AI Accelerator: Analytics and Data Analysis#

Tutorial-style lessons for AI-assisted analytics from exploration to dashboard.

How To Read This Site

Start with the first section, then progress through the remaining modules in order.

The learning material starts notebook-first with Codex in a JupyterLab terminal, then transitions to broader CLI/project workflows for reproducible dashboard delivery.

Pre-Workshop: Set Up Your Environment and Coding Assistant#

Setup page: Open Setup

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Questions

Objectives

Set Up

  • What do I need to complete before Session 1 so my machine is workshop-ready?

  • Verify core tooling: Python 3.11+, venv, pip, Node.js, npm, and VS Code

  • Check that the required tools are installed and working (Python, Node.js, npm, and VS Code)

  • Install Codex and the connector needed for the workshop

  • Sign in to Codex using the method for your Duke affiliation

  • Set up your project environment, install the required packages, and run the final setup checklist

Session 1: Foundations for AI-Assisted Analytics Work#

Section page: Open Session 1

Use Codex as a coding agent for analytics work while keeping the analysis understandable, reviewable, and traceable.

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Questions

Objectives

Coding Agents for Analytics Work

  • What can a coding agent do, and what must its output satisfy?

  • Identify the understandable, reviewable, and traceable requirements for agent-produced analysis.

Prompting and Project Rules

  • How do prompts and an AGENTS.md file determine what Codex produces?

  • Write prompts and project rules that produce reproducible notebook artifacts.

Understanding the Data Before Analysis

  • What does one row represent, and which file answers which question?

  • Investigate data structure before plotting or interpreting trends.

Planning and Running an Analysis

  • How have physical and digital checkouts changed over time, and how can Codex help plan a new visualization?

  • Select the correct dataset, account for partial years, compare visualization approaches, and trace results to code.

Managing Context in Coding Agent Conversations

  • What belongs in the conversation, and what belongs in project files?

  • Distinguish working context from saved project context and decide where verified facts, decisions, and workflow rules should live.

Homework: Extend the Keyword Analysis

  • How can a messy keyword field be investigated with more than one model or method?

  • Extend the subject-tag analysis, compare approaches, and identify what should remain human-reviewed.

Session 1 Q&A

  • What questions came up during Session 1?

  • Review answers to participant questions after the session.

Session 2: Context Management and Agent Skills#

Section page: Open Session 2

Choose working file formats that reduce unnecessary agent tool use, then package repeated instructions as reusable agent skills.

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Questions

Objectives

Context Management Part 2

  • How does the working file format change what Codex has to do?

  • Explain why notebooks can create extra tool use and choose a better working artifact for agent-assisted analysis.

Agent Skills

  • How can reusable instructions make agent workflows more consistent?

  • Distinguish prompts, project rules, and skills, then create or evaluate a small analytics skill.

Session 3: From Analysis to Dashboard#

Section page: Open Session 3

Use multi-agent workflows to prepare reproducible analysis outputs, preserve provenance, and turn CSV files into a stable contract for dashboard delivery.

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Questions

Objectives

Building Datasets with Codex

  • How do you turn a public data source into a usable teaching dataset?

  • When should you use complete aggregate files or sampled detail files?

  • How do sampling choices shape the claims learners can make?

  • Investigate a public API access pattern before retrieval.

  • Separate volume questions from composition questions.

  • Define row meaning, sampling strategy, reproducibility, and validation checks.

Multi-Agent Workflows

  • What is a multi-agent or subagent workflow?

  • When should you use subagents?

  • How do you use subagents without losing control of the project?

  • Distinguish parent, worker, and checker responsibilities.

  • Decide when a task is ready to delegate.

  • Write bounded subagent task contracts and review the results.

Build and Deploy a Static Dashboard: Prompt Notes

  • How can Codex turn dashboard-ready CSV files into a static dashboard?

  • How can prompts change the chart, library, or dashboard component?

  • What steps publish a static dashboard with GitLab Pages?

  • Use prompts to generate and revise a static HTML/CSS/JavaScript dashboard.

  • Keep dashboard data loaded from CSV files at runtime.

  • Follow the basic GitLab Pages deployment sequence for static assets.

Open Dataset Starting Points

  • What public datasets could support a student dashboard?

  • Which sources have fields that support filtering, aggregation, maps, or time series?

  • How can you choose a dataset that leads to a clear dashboard question?

  • Compare several public data sources for dashboard potential.

  • Select a dataset with a usable unit of analysis and meaningful dimensions.

  • Turn a dataset idea into a focused dashboard question.