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Visualization

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Executive Dashboards

• Prompt: “Create a dashboard on a new sheet summarising revenue, margin, and pipeline by region.”
• Workflow:
  1. add_sheets creates Executive Dashboard.
  2. write_values inserts KPI tables and supporting metrics.
  3. create_chart adds stacked column and line charts for trends.
  4. write_format aligns titles, colours, and number formats for consistency.
• Claude annotates the dashboard with descriptive text blocks so stakeholders understand the visuals at a glance.

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Before/After Comparisons

• Use attachments for design comps or previous reports. Ask Claude to “Recreate the attached chart style using the current data.”
• The assistant mirrors colours, chart type, and layout, optionally inserting helper columns for calculated measures.
• Run write_format on chart elements (axis, legend) to match branding requirements.

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Heatmaps & Conditional Formatting

• Request: “Highlight the top quartile of performance using a colour scale.”
• Tools:
  • write_format applies conditional formatting rules across the selected range.
  • read_values confirms thresholds and ensures no cells were missed.
• Tip: Provide the exact percentile or thresholds to avoid ambiguity.

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Storytelling with Narrative

• Combine charts with text summaries. Prompt: “Create a waterfall chart explaining the change in EBITDA and narrate the key drivers.”
• The assistant builds the chart, adds callouts via write_values (text boxes or annotations), and summarises the story in the chat.

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Interactive Scenarios

• For what-if analysis, ask Claude to generate buttons or simple macros that toggle between views. It can use vba_create to insert lightweight controls while respecting approval workflows.