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dashboard
For executive reports
Generate an automatic dashboard
Ask the assistant for a complete dashboard in one instruction — KPIs, charts by category, top records.
schedule 4 minutes read
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Step 1
Have flat data on a sheet
The automatic dashboard works best with a table-like sheet: one row per record, clear headers in row 1, no merged rows or totals in the middle. Example: a Sales sheet with columns Date, Category, Product, Quantity, Total.
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Step 2
Say "create a dashboard"
With the file open, type in the chat: "Create a dashboard from the Sales sheet data". The assistant identifies the main numeric metric (Total), a date column (for trends) and categories (for comparisons).
💡 Tip: If you have a brand color, add it: "...with primary color #1976d2". -
Step 3
Wait 30–60 seconds
The assistant builds a Dashboard sheet with: 4 KPIs at the top (totals, counts, averages), a time-trend chart, up to 4 categorical charts in a 2×2 grid, a cross-table and a top-10 of records.
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Step 4
Refine details if you want
If something isn't right, just ask: "change the brand chart to horizontal bars", "the first KPI should show the average, not the total", "add the logo in A1 from [URL]". The assistant edits instead of regenerating from scratch.
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Step 5
Save a version and export
When you're happy, save a version. If you want to download the .xlsx with everything (charts included), use the Export button.
💡 Tip: The natural next step is to share it — check out the publishing tutorial.
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