Creating Interactive Dashboards with AI

Introduction

• The video demonstrates how to use AI to transform a boring table of data into an interactive dashboard.
• Unlike ChatGPT, the AI tool used is free for uploading files and creating dashboards, but it has some limitations.

Introduction to Claude

• Claude is an AI assistant created by Anthropic with backing from Google and Amazon.
• Designed to assist with tasks ranging from data analysis to coding.
• Free to use and accessible from a web browser.
• Can generate and display complex content such as charts and dashboards.

Setting Up Claude

• Enable "artifacts" in settings to generate content like code snippets, documents, and designs.

Example Data

• Using a table of fictional data by date, region, product, and sales channel.
• Data includes units sold, unit price, total revenue, total cost, and profit.

Creating the Dashboard

• Upload the data file and prompt Claude to analyze it and suggest visualizations.
• Key visualizations suggested:
  • Total Revenue by Region (Bar Chart)
  • Sales Channel Performance (Pie Chart)
  • Product Category Performance (Stacked Bar Chart)
  • Monthly Revenue Trend (Line Chart)
  • Profit Margin by Product (Scatter Plot)
  • Average Order Value (not used due to data limitations)
• Comprehensive overview covering geographic performance, time trends, product analysis, and sales channel split.

Generating the Dashboard

• Prompt Claude to create a visual dashboard excluding the average order value chart.
• Utilize HTML, CSS, and JavaScript to create the dashboard using Chart.js.
• Interactive features with tooltips for data insights.

Evaluating the Dashboard

• Includes a line chart, bar charts, and scatter plot.
• Some visualizations might not be optimal (e.g., stacked column chart, scatter chart).
• Provides meaningful insights such as region performance and sales breakdown.

Publishing and Sharing

• Option to publish or download the HTML file.
• Small file size and easy to share.
• Provides all the necessary code (HTML, CSS, JavaScript) for sharing and further customization.

Further Enhancements

• Request Claude to improve dashboard design, e.g., color themes.
• Can customize with specific brand colors and design best practices.

Limitations of Using AI

1. Data Volume Limit: Supports up to 30 MB but struggles with large datasets.
2. Customization Challenges: Less flexible than manual creation, especially for complex visualizations.
3. Data Security Considerations: Caution needed when uploading sensitive data.
4. Limited Integration: Cannot directly connect to databases; requires JavaScript/Python skills.
5. Output Verification: AI output needs verification.

Alternatives

• Excel: Use AI to get ideas and implement them in Excel.
• PowerBI: Offers flexible and robust features for large datasets and complex visualizations.

Conclusion

• AI tools like Claude streamline dashboard creation and provide quick insights.
• Understanding the process yourself holds significant value.
• A follow-up video shows how to create a PowerBI dashboard without AI assistance.