Build a dashboard in Excel or Google Sheets
The agent takes an export from 1C or your CRM and builds a dashboard in Excel or Google Sheets: revenue, orders and margin charts, refreshed on schedule.
Hard · 40 min · set up once
Who it fits
- You need a file you can hand to a colleague: they swap in the export and everything recalculates by itself.
- The existing dashboard breaks after every refresh: ranges shift, slicers come loose.
- Not a fit if you need an online dashboard refreshed on a schedule — that's a different scenario.
Build a sales dashboard for [period] in [Google Sheets / XLSX] on 1C data. Arrange the file like this: a "Source" sheet — a flat table with no merged cells and a date column in a single format; a "Summary" sheet — pivot tables by [breakdowns]; a "Dashboard" sheet — charts and slicers tied to the pivots rather than to the source directly. Set the pivot ranges as whole columns or named ranges so that nothing shifts when a new export has a different number of rows. Don't hard-code calculated values into the dashboard cells: every figure must be recalculated from "Source". On a separate "How to refresh" sheet describe: where to paste the new export, what to click and what breaks if the column order in the export changes.
Copy the prompt or open it straight in a chat with the agent.
Try for freeHow the agent does it
Describe the breakdowns and where the file lives
Google Sheets and Excel behave differently with slicers and pivots — name where the file will be opened more often so it isn't built for both at once.
Run the build
The agent spreads the data across three sheets and ties the charts to the pivots rather than the source table: that way a refresh doesn't break the visualization.
Check the result
Before handing the file to colleagues — make the agent review its own work
Review how the file is built. List: — formulas and ranges that will shift if the new export has more or fewer rows; — cells where the value is typed in as a number rather than calculated from "Source"; — pivots and slicers that will lose their link if the column order or names change; — elements not supported in [Google Sheets / Excel] that will break on opening; — what exactly a person has to do on a refresh and what they must not touch by hand. Whatever you can rebuild yourself, show as a "proposed changes" list; leave the rest to me.
A second prompt — the agent uses it to review its own work and show what's left for you.
What you set
Google Sheets, 1C. From you: the breakdowns you need in the pivots and the decision on where the file lives — in Google Sheets or in XLSX.