Data Import Guide
Import data from CSV, Excel, JSON, and PDF files into Dashboard Maker AI.
CSV Import
CSV is the most common format for importing structured data.
Import methods:
- Drag and drop — Drag a .csv file onto the dashboard canvas. A new CSV container is created automatically.
- File browser — Click the "Import" button in the toolbar, select "CSV," and browse for your file.
- Paste data — Copy CSV text from a spreadsheet and paste directly into a CSV container's editor.
- AI Chat — Paste your CSV data in the chat and say "Create a chart from this data."
Supported delimiters:
- Comma (
,) — default - Semicolon (
;) — common in European locales - Tab (
\t) — TSV files
Tip: The auto-detect feature identifies the delimiter automatically. If detection fails, you can set it manually in the container settings.
Excel Import
Import .xlsx and .xls files with full sheet support.
- Drag and drop — Drag an Excel file onto the canvas.
- File browser — Use the Import button and select "Excel."
- The file loads with all sheets available as tabs.
- Select a sheet to use as the data source for visualizations.
Note: Formulas are evaluated at import time. Live formula recalculation is not supported — the imported data reflects the last saved values.
JSON Import
Import structured JSON data — arrays of objects, nested structures, or raw arrays.
Supported formats:
// Array of objects (most common)
[
{ "name": "Alice", "sales": 45000 },
{ "name": "Bob", "sales": 52000 }
]
// Nested structure
{
"metadata": { "title": "Sales Report" },
"data": [
{ "region": "North", "revenue": 120000 }
]
}
// Simple array
[10, 25, 30, 45, 60]
- Paste JSON directly into a container editor, or drag a .json file onto the canvas.
- The AI can parse JSON from the chat — paste your data and ask for a visualization.
- For nested JSON, specify the data path: "Use the
datafield for the chart."
PDF Import
Import PDF documents and automatically extract tables and text data.
- Drag a PDF file onto the canvas or use the Import button.
- Tables within the PDF are automatically detected and extracted.
- Extracted data can be used to generate charts and visualizations.
- The original PDF can also be embedded as a PDF container for reference.
Note: Table extraction accuracy depends on the PDF structure. Scanned images within PDFs require OCR and may have lower accuracy.
Visualizing Imported Data
After importing data, you can quickly generate visualizations:
- Auto-visualize — Click the chart icon on a CSV/Excel container to auto-generate a chart based on the data structure.
- AI-assisted — Tell the AI: "Create a visualization from the imported CSV data" and it will choose the best chart type.
- Manual — Reference imported data in any container type by using the data reference syntax.
Tip: The AI analyzes column types (numeric, categorical, temporal) to suggest the most appropriate visualization. You can always change the chart type afterward.