Strategic Modeling Data Exploration Skill

This read-only Data Exploration skill explores model values, account trends, scenario comparisons, formulas, contributors, and changes along calculation paths.

It also supports read-only Goal Seek previews for a specified target and editable lever. The agent uses source values and solver results from Strategic Modeling rather than rebuilding the financial model locally. Account display units are resolved independently, which matters for currency amounts, percentages, and per-share values. Driver rankings describe the available calculation-path evidence; they do not establish causal attribution or globally optimal business actions.

Example Prompts:

• Show the trend for account <account> in model <model>, scenario <scenario>, across <periods>, including units.
• Compare account <account> between scenarios <scenario A> and <scenario B> in model <model> over <periods>.
• Audit the formula and contributors for account <account> in model <model>, scenario <scenario>, period <period>.
• Show the significant contributors to account <account> for <period> in model <model>.
• Preview Goal Seek for target account <account> at <value in display units> in <period>, using editable lever <account>; do not create a scenario.
• Show the available variance drivers between <period A> and <period B> for account <account> in model <model>, with the ranking limitations.

Note:

A non-converged Goal Seek preview is unsuccessful evidence, not proof that the target is infeasible. This exploration workflow never writes.