Turn a spreadsheet into a shareable dashboard
Use these guides to upload data, review charts, ask AI questions, export reports, connect data sources, and manage your account.
Before you begin
A few practical notes will make the docs easier to use.
- Use CSV, XLS, or XLSX files for local upload.
- Expect analysis time to vary by file size and plan limits.
- Review AI-generated summaries before sharing them.
- Check permissions before exporting or sharing business data.
Start
Create an account, upload a file, and understand the first dashboard.
Data
Manage datasets, inspect rows, and understand data quality.
Analyze
Use dashboards, charts, and AI to understand what changed.
Share and Admin
Export results, connect sources, and manage the workspace.
Export and Reports
Report formats, chart downloads, report review, and sharing reminders.
Read guideSharing
Public dashboard links, passwords, embeds, and safe external sharing.
Read guideIntegrations
Current import paths for files, URLs, S3, PostgreSQL, Google Drive, and Shopify — including S3 and Shopify setup guides.
Read guideBilling and Limits
Plan limits, AI credits, invoices, subscriptions, and upgrade prompts.
Read guideAccount and Team
Profile settings, security, preferences, workspaces, roles, and invitations.
Read guideStill need help?
Contact us with your workspace email, the dataset or connector involved, and what you expected to happen.
Contact support