Drag to rotate · Bars turn green when a region beats the target, coral when it misses
$0
Quarter revenue
—
Top region
0/6
Regions on target
20 min
Typical build time
The 20-minute AI workflow
Clean the data (4 min). Paste a sample of your raw table into an AI assistant and ask it to flag inconsistent dates, merged cells, and blank rows — the three things that break pivot tables.
Generate the pivot plan (3 min). Ask the AI which pivot tables answer your question. For sales data: revenue by region, revenue by month, top 10 products.
Build pivots + charts (7 min). Insert → PivotTable, then PivotChart. AI gives you exact field placements (Rows: Region, Values: Sum of Revenue).
Add slicers (3 min). PivotTable Analyze → Insert Slicer. Connect one slicer to all pivots via Report Connections so the whole dashboard filters at once.
Polish (3 min). One accent color, remove gridlines (View → uncheck Gridlines), align charts to a grid, add KPI cells with large fonts.
Prompts that actually work
Data cleanup
Here are the first 20 rows of my sales export. List every data-quality issue that would break a pivot table, and give me the Excel formula or Power Query step to fix each one.
Dashboard design
I have columns: Date, Region, Product, Units, Revenue. Design a one-page Excel dashboard: which 3 charts, which 2 KPIs, and which slicer? Give exact pivot field placements.
Formulas instead of VBA
Write a formula (no VBA) that returns the top 3 products by revenue for the region selected in cell B1. Use FILTER, SORT and TAKE.
Modern dynamic-array functions — FILTER, SORT, TAKE, UNIQUE, XLOOKUP — replace almost everything VBA was once needed for.
What makes a dashboard look professional
| Amateur habit | Professional fix | Why it matters |
|---|---|---|
| Default rainbow chart colors | One accent color + gray | Focus goes to the data, not the palette |
| 3D exploded pie charts | Flat bar or donut charts | Humans compare lengths better than angles |
| Charts floating anywhere | Snap to a 2-column grid (Alt+drag) | Alignment reads as intentional design |
| Raw numbers: 84213.5 | Custom format: $84.2k | Faster scanning, less noise |
| Filtering each chart by hand | One slicer connected to all pivots | Interactivity in one click |