- Direct Integration: Available in chats and agents
- Natural Language Processing: Use plain English to request data analysis operations
- File-Based Analysis: Works with files uploaded directly to conversations (CSV, Excel, and other tabular formats)
- Automated Processing: Intelligent file format detection and data analysis
- Chart Generation: Automatic creation of visualizations with downloadable results
Prerequisites
- Permission Level: User role with chat edit access
- Chat: An active chat or agent configuration
How to Enable Data Analysis
In Chat
Enable the Data Analysis module for ad-hoc data analysis in conversations.- Go to your chat.
- In the chat toolbar, select +.
- Select Modules → Data Analysis in the list.
- Toggle Data Analysis on to enable it.

For Agents
You can configure Data Analysis as part of an agent’s default configuration.- Open the agent you want to configure (or create and opena new agent).
- Scroll down to TOOLS.
- In TOOLS, find MODULES.
- Find Data Analysis. If it is not immediately visible, select Show all to see the full list of modules.
- Toggle Data Analysis on.
- Select Save.
-
New conversations created with this agent will have Data Analysis enabled by default.

- Agent Configuration: Sets the default state for all new chats with that agent
- Chat Configuration: Overrides the agent’s default for that specific chat session
- Changes to agent configuration do not affect existing chats
How to Use Data Analysis
Once enabled, the Data Analysis module allows you to perform comprehensive data analysis directly in chat using natural language commands. Simply upload your data files and request analysis operations in plain English.How It Works
- Upload Data: Upload CSV, Excel, or other data files to your chat
- Request Analysis: Ask the assistant to perform analysis using natural language
- Get Results: Receive summaries, transformations, charts, and downloadable files
- Data Summaries: Descriptive statistics, data profiling, and overview reports
- Data Filtering: Row and column filtering based on conditions
- Transformations: Data cleaning, column operations, and restructuring
- Aggregation: Grouping, totals, averages, and statistical calculations
- Visualization: Automatic chart generation (bar charts, line graphs, histograms, etc.)
- Export: Save transformed data as downloadable files
- Always upload your data file to the chat before requesting analysis
- For very large datasets (>100MB) or complex custom operations, consider using the Python Sandbox instead
Example Workflows
These examples show typical workflows using the Data Analysis module. Example 1 — Natural language data summary- Open the chat and click +.
- Check that the Data Analysis module is enabled.
- Upload a small sample file (CSV) and ask the assistant to return a summary.
- Ask the assistant:

- Check that the Data Analysis module is enabled and upload
bug_reports.xlsx. - Ask the assistant:


Best Practices
Keep dataset size reasonable
Keep dataset size reasonable
Prefer common file formats
Prefer common file formats
Be explicit about outputs
Be explicit about outputs
Expect saved files for charts and exports
Expect saved files for charts and exports
Small iterative steps
Small iterative steps
Be precise with column names and formats
Be precise with column names and formats
Prefer reproducible transformations
Prefer reproducible transformations
Use Python Sandbox for custom code
Use Python Sandbox for custom code
Watch output size
Watch output size
Validate sensitive data handling
Validate sensitive data handling
Handle encoding issues
Handle encoding issues
Use descriptive queries
Use descriptive queries
Troubleshooting
Data Analysis requires file access
Data Analysis requires file access
- Data Analysis module not enabled in chat
- Chat configuration issue
- Enable Data Analysis in Modules for the chat
- Refresh the chat and re-enable the tool if needed
File format not recognized or read errors
File format not recognized or read errors
- Unsupported file format uploaded
- Corrupted or malformed data file
- File encoding issues
- Large file causing read timeouts
- Ensure file is in a supported format (CSV, Excel, Parquet, or other common tabular formats)
- Check file integrity and try re-uploading a clean version
- Convert file to UTF-8 encoding if needed
- For large files, consider using Python Sandbox instead
No Data Analysis option in UI
No Data Analysis option in UI
- Insufficient user permissions
- Modules are not accessible
- Modules are hidden because no tools pass the availability filter
- UI configuration issue
- Confirm you have chat edit access permissions.
- Check that Modules are visible — the icon is hidden entirely when no modules are available for the project.
- Check that Data Analysis appears in the list.
- Refresh the page and try accessing the popup again.
- If the icon is missing, contact your project administrator to confirm modules are enabled for the project.
Data Analysis requests timeout or fail
Data Analysis requests timeout or fail
- Very large datasets causing processing delays
- Complex analysis requests
- Network connectivity issues
- Reduce dataset size or use smaller sample files for testing
- Break complex requests into smaller iterative steps
- Prefer aggregated summaries over detailed outputs
- Check network connection and retry the request
- For very large data, consider enabling Python Sandbox instead
Charts or exported files not generated
Charts or exported files not generated
- Chart generation failed due to data issues
- File saving permissions issue
- Invalid filenames
- Verify data is suitable for the requested chart type
- Check that file saving is working
- Use valid filenames without special characters
- Try simpler chart types first
- Request download links explicitly in your prompt
Code generation fails or produces errors
Code generation fails or produces errors
- Ambiguous or overly complex queries
- Column names with special characters
- Data type mismatches
- Use clear, specific analysis requests with exact column names
- Break complex queries into simpler steps
- Provide example values for date formats, categories, etc.
- Try rephrasing the query if it fails
- Check for error messages and adjust accordingly
Memory or performance issues
Memory or performance issues
- Loading very large datasets
- Complex operations on big datasets
- Multiple concurrent requests
- Insufficient system resources
- Use smaller sample datasets for initial testing
- Consider using Python Sandbox for memory-intensive operations
- Close other conversations to free up resources
- Optimize queries to use less memory
- Monitor system resource usage
- Pandas Toolkit Migration Guide - Complete migration guide from legacy Pandas toolkit
- Agent Configuration - Setting up agents with tools
- Chat Functionality - General chat features and usage
- Python Sandbox - Python Sandbox overview
- Conversation Management - Managing conversations and settings