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22 · Build with Codex

Build Business Dashboards & Reports with Codex

Use Codex to turn business data into interactive dashboards, KPI reports, visualizations, and automated management summaries.

Duration2 daysLevelBeginner–IntermediateCourse tierGeneralEnglish · Español · Português
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Course overview

Use Codex to turn business data into interactive dashboards, KPI reports, visualizations, and automated management summaries. During this 2-day instructor-led course, you work through the practical problem behind this work with OpenAI Codex as a guided coding and workflow assistant. You begin by defining the intended outcome, users, inputs, constraints, and success checks. With starter materials and instructor demonstrations, you build Business dashboard and reporting toolkit., so you can inspect Codex’s suggestions and explain how the result works. Exercises use fictional or approved sample data; keep sensitive records, passwords, and keys out of prompts and source files. The final workshop checks functionality, calculations, edge cases, and output clarity. The course is designed for Managers, analysts, finance, sales, operations.. Prerequisites: Basic spreadsheet knowledge.. You leave with project files where appropriate, reusable prompts, exercises, reference notes, and an adaptation checklist. The result is a learning prototype rather than automatically production-ready software; further security, deployment, accessibility, and maintenance review may be required before live use.

Every course follows the same practical path:

The Copiloted Build Method

  1. 01Discover

    Choose a real work problem or opportunity.

  2. 02Design

    Define requirements, inputs, constraints, and success checks.

  3. 03Build

    Use OpenAI Codex to create a practical solution.

  4. 04Validate

    Test behavior, calculations, privacy, and security risks.

  5. 05Apply

    Plan how to adapt the deliverable at work.

Who should attend

  • Managers
  • analysts
  • finance
  • sales
  • operations.

Prerequisites

Basic spreadsheet knowledge.

Tools and access

OpenAI Codex, a browser, and the course-specific applications listed in the curriculum. Our instructors explain setup, access, and any usage limits. Use fictional or approved information only.

Participants need access to OpenAI Codex through an account and plan suitable for the exercises. Access and usage may involve separate provider charges; plans and limits vary. We will confirm the setup before training. Never share passwords, API keys, or secrets in prompts.

What you will learn

  1. Define KPIs in a guided exercise, then verify and explain the result
  2. Clean data in a guided exercise, then verify and explain the result
  3. Validate inputs in a guided exercise, then verify and explain the result
  4. Generate calculations in a guided exercise, then verify and explain the result
  5. Create charts in a guided exercise, then verify and explain the result
  6. Build dashboards in a guided exercise, then verify and explain the result
  7. Implement filters in a guided exercise, then verify and explain the result
  8. Automate a repeatable report with review checks
  9. Explain trends in a guided exercise, then verify and explain the result
  10. Verify accuracy in a guided exercise, then verify and explain the result

Complete curriculum

Six instructional hours, excluding breaks Day. Each module includes instructor-led teaching, practical demonstration, a guided exercise with OpenAI Codex, and verification of the work.

Day 1 · Six instructional hours, excluding breaks

Dashboard Development

Module 1 · 90 minutes

Reporting goals and KPIs.

  • Learn the workflow and business concepts behind Reporting goals and KPIs.
  • Follow an instructor demonstration using a fictional or approved sample scenario
  • Use OpenAI Codex in a guided exercise connected to Business dashboard and reporting toolkit.
  • Test the result, review errors and limitations, and record what needs human approval

Module 2 · 90 minutes

Codex-assisted data preparation.

  • Learn the workflow and business concepts behind Codex-assisted data preparation.
  • Follow an instructor demonstration using a fictional or approved sample scenario
  • Use OpenAI Codex in a guided exercise connected to Business dashboard and reporting toolkit.
  • Test the result, review errors and limitations, and record what needs human approval

Module 3 · 90 minutes

Charts, tables, filters, and dashboard design.

  • Learn the workflow and business concepts behind Charts, tables, filters, and dashboard design.
  • Follow an instructor demonstration using a fictional or approved sample scenario
  • Use OpenAI Codex in a guided exercise connected to Business dashboard and reporting toolkit.
  • Test the result, review errors and limitations, and record what needs human approval

Module 4 · 90 minutes

Lab: build a business dashboard.

  • Learn the workflow and business concepts behind Lab: build a business dashboard.
  • Follow an instructor demonstration using a fictional or approved sample scenario
  • Use OpenAI Codex in a guided exercise connected to Business dashboard and reporting toolkit.
  • Test the result, review errors and limitations, and record what needs human approval

Daily deliverable: Interactive dashboard prototype

Day 2 · Six instructional hours, excluding breaks

Reporting Automation

Module 5 · 90 minutes

Data refresh and reporting workflows.

  • Learn the workflow and business concepts behind Data refresh and reporting workflows.
  • Follow an instructor demonstration using a fictional or approved sample scenario
  • Use OpenAI Codex in a guided exercise connected to Business dashboard and reporting toolkit.
  • Test the result, review errors and limitations, and record what needs human approval

Module 6 · 90 minutes

Trends, variances, and scenarios.

  • Learn the workflow and business concepts behind Trends, variances, and scenarios.
  • Follow an instructor demonstration using a fictional or approved sample scenario
  • Use OpenAI Codex in a guided exercise connected to Business dashboard and reporting toolkit.
  • Test the result, review errors and limitations, and record what needs human approval

Module 7 · 90 minutes

Executive summaries and quality checks.

  • Learn the workflow and business concepts behind Executive summaries and quality checks.
  • Follow an instructor demonstration using a fictional or approved sample scenario
  • Use OpenAI Codex in a guided exercise connected to Business dashboard and reporting toolkit.
  • Test the result, review errors and limitations, and record what needs human approval

Module 8 · 90 minutes

Lab: complete an automated management dashboard.

  • Learn the workflow and business concepts behind Lab: complete an automated management dashboard.
  • Follow an instructor demonstration using a fictional or approved sample scenario
  • Use OpenAI Codex in a guided exercise connected to Business dashboard and reporting toolkit.
  • Test the result, review errors and limitations, and record what needs human approval

Daily deliverable: Business dashboard and reporting toolkit

Hands-on project

Use Codex to turn business data into interactive dashboards, KPI reports, visualizations, and automated management summaries. The guided capstone produces Business dashboard and reporting toolkit.. Participants use a defined problem, sample or approved data, and visible success checks; they inspect generated work, test likely failure cases, and document unresolved risks.

What you take home

  • Business dashboard and reporting toolkit.
  • Project files and source code where applicable
  • Reusable prompts, exercise materials, and reference notes
  • A practical checklist for adapting and validating the work

The workshop produces a learning prototype, not automatically production-ready software. Further security, deployment, accessibility, and maintenance review may be needed before live use.

Pricing

Individual · live online: US$895

Corporate · up to 10 people: US$6,000

Prices are in USD per course. Individual pricing is for live online training; corporate pricing covers up to 10 participants.

On-site delivery requires a custom quote. Travel and accommodation are separate.

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Instructor-led delivery

Private remote training is available, with on-site delivery discussed when required. The session language is agreed in advance. Public-course language depends on the scheduled session.

Course FAQs

What will I build?

The course project is Business dashboard and reporting toolkit.. You will work through it in guided stages and leave with the daily deliverables and a practical plan for adapting the result.

Do I need coding experience?

Basic spreadsheet knowledge. Our instructors use starter materials and explain Codex suggestions. Technical experience is helpful only where the course description requires it.

What Codex access and software do I need?

The course uses OpenAI Codex and the software named in the curriculum. Access may require a separate account or paid plan. We confirm setup and costs before training; never share credentials or API secrets.

Will the project be ready for production?

The workshop creates a tested learning prototype. Production use can require additional privacy, security, accessibility, deployment, and maintenance reviews.

Don't Just Learn AI. Build Something That Works.

Private remote training is available, with on-site delivery discussed when required. The session language is agreed in advance. Public-course language depends on the scheduled session.

Book a discovery call ↗

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