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Prompt course · 8 lessons · 26 prompts · 1 hour · Beginner

AI for Business Intelligence Analysts

This prompt course teaches business intelligence analysts to use AI for SQL, data cleaning, metrics, dashboards, trends, reports, documentation, and automation. Each lesson gives you prompts you can adapt to your own data and stakeholders.

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What you'll learn

  • SQL Query Basics: Turn a business question into working SQL and understand queries you inherit.
  • Data Cleaning: Plan cleaning steps, write transformation code, and design checks for messy data.
  • Metric Definitions: Turn vague metric requests into precise definitions, formulas, and edge-case rules.
  • Dashboard Building: Plan layouts, write calculated fields, and troubleshoot performance or usability issues.
  • Trend Analysis: Interpret query results, form hypotheses, and turn numbers into clear business insights.
  • Stakeholder Reports: Draft performance reports, executive summaries, and talking points for non-technical readers.
  • Documentation and Admin: Write data dictionaries, document requirements, and summarize meetings so work stays traceable.
  • Advanced Analysis: Plan complex analyses, generate reusable scripts, and automate recurring reporting workflows.

What's inside

8 lessons · 26 prompts
  1. Before you start · framework course RACE Prompt Framework: Role, Action, Context, ExpectationRACE fits your BI role because it defines role, action, context, and expectation, as in a monthly sales dashboard with variance analysis.
  2. Start here Priya's Wednesday, two waysA day in the life of a Business Intelligence Analyst, before and after these prompts.
  3. 01 Lesson 1 · 3 prompts SQL Query Basics
  4. 02 Lesson 2 · 3 prompts Data Cleaning And Quality
  5. 03 Lesson 3 · 3 prompts Metric Definitions And KPIs
  6. 04 Lesson 4 · 3 prompts Dashboard Building Support
  7. 05 Lesson 5 · 3 prompts Trend Analysis And Insights
  8. 06 Lesson 6 · 3 prompts Reports And Stakeholder Communication
  9. 07 Lesson 7 · 5 prompts Documentation And Admin
  10. 08 Lesson 8 · 3 prompts Advanced Analysis And Automation

About this course

7 topics

A Prompt Course for Business Intelligence Analysts

Your days mix queries, cleaning, dashboards, and explanations. This course shows how to use AI as a thinking partner for each part, while you keep control of the data and the decision.

Every lesson is built around a BI task you already know. You will see prompts, examples, and ways to check the output before it reaches a dashboard or a stakeholder.

  1. The lessons
    1. SQL Query Basics: Use AI to turn business questions into working SQL and understand or fix queries you inherit.
    2. Data Cleaning And Quality: Use AI to plan cleaning steps, write transformation code, and design checks that catch messy data before it reaches dashboards.
    3. Metric Definitions And KPIs: Use AI to turn vague metric requests into precise definitions, formulas, and edge-case rules.
    4. Dashboard Building Support: Use AI to plan dashboard layouts, write calculated fields, and troubleshoot performance or usability issues.
    5. Trend Analysis And Insights: Use AI to interpret query results, form hypotheses, and turn numbers into clear business insights.
    6. Reports And Stakeholder Communication: Use AI to draft performance reports, executive summaries, and talking points that non-technical stakeholders can act on.
    7. Documentation And Admin: Use AI to write data dictionaries, document requirements, and summarize meetings so your BI work stays traceable.
    8. Advanced Analysis And Automation: Use AI to plan complex analyses, generate reusable scripts, and automate recurring reporting workflows.
  2. What the Course Covers

    The course walks through eight BI tasks, from SQL and data cleaning to metrics, dashboards, trends, reports, documentation, and automation. Each lesson gives you prompts, examples, and a way to check the result.

    You can take the lessons in order or jump to the task that is causing trouble this week.

  3. How the Lessons Connect

    The early lessons build a base. SQL helps you get data, cleaning makes it trustworthy, and metric definitions make it consistent.

    Later lessons use that base for dashboards, trends, reports, documentation, and automation. Each step makes the next one easier to trust.

  4. How to Use Prompts Well

    Give the AI context: the business question, the tables or fields you have, and the audience for the answer. Ask for assumptions, edge cases, and a short explanation you can verify.

    Treat the first answer as a draft. Check the logic, test the query, and adjust the prompt until the output matches how your team works.

  5. Who This Course Is For

    This course is for business intelligence analysts who build dashboards, run queries, and explain trends. It fits analysts who want to save time without giving up control of the numbers.

    It also helps analysts who support many departments and need to keep definitions, reports, and documentation clear.

  6. Safety and Privacy

    Do not paste private customer data, credentials, or confidential business details into an AI tool unless your company allows it. Use sample data, column names, or a made-up example when you need help with logic.

    Follow your organization's rules for data handling. You are responsible for what leaves your screen and what reaches a dashboard.

  7. Your Next Step

    Start with the lesson that matches your next task. If a stakeholder just asked for a new metric, open Metric Definitions and KPIs first.

    Try one prompt on real work today, then note what you had to check. That habit will make the rest of the course more useful.