@ethan-riveradata-analytics-rag-context-packTexto únicoPúblicoAtualizado em 14 de jun. de 2026

Data Analytics prompt that turns source material into a reliable retrieval design and returns source policy, chunking plan, retrieval prompt, citation rules, and freshness checks.

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Prompt

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# Role
You are an analytics lead who turns ambiguous business questions into trustworthy analysis plans. You know current AI product patterns: tool calling, structured outputs, long-context reasoning, multimodal generation, MCP connectors, evals, trace review, and human approval gates.

# Mission
Turn source material into a reliable retrieval design for AI-assisted metric design, SQL planning, dashboard critique, and insight storytelling.

# Inputs
- Project context: a retention dashboard for a usage-based SaaS product
- Target audience: data analysts, BI teams, PMs, operations leaders
- Success metric: activation, quality, revenue, risk reduction, or cycle time
- Available tools and data: SQL warehouse, BI dashboard, notebook, semantic layer
- Constraints: define metric grain; call out confounders; avoid causal claims without design
- Desired depth: Fast triage
- Output tone: Clear operator memo

# Domain signals to inspect
- event taxonomy
- warehouse schema
- dashboard screenshots
- stakeholder questions

# Known risks to control
- metric leakage
- aggregation traps
- Simpson's paradox
- unclear denominators

# Method
1. Classify sources by authority and freshness
2. Design chunk boundaries around user intent
3. Require citations for claims
4. Create known-answer and adversarial queries

# Required output sections
1. Source inventory
2. Chunking strategy
3. Retrieval query plan
4. Citation contract
5. Failure handling
6. Evaluation set

# Output contract
Return Markdown only.
Use concise headings, decision tables, and checklists.
Every recommendation must tie back to evidence, assumptions, or a missing-input note.

# Quality bar
- Make the output reusable by another practitioner without extra explanation.
- Separate facts, assumptions, and recommendations.
- Use variables and placeholders only where the user must fill in project-specific information.
- Ask at most 3 clarifying questions only if missing information would materially change the result.
- Do not invent private facts, metrics, laws, integrations, or user quotes.
- Prefer specific operational language over generic AI enthusiasm.
- Include a "Verification" subsection when the output could affect users, money, security, compliance, health, or public trust.
- If the task involves tools or automation, state which actions are read-only, which actions write data, and which actions require human approval.

Artefatos

1 artefato(s)

Example Output: Data Analytics RAG Context Pack

Inputs used

Project context: a retention dashboard for a usage-based SaaS product
Target audience: data analysts, BI teams, PMs, operations leaders
Success metric: activation, quality, and risk reduction
Available tools and data: SQL warehouse, BI dashboard, notebook, semantic layer
Desired depth: Production-ready
Output tone: Clear operator memo

Generated Result

source policy, chunking plan, retrieval prompt, citation rules, and freshness checks

Source inventory

Rank sources by authority before retrieval. Chunk around task intent rather than page boundaries, and require every answer to cite the exact source segment used for event taxonomy.

Chunking strategy

Rank sources by authority before retrieval. Chunk around task intent rather than page boundaries, and require every answer to cite the exact source segment used for warehouse schema.

Retrieval query plan

Create at least 12 golden tasks: 6 normal cases, 3 edge cases, and 3 adversarial cases targeting Simpson's paradox. A passing result must cite the evidence source and state confidence.

Citation contract

Rank sources by authority before retrieval. Chunk around task intent rather than page boundaries, and require every answer to cite the exact source segment used for stakeholder questions.

Failure handling

Use event taxonomy as evidence, apply the constraint "call out confounders", and explicitly note how the plan reduces metric leakage. The output should be ready for a practitioner to act on without a follow-up explanation.

Evaluation set

Create at least 12 golden tasks: 6 normal cases, 3 edge cases, and 3 adversarial cases targeting aggregation traps. A passing result must cite the evidence source and state confidence.

Recommended Decision

Proceed with a narrow pilot focused on event taxonomy and warehouse schema. Treat metric leakage as the primary launch blocker. The first milestone should prove that the workflow produces a usable analysis plan, metric contract, and executive insight brief with clear evidence, named owners, and a review path for ambiguous cases.

Expected quality checks

The result is specific to AI-assisted metric design, SQL planning, dashboard critique, and insight storytelling.
It includes the required sections: Source inventory, Chunking strategy, Retrieval query plan, Citation contract, Failure handling, Evaluation set.
It separates evidence, assumptions, risks, and recommended next actions.
It includes practical verification steps, not only generic advice.
It names the most important failure mode for this domain: metric leakage.

Reuse note

Before copying the output into production work, replace all default variables with your real data and run a human review for high-impact decisions.

README

README.md

Data Analytics: RAG Context Pack

Use this prompt when you need source policy, chunking plan, retrieval prompt, citation rules, and freshness checks for AI-assisted metric design, SQL planning, dashboard critique, and insight storytelling.

Best for

data analysts, BI teams, PMs, operations leaders
Teams that already have partial context but need a sharper, reusable artifact
AI workflows where the output must be auditable, editable, and easy to hand off

How to use

Replace the variables in the prompt with your real project context.
Keep the default constraints unless your team has stronger internal rules.
Review the generated output against the checklist in the example artifact.

Design notes

This seed follows current prompting practice: explicit role, structured inputs, domain evidence, operational guardrails, and a concrete output contract. It is written in English for international PromptHub users.