Visualizing Excel Data into Interactive Dashboards with ChatGPT Canvas | Alpha | PandaiTech

Visualizing Excel Data into Interactive Dashboards with ChatGPT Canvas

How to convert spreadsheets into interactive visual charts using Canvas (including a comparison with Claude Artifacts).

Learning Timeline
Key Insights

Quality Comparison: Claude vs ChatGPT

For converting spreadsheets into dashboards, Claude Artifacts usually delivers superior results with cleaner interactive features like filters and hover effects compared to ChatGPT Canvas.

Dashboard Sharing Tip

Generated dashboards can be shared via a public link. This makes it easier to present data visually to clients or colleagues without requiring them to open complex Excel files.
Prompts

Data Visualization Prompt

Target: ChatGPT / Claude
Turn this into an interactive visual dashboard.
Step by Step

How to Visualize Data Using ChatGPT Canvas

  1. Open ChatGPT and click on the 'Tools' menu at the top left.
  2. Select 'Canvas' mode from the displayed list.
  3. Click the 'Attach' button (paperclip icon) or choose to upload files directly from Google Drive/Microsoft OneDrive.
  4. Select a spreadsheet file (e.g., .xlsx or .csv) from your computer.
  5. Type a prompt in the chat box to instruct the AI to convert the data (Refer to the Prompt Card).
  6. Wait for ChatGPT to finish writing the code and generating the visuals within the Canvas window.
  7. Click the 'Preview' button at the top of the Canvas window to view the interactive dashboard.
  8. Click the 'Share' button to generate a 'Public Link' or share it as 'Private' if you are on a Team plan.

Alternative: Using Claude Artifacts for More Interactive Dashboards

  1. Open Claude.ai and upload the same spreadsheet file using the attachment icon.
  2. Enter the same prompt used in ChatGPT.
  3. Claude will generate the dashboard in the 'Artifacts' window on the right side of the screen.
  4. Test the dashboard's interactivity using the available filters (such as Region or Category).
  5. Hover your cursor over the graphs to see specific data details.
  6. Click the 'Publish' button at the bottom of the Artifacts window.
  7. Click 'Publish' again to confirm, then click 'Copy Link' to share the dashboard with anyone.

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