场景 069 · Codex Use Case

界定分析需求

从请求、业务背景、指标、导出和讨论中界定问题与缺失输入,执行首轮分析并形成可审阅答案。

DataIntegrations
Scope an analytics requestDataIntegrations

原文核对:2026-10-13 · 中文正文 · 英文提示词与演示

场景定位

从请求、业务背景、指标、导出和讨论中界定问题与缺失输入,执行首轮分析并形成可审阅答案。

难度
中级
时间跨度
30 分钟

适合用于

  • 定义和范围不清的宽泛分析请求。
  • 回答前需识别来源缺口的分析师。
  • 需图表、验证说明和开放问题的交付。

相关工具

Spreadsheets

检查导出、关联和首轮计算。

Slack

读取原始请求及周边背景。

Slack ↗
Documents

整理面向需求方的答案和审阅说明。

起步提示词

英文原文 · 可复制后按实际材料修改

Turn this request into a scoped analysis: [paste request or link to source context].

Identify the business question, required metric definitions, source exports, relevant dashboards, and recent product or business context. Draft an analysis plan, run a first-pass analysis using the available data, validate the outputs, and prepare a stakeholder-ready answer with charts, caveats, source links, and open questions for analyst review.

Do not assume metric definitions, join logic, or missing values. List every input or decision you need confirmed before the analysis is final.

建立分析约定

请求常混合业务问题、偏好图表和假定指标。先识别问题、定义、来源、关联和决策,再分析。

  1. 提供请求、术语表、仪表盘、导出和背景。
  2. 列出已知、歧义、缺失和范围外事项。
  3. 确认定义、关联逻辑、时间窗口和受众。
  4. 运行首轮分析并准备答案。
  5. 由分析师审阅计算、图表、局限和问题。

不要用自信答案掩盖未定义指标或未验证关联;分析计划也应作为交付物。

与需求方闭环

审阅后将开放问题起草成短确认说明,不自动发送。

官方提示词

英文原文 · 可复制后按实际材料修改

Turn the open questions into a requester review note.

Include:

- the business question I answered
- definitions and filters used
- source files and joins
- the main result and caveats
- questions that need confirmation
- the next analysis I can run after confirmation

Keep unsupported claims out and return a draft only.
展开英文原文对照

Give ChatGPT the stakeholder request, business context, metric glossary, source exports, dashboard links, and request threads, then ask it to scope the question, identify missing inputs, run a first pass, and prepare a reviewable answer.

Turn the ask into an analysis contract

Stakeholder requests often mix the business question, a preferred chart, and an assumed metric definition. Give ChatGPT the original request and surrounding context, then ask it to identify the question, definitions, sources, joins, and decisions before it analyzes.

  1. Attach the request thread, metric glossary, dashboards, exports, and relevant context.
  2. Ask ChatGPT to list what is known, ambiguous, missing, or out of scope.
  3. Confirm the metric definitions, join logic, time window, and intended audience.
  4. Run the starter prompt for a first-pass analysis and stakeholder-ready answer.
  5. Have an analyst review the calculations, charts, caveats, and open questions.

Do not let a confident answer hide an undefined metric or unverified join. The analysis plan is part of the deliverable because it makes the next iteration faster to review.

Close the loop with the requester

After the analysis is reviewed, ask ChatGPT to turn the open questions into a short confirmation note without sending it.

官方提示词

英文原文 · 可复制后按实际材料修改

Turn the open questions into a requester review note.

Include:

- the business question I answered
- definitions and filters used
- source files and joins
- the main result and caveats
- questions that need confirmation
- the next analysis I can run after confirmation

Keep unsupported claims out and return a draft only.