skills/skills.volces.com/excel-weekly-dashboard

excel-weekly-dashboard

SKILL.md

Excel weekly dashboards at scale

PURPOSE

Designs refreshable Excel dashboards (Power Query + structured tables + validation + pivot reporting).

WHEN TO USE

  • TRIGGERS:
    • Build me a Power Query pipeline for this file so it refreshes weekly with no manual steps.
    • Turn this into a structured table with validation lists and clean data entry rules.
    • Create a pivot-driven weekly dashboard with slicers for year and ISO week.
    • Fix this Excel model so refresh does not break when new columns appear.
    • Design a reusable KPI pack that updates from a folder of CSVs.
  • DO NOT USE WHEN…
    • You need advanced forecasting/valuation modeling (this skill is for repeatable reporting pipelines).
    • You need a BI tool build (Power BI/Tableau) rather than Excel.
    • You need web scraping as the primary ingestion method.

INPUTS

  • REQUIRED:
Installs
34
First Seen
Mar 23, 2026