Dashboardx Designer Overview

Welcome to Dashboardx Designer – the intuitive, no-code platform that transforms spreadsheet data into professional dashboards. This overview will introduce you to the core concepts and capabilities of our application.

What is Dashboardx Designer?

Dashboardx Designer is a desktop application that bridges the gap between spreadsheet data and visual analytics. It is built around the spreadsheet skills you already have: anyone comfortable with a basic spreadsheet can put together a sophisticated, interactive dashboard without writing a single line of code.

What's new in v2.1.0

A table in your spreadsheet is now a first-class source for a dataset — and a dataset can follow the rows your filters leave visible:

• Datasets from tables — select a table, or a filtered range, and create a dataset where it sits; one table maps to one dataset, with the first row as field names. See Datasets.
• Datasets that follow filters — adjust a filter, hide rows or sort, and the dataset reads the new visible rows; a view with no visible rows is reported before an empty dataset is created.
• Editable field types — right-click a dataset field to change its type, without a formula workaround.
• Cycle-aware binding — the blanket ban on slice-derived datasets is replaced by cycle detection; a binding is refused only when it would form a real loop. See Data Binding.
• Agents on tables — creating tables, changing them and setting filters are on the tool surface the agents use.

The agent team, Plan Mode and workspaces introduced in v2.0.0 are still here. The full release history is in What's new.

Key Benefits

• Spreadsheet-first: no data-analysis background required — if you can use Excel or WPS, you already have what it takes
• No-Code Design: Build complex visualizations through an intuitive drag-and-drop interface
• Privacy Assured: Data processing happens on your device by default — the one exception is what goes to the model provider you configured when you ask an agent to work
• Professional Results: Create presentation-ready dashboards from 20 chart types, input controls, KPI and display widgets, decorative frames, and advanced styling options

Core Architecture

Dashboardx Designer is built around three perspectives that carry you through the work, plus a way to show the result:

1. Data Perspective

The spreadsheet-like interface where you import, clean, and prepare your data. Maintain data integrity while exploring relationships between datasets.

2. Design Perspective

The canvas where you arrange widgets and create your dashboard layout. Drag-and-drop components with precision guides for professional arrangements.

3. Agent Perspective

The workspace where you describe the dashboard you want instead of assembling it by hand. Agents read your data, choose the charts, lay out the canvas, and review their own work — and you approve anything that changes your files. The Agent Dock keeps the same conversation beside your spreadsheet and canvas, and Plan Mode agrees the design before anything is built.

Presenting the result

Click Present and the dashboard opens in your browser, served from your own machine, and follows your edits live. Viewers can click charts and drive filters without touching your design, and nobody needs the Designer installed. See Presenting a Dashboard.

Key Features

Data Management

• Import data from Excel, CSV, and other spreadsheet formats
• Create visual datasets for component binding
• Real-time data updates and calculations
• Advanced data transformations and aggregations

Visual Design

• 20 chart types, 7 input controls, KPI and display widgets, and 16 decorative frames and edges
• 16 built-in themes - eight light and eight dark - set once on the canvas and followed by every widget
• Geographic maps and flow lines, with the basemap suggested from the geography in your column
• Polar and rectangular coordinate systems, and numeric or logarithmic axes
• Comprehensive styling options for every element, plus whole-dashboard and per-widget templates

Interactivity

• Slicing: click a bar or pick a value and the rest of the dashboard redraws around it
• Seven input controls - Select, Radio, Checkbox, Slider, Number Input, Date Picker and Range Picker - drive those filters
• Slice output feeds other widgets through a slice dataset, so one selection can power a whole page
• Presentation mode lets viewers explore the dashboard without changing your design
• Everything recalculates as you edit, through 500+ Excel-style formulas

Templates & Examples

• Pre-built templates for common use cases
• Example dashboards for inspiration
• Widget-specific templates
• Industry-specific solutions

System Requirements

Dashboardx Designer is currently available for macOS and Windows with the following requirements:

macOS

• Operating System: macOS 12.0 (Monterey) or later
• Processor: Apple Silicon
• Memory: 8 GB RAM minimum, 16 GB recommended
• Storage: 500 MB available space
• Display: 1280 × 800 resolution or higher

Windows

• Operating System: Windows 10 or later (Windows 11 recommended)
• Processor: Intel Core i5+ or equivalent AMD processor
• Memory: 8 GB RAM minimum, 16 GB recommended
• Storage: 500 MB available space
• Display: 1280 × 800 resolution or higher

Getting Started

Ready to begin? Follow these steps to create your first dashboard:

1. Download Dashboardx Designer for macOS or Windows
2. Launch the application and explore the interface
3. Import your data from Excel or CSV files
4. Create a new dashboard and add widgets
5. Customize the design with themes and styling
6. Test interactivity with filters and controls
7. Export or share your completed dashboard

Who Should Use Dashboardx Designer?

• Business Professionals — Create executive dashboards, sales reports, and performance metrics without relying on IT departments.

• Analysts & Data Scientists — Prototype visualizations quickly before implementing in more complex tools.

• Educators & Students — Teach data visualization concepts with an accessible, intuitive tool.

• Small Business Owners — Monitor key metrics and make data-driven decisions with custom dashboards.

• Consultants & Agencies — Deliver professional client reports with interactive elements.

Privacy & Security

Dashboardx Designer is built with privacy-by-design principles:

• Local Processing: spreadsheet calculation, datasets, chart rendering and presentation all run on your device
• One exception you control: when you ask an agent to do something, the request and the data it needs go from your machine to the model provider you configured, under your own account — that is the only outbound traffic the app generates
• No Cloud Storage: we have no servers that receive your content
• No Data Collection: We don't collect, use, store, or access your personal data
• Transparent Operations: Clear documentation of all data handling practices

For more details, see our Privacy Policy.

Next Steps

Now that you understand the basics of Dashboardx Designer, you can:

• Read our Quick Started guide for step-by-step instructions
• Learn about the Canvas and how to arrange your dashboard layout
• Explore different Widgets and visualization types
• Master Data Management techniques

Getting Help

• Documentation: This documentation site contains comprehensive guides
• In-App Help: Access tutorials and tips directly within the application
• Support: Contact our team through the Contact Us page
• Updates: Check for new features and improvements in the Mac App Store or Microsoft Store

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Dashboardx Designer – Turning Data into Decisions

Tip: Bookmark this documentation for quick reference as you explore Dashboardx Designer. The sidebar navigation will help you find specific topics quickly.