Data Analysis

Use Sidekick to query databases, generate reports, and surface insights from your data.

Overview#

Sidekick can help you analyze data from connected sources, generate reports, and identify trends — all with governance controls on what data it can access.

Scenario: Monthly revenue report#

Step 1: Describe the analysis#

Pull our revenue data for the last month. Break it down by:
- Product line
- Region
- Customer segment

Compare to the previous month and highlight significant changes
(>10% variance). Format as a summary with a table.

Step 2: Sidekick's approach#

Sidekick will propose:

  1. Query your connected database for revenue records
  2. Aggregate by the requested dimensions
  3. Calculate month-over-month changes
  4. Generate a formatted summary

Step 3: Review the output#

The analysis appears in chat as formatted markdown with tables and highlights. You can:

  • Ask follow-up questions ("Why did APAC drop 15%?")
  • Request visualizations ("Show this as a bar chart")
  • Export the data ("Send this as a CSV to finance@company.com")

Tips for data analysis#

  1. Be specific about dimensions — "by region" is better than "broken down"
  2. Define thresholds — "highlight changes over 10%" gives Sidekick clear criteria
  3. Iterate — start with a broad query and drill down

info Sidekick can only access data through connected services. It cannot access raw databases unless you've set up a custom MCP connection.