Overview:

Turn raw spreadsheets into clear, professional dashboards with AI doing the heavy lifting.

This practical session shows you how to use AI tools like Microsoft Copilot, ChatGPT, Claude, and others to build interactive Excel dashboards faster than ever. You'll learn how to summarize data, choose the right charts, design a clean layout, and add interactivity, all guided by plain-English requests to an AI assistant.

Instead of wrestling with formulas and chart menus, you'll describe what you want and refine it as you go. Perfect for anyone who needs to present numbers clearly to a boss, client, or team. Some basic Excel familiarity is helpful.

Areas Covered in the Session:

• What makes a good dashboard: clarity, focus, and the right metrics
• How AI tools assist with Excel dashboards (Copilot, ChatGPT, Claude, and others)
• Preparing and cleaning your data so a dashboard will work
• Using AI to identify the key metrics and KPIs worth showing
• Getting AI to recommend the right chart for each type of data
• Building summary tables and calculations with plain-English prompts
• Creating charts and visuals quickly with AI help
• Designing a clean, organized dashboard layout
• Adding interactivity: slicers, drop-downs, and filters
• Using PivotTables and PivotCharts as dashboard building blocks
• Applying conditional formatting for visual alerts and highlights
• Turning raw data into an at-a-glance executive summary
• Refreshing the dashboard when new data comes in
• Prompting tips for accurate dashboard results
• Checking AI output for errors before you present
• Real-world dashboard examples: sales, HR, finance, and operations
• Sharing and presenting your finished dashboard

Who Will Benefit:

• Business Owners
• CEO's / CFO's / CTO's
• Managers of All Levels
• Anybody who uses Excel, PowerPoint, Word, or Outlook on a regular basis, and wants to be more efficient and productive
• Administrators
• Salespeople
• Trainers
• Bankers
• Self Employed
• HR
• Project Managers
• Office Workers