Data analysis and a decision-support report with Julius AI

Steps

1. 1

   Schedule and the structure of the exercise

   Suggested schedule: understanding the data, upload and first verification: 15-20 minutes; cleaning and its verification: 20-25 minutes; metrics, aggregations and control values: 20-25 minutes; charts, audit and executive summary: 25-35 minutes; export, deletion and submission: 10-15 minutes.

   Tip: The motto of this exercise: ASK. CLEAN. VERIFY. DECIDE. — the four stages of the flow: 01 Data → 02 Cleaning → 03 Analysis → 04 Decision.

   By the end of the exercise you will have: a data-quality audit log; a cleaned data table with documentation; three new computed metrics; two decision-support charts; a verification table with manually entered control values; an executive summary of at most 180 words; and a short reflection on the reliability of AI-supported data analysis.

1. 2

   What is Julius AI and why can't you skip verification?

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2. 3

   The free plan and credits

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3. 4

   Privacy, file retention and deletion

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4. 5

   The fictional business situation and the three management questions

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5. 6

   Downloading and opening the practice data and the meaning of the columns

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6. 7

   What does data quality mean?

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7. 8

   Creating a Julius AI account and uploading the CSV

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8. 9

   First prompt: only map the data

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9. 10

   The mandatory check of the first answer

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10. 11

    The data-quality audit log

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11. 12

    Defining the cleaning rules as a human

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12. 13

    Second prompt: documented cleaning

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13. 14

    Checking the cleaned table in the Data Explorer

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14. 15

    Designing the new metrics

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15. 16

    Third prompt: computed columns

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16. 17

    When aggregating, do not simply average the sub-rates

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17. 18

    Fourth prompt: verified aggregations

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18. 19

    Mandatory control values

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19. 20

    First chart: delay rate by region

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20. 21

    Second chart: monthly delay trend

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21. 22

    The mandatory visual audit of the charts

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22. 23

    Claim, evidence and limitation

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23. 24

    Fifth prompt: executive summary

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24. 25

    The audit of the executive summary

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25. 26

    Exporting the cleaned data and saving the charts

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26. 27

    Deleting the file from Julius

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27. 28

    Common mistakes and solutions

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28. 29

    Checking the completion of the exercise

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29. 30

    Submitting the exercise

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30. 31

    Thought-provoking questions

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31. 32

    Optional bonus task: the relationship between complaints and delays

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32. 33

    Optional bonus task: a new decision-support question

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33. 34

    The most important lesson of the exercise

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