◆ Excel · report

Data Summary

Summarize earned media reach and tone on a single dashboard with KPI tiles for total reach, positive/negative tone cou…

2heights
12tasks
6roles do it
See the prompt↓More report workflows

The same job, four prompts

do it · improve it · decide · become
AExecute — “help me do it”Summarize earned media reach and tone on a single dashboard with KPI tiles for total reach,…+
Summarize earned media reach and tone on a single dashboard with KPI tiles for total reach, positive/negative tone counts, and a chart of weekly trend so the director can review before the meeting.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before the meeting, make the dashboard presentable and unambiguous: surface the three headline…+
Before the meeting, make the dashboard presentable and unambiguous: surface the three headline KPIs (reach, positive tone, placement count) at top, include data freshness timestamp, add a drilldown chart by outlet, and call out any large outliers or one-off spikes the director should know about.
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

6 of them
Summarize earned media reach and tone in one dashboard so the director sees campaign impact before the meeting.
Summarize hours by matter and task code each month so the billing clerk can create invoices efficiently.
Summarize CPU, memory and interface utilisation to spot which equipment needs replacement in the next budget cycle.
Summarize client progress by goal area so supervisors can review which rehabilitation plans are succeeding and which need change.
Summarize current land use by category so the council can see how much area is residential, commercial and industrial.
Produce a pivot summary by neighborhood so leadership can see where zoning violations cluster.

Who does this

6 roles
Campaign ManagerNetwork AdministratorRehabilitation CounselorUrban PlannerLegal AssistantZoning 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.