◆ Excel · report

Dashboard Creation

Create a quick dashboard that shows which sections are behind on copy approval: summarize approval status by section, …

2heights
6tasks
3roles do it
See the prompt↓More report workflows

The same job, four prompts

do it · improve it · decide · become
AExecute — “help me do it”Create a quick dashboard that shows which sections are behind on copy approval: summarize…+
Create a quick dashboard that shows which sections are behind on copy approval: summarize approval status by section, show counts of Pending and Approved, add a slicer by editor, and place the dashboard on one sheet for editors to view.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Make the dashboard actionable for resource reallocation: include days-pending KPIs, color tiles…+
Make the dashboard actionable for resource reallocation: include days-pending KPIs, color tiles for sections behind two or more days, add a timeline filter and an editor assignment view, and include a suggested reassignment list for Maya the senior editor based on current workloads.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
The tool
Reports

Excel Reports transform raw data into clear, informative summaries and dashboards for analysis.

  1. 1

    Open a new worksheet where you want to create the report.

    RecommendationRename this worksheet to something like 'Report' or 'Consolidated Data'.

  2. 2

    Enter your data into the sheet.

    Best practiceStandardize data entry tables to easily modify reports later.

  3. 3

    Select the data you want to include in your report.

  4. 4

    On the Insert tab, select Recommended Charts.

  5. 5

    Choose the chart you want to add to your report sheet.

  6. 6

    Adjust chart size and position as needed.

  7. 7

    Save your Excel workbook to commit the report.

Use Power View on the Insert tab to create interactive dashboards from your Excel data.

Excel reports can be automated using VBA macros or integrated with Power BI for advanced reporting and sharing.

Glossary

words on this page
Recommended ChartsExcel suggests suitable chart types based on the selected data range for visualization.ExampleExcel suggests a bar chart or a pie chart after you select your sales figures.
MacrosAutomated sequences of commands and actions that perform tasks in Excel.ExampleRunning a macro can automatically sort data, apply formatting, and print your report.

The real tasks

3 of them
Create a quick dashboard that shows which sections are behind on copy approval so editors can reassign resources.
Create a hiring dashboard that compares candidate progress, interview scores, and budgeted headcount so HR and I can agree on offers.
Create a compact dashboard that shows inspections completed, overdue, and high-risk sites for the manager’s weekly briefing.

Who does this

3 roles
Office ManagerCopy EditorZoning Inspector

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Excel — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.