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Frequently Asked Questions
You can upload your dataset (CSV, Excel, or PBIP folders) from the main Workspace tab. Simply click on 'Upload Dataset' or drag and drop your file, and select your files to begin plan generation.
We currently support CSV, Microsoft Excel (.xlsx), and Power BI Project folders (.pbip) for offline and local rendering.
Navigate to the 'API Connector' panel in the workspace, enter your dynamic URL endpoint, select your authentication type (API Key, Basic, or None), and click sync to retrieve and flatten records in real-time.
Only you can access your saved dashboard plans under the 'My Dashboards' page. Admins can view general user directory logs but cannot inspect your private datasets or generated plan blueprints.
Once your dashboard plan is completed, select the card from the dashboards log and click the 'Download .PBIP' button on the details page. This exports the structured schema files directly to your computer.
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Submit a ticket and our engineering team will get back to you.