Upload your CSV, Excel, XER, or any structured data file — we read your data, detect your columns automatically, and instantly generate ready-to-use dashboards. No configuration. No chart-building. Your insights are live the moment your file lands.
We built MyVisualDashboard around one principle: your data stays yours. Here's what makes us different from every other BI tool out there.
Upload your file, we parse it and build your dashboards — then it's gone. We hold zero copies on our servers. You stay in full custodianship of your data at all times. Export it as Excel anytime and import it back whenever you need it — you own the master copy, always.
Need a report format that doesn't exist yet? We build custom dashboards and analytical reports on request — tailored to your industry, your KPIs, and your stakeholder requirements. Just tell us what you need.
No data migration. No new software to learn. We support Primavera P6 XER exports, Excel XLSX workbooks, and CSV files out of the box — the same files you already work with every day.
Upload your file and your dashboards are ready in seconds — no API keys, no database connections, no consultant onboarding. If you can attach a file to an email, you can use MyVisualDashboard.
Most tools do finance or project management. We do both — income/expense analysis alongside full Gantt charts, milestone movement reports, and schedule analysis. One login, one upload, complete visibility.
Every dashboard and report is designed to print. Export Gantt charts to A3 PDF, save milestone movement reports, or print financial summaries — formatted precisely for client presentations and board reports.
Four steps — most of which happen automatically the moment your file is uploaded.
Drop a CSV or Excel (.xlsx) into your secure account. Six columns needed — Account, Category, Description, Date, Income, Expense. Headers found automatically.
Our engine scans your file, locates the header row regardless of where it sits, maps each column, parses every date format, and validates every row.
Cumulative Income vs Expense, Month on Month, ABC Pareto Analysis, Account Summary, and Top 10 Categories — all built instantly from your data.
Filter by account, category, and date range — all charts update instantly. Re-upload a new file to refresh all dashboards with the latest data.
No manual setup. No chart-picking. Watch how your raw Excel becomes live intelligence automatically.
CSV, XER or Excel with dashboard specific data
Header detection, column mapping, date parsing, validation.
Dashboards live with full filter controls — no setup needed
Every transaction processed. Every pattern surfaced. Five fully-built dashboards the moment your file lands — no setup, no chart-picking, no manual axis mapping.
Every feature is designed around one principle — your data drives everything, not the other way around.
Upload any CSV, XER or Excel (.xlsx) file with six columns. Headers can sit on any row. Extra columns are ignored. Only extracted data is stored — not your original file.
Upload triggers auto-built dashboards.
Every user has a separate, isolated data vault. Your dashboards are never visible to other users. Multiple people use the platform independently with their own data.
Every dashboard responds to filter selections in real time. Narrow by accounts, categories, and date range — all charts and tables update instantly without page reloads.
Data stored in isolated, user-specific directories. PHP execution inside the upload directory is blocked at the server level. Your data is yours and only yours.
Column headers can be on any row — row 1, 5, 7, anywhere in the first 30 rows. The parser scans, scores each row for column matches, and picks the best automatically.
Browse all auto-generated dashboards — see exactly what each chart shows, how filters work, and what insights you can extract from your data. For instance Financial data can be summarised into below listed dashboards.
Accounts are created by us and credentials shared directly with you. Contact us to get started →
Annual billing saves 20% — Basic: $76.80/yr ($6.40/mo) · Pro: $144/yr ($12/mo)
We create your account and send you your credentials directly. Tell us which plan suits you and which dashboard types you'd like (for Basic), and we'll have you set up within 1 business day.
We accept CSV (.csv) .XER and Excel (.xlsx) files currently.
Yes absolutely, you can either enter data or upload csv/xer/xlsx file and export it back into excel file depending on the dashboard type you are wanting to use.
No problem at all. Our auto-detection engine scans the first couple of rows of your file and picks the best header row automatically. Title blocks, report dates, blank rows, and any preamble above the data are silently skipped.
Typically under 3 seconds for files up to a few thousand rows. Larger files may take 5-7 seconds.
We take a fundamentally different approach — we don't store your data at all. When you upload a file, it is parsed on our server to generate your dashboards. Once you leave or refresh the page, that data is cleared. We hold no persistent copy. You remain the sole custodian of your data. Export it to Excel anytime, keep your own master copy, and re-upload whenever you need fresh dashboards. Your data never lives on our servers long-term, and other users cannot access it.
Yes. You can upload multiple data source files and create a separate dashboard set for each one. Dashboards are linked to the source file they were created from, so re-uploading updates that specific dashboard.
Dashboards are organised into two modules depending on the file you upload. Module 1 — Income / Expense Analysis and Module 2 - Project Management related dashboards
Yes. Some specific dashboard e.g. Income/Expense related dashboards has live filter controls — you can narrow by one or multiple accounts, one or multiple categories, and a custom date range. All charts and tables update instantly without reloading the page.
We accept DD-Mon-YYYY (31-May-2025), DD/MM/YYYY, YYYY-MM-DD, MM/DD/YYYY, and Excel serial date numbers. Mixed formats within the same file are handled correctly.
No. Column detection is fully automatic — upload your file and the dashboards are built instantly. However, your file does need to contain the right columns for each module. Not sure if your file is structured correctly? Download a sample file from our Sample Files page to see the exact format expected for each module — copy the structure, drop in your data, and upload.
Yes. Simply re-upload a new file under the same data source name and all linked dashboards refresh instantly from the new data. There is no need to rebuild or reconfigure anything.
File size limits depend on your plan. Basic plan users can upload standard-sized files suitable for most bank exports, accounting CSVs, and project schedules. Pro plan users receive a higher upload allowance for larger schedule files and multi-year datasets. Specific limits are displayed in your account settings once you're signed in.
MyVisualDashboard works in all modern browsers — Chrome, Firefox, Safari, Edge, and Opera. We recommend Chrome or Edge for the best chart rendering performance.
Dashboards are private to your account by default. Because we don't store your data on our servers, there is no persistent live link to share — your dashboard exists only for the duration of your session. To share your insights, generate a PDF report directly from any dashboard with the Print / Save PDF button and share that file with whoever needs it.
No, but you can request for a Demo
We accept Bank Transfer or payment via Visa or Mastercard.
Yes. Monthly plans can be cancelled at any time and your access continues until the end of the billing period. Annual plans can be cancelled with a pro-rated refund within 30 days of purchase.
Basic plan — AUD $8/month per user, or AUD $76.80/year per user on annual billing. Pro plan — AUD $15/month per user, or AUD $144/year per user on annual billing.
Currently each account is single-user.
Email us at admin@myvisualdashboard.com or use the Request Demo form above. We respond within 1 business day. Pro customers get priority response within 1 business day.
Visit the following URL in your browser to trigger the test: https://myvisualdashboard.com/pam_notify.php?token=yourSecretString for Personal Assets, or https://myvisualdashboard.com/bam_notify.php?token=yourSecretString for Business Assets. Now check the email you've set for notification. You must have received a notification if the conditions are met as set in the asset. Email do land up in spam folder sometimes.
Answer 02.
Answer 03.
Answer 04.
Answer 05.
Answer 06.
Answer 07.
Answer 08.
Answer 09.
Answer 10.