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dfpalhano
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excel-weekly-dashboard

Create refreshable Excel KPI dashboards with Power Query and pivot reporting.

Updated Feb 26, 2026
Search Tags:#automation#dashboard#reporting#excel#kpi#power query
One-click install
npx skills add https://github.com/dfpalhano/openclaw-workspace --skill excel-weekly-dashboard
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: excel-weekly-dashboard
Source: https://github.com/dfpalhano/openclaw-workspace/tree/main/skills/excel-weekly-dashboard
Command: npx skills add https://github.com/dfpalhano/openclaw-workspace --skill excel-weekly-dashboard

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes assets (resource) components.

What problem does it solve?

This Skill automates the creation of refreshable Excel dashboards, transforming raw data files into structured, validated, and report-ready workbooks with minimal manual intervention.

Core Features & Use Cases

  • Automated Data Ingestion: Uses Power Query to ingest data from various file types (CSV, XLSX, DOCX/PDF exports).
  • Data Cleansing & Validation: Implements robust validation rules to ensure data quality and identifies issues.
  • Repeatable Reporting: Designs structured tables and pivot-driven dashboards that update automatically with new data.
  • Use Case: Automatically generate a weekly KPI report from a folder of CSV files, ensuring data accuracy and providing interactive slicers for analysis.

Quick Start

Build me a Power Query pipeline for this file so it refreshes weekly with no manual steps.

Frequently Asked Questions about excel-weekly-dashboard

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate weekly Excel KPI dashboards from CSV files?▼

You can automate weekly Excel KPI dashboards by using Power Query to ingest CSV files, apply data validation, and build refreshable pivot tables. This pipeline updates structured KPI workbooks automatically with minimal manual work.

Can I refresh Power Query pivot reporting without manual steps?▼

Yes, Power Query enables refreshable pivot reporting without manual steps. Once the data ingestion pipeline is configured from your source files, the structured tables and pivot-driven dashboards update automatically when new data arrives.

What file formats work with automated Excel dashboard reporting?▼

Automated Excel dashboard reporting supports various file formats including CSV, XLSX, and DOCX or PDF exports. Power Query ingests these source files, applies data cleansing rules, and structures the validated data for pivot reporting.

Do I need source data files to build a Power Query KPI workbook?▼

Yes, you must provide source data files and definitions for week and KPI fields. The automation pipeline requires these inputs to structure the data validation rules and generate the refreshable weekly KPI reporting workbook.

What is the best way to build repeatable KPI reporting in Excel?▼

The best way to build repeatable KPI reporting in Excel is using Power Query to automate data ingestion and validation. This approach creates structured tables and pivot-driven dashboards that refresh automatically from your source files.

Why does my Excel dashboard not update when new weekly data is added?▼

If your Excel dashboard does not update, the Power Query pipeline may lack proper data validation or structured table connections. Configuring refreshable source queries ensures the pivot reporting recognizes new files and updates automatically.

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