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Learn Automate Excel Dashboards with Claude & MCP | AI-Powered Workflows with MCP: Data, Excel & Presentations
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bookAutomate Excel Dashboards with Claude & MCP

Let's explore two powerful ways to work with Excel files:

  1. Python scripts using the openpyxl library;
  2. Real-time interaction via the Excel MCP server.

All tasks are based on the same dataset:

Build an Excel Dashboard Using Python

Let's start by converting the CSV file into .xlsx format using Python.

Then:

After execution, check the Desktop for the file sales_dataset_large.xlsx β€” all columns and data should be preserved.

Now let's build a dashboard directly inside that Excel file using openpyxl.

Then

This script adds a new sheet with analytics.

Everything is created automatically β€” no manual formatting required.

Everything was clear?

How can we improve it?

Thanks for your feedback!

SectionΒ 2. ChapterΒ 3

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bookAutomate Excel Dashboards with Claude & MCP

Let's explore two powerful ways to work with Excel files:

  1. Python scripts using the openpyxl library;
  2. Real-time interaction via the Excel MCP server.

All tasks are based on the same dataset:

Build an Excel Dashboard Using Python

Let's start by converting the CSV file into .xlsx format using Python.

Then:

After execution, check the Desktop for the file sales_dataset_large.xlsx β€” all columns and data should be preserved.

Now let's build a dashboard directly inside that Excel file using openpyxl.

Then

This script adds a new sheet with analytics.

Everything is created automatically β€” no manual formatting required.

Everything was clear?

How can we improve it?

Thanks for your feedback!

SectionΒ 2. ChapterΒ 3
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