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.
Data Visualization
Data is great and all, but if you can’t tell a story with it, you’re just throwing numbers at a wall and hoping they stick. That’s where data visualization comes in—and trust me, it’s a game changer.
Whether you’re presenting to your boss, a client, or the team that desperately needs to understand the 50-page spreadsheet you sent them, the ability to create clear, compelling visuals is priceless. I’ll guide you through how to transform raw data into charts, graphs, and dashboards that don’t just look good but actually make sense to anyone glancing at them.
And yes, we’ll get hands-on with tools like Tableau and PowerBI to make it happen.
But creating visual stories isn’t just about slapping together a pie chart and calling it a day. It’s about finding the narrative in the numbers and giving your data the spotlight it deserves.
I’ll share tips on choosing the right visualizations, avoiding the dreaded chart junk, and creating dashboards that tell a story at a glance. Whether you’re a beginner or a seasoned pro, these articles will give you the skills to make data visualization your secret weapon. Because, really, why tell someone the data when you can show them?
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How I Build All Of My Excel Charts With AI
I’ll share my step-by-step workflow to build all of your Excel charts with AI tools including Claude, Copilot, and ChatGPT.
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The Easy Guide To Tableau For Finance
You do not need to know everything about Tableau For Finance to use it well. This guide will get you up to speed fast with the essentials!
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The Easy Way To Write SQL For Finance
SQL for finance doesn’t require you to become technical. I’ll show you the easy way to query data using ChatGPT.
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The Easy Guide to Lightning Fast Power BI Models
By the time you finish this guide, you’ll know how to design Power BI Models that are fast, clean, and reusable.
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The Easy Guide To Automate Your Data Analysis
Discover 5 easy methods to automate your data analysis, gain valuable insights, and enhance decision-making.
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The Easy Guide To Looker Studio For Finance
Tired of chasing “Final_v3.xlsx” every month? This guide shows you how to build a clean, automated finance dashboard in Looker Studio, from pulling live data to blending sources and creating custom metrics.
You’ll learn the exact steps to replace manual reports with a single, self-updating source of truth your whole team can use. No coding, no expensive tools, just faster, cleaner, smarter reporting.
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My Ultimate Guide To Finance Dashboard Design Best Practices
With my collection of finance dashboard design best practices, I’ll show you how to build finance dashboards that actually serve a purpose
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Building An Automated Budget Dashboard In Power BI
Picture this: it’s month-end chaos, the kind where caffeine isn’t optional, and your boss wants a full financial breakdown. You’re armed with a tangle of Excel sheets that somehow feel like they’re taunting you. I’ve been there—hunched over, juggling spreadsheets like they’re grenades, wondering if there’s a better way. Spoiler alert: there is. That’s when I discovered Power BI , a tool that turned my budgeting madness into something not only manageable but dare I say… enjoyable? And we’re not just throwing random charts on a canvas here. Today, I’m going to help you build a dashboard that makes your budget crystal clear—like “your boss might even blink twice in awe” clear. Now, if Power BI is new to you, don’t sweat it. Think of…
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5 Steps To Build An Automated CFO Dashboard In Power BI
Gone are the days when CFOs could just watch over the company books and call it a day. Today, we’re talking about a role that’s way more strategic, packed with decision-making power, and crucial for driving the company’s future. CFOs are now at the core of shaping business strategy, managing risks, and unlocking growth—all while keeping an eagle eye on the bottom line. And to do that effectively? You need data—clean, accurate, and ready to spill the beans on your company’s financial health. This is where the magic of automation steps in. Imagine replacing those endless manual number-crunching marathons with real-time, automated insights that give you clarity when you need it most. No more messy spreadsheets, no more guessing games. By leveraging tools like Power…
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