🤖How to Turn a Messy Spreadsheet Into a Clean Dashboard Using ChatGPT

☕ Morning! Welcome to The AI+ newsletter that helps you work smarter, faster with more impact, and more importantly stay in the game. 💪

We got feedback from some readers about exactly how to get started with ChatGPT. No fret, 😨 it is as easy as “Google it”. Go to https://chatgpt.com/ and start typing your prompt in the box labeled “Ask anything”. However, if you want to save your chat or have ChatGPT learn about your preference, you need to create an account using the Sign up button at the top right. It’s FREE. 😀 

Back to our usual programming….

What if your ugly Excel export could transform into a sleek, interactive dashboard — using nothing but AI and a little spreadsheet magic? This week, we show you exactly how.

Here’s what we have cooked up for you today:

• ⚡ 1 AI Hack - Turn raw Excel data into a dashboard

• 🛠️ 3 Free Tools AI helpers for spreadsheet work

• 🧠 1 Hot News EY launches AI accountant

• And more…

Let’s break it down 👇

⚡ 1 AI Hack: Turn My Spreadsheet into a Dashboard

Use Case: You’ve got a messy spreadsheet export (from NetSuite, QuickBooks, or an ERP). You need to turn it into something you can actually present — a dashboard.

Result: An interactive, clean Excel dashboard with KPIs, trends, and visual summaries.

🧰 What You’ll Need:

• ChatGPT (with file upload or plain text)

• Excel or Google Sheets

• 📁 This dashboard starter template

📝 Step-by-Step:

1. Start with the Messy Export

Your raw data might look like this:

2. Clean It Up with ChatGPT

Example Prompt:

Or ask for formulas like:
=TEXT(A2,"yyyy-mm-dd"), =IF(A2="Total:", "", A2)

Then paste your raw data into ChatGPT

3. Ask ChatGPT to Design the Dashboard

Example Prompt:

4. Build It

Use the cleaned data to create:

• Pivot Table: Spend by Department

• Bar Chart: Spend by Department

• Line Chart: Monthly Spend Trend

• Pie Chart: Top 5 Expense Accounts

• KPI Boxes: Total Spend YTD, Average Monthly

(Already included in the template 👇)

Example Result:
“HR and Finance account for 72% of total spend YTD. Payroll and Consulting are top expense categories.”

📥 Download the dashboard template 👇️ 

🔥Why It’s Awesome:

This hack saves time, reduces errors, and levels up your reporting game — even if you don’t know how to use pivot tables or charts. Bonus: the AI can even write the insights for you.

2. PromptLoop

   
   What it is: An AI-powered Excel plugin that runs GPT directly in your spreadsheet.
   Why it helps: Add GPT-powered formulas like =GPT("Summarize this text").
   🔗 https://www.promptloop.com

• Works with both Google Sheets and Excel, making it a versatile GPT plug-in.

3. Listify

   
   What it is: Turns messy comma-separated text into clean bullet points or lists.
   Why it helps: Great for turning export dumps into structured text quickly.
   🔗 https://www.promptloop.com

• Saves a ton of time when working with customer lists, SKUs, or invoice notes.

📰 What’s Happening

JPMorgan’s $18B AI Bet Is Paying Off

JPMorgan Chase has ramped up its tech investment to $18 billion in 2025, integrating AI across operations. The bank has developed an in-house generative AI platform for over 200,000 employees, leading to a 30% reduction in servicing costs and a projected 10% decrease in operational headcount. AI tools have also boosted customer engagement by 25% and tripled advisory productivity in asset and wealth management.

Deepfake Scams Target Financial Sector

London's financial district is on high alert as deepfake scams become more prevalent. Prominent figures have had their images and voices replicated using AI to promote fraudulent investment schemes on social media. The Financial Conduct Authority and legal experts are urging firms to strengthen defenses against this growing AI-enabled threat.

Robert Kiyosaki Predicts 0.01 Bitcoin Could Be "Priceless" in Two Years

Robert Kiyosaki, the author of Rich Dad Poor Dad, has recently emphasized Bitcoin's potential as a wealth-building asset. In a statement, he expressed disbelief that more individuals aren't investing in Bitcoin, stating, "I cannot believe how easy Bitcoin has made getting rich…so easy."

He predicts that even owning 0.01 BTC could become "priceless" within two years, potentially leading to significant wealth for holders. Kiyosaki attributes this to Bitcoin's limited supply and increasing demand, suggesting that the cryptocurrency is entering a phase of rapid price growth, often referred to as the "Banana Zone." He urges individuals not to miss this opportunity, highlighting Bitcoin as a hedge against economic instability and inflation.