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Lesson 2 of 4

Building a quick dashboard with AI

You don't need to know Power BI or SQL to have a workable dashboard. AI can help you pick the right chart type and write the formulas for a spreadsheet you already use.

A common mistake is picking the wrong chart type — using a pie chart for time-series data, or cramming too much into one chart. Ask AI: for goal X with data type Y, what chart type makes the most sense.

For Google Sheets/Excel, AI can write formulas directly (SUMIF, pivot table logic, VLOOKUP) — you just describe the result you want in plain words, no need to memorize syntax.

Try it now

  1. 1Define the question you want the dashboard to answer (e.g. monthly revenue by region)
  2. 2Ask AI which chart type best fits that kind of data and question
  3. 3Describe in plain words the formula you need, and let AI write the exact Excel/Sheets formula
  4. 4Paste the formula into your spreadsheet and verify the result before presenting
Example prompt

"I have a monthly-by-region revenue table in Google Sheets. I want to total revenue per region by quarter. Write the exact SUMIFS formula."

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