> ## Documentation Index
> Fetch the complete documentation index at: https://sofiedocs.usetransfer.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Analyze CoSheet data with chat

> Use Sofie chat to profile CoSheet data, find issues, suggest formulas, create pivots and charts, and summarize results.

Use chat when you want Sofie to act like an analyst for a CoSheet. Ask for the analysis you need, then decide whether Sofie should apply formulas, create charts, create pivot tables, or summarize results in a CoDraft.

## Start with a data profile

Ask Sofie to inspect the CoSheet before changing it.

```text theme={null}
Analyze this CoSheet. Profile the data shape, column meanings, missing values, duplicate IDs, outliers, inconsistent units, date issues, and suggested next actions.
```

Good first checks:

* Number of rows and columns.
* Header quality.
* Missing values.
* Duplicate identifiers.
* Date formats.
* Unit consistency.
* Numeric ranges.
* Outliers.
* Categorical values.
* Formula opportunities.

## Ask for formula suggestions

```text theme={null}
Suggest formulas for this CoSheet. Focus on status, days open, percent difference from target, pass/fail logic, and missing required fields. Show formulas before applying them.
```

Apply only after review:

```text theme={null}
Apply the Status formula to the Status column after showing me the first three expected results.
```

## Ask for pivot tables

```text theme={null}
Suggest pivot tables for this CoSheet. Include source range, rows, columns, values, filters, aggregation, and the question each pivot answers.
```

Good pivot questions:

* Open deviations by product and category.
* CAPA actions by owner and status.
* Findings by batch record section.
* Average assay result by campaign.
* Risk count by severity and detectability.

## Ask for charts

```text theme={null}
Suggest charts for this CoSheet. Include chart type, data range, title, axis labels, and what the chart should help reviewers see.
```

Ask Sofie to create a chart only after you agree with the data range.

```text theme={null}
Create the recommended line chart using the campaign trend range. Include clear title, axis labels, and data labels only if they remain readable.
```

## Ask for data quality review

Use this before drawing conclusions.

```text theme={null}
Review this CoSheet for data quality issues. Return a table with issue type, affected rows or columns, example value, likely impact, and recommended fix.
```

Common issues:

* Missing values.
* Inconsistent units.
* Mixed date formats.
* Duplicate identifiers.
* Outlier values.
* Text in numeric columns.
* Hidden assumptions in calculated fields.

## Ask for life sciences analysis

Examples:

```text theme={null}
Analyze this CAPA effectiveness CoSheet. Compare baseline and post-implementation metrics, flag rows with insufficient observation window, and list conclusions that need SME review.
```

```text theme={null}
Analyze this batch record findings tracker. Group findings by section, identify recurring issue types, and suggest a chart for QA review.
```

```text theme={null}
Analyze this risk assessment table. Check severity, occurrence, detectability, rationale, and recommended actions for inconsistencies.
```

## Create a summary tab

Ask Sofie to create a reviewer-friendly tab.

```text theme={null}
Create a Summary tab with data quality findings, key trends, outliers, recommended pivots, recommended charts, and open reviewer questions.
```

## Move results into a CoDraft

After analysis, ask Sofie to create narrative output.

```text theme={null}
Turn this CoSheet analysis into a CoDraft section. Include data source, method, key findings, limitations, assumptions, and open SME questions.
```

## Export after review

Before export, ask:

```text theme={null}
Review this CoSheet before export. List formula risks, stale pivot tables, unclear chart labels, missing units, hidden assumptions, and rows needing human review.
```

Then export through CoSheet or ask Sofie:

```text theme={null}
Export this CoSheet to Excel after I approve the review checklist.
```