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Workload Dashboard

Create a partners' dashboard showing open matters, ageing invoices, and upcoming hearings: build a summary dashboard w…

2heights
2tasks
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The same job, four prompts

do it · improve it · decide · become
AExecute — “help me do it”Create a partners' dashboard showing open matters, ageing invoices, and upcoming hearings:…+
Create a partners' dashboard showing open matters, ageing invoices, and upcoming hearings: build a summary dashboard with KPI tiles, PivotTables for workload and ageing, and slicers for practice group and partner.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before partners see the dashboard, make it decision-ready: add drill-down links from each KPI…+
Before partners see the dashboard, make it decision-ready: add drill-down links from each KPI to the source matter list, surface the five most urgent actions with owners and due dates, include a confidence note when data is incomplete, and lock the layout to prevent accidental changes during review.
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
PivotTables and PivotCharts

PivotTables summarize and analyze data, while PivotCharts visualize the summary data to reveal comparisons, patterns, and trends.

  1. 1

    Prepare your source data with unique headers in the first row and no blank columns or cells.

    RecommendationEnsure your data is rectangular, with variables as columns and observations as rows.

  2. 2

    Select any single cell inside your data set.

  3. 3

    On the Insert tab, in the Tables group, click PivotTable.

  4. 4

    In the Create PivotTable dialog box, verify the Table/Range is correct.

  5. 5

    Choose where to place the PivotTable, either a New Worksheet or Existing Worksheet.

  6. 6

    Click OK to create the PivotTable.

  7. 7

    In the PivotTable Fields pane, drag fields to the Filters, Columns, Rows, and Values areas.

  8. 8

    To create a PivotChart, select a cell in your PivotTable.

  9. 9

    On the Insert tab, select the Insert Chart dropdown menu.

  10. 10

    Click any chart type to create the PivotChart.

  11. 11

    Save your Excel workbook to commit your work.

PivotTables are a powerful tool for bank reconciliation, payroll processing, and monitoring energy usage by summarizing large datasets.

Excel PivotTables and PivotCharts can be automated using VBA or Office Scripts to refresh data and update reports programmatically.

Glossary

words on this page
PivotTableAn interactive table that summarizes and reorganizes selected columns and rows of data to show different views.ExampleYou can quickly see total sales per region by dragging and dropping column headers.

The real tasks

1 of them
Create a dashboard showing open matters, ageing invoices, and upcoming hearings so partners can see the office workload at a glance.

Who does this

1 roles
Legal Assistant

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.