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Excel Dashboard Plan From Your Raw Data

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The prompt

Act as an Excel and Google Sheets analyst. Help me plan and build a simple dashboard. My data: [describe columns, e.g. Date, Product, Region, Units, Revenue, Salesperson; and how many rows] Who will look at it: [e.g. me weekly, my boss monthly] Questions it must answer at a glance: [LIST, e.g. sales this month vs last, top 5 products, region trend] Tool: [Excel version / Google Sheets] Give me: 1. How to clean and structure the data first (a proper table, consistent dates, no merged cells). 2. The 4-6 KPIs to show, each with the exact formula (e.g. SUMIFS, XLOOKUP, COUNTIFS) using my column names. 3. The charts to use for each question and why (not pie charts for trends). 4. A layout sketch: what goes top-left, filters or slicers, and where the detail table sits. 5. Step-by-step build instructions, including a pivot table if it helps. 6. A 3-point check that the numbers are right. Rules: use my column names; if a formula doesn't exist in my version, give the alternative.

Why this prompt

• Hand-picked, editorially reviewed prompt
• Written for ChatGPT, Claude, Gemini

Source

Created by BestPromptFinder — editorial prompt, not user-generated. See our content & source policy.

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