Turn a raw spreadsheet into a live dashboard
Drop an export into Claude and get back an interactive dashboard — charts, filters and KPIs — built as an artifact you can share with a link, no BI tool required.
What this looks like
One step on screen at a time. Read it, do it, tap Next.
Turn a raw spreadsheet into a live dashboard
Step 1 of 8
Understand what Claude builds for you
When you ask Claude to visualise data it uses the analysis tool (it runs code against your file) and renders the result as an artifact — a self-contained interactive page that sits next to y
Checkpoint
You can say what an artifact is in one sentence: a live page Claude builds and you can share.
Before you begin
Tick these off as you sort them. Stopping halfway to create an account is how a fifteen-minute build becomes an hour.
0 of 6 ready
Ticks are saved on this device, so you can come back to them.
- Account
Free works for small files. A paid plan (Pro, Max, Team) gives you the longer conversations and larger uploads a real dashboard session needs.
- Have ready
A CSV or Excel export from your sales tool, accounts package or spreadsheet. Something with dates and numbers — revenue by month, tickets by week, signups by channel.
- Know-how
A dashboard is only useful if it answers your real questions. Write down the three numbers you look up most often — they become the top row of the dashboard.
The basics — ticked once, remembered everywhere
- Account
Either the hosted version or a self-hosted install. Everything here works the same on both — the only visible difference is the shape of your webhook URLs.
Create a workspace - Know-how
Adding a node, connecting two of them, and pressing Execute. If any of that is new, the free primer covers it in about ten minutes.
- Credential
You will paste at least one secret during setup. A password manager beats a notes app, and it stops you pasting a live key into a chat window by accident.
The shape of the setup
The Claude features you will touch, left to right, in the order you use them.
What you will build
Jump straight to any step, or print the list and tick it off beside your Claude tab.
If something goes wrong
Everything ready?
Start walkthrough