How to use ChatGPT and GenAI safely for SQL, Excel, Power BI, and report writing — with prompt examples any analyst can copy and use.
Abhishek Raj
June 22, 202610 min read
GenAI (Generative AI) tools like ChatGPT, Claude, and Copilot can help you write SQL, explain errors, draft report summaries, and learn new tools faster.
They do not replace your thinking. They speed up tasks you already understand.
Important: Never paste confidential company data, customer PII, or passwords into public AI tools. Use anonymized samples or enterprise versions with data policies.
Prompt: "Write a SQL Server query to show monthly sales by region for 2026, with total revenue and order count."
Review the output, test on sample data, then run on production.
Prompt: "Explain this DAX measure line by line like I'm a beginner: [paste formula]"
Great when you inherit a dashboard built by someone else.
Prompt: "I get this SQL error: 'Invalid column name CustomerID'. My query is: [paste query]. What is wrong?"
Faster than searching forums for cryptic error codes.
Prompt: "I need an Excel formula to calculate month-over-month growth % in column D using sales in column C and previous month in column B."
Double-check the formula on a few rows before dragging down.
Prompt: "Write a short email to management summarizing: sales up 12% MoM, inventory stock-outs increased in Category A, suggest review with supply team. Tone: professional, under 100 words."
You add the real numbers — AI helps with structure.
Prompt: "Write a KPI definition document for 'Inventory Turnover Ratio' including formula, data sources, target, and owner. Audience: non-technical managers."
Prompt: "I'm a beginner. How do I create a date table in Power BI and use TOTALYTD? Give steps in simple language."
Use as a tutor, then practice in Power BI Desktop.
Prompt: "I currently use VBA to merge 3 Excel files from a folder. How can I do this in Power Query instead?"
Helps modernize legacy reports.
Prompt: "Give me 5 SQL interview questions for a junior Data Analyst role with sample answers."
Practice speaking answers out loud, not just reading.
Prompt: "Turn these bullet points into a portfolio case study: built Power BI dashboard, SQL views, reduced reporting time 60%. Audience: recruiters."
GenAI is a productivity multiplier for Data Analysts — not a replacement. Use it to draft, explain, and learn faster. Your value is still in asking the right business questions and validating results.
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