Documentation & Help

Everything you need to master ExcelDash

Quick Start Guide

Quick Start Guide


Welcome to ExcelDash! Get your first dashboard up and running in minutes.


Step 1: Upload Your Data

  • Click "Upload File" and select an Excel (.xlsx, .xls) or CSV file
  • Or paste a Google Sheets link (ensure it's publicly accessible)
  • File size limit: 10MB for free tier

    • Step 2: AI Analysis

  • Our AI automatically analyzes your data structure
  • Detects key metrics, trends, and relationships
  • Suggests the best visualizations for your data

    • Step 3: Customize Your Dashboard

  • Drag and drop to reorder widgets
  • Change chart types with the dropdown menu
  • Add custom API widgets for real-time data
  • Apply filters to focus on specific data subsets

    • Step 4: Share & Collaborate

  • Click "Publish" to make your dashboard live
  • Generate shareable links with different permission levels
  • Export as PDF or embed in your website

    • Understanding Your Dashboard

    Understanding Your Dashboard


    Layout System

    Dashboards use a 12-column grid system that's fully responsive. Widgets automatically adjust to mobile, tablet, and desktop screens.


    Widget Types

  • **KPI Cards**: Single metric displays with growth indicators
  • **Charts**: Line, bar, pie, and area charts
  • **Data Tables**: Full data view with sorting and filtering
  • **Custom Widgets**: Connect to any REST API

    • Interactivity

  • Click column headers in data tables to sort
  • Use the filter builder to create complex queries
  • Hover over chart elements for detailed tooltips