Getting Started
Use this workflow to go from a new account to a reviewed dashboard.
1
Create an account
Register, verify your email if prompted, and sign in to the dashboard.
2
Upload a dataset
Start with a CSV, XLS, or XLSX file that has clear column headers.
3
Wait for processing
Most small uploads finish in under 60 seconds. Larger files or connector imports may take longer.
4
Review the dashboard
Check generated charts, summaries, and data quality before sharing.
5
Ask a follow-up question
Use AI insights to investigate trends, outliers, or chart ideas.
6
Export or share
Create a report or share a dashboard when you are confident the results are ready.
Choose a Good First Dataset
- Use real column names instead of generic labels.
- Start with one table rather than multiple unrelated tables.
- Remove notes, totals rows, and blank sections before upload.
- Avoid sensitive or regulated data unless your plan or agreement allows it.
What To Review First
- Confirm the dataset name and selected worksheet are correct.
- Check whether processing completed successfully.
- Open the generated dashboard and scan the main charts.
- Use the data profile or explorer to check missing values.
- Ask AI a specific question about the trend or segment you care about.