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AI-Powered Excel Charts

Published by O'Reilly Media, Inc.

Beginner content levelBeginner

Create effective charts and dashboards using Copilot, Claude, ChatGPT, and other generative AI tools

What you’ll learn and how you can apply it

  • Create charts and dashboards to convey information and show patterns and trends
  • Use chart elements to change a chart’s appearance
  • Create dashboards to explore different aspects of your data
  • Build confidence in creating and interpreting charts
  • Develop core skills for working with generative AI tools

Course description

AI can easily create basic charts, but creating ones that best suit your requirements takes extra skill and effort. In this hands-on course, Dawn Griffiths shows you how to guide AI tools to create more effective charts. You’ll find out how to choose the best chart for your task and use different chart elements to best put your message across. You’ll learn to use PivotCharts and filter them using slicers. Finally, you’ll discover techniques for quickly creating dynamic dashboards to show different aspects of your data.

This live event is for you because...

  • You work with data and want to use charts to convey information and show patterns and trends.
  • You need to present data to other stakeholders and want to create dashboards to do this.
  • You use Excel and want to make better use of Excel’s chart features.
  • You already create Excel charts and want to learn how generative AI tools can help you become more productive.

Prerequisites

  • A computer with a working copy of Microsoft Excel (preferably Excel 365 on Windows)
  • Access to a generative AI tool such as Copilot in Excel, Claude AI, or ChatGPT
  • Basic familiarity with Excel (working with worksheets and tables)

Recommended follow-up:

Schedule

The time frames are only estimates and may vary according to how the class is progressing.

Creating basic charts (30 minutes)

  • Presentation and demos: Inserting charts manually and with generative AI; preparing data for working with generative AI
  • Hands-on exercise: Create a basic chart
  • Q&A

Using different chart types (45 minutes)

  • Presentation and demos: Different chart types, what each one is used for, and interpreting their results; choosing the best chart for your requirements and inserting it with generative AI
  • Hands-on exercise: Choose and insert charts with generative AI and interpret the results
  • Q&A
  • Break

Applying different chart elements (45 minutes)

  • Presentation and demos: Overview of chart elements; adding and editing chart elements using generative AI
  • Hands-on exercise: Create a chart with generative AI, specifying changes to its elements
  • Q&A
  • Break

Dynamic charts and PivotCharts (30 minutes)

  • Presentation and demos: Displaying grouped data using PivotCharts; filtering charts with slicers; creating dynamic charts
  • Hands-on exercises: Create a PivotChart and dynamic chart using generative AI
  • Q&A

Dashboards (30 minutes)

  • Presentation and demos: Creating dashboards using generative AI
  • Hands-on exercise: Create a dashboard
  • Q&A

Your Instructor

Dawn Griffiths

Dawn Griffiths is an author and trainer with over 20 years of experience using Excel. Her most recent book is Excel Cookbook, and she’s also written several books in the Head First series, including Head First Statistics, _Head First Android Development, and Head First Kotlin. Dawn also developed the animated video course The Agile Sketchpad with her husband, David, to teach key concepts and techniques in a way that keeps your brain active and engaged.

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Skills covered

  • Data Visualization
  • Microsoft Excel
  • Dashboards
  • Tableau