in this video we're going to turn this boring table of data into this interactive dashboard actually I'm not going to do much at all I'm going to use AI to do it all for me and unlike chat GPT with this AI tool it's free to upload files and it creates the dashboard for you however it does come with some limitations so stick around to the end where I cover them and the Alternatives and if you'd like to try it yourself you can download the example file from the link in the video description first let me quick L introduce you to our AI assistant Claude Claude is created by anthropic with backing from Google and Amazon and it's designed to assist with a wide range of tasks from data analysis to coding and Beyond what's great about Claude is that it's free to use and you can access from your web browser unlike chat GPT Claude can generate and display complex content like charts and even entire dashboards in its artifacts window this preview feature is free to use you just need to turn it on in your settings which you'll find by clicking on your initials in the bottom left and then go into feature preview and here make sure you've toggled artifacts on and you can see with artifacts you can ask Claude to generate content like code Snippets text documents or website designs so now that we have artifacts enabled let's see CL create a dashboard for our data here I have a table of fictional data by date region product and sales Channel with unit sold unit price total revenue total cost and profit it's a lot to get your head around in this format so I'm going to close the file and we're going to drag it in and drop it into the chat and then in the prompt field I'm just going to paste my prompt in which is analyze this data and suggest six key visualizations or metrics that would be most effective for a comprehensive sales performance dashboard and explain why each would be valuable this way we're not just getting a dashboard we're gaining insights into what makes an effective data visualization so we can see claws come back and it's suggested total revenue by region bar chart which will show us which regions are generating the most Revenue we've got sales Channel performance pie chart which is going to compare offline versus online then we've got product category performance stacked bar chart not sure about stacked bar charts so we'll come back to that then we've got monthly Revenue trend line chart which is great for seeing how our Revenue tracks over time we've got profit margin by product scatter plot which is going to plot units sold against profit margin revealing which items are most profitable and then we've got average order value which we might leave out because we don't have individual orders in our data set so it can't actually calculate the average order value so we can see Claude has given us some great suggestions and these visualizations cover different aspects of our sales data Geographic performance time Trends product analysis and sales Channel split giving us a comprehensive overview so now that we have these ideas let's ask Claude to help us create our dashboard I'm going to paste in my prompt which says based on the visualizations you've suggested create a visual representation of our complete dashboard with interactive elements excluding chart number six which is the average order value and doesn't make sense make the line chart span the wi of the dashboard use the data from the CSV file I uploaded to populate the chart if you don't say this Claude might make up its own data then we want it to provide this as a HTML CSS artifact that represents how our dashboard should look and use chart.js which is a JavaScript chart library for creating the charts and make sure to include the necessary JavaScript to process the CSV data and create the visualizations let's click Send and see what we get and you can see on the right Claude is writing the HTML for the web page to display the dashboard as well as the CSS for The Styling and the JavaScript to generate the charts and there's our dashboard so we've got our monthly Revenue Trend we've got our Revenue by region our sales Channel performance and if I hover over the different elements in the charts you can see it gives me the tool tips it's completely Interactive active and at the bottom we've got our product category performance stacked column chart and profit margin by product scatter chart so some of the charts are a bit questionable I probably wouldn't use this stacked column chart and the scatter charts not really very effective for this data set but overall it's a pretty good first attempt what is impressive is how Claude has taken our raw data and transformed it into meaningful insights for example we can easily see which region are performing the best and we can see the breakdown of our sales by online and offline and down here we can see which product category performs the best in terms of Revenue cost and profit now I can also click on the publish button at the bottom to publish it or click the download button to download the HTML file that I can then share with others and because it's HTML the file size is super small so with it downloaded let me open the file in a new tab we can see there's our line chart at the top I can hover over the elements it's fully functional just as a HTML file and you can see it's just saved on my C drive so I could share this file with others over email or in teams for them to open in their own web browser Claude has not only created the visualizations but if I click on the code button you can see it's written all the code that is the HTML CSS and JavaScript code to process our CSV data and populate the charts now if you have JavaScript skills you can connect this dashboard to a larger data set and have it automatically update the report but of course this is just the starting point let's see if we can get Claude to up the design quality so I'll add another prompt asking it to make the dashboard color theme more impressive and let's click Send and see what it comes up with this time so you can see it's gone for a dark theme we've got a curved line on our line chart we've got a donor instead of of a p we've got a bubble chart indicating the size of the profit margin and our stacked column chart looks very similar just in the different color scheme and of course you could give Claude Specific Instructions on the color theme for example have it in keeping with your brand colors and design best practices to follow because although this is eye-catching the colors don't really Aid interpretation as they should as impressive as claude's dashboard creation capabilities are it's important to understand the limit ations of using AI for this task first there's data volume limit according to the documentation Claude can only handle data sets up to 30 megabytes but in testing it wouldn't even accept files containing more than a thousand rows and a handful of columns second customization can be challenging while we can ask Claude to make changes it doesn't always do what you ask of it it's not as flexible as creating a dashboard manually especially when it comes to complex C custom visualizations or layouts and third there's the data security considerations when using AI tools you need to be cautious about uploading sensitive business data and Fourth Integration with other systems is limited Claude can't directly connect your company's databases or automatically update with new data you need JavaScript and python skills to take the code that Claude gives you and connect it to your Source data and lastly as with all AI you must check the output and not blindly rely on its accuracy so given these limitations what are some Alternatives one option is to use Excel with ai's assistance for example you can use Claude to get ideas and formulas and then Implement them yourself in Excel another option is to use professional business intelligence tools like powerbi which offer more flexible and robust features for large data sets and complex visualizations if you're interested in mastering pobi got a course designed to quickly take you from novice to expert in creating professional interactive dashboards in my comprehensive course you'll learn how to transform raw data into stunning visual reports with more functionality and customization options you'll discover how to use Advanced features create Dynamic charts and design userfriendly interfaces that make data analysis a breeze the link to the courses is in the description below and pin comment check it out if you want to take your Excel and data visualization skills to the next level we've seen how clae AI can be a powerful tool in streamlining the dashboard creation process making complex data analysis more accessible and it's an excellent starting point especially if you're new to data visualization or you need quick insights but remember while AI is a fantastic assistant there's immense value in understanding the process yourself and that's why I've prepared something special for you in this video I'll show you how to create an interactive powerbi dashboard in just 12 minutes no AI assistance required it's a perfect followup to what we've learned today and you'll be amazed how quickly you can create stunning dashboards on your own I'll see you there