Data analysis templates for research, business & surveys
Start with a ready-made analysis workflow and explore your data faster. Choose from qualitative, quantitative, data cleaning, and dashboard templates designed to help you move from raw files to clearer insights with DataLumio.
Explore data analysis templates by workflow
Choose the type of analysis you want to explore and find templates built around common research, business, survey, and data preparation workflows.
Qualitative Data Analysis Templates
Explore templates for working with interviews, transcripts, open-ended survey responses, research documents, and other text-based datasets. Use qualitative analysis workflows to identify themes, patterns, sentiment, and supporting evidence.
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Use data analysis templates to start faster
A good template gives you more than an example file. It provides a practical starting point for understanding how different types of data can be cleaned, analyzed, visualized, and turned into useful findings.
Qualitative Research
Analyze interviews, transcripts, focus groups, open-ended responses, and research documents.
Quantitative Research
Work with structured datasets, survey responses, spreadsheets, and numerical records.
Data Preparation
Prepare messy CSV and Excel files before analysis so duplicates and blanks don't skew the results.
Data Visualization
Turn structured datasets into visual dashboards for easier exploration and reporting.
From data analysis templates to complete data workflows
Templates help you understand where to start, but DataLumio gives you the tools to keep working with the underlying data — clean, analyze, visualize, and report, all within one connected workflow.
Upload or Connect
Clean Your Data
Analyze
Visualize & Report
Qualitative data analysis templates for research
Qualitative data often comes in the form of interviews, transcripts, open-ended survey responses, focus groups, field notes, and research documents. DataLumio's qualitative analysis workflow helps organize that text into structured findings.
- Analyze text-based research documents
- Identify recurring themes
- Review supporting quotes
- Explore sentiment and patterns
Quantitative data analysis templates for surveys & datasets
Quantitative analysis starts with structured data — but knowing which calculations, comparisons, and visualizations to use takes time. DataLumio examines CSV and Excel datasets through statistical summaries, frequency tables, and charts.
- Survey data analysis
- Descriptive statistics & frequency tables
- Data comparisons & outlier checks
- Plain-language explanations
| Respondent | Age | Score |
|---|---|---|
| R-014 | 34 | 7.2 |
| R-015 | 28 | 8.1 |
| R-016 | 41 | 6.4 |
Data cleaning templates for analysis-ready datasets
Analysis is only as useful as the data behind it. If your spreadsheet contains duplicate records, blank rows, or missing values, prepare the dataset before moving into analysis or visualization.
- Identify common data-quality issues
- Prepare files before analysis or dashboards
- Reduce manual spreadsheet work
Data visualization dashboard templates for clearer insights
Once your data is ready, dashboards make it easier to see trends, comparisons, and key metrics without working through rows of spreadsheet data.
- Executive overview & KPIs
- Statistical deep dive & time series
- Group comparison views
- AI Smart Mix chart selection
Need to analyze a PDF instead?
Not every research workflow starts with a spreadsheet. DataLumio's PDF analyzer lets you upload a PDF, ask questions about its contents, and explore the information inside the document through a conversational analysis workflow — including charts, tables, and figures.
- Ask questions about a document
- Analyze charts, tables, and figures
- Pull findings out of long reports
Connect your data before you analyze
When your files are stored across different sources, moving datasets manually between tools slows down the analysis process. DataLumio brings supported connected files into the same workflow.
- Work from supported connected sources
- Skip manual file shuffling between tools
- Keep cleaning, analysis, and reporting in one place
Which data analysis template should you use?
Tell us what kind of data you're working with, and we'll point you to the right workflow.
Qualitative Analysis
Upload your interviews or transcripts to find themes and supporting evidence across your research.
Outcome: Find themes and supporting evidenceWhy start with DataLumio templates?
Start With a Practical Example
See how different types of data can be approached before working with your own files.
Choose the Right Workflow
Move from a template category straight to the DataLumio feature that matches your data.
Reduce Setup Time
Start from an established workflow instead of figuring out every step from scratch.
Keep Analysis Connected
Clean, analyze, visualize, and report without constantly switching between separate tools.
Frequently asked questions about data analysis templates
What are data analysis templates?▼
Data analysis templates are ready-made starting points that demonstrate how a particular type of dataset or analysis workflow can be approached. They can help users understand which tools, inputs, and outputs are appropriate for their analysis.
Does DataLumio provide qualitative data analysis templates?▼
Yes. DataLumio provides template categories for qualitative analysis that can help users explore text-based research workflows involving documents such as research reports, interviews, transcripts, and survey responses.
Does DataLumio provide quantitative data analysis templates?▼
Yes. Quantitative analysis workflows are designed for structured datasets such as spreadsheets and survey data. Depending on the dataset, analysis can include statistical summaries, frequency tables, charts, comparisons, and other outputs.
Can I use DataLumio templates with my own data?▼
The templates are intended as examples and starting points. You can then use DataLumio's analysis workflows with your own supported files.
Can DataLumio clean data before analysis?▼
Yes. DataLumio includes data cleaning functionality for supported CSV and Excel datasets. It can help identify common spreadsheet issues before analysis or visualization.
Can I create a data visualization dashboard?▼
Yes. DataLumio can generate interactive dashboards from supported spreadsheet datasets, with different visualization approaches for summaries, statistical exploration, time-series data, and group comparisons.
Can DataLumio analyze PDF files?▼
Yes. Its PDF analysis workflow lets users upload PDFs, ask questions about document content, and analyze selected visual areas such as charts, tables, and figures.
Do I need coding experience to use DataLumio?▼
No coding is required for the core workflows. DataLumio is designed to help users work with supported datasets, research documents, PDFs, and spreadsheets without needing to write analysis code.
Start with a template. Finish with clearer insights.
Explore ready-made data analysis workflows, choose the approach that fits your data, and continue with DataLumio's tools for cleaning, qualitative analysis, quantitative analysis, PDF analysis, dashboards, and reporting.
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