How DataPilot works.

DataPilot transforms every sheet in your CSV or Excel file into a complete interactive dashboard, with every displayed value calculated directly from your data.

01

Upload Excel or CSV

Upload a CSV or Excel file up to 50 MB. You can optionally add a short description to provide additional context about your data or what you want to explore.

02

Validate file and structure

Your file is validated for format, size and basic structure before processing begins. Unsupported or empty files are rejected immediately.

03

Process every sheet independently

Each sheet is processed in full, with no sampling. Columns, data types, values and overall structure are evaluated independently, ensuring nothing is merged, filtered or omitted across sheets.

04

Build the dashboard structure

For every sheet, the most appropriate KPIs, charts and insights are selected based on the available data. Sheets without numeric data receive dashboards built around meaningful category breakdowns instead.

05

Calculate every value

Every KPI, chart and metric is calculated directly from your data. Totals, averages, counts and breakdowns are computed programmatically, ensuring every displayed value is based on the source data.

06

Open your dashboard

Your completed dashboard opens in a new browser tab. Multi-sheet files automatically receive a dedicated dashboard for each sheet, including summaries, KPIs, charts and supporting insights.

07

Share securely

Dashboards can be shared using a private link together with a unique 20-character access key. QR codes contain only the link — the access key is never embedded.

08

Automatic access expiry

Shared dashboards expire automatically after 48 hours. Access can also be disabled or revoked through administrative controls when required.

09

Operational notes

  • Every sheet is processed in full — no sampling.
  • Every displayed value is calculated directly from your data.
  • No original file is stored after processing.
  • Secure sharing requires both the private link and access key.
  • QR codes contain only the share link, never the access key.
  • Sheets without numeric columns receive category-based dashboards instead of KPI-driven dashboards.
  • PDF export is currently unavailable. Use the secure share link to provide access instead.

Try DataPilot

Upload CSV or Excel data and get a complete, AI-planned dashboard for every sheet, ready to share securely.

Open DataPilot →