05 · 2 hours
Reports and Interactive Dashboards with Prompts
Corporate reports and filterable dashboards without Power BI.
Goal: Participants prepare a corporate report and an interactive dashboard with prompts, without needing technical tools such as Power BI.
Who it is for
- Finance, operations, sales and human resources teams who produce reports
- Managers who read reports regularly and have them prepared
What participants gain
- Building dashboards without Power BI knowledge
- A working dashboard and report built with open data
- A reusable report and dashboard skill
Content
- 01From data to questionIntroducing the dataset to AI and asking the right question.
- 02Producing the reportA corporate report draft in the language of findings, interpretation and recommendations.
- 03The interactive dashboardFilterable charts built on HTML and JavaScript, with prompts.
- 04Choosing the right chartThe right display for comparison, trend and distribution; simple, readable design.
- 05VerificationComparing row counts, totals and sample values with the source; the risk of data that is not real.
- 06The report and dashboard skillA skill for producing recurring reports with the same structure and look.
A dashboard built on open data and a report skill
- Duration
- 2 hours. Can be taken on its own; two programmes back to back make a half day.
- Participants
- Up to 10 people, each with their own laptop.
- Data
- No company data is used. Exercises use open data and non-sensitive content.
- Prerequisites
- No coding is required. The installation list is shared in advance and approved by IT.
Other programmes
- 01Same Question, Different Results: Prompt to Workflow2 hours
- 02What to Give AI, and What Not To2 hours
- 03Getting Web Research Right2 hours
- 04Research First, Then Decide2 hours
- 06Creative Mini Presentations with Claude2 hours
- 07Turning Your Work into a Skill2 hours
- 08AI Visibility: Is Your Brand Present in AI?2 hours
- 09A Second Brain with Obsidian2 hours · Advanced
LET’S START
For most organisations, training is the first step.
Once your team has learned, if you want to turn ideas into a pilot, we continue with AI transformation and roadmapping.