I Let AI Build My Financial Dashboard. Here Are the 5 Mistakes It Made #excel #ai
I gave Claude two years of budget vs actual data inside Excel and asked for a full financial dashboard with one prompt: KPI cards, a monthly revenue chart, a variance table by account and net profit by business unit, all with live formulas.Every number it calculated was correct. But the dashboard still had five mistakes that would embarrass you in front of your manager, and some of them Claude couldn't even see. In this video I review it like a dashboard expert, show you each mistake, and the exact prompts I used to fix them.
Chapters
0:00 The 5 AI mistakes
0:14 The budget vs actual data
0:40 Opening Claude in Excel
0:49 The financial dashboard prompt
1:22 3 rules every financial dashboard must get right
2:13 The first version: SAR and hash signs
2:37 The finished dashboard
3:07 A quick word: the Shatrin app
3:50 Mistake 1: the chart is hidden at the bottom
4:06 Mistake 2: the same numbers twice
4:22 Mistake 3: green error triangles
4:39 Mistake 4: no currency
4:48 Fixing it with a precise prompt
5:17 The regional settings currency trap
5:50 Mistake 5: numbers the AI can't see
6:16 Fixing the layout
7:11 Fixing one thing broke another
7:36 The business unit chart
8:14 The final dashboard
8:34 My checklist for any AI-built financial dashboard
What you'll learn
- How to prompt Claude in Excel for a budget vs actual financial dashboard
- Why correct numbers are not enough for a good dashboard
- How regional settings can turn your $ into another currency, and how to force a literal dollar sign
- Why hash signs and warning triangles are mistakes the AI cannot see
- Why a margin variance is in percentage points, not percent
- A 5-point checklist before you send any AI-built dashboard
This is video 2 of the AI + Excel series. Next: Claude vs ChatGPT on the same data, who builds the better dashboard?
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.
#ClaudeAI #Excel #FinancialDashboard #AIinExcel #BudgetVsActual #OtherLevels Receive SMS online on sms24.me
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