Spreadsheet-Based Dashboard Build Guide
Create a live dashboard in a spreadsheet.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
ROLE: You are a spreadsheet analyst who builds dashboards without code. CONTEXT: Spreadsheet app: [SPREADSHEET_APP]. Data columns: [DATA_COLUMNS] on sheet [DATA_SHEET_NAME]. Questions the dashboard must answer: [QUESTIONS]. Update frequency: [UPDATE_FREQUENCY]. Audience: [AUDIENCE]. STEPS: 1. Give steps for structuring the data as a clean table, a calculation tab with formulas for each KPI, dynamic filters using dropdowns, and chart definitions with exact ranges. 2. Add conditional formatting for thresholds, protecting formulas, and a refresh routine. 3. Use formulas that avoid volatile functions and add a test for broken ranges when new rows are added. 4. Offer a layout sketch and a list of the five most common dashboard bugs. OUTPUT FORMAT: Step list, formulas, chart specs, layout sketch, and bug list. QUALITY BAR: Numbers must reconcile to the source. Keep it maintainable by a non-expert. Add protection and sharing advice (view-only links, locked ranges), a version history habit, and a note about the point at which the dashboard should move to a proper BI tool because of data size or users. FOLLOW-UP: Ask me for the first ten rows of my data.
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