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🟡 AI-Assisted Business Ops — Guide 1 of 5
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>_ claude codeBeginner25 min

Data Analysis with Claude Code

Analyse CSV exports, spreadsheets, and databases without writing SQL or Python. Get insights from your business data in minutes.

What you will build
An analysis report from your own business data with charts, trends, and recommendations

Using Claude Code for data exploration

You do not need to know SQL, Python, or R to analyse data. Claude Code writes the analysis code for you — you just describe what you want to know. Export your data as a CSV (every business tool has an export button). Navigate to the folder containing your CSV and start Claude Code. Say: "Analyse this CSV file. Tell me: how many rows and columns, what each column contains, basic statistics for numeric columns, and any patterns or anomalies you notice." Claude Code will write a script, run it, and present the findings in plain English. Follow up with specific questions: "Which customers generated the most revenue last quarter?" "Show me the trend in monthly signups." "Are there any unusual spikes or drops in the data?" Each question becomes a targeted analysis.

Cleaning and transforming messy data

Real-world data is messy. Duplicate rows, inconsistent formatting, missing values, wrong data types. Ask Claude Code: "Clean this CSV: remove duplicate rows, standardise the date format to YYYY-MM-DD, fill missing email fields with 'unknown', fix inconsistent country names (US/USA/United States should all be 'United States'), and flag any rows that look like test data." Claude Code writes a cleaning script that handles all of these transformations. The cleaned data is saved to a new file, leaving the original untouched. This is work that would take a data analyst an hour — Claude Code does it in minutes.

Generating visual reports

Ask Claude Code: "Create a visual report from this data. Generate charts showing: revenue trend over time (line chart), top 10 customers by revenue (bar chart), revenue distribution by product category (pie chart), and a cohort analysis showing retention. Save the charts as PNG files and create an HTML report that combines them with summary statistics." Claude Code will use a charting library to generate the visualisations and create a professional-looking report you can share with your team or board.

Connecting to live databases

For ongoing analysis, connect Claude Code to your database via MCP. Once connected, you can ask questions in English: "What is our monthly recurring revenue?" "How many users signed up this week compared to last week?" "Which feature has the highest adoption rate?" Claude Code translates your questions into SQL, runs the queries, and presents the results. This turns Claude Code into a business intelligence tool that anyone in your company can use — no SQL knowledge required.

Building automated reports

Ask Claude Code: "Create a weekly metrics report script. It should: query the database for this week's key metrics (signups, revenue, churn, feature usage), compare them to last week and last month, generate an HTML email with charts and a summary, and send it via Resend every Monday at 9am." This automated report replaces manual spreadsheet work. Once set up, it runs itself — delivering insights to your inbox without any ongoing effort.

Related Lesson

AI for Data Analysis

This guide is hands-on and practical. The full curriculum covers the conceptual foundations in depth with structured lessons and quizzes.

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