AI Dashboard Creation and Executive Reporting

Build interactive dashboards in HTML and Excel with AI, check every figure before it reaches a decision-maker, and use a reusable AI skill to turn the same portfolio into a hypothetical target-date fund recommendation.

Brief AI to build an interactive dashboard, then compare what free and paid AI tools produce from the same prompt, including what each one gets wrong.
Build an Excel dashboard with dynamic array formulas that updates as soon as new rows are pasted, with no ranges to edit and no refresh button to forget.
Catch errors that never show an error message, such as a balance added across months, then use a reusable AI skill to produce a target-date recommendation as a Word memo and an interactive report.

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Overview

AI-Powered Dashboards & Executive Reporting

A dashboard turns data into visuals that make it easier for others to interpret results and make better informed decisions. AI can build one in minutes, but it cannot tell you whether the numbers on it are right. In this course, you will use AI to build the same interactive dashboard in HTML and in Excel from a clean dataset, and compare what free and paid AI tools produce from a single prompt. You will learn to check AI-built dashboards for errors that never show an error message, and to refresh both dashboards with new data without rebuilding them. Finally, you will use a reusable AI skill to turn the same portfolio into a hypothetical target-date fund recommendation, delivered as a Word memo and an interactive HTML report, and see why a person still reviews it.

Who should take this course?

This course is designed for analysts, associates and managers in FP&A, equity research, credit analysis, investment banking and portfolio roles who produce recurring reporting that management acts on, and who want to use AI to build it faster without losing control of the numbers. It also suits reviewers who need to know what to check before they sign off an AI-built dashboard.

Tools Used in This Course

This course uses Claude and ChatGPT (free and paid versions), Microsoft Copilot (paid version), Gemini (free and paid versions), Claude in Excel (paid), and Microsoft Excel.

AI Dashboard Creation and Executive Reporting Learning Objectives

Describe how the RCCFS structure turns a dashboard request into a brief that states the audience, the decision, the source, the rules, the format and the checks.
Select whether an HTML or an Excel dashboard suits a given reporting need, and explain why.
Recognize ways an AI-built dashboard can fail, such as a dashboard that does not load, charts that do not appear, numbers that look right but are wrong, and totals that add what should not be added, and identify the check that catches each.
Describe how to resolve a problem in an AI-built dashboard by questioning the AI, giving it evidence, and testing the correction.
Explain how an Excel dashboard built with dynamic array formulas updates its figures and charts when the selection or the data changes, and why that suits a monthly refresh.
Describe how a reusable AI skill packages instructions, reference methods, and calculations to produce a consistent recommendation from the stated objectives, and why a person still reviews it.

Prerequisite Courses

Recommended courses to complete before taking this course.

Prerequisite Skills

Recommended skills to have before taking this course.

Excel

AI Dashboard Creation and Executive Reporting

Led by Cheryl Provorny

Level 3

100% online and self-paced

NASBA CPE Credits: 2

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What You'll Learn

Lesson

Multimedia

Exams

Files

Conclusion

Qualified Assessment

Qualifed Assessment

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

AI Dashboard Creation and Executive Reporting

AI-Powered Dashboards & Executive Reporting

Who should take this course?

Tools Used in This Course

AI Dashboard Creation and Executive Reporting Learning Objectives

What You'll Learn

Introduction

Data and the Prompt

HTML Dashboards

Testing Dashboards

The Excel Dashboard

The Reporting Skill

Conclusion

Qualified Assessment

Frequently Asked Questions