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Codex use case

Query tabular data

Ask a question about a CSV, spreadsheet, export, or data folder.

Difficulty Easy
Time horizon 30m

Use 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.

Best for

  • Questions that can be answered through a quick calculation, chart, table, or short summary.
  • Roles that need to analyze data and create visualizations.

Contents

    ← All use cases

    Query tabular data

    Ask a question about a CSV, spreadsheet, export, or data folder.

    Use 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.

    Easy
    30m
    Try in the Codex app

    Use 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.

    Easy
    30m

    Related links

    File inputs Agent skills

    Best for

    • Questions that can be answered through a quick calculation, chart, table, or short summary.
    • Roles that need to analyze data and create visualizations.

    Skills & Plugins

    • Spreadsheet
      Inspect tabular data, run calculations, and create charts or tables.
    • Google Sheets
      Analyze approved Google Sheets when the data lives in a shared spreadsheet.
    Skill Why use it
    Spreadsheet Inspect tabular data, run calculations, and create charts or tables.
    Google Sheets Analyze approved Google Sheets when the data lives in a shared spreadsheet.

    Starter prompt

    Analyze @sales-export.csv Question: Which customer segment changed the most last quarter? Please: - inspect the columns before analyzing - answer the question from the data - create a simple browser visualization as an HTML file - start a local preview so I can open it in the Codex browser
    Analyze @sales-export.csv Question: Which customer segment changed the most last quarter? Please: - inspect the columns before analyzing - answer the question from the data - create a simple browser visualization as an HTML file - start a local preview so I can open it in the Codex browser

    Analyze the data

    Use 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.

    1. Attach the file or mention the connected data source.
    2. Ask the question you want answered.
    3. Have Codex inspect the columns, run the calculation, and create an HTML visualization.
    4. Open the local preview in the Codex browser, then continue in the same thread to adjust the chart or slice the data another way.

    Use @ to attach the CSV or mention the Google Sheet. If the data came from a dashboard, export the rows first so Codex can inspect the raw columns.

    Follow-up analysis

    After Codex gives you the first answer, ask for the next comparison you would normally check.

    Use the same data and compare the result by [region, cohort, product, week, model version, or account type]. Update the browser visualization for that comparison.

    You 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.

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