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Turn a CSV into a chart-backed analysis report

Upload a sales CSV and produce a single HTML report with interactive charts and numeric evidence.

Goal

Goal: Upload a sales CSV and produce a single HTML report with interactive charts and numeric evidence.

Steps

  1. Create an environment with pandas and plotly; upload the CSV with the Files API and mount it as a session resource. [data]
  2. Require the report to lead with an actionable finding and support each claim with source numbers; label chart axes and units. [data]
  3. Find report.html with client.beta.files.list(scope_id=session.id), download it, and verify data coverage, charts, and narrative. [data]
  4. Independently recompute totals; if the environment loads Plotly from a CDN, use pinned assets or an allowlist in production. [data]

How to verify

The report exists, charts render, and every number can be recomputed from the CSV.

Troubleshooting

If `report.html` is absent, inspect tool errors and output paths in the event stream; do not mistake the input CSV for the report.

Permissions

Prerequisites

Permissions

Limitations

Review statistics and charts manually; the demo allows CDN egress and should not be copied unchanged.

Pinned upstream source

https://github.com/anthropics/anthropic-cookbook/blob/9c1e493ddd2b82df399d2a61b9c806c539e18be6/managed_agents/data_analyst_agent.ipynb

Repository
anthropics/anthropic-cookbook
File path
managed_agents/data_analyst_agent.ipynb
Pinned commit
9c1e493ddd2b82df399d2a61b9c806c539e18be6
Source checked
2026-10-14 · Reviewed against the pinned upstream source

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License: MIT

Main topic

Turn ecommerce campaign materials into a reviewable weekly brief

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