Academy
Analyze Spreadsheets and Databases with OUPI Data
Learn how to turn raw spreadsheets and CSV files into actionable insights using OUPI Data. This intermediate course walks you through importing datasets, querying them in plain language, transforming and cleaning data without code, building visualizations, setting up intelligence alerts, and connecting your data to ChatPro for on-the-fly analysis.
Course outline
1
What Is OUPI Data and Why It Matters
Understand OUPI Data's role as the AI-native data hub that powers analysis, visualization and downstream tools across the platform.
2
Importing Your First Dataset
Import a spreadsheet or CSV file and verify that the AI has correctly detected columns and data types.
3
Querying Data in Plain Language
Write natural-language questions against a dataset, read the generated query logic, and interpret the results.
4
Saving and Reusing Queries
Save a useful query, retrieve it from the Saved queries panel, and re-run it on refreshed data.
5
Transforming and Cleaning Data
Describe transformations in plain language — filter, derive, aggregate or join — while keeping the original dataset intact.
6
Building Visualizations and Pinning Them
Generate charts from query results and pin them to the dashboard to create a living data overview.
7
Setting Up Intelligence Alerts
Enable the Intelligence module to automatically detect anomalies and notable changes, and review alerts on the dedicated dashboard.
8
Querying Your Data from ChatPro
Use ChatPro's data tools to ask questions about your datasets mid-conversation without leaving the chat.
Take this course in OUPI
Progress, quiz and certificate in your account — 6 questions to check what you learned and earn a certificate, in your OUPI workspace.