The Easy Guide To Building AI Dashboards
I’ll walk you step-by-step through building AI dashboards including the best tools, prompting, design, refining, and guardrails.
AI isnโt some sci-fi fantasy anymoreโitโs reshaping finance right now, and if youโre not riding the wave, youโre getting left behind. Thatโs what this category is all about: real-world ways artificial intelligence is transforming the way we forecast, report, analyze, and automate in finance.
In these articles, I cut through the buzzwords and show you how AI actually works in our worldโno robot overlords, just smarter tools that help you ditch the grind and focus on the big stuff. Whether itโs using AI to build better forecasts, clean up your data faster, or surface insights your old reports missed, youโll find hands-on advice that you can put to work today.
Iโll walk you through tools, case studies, and frameworks that help finance pros like us work faster, smarter, and maybe even impress the boss (or at least get to happy hour on time). Think of this as your playbook for making AI your secret weaponโnot something to fear, but something to wield. Whether youโre just starting to explore AI or looking to sharpen your edge, this is where we break it down.
I’ll walk you step-by-step through building AI dashboards including the best tools, prompting, design, refining, and guardrails.
I’ll share my step-by-step workflow to build all of your Excel charts with AI tools including Claude, Copilot, and ChatGPT.
I tried Claude For Excel vs Copilot head to head so you don’t have to, and the results were surprising.
Get started with Claude for Excel, an AI assistant powered by Anthropicโs Claude models that runs directly inside Microsoft Excel as a sidebar.
Iโll walk through five practical ways you can apply AI cash flow forecasting, from advanced predictive models to Excel Agent Mode.
I’ll teach you how to build an AI CFO to help manage your finance processes without spending a dime or writing a single line of code.
SQL for finance doesn’t require you to become technical. I’ll show you the easy way to query data using ChatGPT.
Check out the biggest AI in Finance Trends from the shift to agentic AI, the talent skills gap, and a shrinking finance tool stack.
Over the last year, Iโve been using AI in Power Pivot to build, clean, debug, and document models, and itโs completely changed how I work.
This guide is my step-by-step walkthrough of everything I wish I had access to when I first started mixing Python in Power BI.
End of content
End of content
To provide the best experiences, we and our partners use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us and our partners to process personal data such as browsing behavior or unique IDs on this site and show (non-) personalized ads. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Click below to consent to the above or make granular choices. Your choices will be applied to this site only. You can change your settings at any time, including withdrawing your consent, by using the toggles on the Cookie Policy, or by clicking on the manage consent button at the bottom of the screen.