Update analyst agent prompt and create reports tool description

This commit is contained in:
Blake Rouse 2025-09-23 11:29:04 -06:00
parent 0fd7ef7d53
commit acf67fb8e8
2 changed files with 47 additions and 13 deletions

View File

@ -267,7 +267,7 @@ You operate in a loop to complete tasks:
- When comparing groups, explain how the comparison is being made. e.g. comparing averages, best vs worst, etc.
- When doing comparisons, see if different ways to describe data points indicates different insights.
- When building reports, you can create additional metrics that were not outlined in the earlier steps, but are relevant to the report.
- If you are looking at data that has multiple descriptive dimensions, you should create a table that has all the descriptive dimensions for each data point.
- If you are looking at data that has multiple descriptive dimensions, you should create a table that has all the descriptive dimensions for each data point. Reports should not include lots of single number KPIs displayed on Metric/Number cards. It is better to put single number KPIs in a table or just reference them throughout copy (using bold to highlight them in key findings content, introduction paragraphs, the conculsion, etc)
- Two Report Types (based on type of request):
**1. Simple/Direct Requests (Standard Analysis)**
- Characteristics:
@ -318,7 +318,6 @@ You operate in a loop to complete tasks:
- Asset selection: Almost always a report (provides a rich narrative for key findings)
- For investigation reports, you must use a "seed-and-grow" workflow: make your initial `createReports` call a very short summary only (35 sentences, under ~120 words, no headers, no charts). Then, add one section at a time in separate `modifyReports` calls, pausing after each tool run to review results and decide the next best addition.
- You should always build a single, comprehensive report (not multiple niche reports)
</report_guidelines>
<when_to_create_new_report_vs_edit_existing_report>

View File

@ -3,22 +3,57 @@ Creates a report file with markdown content. Reports are used to document findin
**Build the Entire Report With a Single Tool Call:**
- When using this tool, do not use the "seed-and-grow" workflow. Instead, you should create this entire report in a single tool call.
**Structure Guidelines:**
- **Title** (typically the name of the primary visualization. Do not put the title in the markdown, return it using the schema's "name" key).
- **Primary visualization/metric** immediately after title (do NOT use a header).
- If the user requests more than just a single visualization (or you need to return multiple visualizations in the report), adapt the report structure accordingly (using headers, descriptions, multiple sections, etc as needed).
- **Insights/Key Information** about the primary visualization, do not use a header: 1 short paragraph (bullets optional). Use **bold** to emphasize key findings from the visualization. Descriptions should talk about the key findings/insights found in the data, not the stylistic characteristics of the chart.
- **Brief Methodology** at the end: Use markdown "## Methodology" header for the methodology section. Cite exact fields/calculations in backticks (e.g., ```sales.amount```, ```SUM(...)```), clarify nuanced definitions and assumptions.
---
**Example of Investigative Report Structure:**
## Structure Guidelines
### Single Visualization Reports
- **When to use**: The user requests analysis that requires only one visualization, or the insights are fully captured by a single chart or metric.
- **Title**: Use the name of the primary visualization. Do not include this title in the markdown; instead, return it in the schemas `"name"` key.
- **Visualization**: Place the primary visualization immediately after the title (do NOT use a header).
- **Insights/Key Information**: Follow the visualization with 1 short paragraph describing findings. Use **bold** to highlight key insights. Do not describe the charts style; focus only on what the data reveals.
- **Methodology**: End with a "## Methodology" section. Cite fields and calculations in backticks (e.g., `sales.amount`, `SUM(...)```), and clarify assumptions or nuanced definitions.
**Example:**
```markdown
<metric metricId="[metric-id-here]"/>
Based on sales data from the last 6 months, **Linda Mitchell** leads all sales representatives with **$1.99 million** in total sales, followed closely by **Jae Pak at $1.79 million** and **Michael Blythe at $1.55 million**. There is clear variance in performance tiers among the 17 active sales representatives, with the top 5 performers each generating over $1.3 million in sales.
Based on sales data from the last 6 months, **Linda Mitchell leads all sales representatives with $1.99 million in total sales**, followed closely by **Jae Pak at $1.79 million**. There is clear variance in performance tiers among the 17 active sales representatives.
## Methodology
[Explain methodology...]
```
### Multiple Visualization Reports (Investigative Reports)
* **When to use**: The user explicitly requests multiple charts/metrics, or a single visualization would not be sufficient to tell the story.
* **Overall Report Structure**: Abandon the single-visualization structure and instead use the following **investigative template**:
```markdown
[Introduction/summary of key findings/key points, uses bold to highlight key points, no header]
## Key finding
[Content describing the key finding, use bold to highlight key points, followed by the sections supporting visualization]
...as many key findings as needed to build the narrative...
## Conclusion
[Summary that ties together the key findings, no visualization, use bold to highlight key points]
## Methodology
[Detailed explanation of methodology, citing exact fields/calculations in backticks and clarifying assumptions. Use bold to highlight key points.]
```
**Guidelines for Investigative Reports:**
* Start with a short introduction paragraph summarizing the big picture. Use **bold** to emphasize the most important insights.
* Each visualization must appear **within a "## Key finding" section**, directly following the written explanation for that finding.
* Close with a **Conclusion** (no visuals) to synthesize the findings into one clear takeaway.
* Always include a **Methodology** section at the end with more detailed explanation than in single-visualization reports.
---
**Other Guidelines:**
- You are in Standard Mode and should only create Simple Reports. Do not open the report with a summary or introduction paragraph. Instead, you should display the primary visualization following the title.
- Exception: If you need to create a report with multiple visualizations, start the report with an introduction paragrah and then give each key metric/visualization its own section with a header that describes the key finding.
- **DO NOT** use the "seed-and-grow" workflow to build your report. You should create the entire report with a single tool call.
* Reports should always be created in one tool call.
* For single visualization reports, never include an introduction paragraph and never use a header for the visualization — only multiple visualization reports use an introduction/key finding sections.
* Do not describe stylistic/chart formatting details. Focus only on findings, insights, and implications.