AI Prompt 模板库

使用原则

好的 Prompt 要包含 5 个要素：

1. 角色：让 AI 扮演什么角色。
2. 数据上下文：表名、字段名、字段含义。
3. 业务目标：这张报表要回答什么问题。
4. 输出格式：要 Measures、Visuals、Layout、Summary 还是 Check List。
5. 限制条件：面向谁、要多简单、是否要避免复杂 DAX。

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1. 让 AI 设计 Dashboard

Act as a senior BI analyst.

I have a Power BI table named financials with these columns:
Segment, Country, Product, Discount Band, Units Sold, Manufacturing Price,
Sale Price, Gross Sales, Discounts, Sales, COGS, Profit, Date,
Month Number, Month Name, Year.

Audience:
Finance, operations, and HR users who know Excel but are new to Power BI.

Goal:
Create a one-page executive dashboard to analyze sales, profit, margin, discount impact, and product/country performance.

Please provide:
1. Top 5 business questions
2. Required DAX measures
3. Recommended visuals
4. Suggested slicers
5. One-page layout
6. Risks and validation checks

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2. 让 AI 生成基础 DAX

Write simple Power BI DAX measures for the financials table.

Measures needed:
- Total Sales
- Total Profit
- Total COGS
- Total Units Sold
- Discount Amount
- Profit Margin
- Discount Rate

Rules:
- Use simple measure names.
- Use DIVIDE for ratio measures.
- Explain each measure briefly.
- Add validation steps for each measure.

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3. 让 AI 解释 DAX

Explain this DAX measure in plain English.
Also explain what happens when I filter the report by Country, Product, Segment, or Year.

Profit Margin = DIVIDE([Total Profit], [Total Sales])

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4. 让 AI 检查 DAX 风险

Review this Power BI DAX measure.

Measure:
Profit Margin = DIVIDE([Total Profit], [Total Sales])

Please identify:
1. What assumptions this measure makes
2. What could go wrong
3. How to validate it in a Power BI table or matrix
4. Whether this definition is suitable for executive reporting

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5. 让 AI 推荐可视化

For a Power BI executive dashboard using the financials table, recommend the best visual type for each question:

1. What are total sales, total profit, and profit margin?
2. How do sales change by month?
3. Which countries generate the most profit?
4. Which products have the highest or lowest profit margin?
5. Does discounting hurt profitability?

For each question, provide:
- Visual type
- Fields to use
- Measures to use
- Why this visual is appropriate

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6. 让 AI 写管理层摘要

I built a Power BI report with these visuals:
- Total Sales card
- Total Profit card
- Profit Margin card
- Total Units Sold card
- Sales by Month line chart
- Profit by Country bar chart
- Sales by Segment bar chart
- Profit Margin by Product bar chart
- Slicers for Year, Country, Segment, and Product

Write a concise executive summary for finance leaders.
Use 5 bullet points.
Include:
- Overall performance
- Top growth areas
- Profitability risks
- Discount impact
- Recommended next actions

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7. 让 AI 把中文业务问题变成英文 Prompt

把下面的中文业务问题改写成适合 Power BI / DAX / Copilot 的英文 Prompt。
要求：清晰、具体、包含表名和字段名，不要太长。

中文业务问题：
我想看不同国家和产品的销售额、利润率和折扣影响，帮我设计一个管理层 Dashboard。

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8. 数据安全 Prompt

真实工作中不要直接上传敏感明细数据。可以只给字段结构：

I cannot share actual company data.
Here is the schema only:
Table: financials
Columns: Segment, Country, Product, Sales, Profit, Discounts, Date, Year.

Please help me design a Power BI dashboard and DAX measures based only on this schema.
Do not assume values that are not provided.