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Getting started

SheetPilot turns a spreadsheet into an interactive dashboard in your browser. There is nothing to install, no account to create, and your file is never uploaded.

Open your first sheet#

  1. Open SheetPilot and click Import sheet.
  2. Choose a file, or paste cells copied from Excel or Google Sheets. No file to hand? Click one of the samples: Tickets, Sales, Reviews, Customers or Salaries.

For the best results, upload the Excel (.xlsx) file rather than a CSV. An Excel file keeps your real formulas, every tab and proper dates, so SheetPilot can show how the numbers are calculated and check them. A CSV has only the final values, so formulas have to be guessed. From Google Sheets: File → Download → Microsoft Excel (.xlsx).

  1. Click Import.
The import dialog
The import dialog

You land on the Dashboard tab, with a short box at the top: How I read your sheet. Check it looks right and click Looks right, or click Adjust to change anything. See How SheetPilot reads your sheet.

What you get#

  • Key numbers and findings in plain language.
  • A comparison chart (for example, average resolution time by priority). Click a bar to filter everything.
  • A trend over time, a distribution, and a list of the rows that need attention.
  • A heatmap when the sheet has scored criteria.
  • A How the sheet works section with the formulas and data checks.
A dashboard built from a sample support-ticket sheet
A dashboard built from a sample support-ticket sheet

The four tabs#

Tab What it is for
Dashboard The overview. Filter, compare, restyle (palette icon), export and share.
Reminders Dates that need attention, if your sheet has follow-up or review dates. See Reminders and the table.
Table Your rows, editable, with search and sorting.
Setup Change how the sheet is read, and the type of each column.

Your sheets are saved in your browser#

Imported sheets are kept in your browser's storage on this computer, so they are still there next time. They are not synced between devices. Use Export to keep a copy (see Export and share), and note that clearing your browser's site data removes them.

Next: How SheetPilot reads your sheet.

Still stuck? Check the FAQ, or ask on GitHub.