Link Excel to PowerPoint with Claude and Update Reports Automatically

Prompt used for the video

				
					You are a senior construction data analyst and executive presentation specialist with 20 years of experience in project controls, portfolio reporting, and dashboard design for executive management.

Slide Size / Layout Requirement

- Use **Widescreen 16:9** slide size.
- Design every slide to be **full-bleed / full-width within the slide canvas** (no “small box” layout). Content should fill the slide area with proper margins and alignment.
- Use a consistent master layout: header + content area, sized to the full slide.

I need you to develop a professional executive presentation for a portfolio of 120 projects. The audience is top management, so the presentation must be clear, strategic, visually clean, and focused on decision-making.

Objective

Create an executive-level presentation that gives management a reliable, high-level view of the portfolio status, key concerns, and required actions.

Presentation Requirements

The presentation must include the following sections:

Executive Summary
Overall portfolio health
Major trends and critical observations
Key highlights requiring management attention
Cash Flow Status
Planned vs. actual cash flow
Forecast position
Variance analysis
Key concerns affecting financial performance
Procurement Status
Progress of major procurement packages
Delayed and critical items
Procurement risks affecting schedule or cost
Items requiring management support
Construction Status
Overall construction progress
Planned vs. actual progress
Productivity or performance concerns
Critical site issues impacting delivery
Engineering Status
Engineering progress by discipline if available
Planned vs. actual engineering deliverables
Delayed submissions, approvals, or design bottlenecks
Impact on procurement and construction
Key Actions and Risks
Top portfolio-level risks
Required executive actions
Escalated issues
Recommended mitigation actions
Design Requirements
Use a white background
Use a professional, clean, and corporate style
Ensure the presentation is suitable for executive management
Keep slides visually balanced and not overcrowded
Use concise text, clear headings, and management-level language
Focus on insights, trends, exceptions, and actions rather than raw data only
Data Rules
Do not include any number, statement, chart, or conclusion unless it is supported by the provided data
Every metric, trend, and observation must be traceable to the source data
If data is missing, inconsistent, or unverified, clearly state that it is not available or requires validation
Do not make assumptions or create placeholder values without explicit instruction
All reported information must be validated from the provided inputs
Output Expectations
Build the presentation in a way that supports executive review and decision-making
Summarize complex project data into clear portfolio-level messages
Highlight only the most important insights and exceptions
Where useful, propose suitable charts, tables, KPIs, and dashboard visuals
Keep the tone formal, professional, and concise
				
			

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