Stop Making Boring Excel Dashboards
I gave Claude, right inside Excel, a boring sales dashboard: raw numbers, gridlines, a rainbow chart and a 3D pie. Two prompts later it was a clean, professional dashboard with KPI cards in SAR, one green, and bar charts that sort themselves.But Claude's first version still left a chart-data block on the screen, no currency, tiny text, and a dashboard taller than the screen, and every one of its checks passed. I show you both prompts, what I had to fix, what Claude honestly said it could not check, and the five rules that turn any boring dashboard into a professional one.
Chapters
0:00 Boring vs professional
0:19 What makes a dashboard boring
0:52 The Data sheet
1:14 Prompt 1: rebuild it
2:02 How Claude plans the layout
2:28 Read every permission box
2:49 Claude rebuilds the sheet
3:06 Version one
3:37 A quick word: the Shatrin app
4:19 What Claude missed
4:54 The expert fix prompt
5:19 "I can't see your screen"
5:51 The fixed version
6:31 The finishing touch: hide headings
6:49 Before vs after
7:06 5 rules for a professional dashboard
What you'll learn
- How to turn a boring Excel dashboard into a professional one with Claude in Excel
- KPI cards with SUMIFS and proper number formats
- Bar charts that stay sorted with LARGE + INDEX/MATCH (no manual sorting)
- Why you should read every permission box
- What Claude can't see, and how to check it yourself
- The View → Headings setting for a clean, report-like look
This is part of the AI + Excel series. Next: a full financial dashboard in Excel, step by step, with no VBA.
Want ready-to-use Excel dashboards and templates? Visit other dash levels dot com (other-levels with a dash), and subscribe for the rest of this series.
#Excel #ClaudeAI #ExcelDashboard #AIinExcel #ExcelTips #OtherLevels Receive SMS online on sms24.me
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