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Analysis Agent

7. Analysis Agent

Analysis Agent is a chat tool in SkyStudio Chat that helps you perform in-depth analysis on files and data. You can use it to summarize data, perform calculations, compare information, create tables and charts, identify trends, summarize documents, and generate output files from analysis results.

After adding your files, describe the task you want to perform in natural language. You do not need to write code or formulas.

7.1. Using Analysis Agent​

  1. Click the + icon in the message field.
  2. Select Analysis Agent from the menu.
  3. Add the files you want to analyze.
  4. Clearly describe the task you want Analysis Agent to perform, then send your request.

For example, you can ask Analysis Agent to:

  • Analyze monthly sales in this Excel file.
  • Identify the top five best-selling products.
  • Find missing or inconsistent records.
  • Visualize sales trends with charts.
  • Summarize this document.
  • Compare data across two files.

Supported File Types​

File typeSupported extensions
Text-based data files.csv, .tsv
Excel files.xlsx, .xls, .xlsm
Structured data files.json
PDF documents.pdf
Word documents.docx

Note: Document files can be up to 100 MB, while audio files can be up to 250 MB.

After adding a file, specify the fields, filters, and expected outcome for the analysis. For example: “Use the Date, Product, Region, and Total Amount columns. Analyze only records from 2026 and calculate the month-over-month change.”

7.2. Refining Your Analysis​

If the initial result does not fully meet your needs, you do not need to re-upload the files or start a new chat. You can refine the result by providing additional instructions in the same analysis.

For example:

  • Use only data from 2026.
  • Break down the results by region.
  • Add a percentage-change column to the table.
  • Use more descriptive titles for the charts.
  • Prepare the results as an executive summary.

Including the following details in your request can help produce more relevant results:

  • The columns or sections to use
  • The date range, category, or record group to analyze
  • The calculation or comparison method
  • The target audience and level of detail
  • The desired layout for tables, charts, reports, or presentations

7.3. Creating an Output File​

In addition to viewing results in the chat, you can request an output file. Specify both the desired file format and the sections you want the file to include.

Analysis Agent supports the following output types:

  • Excel
  • PDF
  • Word
  • HTML
  • PowerPoint

For example: “Create an Excel file with the analysis results. Include a summary on the first sheet, detailed data on the second sheet, and charts on the third sheet.”

Output Request Examples​

Excel: “Create an Excel file with the results. Add three sheets named Summary, Detailed Data, and Charts.”

PDF: “Create a PDF report from this analysis with headings, tables, and charts. Prepare it for an executive audience.”

Word: “Create an editable Word report containing the findings, headings, and recommendations.”

HTML: “Create an HTML report with headings, tables, and charts based on the analysis results.”

PowerPoint: “Create an eight-slide PowerPoint presentation from this data. Include an executive summary, key findings, charts, and a conclusion.”

7.4. Example Use Cases​

Analyzing Sales Data​

“Analyze sales by month, product, and region. Identify the highest- and lowest-performing products. Create an Excel file with charts.”

Reviewing Survey Results​

“Analyze the survey responses. Calculate satisfaction rates, identify the most common responses, and prepare the results as a PDF report.”

Creating a Financial Report​

“Compare monthly income and expenses. Calculate profitability ratios, explain significant changes, and create a PowerPoint presentation for executives.”

Summarizing a Document​

“Review this document. Create a Word report that summarizes the main topics, key decisions, risks, and required actions.”

Comparing Multiple Files​

“Compare the data in the files I uploaded. Identify matching and differing records, calculate percentage changes, and create a comparative Excel report.”

7.5. Tips for Better Results​

  • Write clear and detailed requests. Instead of saying “Analyze this file,” specify the calculations or comparisons you need.
  • If your file contains multiple columns or sections, identify the fields that should be used.
  • Include filters such as date range, category, or region in your request.
  • When requesting a report or presentation, specify the target audience and desired level of detail.
  • For Excel, CSV, and TSV files, use descriptive column headers and consistent data types and date formats. Minimize blank rows, unnecessary headings, and merged cells.

7.6. Common Issues​

The Analysis Does Not Produce the Expected Result​

Make your request more specific. For example, instead of “Review sales,” write: “Group 2026 sales by month. Calculate total sales, average order value, and the month-over-month change.”

Incorrect Columns Are Used​

Clearly state which columns Analysis Agent should use. For example: “Use only the Date, Region, and Net Sales columns. Do not include the Description column.”

The Output Format Is Not What You Expected​

Specify both the file format and the required content. For example: “Create an editable Excel file instead of a PDF. Place calculations and charts on separate sheets.”

The Generated File Needs Changes​

You can request changes within the same analysis instead of creating the file again. For example: “Add data labels to the charts in the Excel file and show monthly totals on a separate sheet.”