◆ Excel · report

Reporting and Dashboards

Make a quick chart showing square footage change across design options: prepare a summary table of area by option, cho…

2heights
10tasks
5roles do it
See the prompt↓More report workflows

The same job, four prompts

do it · improve it · decide · become
AExecute — “help me do it”Make a quick chart showing square footage change across design options: prepare a summary table…+
Make a quick chart showing square footage change across design options: prepare a summary table of area by option, choose the appropriate chart type, add data labels and deliver a single-slide chart for the client review.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Prepare a client-ready slide that shows where area grows or shrinks — build a compact summary…+
Prepare a client-ready slide that shows where area grows or shrinks — build a compact summary table, pick a clear chart (stacked bar or line depending on series), add data labels and annotations for the largest changes, and include a short legend so the review focuses on the trade-offs.
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

5 of them
Make a quick chart that shows where square footage is growing or shrinking across design options for the client review.
Make sure every dashboard metric always pulls the latest approved sales number so leaders see one source of truth.
Make a dashboard that shows jobs by stage, upcoming press dates and bottlenecks so managers can reassign resources.
Make a monthly lateness tracker that highlights people with repeated late arrivals so I can counsel them.
Make a printable one‑page project summary that fits the steering committee pack without awkward page breaks.

Who does this

5 roles
Business Intelligence AnalystOffice ManagerPMO AnalystArchitectural DrafterMusic Publisher

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.