AI for Dashboard Creation in Excel

Monday, August 24, 2026
Time: 12:00 PM PDT | 03:00 PM EDT
Duration: 60 Minutes   Webinar Id: 32861
IMG Tom Fragale
Live Session
$149.00
Single Attendee
$299.00
Group Attendees
Recorded Session
$199.00
Single Attendee
$399.00
Group Attendees
Combo Live+Recorded
$299.00
Single Attendee
$599.00
Group Attendees

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

Speaker Profile

Tom Fragale is a computer professional with over 40 years of professional experience. He is a Microsoft Certified Trainer, and a Microsoft Certified Expert in Excel. He has trained over 45,000 businesspeople in on-line webinars, public seminars, and on-site training sessions. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and a trainer on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, ChatGPT, PowerBi, and CoPilot, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access and another book on Excel Pivot Tables. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.