- In short
- Builds one of four ready dashboard layouts (Executive, Sales, HR, Finance) from the selected data. A new dashboard sheet with a single fitted PNG + a B1 trigger. The source table is left as it is; Undo Last brings it back if needed. The whole operation happens locally; nothing is sent anywhere.
What it is for
Opens the builder to create one of 4 premium dashboards.
When to use it
It earns its place whenever you have to turn raw data into a one-screen executive dashboard with an interactive period picker.
Example scenarios
- Turn raw data into a one-screen executive dashboard with an interactive period picker.
What it needs
Visual builder wizard + a source table; domain-aware auto-mapping + a read-only confirm screen. Supported data types: text, number, date (by selection).
How to use it
- Select the range to work on.
- Run Create Dashboard from the Dashboard group on the XLMind Plus tab.
- Confirm; a new dashboard sheet with a single fitted PNG + a B1 trigger.
What it produces
A new dashboard sheet with a single fitted PNG + a B1 trigger.
Source data
The dashboard is built in a new area; the source data is unchanged.
How it differs from similar tools
Where manual cleanup goes cell by cell, this runs one complete pass and leaves a single, fully reversible change behind.
Good to know
No special preconditions.
Limitations
No special preconditions.
Frequently asked questions
- Where does the result go?
- A new dashboard sheet with a single fitted PNG + a B1 trigger. Nothing is written on the sheet holding your source table.
- What happens to invalid or unexpected values?
- Falls back to native writer on any failure.
- How are blank cells handled?
- Semantic detection; honest empty.
- Does the result stay linked to the source?
- No, the output is static; rerun the tool after changing the source data for a current view.
- Any known limits?
- No special preconditions.
Works well with
- As an alternative, use Create Report
- Often used alongside this tool: KPI Cards
- As a preparation step, try Data Profile
Your Excel data is processed on your own computer and is not shared with AI services. The limited data needed for licensing, sales and support is held on our infrastructure in Türkiye.