Analyze Excel data and build report dashboards with ChatGPT Agent | Alpha | PandaiTech

Analyze Excel data and build report dashboards with ChatGPT Agent

A guide on uploading Excel files for analysis by an AGENT, and having it generate interactive dashboards and summary reports in PowerPoint.

Learning Timeline
Key Insights

Data Accuracy with Python

ChatGPT doesn't just 'guess' numbers using language (LLM). It writes and runs Python code in the background to calculate your data, making mathematical results more accurate and reliable.

Data Privacy and Security

Always 'anonymize' or remove sensitive information (such as real full names or confidential IDs) from Excel files before uploading them to ChatGPT to protect company data privacy.
Prompts

Data Analysis & Dashboard Generation

Target: ChatGPT
I've attached a spreadsheet which contains student progress for employees of Acme Inc. taking our AI and automation online training program. Context on course order: [Insert specific order here]. Training Programs: 1. AI Operator training program: [List courses] 2. AI Builder training program: [List courses] Instructions: 1. Generate an interactive Excel dashboard with new tabs for 'Course Metrics' (average completion rate, status count, graphs) and 'Employee Progress' (individual status per student with charts). 2. Create a student progress summary presentation in PowerPoint format that we can share with the HR department. Include an overview of employee standing, identify who needs reminders, and provide recommendations for next steps.
Step by Step

Data Analysis and Automated Report Generation Process

  1. Open ChatGPT and select the 'Data Analyst' agent or ensure the GPT-4o model is active.
  2. Click the 'Plus' (+) or 'Paperclip' icon in the message bar to upload your Excel file.
  3. Select the spreadsheet file you wish to analyze from your computer.
  4. Enter a prompt that provides specific context about the data (e.g., course sequence or training program categories).
  5. Give clear instructions to ChatGPT to generate two main outputs: an interactive Excel dashboard and a PowerPoint presentation.
  6. Wait for ChatGPT to perform 'Analysis' via Python scripts to calculate metrics such as completion rates and student status.
  7. Click the download link for the new Excel file containing 'Course Metrics' and 'Employee Progress' tabs.
  8. Click the download link for the completed PowerPoint (.pptx) file, which includes the summary report and charts.
  9. Perform 'Quality Assurance' (QA) by verifying the accuracy of the data in the generated files before sharing them with management.

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