.422. Ask the question you want answered.
913. Have Codex inspect the columns, run the calculation, and create an HTML visualization.433. Have Codex inspect the columns, run the calculation, and create an HTML visualization.
97 51
98After Codex gives you the first answer, ask for the next comparison you would normally check.52After Codex gives you the first answer, ask for the next comparison you would normally check.
99 53
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.
102
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.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.
104
105## Related use cases
106
107[
108
109### Turn feedback into actions
110
111Connect Codex to multiple data sources such as Slack, GitHub, Linear, or Google Drive to...
112
113Data Integrations](https://developers.openai.com/codex/use-cases/feedback-synthesis)[
114
115### Clean and prepare messy data
116
117Drag in or mention a messy CSV or spreadsheet, describe the problems you see, and ask Codex...
118
119Data Knowledge Work](https://developers.openai.com/codex/use-cases/clean-messy-data)[
120
121### Coordinate new-hire onboarding
122
123Use Codex to gather approved new-hire context, stage tracker updates, draft team-by-team...
124
125Integrations Data](https://developers.openai.com/codex/use-cases/new-hire-onboarding)