Getting Started
Upload Your Excel File
ExcelDashboard AI supports all standard Excel and CSV formats. Here's everything you need to know about file requirements, best practices, and data privacy.
Supported File Formats
.xlsx
Excel Workbook (2007+)
✓ Recommended
.xls
Excel 97–2003 Workbook
.csv
Comma-Separated Values
File Size & Sheet Limits
| Limit | Value | Notes |
|---|---|---|
| Max file size | 50 MB | Files larger than 50MB should be split into smaller segments |
| Max rows | 500,000 | Recommended: under 100,000 for best performance |
| Max columns | 500 | All columns are analyzed by AI |
| Sheets processed | Multiple sheets in one Excel file | Multiple files supported |
| Imported file count | Unlimited | Free and paid plans have no limit on the total number of imported files. |
| Files selected per analysis | 5 | Select up to 5 files for one analysis. |
Best Practices for Excel Files
Follow these guidelines to get the best AI-generated reports and charts:
✓
Use clear, descriptive column headers in row 1 (e.g., "Monthly Revenue", "Customer Region")✓
Keep data in a consistent format — one value type per column✓
Use standard date formats: YYYY-MM-DD, MM/DD/YYYY, or DD-Mon-YYYY✓
Remove merged cells and blank rows between data✗
Don't include charts, images, or complex formatting in the uploaded sheet✗
Don't use colored cell backgrounds to encode information (use a separate column instead)✗
Don't put totals/subtotals inline with the data — put them in a separate summary row at the bottomData Privacy & Security
Uploaded files are stored to support analysis and report generation.
Use the available data source and account controls to manage your content. For retention periods and the scope of deletion, contact [email protected].
For questions about security or AI service providers, review our Privacy Policy or contact [email protected].