原文核对:2026-10-13 · 中文正文 · 英文提示词与演示
场景定位
让 ChatGPT Work 把电子表格转成私有的交互式 Site,按计划检查源数据,并提醒你关注重要变化。
- 难度
- 入门
- 时间跨度
- 30 分钟
适合用于
- 从电子表格或销售导出数据构建交互式仪表盘。
- 持续更新仪表盘,无需手动检查源数据。
相关工具
起步提示词
英文原文 · 可复制后按实际材料修改
Use @Sites and @google-drive to turn my latest sales data into a private, interactive dashboard. Use the spreadsheets or CSVs I attach, or the exact Google Drive or Google Sheets URL I paste into this chat. If I have not attached a file or provided a source URL, ask me for one instead of guessing.
Show revenue, customer segments, changes over time, and anything unusual. Include clear charts, date and segment filters, when the source was last updated, and the calculations behind the results. Check for missing rows, unmatched records, and inconsistent dates, and explain anything that could change the answer.
Check the approved source every weekday morning. Update the dashboard when the data changes, and notify me only when there is a meaningful change, a data-quality problem, or something I need to review. If nothing important has changed, do not send an update.
Show me the dashboard for review. Keep it private, and do not publish it, share it, change its permissions, or contact anyone without my approval.开始之前
上传 CSV 或电子表格,或连接 Google Drive 并把准确的 Google Drive 或 Google Sheets 链接粘贴到对话中。Sites 可以将这些来源转成私有的交互式仪表盘,无需发布站点或公开数据。
你可以在浏览器或桌面应用的 ChatGPT Work 中构建仪表盘。如果希望笔记本关机后仍执行定时检查,应在浏览器中启动任务。桌面任务则要求电脑开机、桌面应用保持运行。
你会得到什么
ChatGPT 检查源数据、创建仪表盘,并展示图表背后的数字。此示例使用虚构的季度销售导出数据、客户分群映射和代表性仪表盘预览。它区分金额变化最大和百分比变化最大的项目,并指出无法匹配客户分群的一笔订单。
查看官方对话演示(英文)
ChatGPT Work conversation showing sales data, a private interactive dashboard, and a weekday refresh schedule.
工作原理
- 连接来源:上传销售导出文件或电子表格,或提供获准使用的 Google Sheet、Google Drive 文件的准确链接。ChatGPT 在得出结论前检查列、日期和客户记录。
- 构建仪表盘:Sites 将结果转成私有的交互式仪表盘,包含图表、筛选器、源数据更新时间和支持计算。
- 保持更新:定时 ChatGPT Work 任务在每个工作日检查获准来源,在数据变化时更新仪表盘。站点本身不负责运行定时任务。
- 只提示重要事项:要求 ChatGPT 提醒异常变化、缺失记录或需要审阅的决策。如果没有重要变化,应保持安静。
- 分享前审阅:先检查仪表盘;批准访问权限变更后,再让 ChatGPT 分享给指定人员。
分享仪表盘
审阅完成后,可以让 ChatGPT 向指定人员分享仪表盘,或向工作区开放。也可以直接在 Sites 中管理权限。要求 ChatGPT 展示当前共享设置,并在邀请他人、发布仪表盘或改变可见性之前等待你的批准。
官方提示词
英文原文 · 可复制后按实际材料修改
Share this dashboard with [name or email]. Show me the current access settings, who will be able to view it, and the dashboard link first. Wait for my approval before changing access or sending an invitation.共享选项和工作区访问方式请参阅 Sites 文档。
进一步使用
更改仪表盘跟踪的内容
官方提示词
英文原文 · 可复制后按实际材料修改
Update this dashboard to show revenue by customer segment and region. Include the change from the previous period, the source freshness, a filter for each region, and any records that could not be matched. Keep the dashboard private.设置更有用的提醒
官方提示词
英文原文 · 可复制后按实际材料修改
When you refresh the dashboard, notify me only if a customer segment changes by more than 15%, a source has stopped updating, or records cannot be matched. Show the change, link it to the source, and tell me what needs review. Do not message me if nothing meets those conditions.准备每周更新
官方提示词
英文原文 · 可复制后按实际材料修改
Every Friday, prepare a short update using the latest dashboard. Include what changed, the most useful chart, any data-quality caveats, and the decisions that need attention. Save it for my review without sending it to anyone.展开英文原文对照
Ask ChatGPT Work to turn your spreadsheets into a private, interactive Site, check the source data on a schedule, and flag the changes that need your attention.
Before you start
Attach a CSV or spreadsheet, or connect Google Drive and paste the exact Google Drive or Google Sheets URL into the chat. Sites can turn those sources into a private, interactive dashboard without publishing it or making your data public.
You can build the dashboard in ChatGPT Work in the browser or desktop app. For a scheduled check that continues when your laptop is off, start the task in the browser. A desktop-based task requires your computer to be on and the desktop app to be running.
What to expect
ChatGPT checks the source data, creates a dashboard, and shows the numbers behind the charts. This example uses fictional quarterly sales exports, a customer-segment map, and a representative dashboard preview. It distinguishes the largest dollar change from the largest percentage change and flags an order that cannot be matched to a customer segment.
查看官方对话演示(英文)
ChatGPT Work conversation showing sales data, a private interactive dashboard, and a weekday refresh schedule.
How it works
- Connect the source: attach a sales export or spreadsheet, or paste the exact link to an approved Google Sheet or Google Drive file. ChatGPT checks the columns, dates, and customer records before drawing conclusions.
- Build the dashboard: Sites turns the results into a private, interactive dashboard with charts, filters, source freshness, and supporting calculations.
- Keep it current: a scheduled ChatGPT Work task checks the approved source each weekday and updates the dashboard when the data changes. The site does not run the schedule itself.
- Only surface what matters: ask ChatGPT to flag unusual changes, missing records, or decisions that need review. If nothing important changes, it should stay quiet.
- Review before sharing: inspect the dashboard first. Ask ChatGPT to share it with specific people only after you approve the access change.
Share the dashboard
After reviewing the dashboard, ask ChatGPT to share it with specific people or make it available to your workspace. You can also manage access directly in Sites. Ask ChatGPT to show the current sharing settings and wait for your approval before inviting anyone, publishing the dashboard, or changing its visibility.
官方提示词
英文原文 · 可复制后按实际材料修改
Share this dashboard with [name or email]. Show me the current access settings, who will be able to view it, and the dashboard link first. Wait for my approval before changing access or sending an invitation.See the Sites documentation for sharing options and workspace access.
Take it further
Change what the dashboard tracks
官方提示词
英文原文 · 可复制后按实际材料修改
Update this dashboard to show revenue by customer segment and region. Include the change from the previous period, the source freshness, a filter for each region, and any records that could not be matched. Keep the dashboard private.Set a more useful alert
官方提示词
英文原文 · 可复制后按实际材料修改
When you refresh the dashboard, notify me only if a customer segment changes by more than 15%, a source has stopped updating, or records cannot be matched. Show the change, link it to the source, and tell me what needs review. Do not message me if nothing meets those conditions.Prepare a weekly update
官方提示词
英文原文 · 可复制后按实际材料修改
Every Friday, prepare a short update using the latest dashboard. Include what changed, the most useful chart, any data-quality caveats, and the decisions that need attention. Save it for my review without sending it to anyone.