How To Use ChatGPT To Make An Interactive Excel Dashboard

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In this tutorial, we will learn how to use ‪@OpenAI‬'s ChatGPT to make an interactive excel dashboard.

First of all, we will analyze the data and decide how to design the dashboard layout. Next, we will use create dashboard layout using excel shapes or cards. Then, we will summarize and group the data using excel pivot tables.

After this, we will build charts, graphs and visuals for our dashboard. And finally, we will use pivot table slicers to make the dashboard fully dynamic.

But instead of doing it manually, we will use AI tools to generate VBA code and automate the entire process.

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Chapters:

What You'll Learn and Steps
Analyzing Dataset
Dashboard Layout (ChatGPT)
Dashboard Pivot Tables (ChatGPT)
Dashboard Charts/Graphs (ChatGBT)
Making Dashboard Interactive / Dynamic
Conclusion


Prompts Used In This Tutorial:

ChatGPT Prompt 1: Analyse Data

I want to build an excel dashboard. I have provided you the sample data. Carefully analyze this data and suggest what information we should display on the dashboard and how? I want to display some key numbers as well as different graphs that makes it easier for the audience to quickly visualize key metrics and trends.

ChatGPT Prompt 2: Create Dashboard Layout (Cards)

I want to create cards in excel on which I will place the charts to create dashboard. Use “Rounded Rectangle” inside excel [Insert Shapes] menu to create cards as follows; Create cards 1,2,3,4,5,6 horizontally side by side in a single row.
• Card 1: Height 0.75 Inch Width 1.65 inch
• Card 2: Height 0.75 Inch Width 2.0 inch
• Card 3: Height 0.75 Inch Width 2.0 inch
• Card 4: Height 0.75 Inch Width 2.0 inch
• Card 5: Height 0.75 Inch Width 3.8 inch
• Card 6: Height 5.30 Inch Width 2.5 Inch
Create cards 7,8,9 below cards 1,2,3,4,5 horizontally side by side in a single row.
• Card 7: Height 2.1 Inch Width 6.6 inch
• Card 8: Height 2.1 Inch Width 2.6 inch
• Card 9: Height 2.1 Inch Width 2.6 inch
Create cards 10,11,12 below cards 7,8,9 horizontally side by side in a single row.
• Card 10: Height 2.1 Inch Width 4.1 inch
• Card 11: Height 2.1 Inch Width 2.5 inch
• Card 12: Height 2.1 Inch Width 5.0 inch
Cards formatting:
• White Fill
• No Border
• Border radius = 0.03
• Margin Top, Bottom, Left, Right = 12 pixels.
Rename Cards: Using “Selection Pane” menu, rename each card as follows; Card1 = cfilters Card2 =ctsales Card3 =ctmargin Card4 =cpmargin Card5 = ccustcount Card6 = ctop10 Card7 = csalestrend Card8 = ccustsource Card9 = csalescity Card10 = csalesservice Card11 = cdeptmargin Card12 = cnewrepeat Sheet Formatting:
• Remove all gridlines from entire sheet and fill entire sheet with rgb 217,217,217 color.
• Ignore print area / margins and let the cards overlap.
• Leave row 1 – 4 and start creating cards from row 5.
To do:
• Write me a VBA code so I can put it into the module and click the button to generate these cards.


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