Use a reporting skill to create complex Spreadsheets in Business Central (Advanced Spreadsheets)
Advanced Spreadsheets and Reporting app for Business Central: AI reporting skills let an agent build dashboards in spreadsheets connected to BC data. The app includes 15 generic skills, is free in a sandbox, and needs your own API key (ChatGPT, Claude or others) for the agent.
- Introduction to advanced spreadsheets and reporting app
- Skills concept and built-in templates
- Creating a new spreadsheet with the agent
- Watching the agent build the dashboard
- Preview and modern templating approach
- How to access and use the app
Overview
Erik Hougaard demonstrates the Advanced Spreadsheets and Reporting app for Business Central, where spreadsheets are connected to Business Central data. Instead of saving templates manually, users pick a skill, which is a set of instructions for the AI, and say what the report should contain.
The demo creates a new spreadsheet with the agent and shows it building a dashboard with KPI boxes, financial charts and analysis sections. The agent works with the spreadsheet the way a user would. The video closes with how to get and use the app, including the bring your own key requirement.
Key points
- The app builds spreadsheets connected with Business Central data.
- It ships with about 15 generic skills, including executive summaries, GL exception dashboard, ratio dashboard, budget versus actual and benchmarking dashboards.
- A skill is a set of instructions for the AI to build a report or dashboard; you no longer necessarily have to save a template, though templates are still supported.
- You can build your own skills or edit the bundled skills to fit your needs.
- You can give the agent specific instructions or let it use the skill defaults.
- The demo shows the agent building an executive summary dashboard with KPI boxes, revenue actual versus budget, a profit bridge, financial position and an analysis section.
- The app is free to use in a sandbox.
Features
| Feature | Status | At |
|---|---|---|
| Advanced Spreadsheets and Reporting App | status not stated, demoed | 0:13 |
| AI-powered Reporting Skills | status not stated, demoed | 0:37 |
| Built-in Skill Templates | status not stated | 0:47 |
| Agent-driven Spreadsheet Building | status not stated, demoed | 1:52 |
| Bring Your Own Key Support | status not stated | 4:35 |
Quotes
- 0:13 “here is the advanced spreadsheets and reporting app for Business Central, which is an app where you build spreadsheets that are connected with Business”
- 0:37 “now with ai what we actually use is something called a skill and the skill is let me show you is a”
- 0:47 “the app comes built with I think there’s 15 different generic skills, uh executive summaries, a GL exception dashboard, driver bi uh ratio dashboard,”
- 1:15 “You can build your own skill. You can go in and you can edit uh the bundle skills here to to fit what you”
- 2:41 “the agent is is working with the spreadsheet just as you would”
Disclaimers in the video
- 4:35 other: The app is free to use in a sandbox. In order to use the agent, you have to bring your API key from ChatGPT or Claude or whatever is your taste
Presenters (as heard): Eric.