Catalogue · Excel and data with AI

Plan mode: a dashboard in several steps

You get a complete dashboard built, after reading Copilot’s plan.

ExcelAdvanced0:38Capsule 10 of 11

SkillKapsul

The steps

The exact sequence, in order.

01
Switch the mode picker to Plan.
02
Describe the dashboard you want, item by item.
03
Read the suggested plan: nothing has changed yet.
04
Click Continue, then check the new sheet.

The prompt to copy

Word for word, exactly as shown in the video.

Create a Dashboard sheet for the committee: total revenue, number of sales, a bar chart of sales by store, a line chart of sales by week and the top 3 products. Answer in English.

The habit to keep

Read the plan before you run it, that’s where you fix things.

Worth knowing

What the video does not hide from you.

Building the sheet takes two to three minutes: the video is sped up.

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