BI Data Readiness Agent

Have you ever been in a situation where you download data from your billing system or a usage tracking tool like Heap, and you want to load it into a BI tool like Tableau, Looker, or Databox, only to find that the format isn't upload-friendly? Often, this requires "unpivoting" the exported file, as it is usually in a "Wide Format" where your time periods (monthly, daily, weekly, etc.) are set up as columns instead of rows.

This agent is designed to help you convert wide files into a long file, making it easy to load into your favorite BI tool for in-depth analysis. You'll be prompted with an option to have Claude analyze the results of your long file.

Requirements:

• File must be a CSV file
• File columns must be Customer Name, Customer ID, Time Periods as columns (Monthly, Daily, etc.)
• You can have as many time period columns; however, the output is limited to 5,000 rows (e.g. 400 customers with 12 time period columns will generate around 4,800 rows).