Excel Dashboard That Updates Itself, with Claude (Free File)

FREE FILE (sales data, next month's data to practise, the prompt, check numbers): https://drive.google.com/file/d/1RvOi... Build a one-page Excel dashboard that updates itself: total revenue, revenue by month, by region, the top 5 products and a region slicer. Claude gives the plan; every click is shown in real Excel. Next month you paste the new rows and click Refresh All. Chapters 0:00 Excel dashboard with Claude (finished) 0:52 Turn your data into an Excel Table (Claude's key step) 1:43 PivotTables, charts and a slicer that filters everything 2:49 Add next month's data: paste + Refresh All 3:55 Use it on your own data + quiz Prompt used (real claude.ai run, Opus 5.5, Oct 15 2026; run 3 times in fresh chats, same plan every time) "I have an Excel sheet called Sales with about 72,000 order lines: Date, Order ID, Region, Product, Category, Qty, Unit Price, Revenue. It covers January to September 2026. My manager wants a one-page dashboard: total revenue, revenue by month, revenue by region, the top 5 products, and a way to filter by region. Every month I'll paste the new month's rows under the existing data. Step by step, how do I build this in Excel so it updates when I add October?" Check numbers: Jan–Sep total $22,290,000 · Europe $5,556,000 · after pasting October and Refresh All: $24,653,000. Screens are real Excel and a real Claude answer. The two "first attempts" (slicer connected to one PivotTable; PivotTables on a fixed range) are common mistakes shown in real Excel, not Claude answers. Quiz answers are in the pinned comment. Next: Budget vs Actual in Power BI (same company, same numbers):    • Budget vs Actual in Power BI: Build It wit...   Northwind Outfitters is a fictional company; all numbers are practice data. #Excel #ExcelDashboard #Claude