In this article, we're going to explore how to turn a boring table of data into an interactive dashboard using AI. Unlike ChatGPT, this AI tool is free to upload files and automatically creates the dashboard for you. However, it does come with some limitations, which we will cover, along with some alternatives.
First, let me introduce you to our AI assistant, Claude. Claude is created by Anthropic with backing from Google and Amazon. It's designed to assist with a wide range of tasks from data analysis to coding and beyond. What's great about Claude is that it's free to use and accessible from your web browser. Unlike ChatGPT, Claude can generate and display complex content like charts and entire dashboards in its artifacts window. This preview feature is free to use, but you need to enable it in your settings by clicking on your initials in the bottom left, then going to Feature Preview and toggling "artifacts" on.
Now that we have artifacts enabled, let's see Claude in action by creating a dashboard for our data. We have a table of fictional data covering date, region, product, sales channel, unit sold, unit price, total revenue, total cost, and profit. To get started, we will close the data file and drop it into the chat. In the prompt field, we ask Claude to analyze the data and suggest six key visualizations or metrics that would be most effective for a comprehensive sales performance dashboard, and explain why each would be valuable.
Claude suggests the following visualizations:
Claude explains why each visualization is valuable and after we approve the suggestions, we ask Claude to create an interactive dashboard with these elements (excluding average order value due to insufficient data). We specify that Claude should provide this as an HTML, CSS artifact. Claude generates the HTML for the dashboard, CSS for styling, and JavaScript to create the charts, and the resulting dashboard is interactive.
While some visualizations might not be perfect, the tool effectively transforms raw data into meaningful insights. For instance, it clearly shows which regions perform best and compares online versus offline sales.
We demonstrate how to make further customizations to the dashboard, such as enhancing its color theme. After inputting the prompt, Claude can revise the design, usually aiming for more eye-catching appearances.
However, it is important to understand Claude’s limitations:
Alternatives include using Excel with AI assistance or professional tools like PowerBI, which offer more features for large datasets and complex visualizations.
What is Claude? Claude is an AI assistant developed by Anthropic, backed by Google and Amazon, designed to assist with tasks ranging from data analysis to coding.
How do you enable artifacts in Claude? You enable artifacts by clicking on your initials in the bottom left of the Claude interface, going to Feature Preview, and toggling artifacts on.
What are the main limitations of using Claude for dashboard creation? Some limitations include data volume limits, difficulty in customization, data security concerns, limited integration with live data sources, and the need to verify accuracy.
Are there any alternatives to Claude for creating dashboards? Yes, alternatives include using Excel with AI assistance or professional tools like PowerBI, which offer more flexibility and robust features.
What types of visualizations did Claude suggest for a sales performance dashboard? Claude suggested the following visualizations: Total Revenue by Region Bar Chart, Sales Channel Performance Pie Chart, Product Category Performance Stacked Bar Chart, Monthly Revenue Trend Line Chart, and Profit Margin by Product Scatter Plot.
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