Excel Reports & Dashboards Automated with Claude AI
Webinar Details
Overview
Creating compelling reports and dashboards in Excel has traditionally required advanced skills in PivotTables, charts, formulas, and VBA. This 90-minute session revolutionizes that process by showing how Claude AI can help you build professional, automated reports and dashboards in a fraction of the time. Participants will learn to use AI to design dynamic dashboards, automate data refresh workflows, and present insights in a visually impactful way — all without writing a single line of code manually.
Why You Should Attend
- Build stunning, professional dashboards in Excel without advanced technical knowledge
- Automate data updates and report generation using AI-powered workflows
- Learn to create executive-ready reports that communicate insights clearly
- Eliminate the manual effort of reformatting and restructuring reports every month
- Gain skills that are directly applicable to your current role and projects
Who Will Benefit?
- Business analysts and reporting specialists
- Finance and accounting professionals
- Operations and project management teams
- Sales and marketing professionals tracking KPIs
- Managers and team leads who present reports to leadership
Areas Covered in the Session
- Fundamentals of Excel dashboards and what makes them effective
- Using Claude AI to design and structure report layouts automatically
- Automating PivotTables and charts using AI-generated instructions
- Integrating dynamic data connections for automated report refresh
- Building KPI dashboards with conditional formatting and AI assistance
- Creating summary narratives and commentary using Claude AI
- Automating monthly and weekly reporting cycles with AI workflows
- Real-world dashboard projects and live demonstrations.
Instructor Details
Ritu Arora
Founder
UpWise Training
Ritu Arora is a Microsoft Certified Excel Trainer and accomplished author, having trained over 60,000 professionals across more than 2,500 corporations globally. Her extensive expertise spans Microsoft Office Specialist Excel and PowerPoint, Power BI, and cutting-edge AI tools for business efficiency.
She is the author of Advance Excel Guide and Mastering Advanced Excel with ChatGPT Integration, which serve as comprehensive resources for both beginners and advanced users. Her portfolio includes prestigious associations with organizations such as CBRE, Hitachi ABB, Sumitomo Mitsui Banking Corporation, and more.
Ritu’s career highlights include delivering advanced Excel, Power BI, and PowerPoint training for clients like NTPC, Swiggy, Indian Oil, HDFC, Airtel, and EY, among others. She is actively involved with the Confederation of Indian Industry (CII) and has facilitated skill-enhancement programs like "Excelerate with Excel" and "Empower with PowerPoint Skills."
With exceptional communication and presentation skills, Ritu brings a blend of expertise and passion to her training sessions, empowering participants to excel in their professional roles.