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Data Formatting Guidelines
Proper data formatting
To ensure Excel Dashboard Ai performs data analysis and visualization accurately and efficiently, data should be clean and structured. Here are some best practices:
✔ Column Headers: Descriptive field names should be placed at the top of each column.
✔ Tabulation: Your data should be neatly recorded under the field names.
✔ Universality: Opt for simple and widely recognized terms when naming fields, avoiding industry-specific or company-specific jargon.
Improper data formatting
Excel Dashboard Ai may struggle to analyze or convert complex spreadsheets or data in irregular formats. Here are some common issues to avoid:
❌ Multiple data regions: Your spreadsheet should not have multiple data areas.
❌ Multiple tables: Similarly, the worksheet you upload should not contain multiple tables.
❌ Blank rows: Ensure there are no empty rows (or columns).
Financial statements that include multiple sections should be reorganized into a clear, tabular format.
Invoicing spreadsheets that aren't laid out in a simple table format and include multiple sections and blank rows don't work well with Excel Dashboard Ai.