AI for Dashboard Creation in Excel

Overview:

Option 1 - Practical Dashboard Building Focus: This session, led by Ray, shows you how to build professional Excel dashboards with AI doing the heavy lifting. You structure data for reporting, generate the right charts and KPI summaries, then automate updates so your dashboard stays current without manual rework.

By the end, you'll see exactly how this applies to the dashboards you build and maintain, with nothing left theoretical. The pace stays practical throughout, so every idea ties back to a real task you'll use again after the webinar. The focus stays on outcomes you can apply the same day, not just concepts to remember later.

Key Benefits:

• Build a professional Excel dashboard from raw data in one session
• Generate the right charts and KPI summaries without guesswork
• Automate dashboard updates so they stay current effortlessly

OR

Option 2 - Practical Reporting Impact Focus: Built for professionals who need dashboards that actually get read, this session is guided by Ray. You learn to structure data properly, use AI to generate clear visuals and scorecards, then apply design choices that make dashboards easy to understand at a glance. The pace stays practical throughout, so every idea ties back to a real task you'll use again after the webinar. The focus stays on outcomes you can apply the same day, not just concepts to remember later. You finish with concrete skills tied to the dashboards you build and maintain, ready to use straight away.

Key Benefits:

• Create dashboards that communicate clearly, not just data dumps
• Use AI to generate the right visual for the right data
• Apply design choices that make dashboards genuinely useful

OR

Option 3 - Easy Start with AI Dashboards Focus: A clear, no-jargon starting point for building Excel dashboards with AI, delivered by Ray. You cover the essentials, then move straight into practical dashboard creation - structuring data, generating visuals and building your first dashboard template. The focus stays on outcomes you can apply the same day, not just concepts to remember later. You finish with concrete skills tied to the dashboards you build and maintain, ready to use straight away. Expect a hands-on pace, plenty of real examples, and time to ask questions specific to your own role. By the end, you'll see exactly how this applies to the dashboards you build and maintain, with nothing left theoretical.

Key Benefits:

• Get a simple, practical starting point for AI-built dashboards
• Learn techniques that work from your very first dashboard
• Leave with a reusable dashboard template of your own

Why you should Attend:

• Understand what AI can genuinely automate in dashboard creation
• Learn costs and licensing before building dashboards more widely
• Structure raw data so it's genuinely dashboard-ready
• Generate the right charts and visuals for your data with AI
• Build clear KPI summaries and scorecards quickly
• Automate dashboard updates so they stay current
• Understand data privacy and responsible-use essentials when using AI with business data

Areas Covered in the Session:

• AI for Excel Dashboards Explained - how it works and where it fits into dashboard creation
• Reusable Project Toolkit - build a personal library of your best prompts and responses with the referenced project record template provided, organised for reuse across any platform
• Projects - Understand, Create and Manage - structure your files, instructions and conversations properly, the way a power user would, for real productivity gains
• Upload a File for Analysis - understand exactly how uploading to a project differs from uploading to a chat
• Plans, Costs and Licensing - understand what's available and what it costs
• Structure Data for Dashboard-Ready Reporting - prepare data so it's ready to visualise
• Generate Charts and Visual Elements with AI - build the right visual for the right data
• Build KPI Summaries and Scorecards - turn raw numbers into clear performance indicators
• Automate Dashboard Updates - keep dashboards current without manual rework
• Design Dashboards for Clarity and Impact - layout choices that make a dashboard easy to read
• Data Privacy and Responsible Use - practical essential protections when using AI with business data
• Build Your Own Dashboard Template Library - create templates you can reuse across projects

NOTES:

• Topic sequence may be subject to slight variation
• All Learning Guides include a wide range of keyboard shortcuts for Windows and Mac

Who Will Benefit:

• Excel users who need to build dashboards and want AI doing the heavy lifting, from those building their first dashboard to those refining existing ones. Analysts, reporting coordinators, finance and accounting staff, managers and anyone who presents data regularly will benefit