# Build a dynamic Excel dashboard from my raw data

Plans a refreshable one-page Excel dashboard for management, with tab layout, KPIs, pivot charts, slicers, and the formulas behind them.

- Topic: Data & Analysis
- Framework: Few-Shot
- Level: Advanced
- Tags: Data & Analytics, Analyze, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/build-a-dynamic-excel-dashboard-from-my-raw-data

## Prompt

```text
Help me build a dynamic management dashboard in Excel from my raw data.

**Raw data:** [PASTE headers and 20 sample rows, plus the total row count and date range]
**Who will use it and what they decide:** [e.g. "sales director, reviews weekly to reallocate reps"]
**Questions it must answer, in priority order:** [e.g. "are we on target this month?", "which region is slipping?"]
**Targets or budget available:** [yes - paste / no]
**How the data gets updated:** [e.g. "new export pasted each Monday"]
**My tool:** [Excel 365 / older Excel]

Design:
1. **Workbook structure:** Data tab (formatted as an Excel Table so new rows flow through), Lookups/Targets tab, Calculations tab, Dashboard tab. Explain why each is separate.
2. **KPIs:** 4-6 headline numbers with exact definitions and the formula for each (SUMIFS, COUNTIFS, AVERAGEIFS, or dynamic arrays), each compared with target and prior period.
3. **Visuals:** for each question, the chart type and why, built from a pivot table or a formula range. No 3D, no pie charts with many slices, no dual axes unless essential.
4. **Interactivity:** slicers or a timeline connected to all pivots, or a dropdown cell driving the formulas; default view on open.
5. **Layout:** a grid sketch of the one-page dashboard, reading order top-left to bottom-right, with conditional formatting rules for on / off track.
6. **Refresh steps:** what someone does each period, in 5 steps or fewer, plus a check that totals match the raw data.

Return the structure, the KPI table (KPI | Definition | Formula | Comparison), the layout sketch, and a build checklist in order. Mark any metric definition you are inferring as [CONFIRM].
```

## What to fill in

- e.g. "sales director, reviews weekly to reallocate reps"
- yes - paste / no
- e.g. "new export pasted each Monday"
- Excel 365 / older Excel
- CONFIRM

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