SIR | Smart Insight Report

Chart Title (optional)

Chart Type

Metric

Numeric Column

Group By

Compare By (optional)

Chart Color

Group By (X-Axis)

Secondary Group By

Bar Series (Primary Y-Axis)

Series Name

Metric

Numeric Column

Color

Line Series

Series Name

Metric

Numeric Column

Color

Use Secondary Y-Axis

Limit Results

Chart Width

Show Labels

Show Legend

Label Format

Label Position

Core Features

These are the fundamental functions central to the dashboard's purpose.

Data Import & Setup: Load data from Excel (.xlsx) or CSV (.csv) files via a guided wizard that helps configure columns and data types.
Dynamic Charting: Interactively create and edit various visualizations (Bar, Pie, Line, Combo charts) to analyze the data.
Interactive Data Table & Filtering: View, sort, and search the data in a table. Apply filters through easy-to-use dropdowns and a main search bar.
Versatile Exporting: Export the dashboard view as a PDF or PNG image, and export the raw data (full or filtered) to an Excel file.

Optional & Advanced Features

These are powerful enhancements for deeper analysis and a customized user experience.

Calculated Fields: Create new columns by combining text or performing mathematical operations on existing columns without altering the source file.
Matrix View (Pivot Table): Create a pivot table to perform multi-dimensional analysis, with values calculated as counts, sums, or averages, and visualized with a heatmap.
Advanced Search Builder: Construct complex, multi-rule queries (e.g., (Status = 'Closed' AND Priority = 'High')) to precisely isolate data. This can be applied globally or to individual charts.
Draggable Table Columns: Physically drag and drop columns in the data table to create a fully custom column order for your report.
Full Session Persistence: Save your entire workspace—including all charts, filters, and custom column order—to a single .json file to resume your work later or share your exact view with others.
UI Customization: Switch between Light/Pastel/Dark themes and toggle different page layouts to optimize your screen space and viewing preference.

Rows

Columns

Values

Please select Rows and Columns to build the matrix.

Upload Your Data File

Select Sheet to Import

Column Configuration

Create New Chart

Bar Series (Primary Y-Axis)

Line Series

Advanced Search

Smart Insight Report (SIR)

Core Features

Optional & Advanced Features

Matrix View

Filters & Limits

Filters

Calculated Fields