How DataPilot works.

DataPilot turns CSV and Excel files into structured summaries, dashboard data and protected dashboard snapshots.

01

Upload Excel or CSV

Upload a CSV or Excel file up to 50 MB. You can optionally describe what the file is about or what you want to find.

02

Validate file and structure

DataPilot checks file type, size and basic structure before processing starts. Unsupported or empty files are rejected before analysis.

03

Analyze the full dataset

The full dataset is processed without sampling. DataPilot classifies columns as measures, dimensions, time fields and identifiers using deterministic analysis, not AI guesswork.

04

Generate structured summary

The summary explains detected structure, key observations, quality findings, dashboard readiness and recommended dashboard focus.

05

Build dashboard

DataPilot creates a dashboard from the detected structure, including KPI cards, insight cards, chart-ready data, filters and a table preview when the data supports it.

06

Share securely with link, QR code and access key

Shared dashboards use a private link plus a 20-character access key. The QR code contains the link only, not the access key.

07

Access expires automatically

Shared dashboard access expires automatically after 48 hours and can be disabled or revoked by admin controls when required.

08

Review limitations and operational notes

  • Full dataset processing — no sampling.
  • Deterministic analysis — no AI guesswork.
  • No original file storage.
  • Secure sharing requires link + access key.
  • QR contains link only, not access key.
  • Some charts may not appear if the dataset lacks time fields, measures or dimensions.

Try DataPilot

Upload CSV or Excel data and generate a structured summary, dashboard and protected share snapshot.

Open DataPilot →