How to Build an Interactive Excel Dashboard Using ChatGPT & Cloud AI (No Advanced Excel Needed)

In this tutorial, we will build a fully interactive Excel dashboard using ChatGPT and Cloud AI, without needing advanced Excel skills. The entire process is broken down into five simple steps, from analyzing data to generating dynamic charts.

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1. Introduction to the Dashboard Project

We will use a sales dataset containing:

• Invoice dates
• Customer names
• Service type & department
• City
• Sales & margin data
• Other sales metrics

Using AI tools, we will automate layout creation, pivot tables, and chart generation.

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STEP 1  Analyze the Data and Plan the Dashboard

1.1 Copy and Analyze Sample Data

Copy a portion of the dataset and paste it into ChatGPT.

1.2 Use Prompt #1 for Dashboard Ideas

ChatGPT provides:

• Key numbers to display
• Recommended charts & graphs
• Layout suggestions and section designs

1.3 Create a Draft Structure

Based on ChatGPT suggestions:

• Top section: KPIs like total sales & margin
• Middle & bottom: Charts and trend visualizations

Planning makes dashboard creation faster and easier.

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STEP 2  Create the Dashboard Layout (Cards & Text Boxes)

2.1 Manual Layout Method (Time-Taking)

You can insert shapes and format each card manually—but this takes a lot of time.

2.2 Use ChatGPT + VBA to Auto-Create Cards

• Copy Prompt #2
• Paste into ChatGPT to generate VBA code
• Insert the VBA module into Excel
• Create a button → Link the macro → Generate all cards automatically

2.3 Adjust and Format Cards

• Reposition cards
• Fill white color
• Add shadow effects

2.4 Add Labels to Cards Using Text Boxes

• Insert text boxes
• Format text
• Duplicate for all cards using Ctrl + Shift + Drag

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STEP 3  Prepare Data and Create Pivot Tables Automatically

3.1 Add Month & Year Columns

• Extract month and year using TEXT formulas
• Convert dataset into a table
• Rename table to SalesData

3.2 Create Pivot Sheet

Add a new sheet named Pivot.

3.3 Generate Pivot Tables with ChatGPT

• Copy Prompt #3
• ChatGPT generates VBA code
• Insert module → Paste code → Run macro

3.4 Fixing Errors Using ChatGPT

If any VBA errors occur, paste the code back into ChatGPT for correction.

3.5 Auto-Generate All Pivot Tables

Click the button and all pivot tables appear instantly.

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STEP 4  Create Charts & Graphs Using Cloud AI

4.1 Use Cloud AI for Complex Chart Code

• Copy Prompt #4
• Cloud AI generates VBA for chart creation
• Insert module → Paste code → Save
• Run “Generate Dashboard Charts” macro

4.2 Charts Auto-Fill the Dashboard Layout

Charts are automatically:

• Created
• Formatted
• Placed on the correct cards

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STEP 5  Make the Dashboard Fully Dynamic (Using Slicers)

5.1 Add a Year Slicer

• Select any chart → Insert Slicer → Choose “Year”
• Resize slicer and place on card

5.2 Link Slicer to All Charts

• Options → Report Connections
• Check all pivot tables for dynamic updates

Now all charts will update instantly when the slicer is used.

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Adding KPI Numbers to Top Cards

6.1 Link Text Boxes to Pivot Values

• Duplicate text box
• Enter =Pivot!A2 (remove extra reference text)
• Format font and color
• Repeat for all KPI cards

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Final Touches and Customization

You can:

• Adjust chart colors
• Add borders
• Modify fonts
• Add icons
• Change layout spacing

Your interactive dashboard is now complete.

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Conclusion

Using ChatGPT and Cloud AI:

• Layout creation is automated
• Pivot tables are generated instantly
• Charts appear automatically
• Entire dashboard becomes dynamic with slicers

This method saves hours of manual work and makes Excel dashboard creation fast and beginner-friendly.