One Macro, One Full Excel Expenses Dashboard (with Claude AI)

Most expense reports start as a flat table — and stay that way. With a single VBA macro, you can turn that raw Data sheet into a polished, interactive dashboard, with no manual chart-building required.

The macro does the heavy lifting. It formats your table, builds seven PivotTables, lays out six KPI cards (total spend, budget, approval rate and more), draws five charts, and wires up Month and Department slicers so everything filters together. A live status bar shows each step as it runs.

All you need is a sheet named Data with the right headers. Additionally, Claude or another AI tool. Run the BuildExpensesDashboard macro button that you will need, and the whole report builds itself — then refreshes the moment your numbers change. Turning Raw Data from the screenshot below:

Raw Data, Expense Tracker

To something like this:

Finished dashboard in Excel

By using Claude (or other) AI tool:

Prompt in Claude AI

With one click and a prompt:

Prompt.docx

Download DOCX • 61KB

VBAToCopy.txt

Download TXT • 39KB

Spare half a day by using and tweaking the prompts. Is this impressive or simply scary?

Credits: https://www.youtube.com/watch?v=NsZg0sgUFzU The whole file you can download here:

Dashboard.zip

Download ZIP • 169KB

👉 Want to learn this hands-on? Book a live 1:1 Excel Basic Course and go from raw data to confident reporting.