Choose one of three approaches. The steps for that option appear below.
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ChatGPT classifies questions and suggests charts or tables; you check column types and choose the final format.
Collect questions and column types
Draft question-to-chart recommendations
Check recommendations
Use: You
Have ready: analysis questions and available column names and types.
Compare the list with the real data columns. Do not include customer data or invent findings or audience preferences.
Use: ChatGPT
Ask ChatGPT to classify each question and suggest a chart or table with reasons, required data shape and cautions.
What to paste into the tool
For each question, using only the pasted questions and columns, say what kind of question it is. Recommend a chart type or a table, give the reason, the columns and data shape needed, and any caution. Say which columns are missing. Make no claim about what an audience prefers. Do not treat any example values as real findings.
Use: You
Compare recommendations with questions and real column types; remove claims about audience preference, then choose a chart or table for each question.
Each question needs a reason and required data shape; make the final choice yourself.
You classify the questions; Claude suggests charts and cautions, then you choose the final format.
Classify each question and list
Draft chart suggestions and cautions
Choose a chart or table
Use: You
Have ready: questions and available columns. Classify comparison, trend, composition, distribution or relationship; write CSV: question, type, columns needed.
A colleague spot-checks the classes before they go to the tool.
Use: Claude
Upload the types CSV to Claude; ask for chart suggestions with required data shape and cautions.
What to paste into the tool
From the uploaded types table only, suggest a chart or a table per question with data shape and cautions. Suggestions only. Make no claims about audience preference.
Use: You
Check each suggestion, choose a table when no chart suits, and record the required data shape.
Every question maps to a chart or states a table is better.
Gemini classifies questions; you correct the table before a new chat drafts chart suggestions.
Collect questions and the column-types
Draft question classes and needed
Check classes and available columns
Draft chart suggestions
Choose the final chart
Use: You
Have ready: questions and header-only columns.csv with column names and types, no data rows.
Open the file and check it contains no data rows.
Use: Gemini
Upload questions and columns.csv to Gemini; ask for question, class and columns needed.
What to paste into the tool
Using the uploaded columns file and the questions, class each question as comparison, trend, composition, distribution or relationship and list columns needed. Classify only. Suggestions only; no claims about audience preference.
Use: You
Correct every class and check the needed columns exist before asking for charts.
Analyst fixes classes before charts are suggested.
Use: Gemini
Upload the corrected classes table to a new Gemini chat; ask for chart suggestions, required data shape and cautions.
What to paste into the tool
From the uploaded corrected table, suggest a chart or a table per question with data shape and cautions. Suggestions only; no claims about audience preference.
Use: You
Check suggestions and choose each chart or table with its required data shape.
Every question maps to a chart or a table.
Best when: You want question classification and chart recommendations drafted together.
What it does: ChatGPT classifies and suggests; you choose charts or tables
Strong at: Drafts a reasoned chart-or-table recommendation for each supplied question.
Limit: Column names alone cannot establish findings or audience preferences.
Free plan: Yes, limited uploads and data analysis
Best when: You want to classify questions yourself before asking for charts.
What it does: Claude suggests charts; you classify questions and choose
Strong at: Drafts chart suggestions and cautions from your completed types table.
Limit: You must choose the final format for every question.
Free plan: Yes, limited usage windows
Best when: You want a classification checkpoint before chart suggestions.
What it does: Gemini classifies and suggests; you correct classes and choose
Strong at: Separates question classification from suggestions using a corrected table.
Limit: You must correct classes before the second chat suggests charts.
Free plan: Yes, prompt caps
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Deciding between ChatGPT and Claude for this? See the comparison.
Suggestions only; no claims about audience preference.
Every question maps to a chart or states that a table is better.
Analyst confirms the data shape per chart.
Check the result against your original inputs. Approve it before sharing or acting.