Getting Started

Quick Start Guide

Upload your Excel or CSV file and get a professional data report — in under 10 minutes, no coding required.

ℹ️
ℹ️ Prerequisites
  • • A free ExcelDashboard AI account (takes 30 seconds, no credit card needed)
  • • An Excel (.xlsx / .xls) or CSV file with your data

Method 1: Upload Excel / CSV → Generate Report

The main workflow — upload your data file and get a complete professional report.

1

Upload your Excel file

Click "New Chat" and drag & drop your .xlsx, .xls, or .csv file. Supports up to 500,000 rows.

💡 Tip: Works best with clear column headers in row 1 and one value type per column.
2

AI analyzes your data and builds charts

AI reads your data structure, identifies key metrics and trends, and generates relevant charts and KPI cards in 10–60 seconds.

💡 Tip: The AI automatically detects date columns, numerical metrics, and categorical dimensions — no configuration needed.
3

Ask follow-up questions

Use natural language to dig deeper: "Show Q1 vs Q2 revenue by product" or "Add a gross margin KPI card." AI updates the analysis instantly.

💡 Tip: Each follow-up question refines or adds content — the AI remembers your data context throughout the session.
4

Generate full report and export

Click "Generate Report". AI packages all charts and analysis into a 20+ page professional report. Export as PPT / Word / Excel in one click.

💡 Tip: Exported PPT and Word files are fully editable — customize fonts, colors, and layout after download.

Method 2: Screenshot or Text → Editable PPT

Already have an existing report or chart? Turn it into a fully editable file instantly.

1

Upload screenshot or paste text

Upload a screenshot of an existing report or chart, or paste table data and text content directly into the chat.

💡 Tip: Works with screenshots of charts, tables, and text-based reports — including competitor reports or internal PDFs.
2

AI rebuilds as editable content

AI identifies charts and data in the image, then generates fully editable PPT slides or chart components that match the original.

💡 Tip: The output is a live chart you can change data values and styles on — not just a copy of the image.
3

Edit and export

Adjust data values, change chart types, update colors, and export as PPT / Word / Excel.

💡 Tip: Great for recreating competitor benchmarks or re-using a slide template without manual redrawing.

What a Generated Report Includes

Executive summary (1–2 pages)
Data overview and key metrics
KPI cards with period-over-period change
Trend charts with AI commentary
Multi-dimensional breakdowns
Anomaly detection and alerts
Rankings and benchmark tables
Strategic recommendations
Full data tables as appendix
Export-ready PPT / Word / Excel

Common Excel File Examples

📋 Sales Data
Columns: Date, Product, Region, Sales Amount, Units Sold
AI generates: Revenue trend line, sales by region bar chart, product breakdown pie chart, rep performance ranking
📋 E-commerce Operations
Columns: SKU, GMV, Orders, Conversion Rate, Ad Spend, ROI
AI generates: GMV trend, SKU ranking, channel ROI comparison, conversion funnel KPIs
📋 Marketing Campaigns
Columns: Campaign, Channel, Spend, Clicks, Conversions, Revenue
AI generates: ROI by channel, conversion funnel, spend vs revenue scatter, budget allocation
📋 Financial P&L
Columns: Month, Revenue, COGS, Gross Profit, Operating Expenses, Net Income
AI generates: P&L waterfall, monthly trend, margin KPI cards, budget vs actual
Upload Your Excel File Now →File Requirements & Limits
← IntroductionUpload Your Excel File →