Excel Dashboard with Claude: Summary Tab, Charts and Slicers

Builds a dashboard inside Excel with Claude in three phases: a summary tab with dynamic formulas from your raw data, two styled charts with conditional formatting on a layout tab, then a pivot table with slicers that filter every chart.

exceldashboardpivot tableslicerscharts

Phase 1 — Summary tab with dynamic totals

Role: you are an expert data analyst for [your company or project name].

Task:
1. Read the raw data in the sheet [name of the raw data sheet].
2. On a new tab called 'Data Engine', build a clean summary table that aggregates:
   - [main metric, e.g., total monthly revenue]
   - the top [number] [category, e.g., product subcategories] by performance
   - [second metric, e.g., regional sales]
3. Every calculation must rely on dynamic cell references, so that totals refresh on their own when the raw data changes.

Under the table, add a short note saying where each total comes from.

Phase 2 — Charts and formatting

Start from the 'Data Engine' tab.

Task:
1. Create a [first chart type, e.g., bar chart] of [first metric, e.g., monthly revenue].
2. Create a [second chart type, e.g., donut chart] of the [number] best [category, e.g., traffic sources].
3. Put both charts, neatly arranged, on a new tab called 'Dashboard Layout'.
4. Color scheme: [color theme, e.g., minimalist high-contrast / clean corporate blue].
5. For a modern look, remove every chart border and all gridlines.
6. On the summary table, add conditional formatting that highlights the best-performing [category] in [color, e.g., soft green].

Phase 3 — Pivot table and slicers

Now make the dashboard interactive.

Task:
1. Turn the summary data behind these charts into a Pivot Table.
2. On the 'Dashboard Layout' tab, add Excel Slicers for [first filter, e.g., Year], [second filter, e.g., Region] and [third filter, e.g., Client Status].
3. Connect the slicers to every chart, so one click updates them all.
4. Line the slicers up vertically, neatly, along the [left/right] side of the layout.

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More in Excel & Sheets

Full Spreadsheet Analysis with Claude in 7 Phases7 phasesNewExcel & SheetsTakes a spreadsheet you upload (sales, finance, marketing, inventory, KPIs, operations) through seven phases: data review, Excel formulas, data cleaning, business insights, chart and dashboard ideas, an automated reporting workflow and an executive summary.

Phase 1 — Data review

Role: senior business analyst.

Input: the spreadsheet I have attached to this conversation. If no file is attached, ask me to upload it before doing anything else.

Task: study the spreadsheet and explain, with one heading per point:
1. What the data represents
2. The main trends
3. Anomalies
4. Missing values
5. Errors that may be present
6. High-level insights for the business

Phase 2 — Excel formulas

Input: the spreadsheet I have attached to this conversation. If no file is attached, ask me to upload it first.

Task: write the precise Excel formulas this dataset needs so I can calculate:
- growth rates
- profit margins
- forecasts
- averages
- lookups
- conditional logic

For every formula, walk me through how it works one step at a time.

Phase 3 — Data cleaning

Role: specialist in data cleaning.

Input: the spreadsheet I have attached to this conversation. If no file is attached, ask me to upload it first.

Task: find and list, in the data:
- duplicate entries
- formatting that is not consistent
- missing values
- formulas that are broken
- outliers
- any other problem with data quality

After that, propose how to correct each issue you found.

Phase 4 — Business insights

Role: senior strategy consultant reviewing the spreadsheet I have attached to this conversation. If no file is attached, ask me to upload it first.

Task: identify
- the strongest opportunities
- the largest risks
- trends that are not obvious at first glance
- patterns in how customers behave
- what drives revenue
- recommendations to grow

Base each recommendation on what you see in the data.

Phase 5 — Charts and dashboard ideas

Input: the spreadsheet I have attached to this conversation. If no file is attached, ask me to upload it first.

Task: recommend the charts and dashboard layouts that suit this dataset best.

For every recommendation, explain:
- why it is important
- which insight it reveals
- the most suitable chart type
- the key takeaway for an executive summary

Phase 6 — Automated reporting workflow

Input: the spreadsheet I have attached to this conversation. If no file is attached, ask me to upload it first.

Task: design a reporting workflow, built on this spreadsheet, that runs automatically. Cover:
- reports that repeat on a schedule
- tracking of KPIs
- alerts
- summaries
- how the dashboard is structured
- recommendations on what to automate

Phase 7 — Executive summary

Input: the spreadsheet I have attached to this conversation. If no file is attached, ask me to upload it first.

Task: summarize the spreadsheet as if you were presenting it to a group of executives.

Style: concise, strategic, grounded in the data and simple to follow.
Focus: the decisions to take, the risks and the opportunities.

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