Turn spreadsheets into dashboards without building Power BI reports

This guide shows how to go from a simple spreadsheet to a clear, clickable dashboard in Sheetavo. You do not need to learn Power BI or hire a BI team.

Who this is for

Anyone who keeps numbers in Excel or Google Sheets and needs to share them as dashboards: founders, finance leads, marketing managers, ops teams, and analysts.

Step 1: Prepare your spreadsheet

• Put column names in the first row (for example: Date, Channel, Spend, Revenue).
• Keep one header row and one row per record.
• Make sure number columns are really numbers, not text.

Step 2: Add your sheet to Sheetavo

1. Sign in to Sheetavo and click “Create dashboard”.
2. Upload your Excel file or connect your Google Sheet.
3. Choose the sheet or range that contains your data.

Step 3: Let Sheetavo build the dashboard

Sheetavo reads your columns, detects dates and measures, and builds an initial dashboard with charts, KPI cards, and a data table. You can reorder sections, rename views, and adjust chart types without writing any code.

Step 4: Get AI insights

Turn on AI insights to highlight trends, anomalies, and recommendations. Sheetavo explains what changed in plain language so anyone can understand the story in the data.

Step 5: Share or present

• Share a secure link so others can explore the dashboard with filters.
• Use Present mode to step through charts on a big screen.
• Export to PDF or CSV if you need a file for email or backup.