Convert Static Reports to Dynamic Analytics
The PDF and image upload feature lets you transform static reports into interactive dashboards powered by your live data. Upload existing reports and watch Zoë recreate them with current metrics.
What You'll Learn
Upload PDF reports and dashboard images
Extract metrics and visualizations automatically
Generate live dashboards from static files
Customize your new interactive dashboards
Complete transformations in minutes
Quick Start: Uploading Your Files
Getting Reports Into Zoë
Transform static reports in seconds:
Click the Upload a File button at the bottom of the chat box
Select your PDF report or dashboard image
The file appears in your chat, ready for analysis
Ask Zoë to recreate it using your live data
Example: Upload a monthly PDF report and convert it to an interactive dashboard with current data.
Analyzing Your Uploaded Documents
Extracting Dashboard Elements
Once uploaded, Zoë automatically identifies:
What Zoë Recognizes:
Key metrics displayed in the report
Chart types and visualizations
Filters and dimensions used
Time periods and comparisons
Data relationships shown
Example Question: "Identify the key metrics in this PDF and build a dashboard using our existing data model"
The Recreation Process
Zoë follows these steps automatically:
Scans the Document - Identifies all metrics and visualizations
Maps to Your Data - Connects identified metrics to your data model
Recreates Charts - Builds each visualization with live data
Generates Dashboard - Assembles everything into an interactive dashboard
Enables Customization - Allows you to modify and enhance
Working with Your New Dashboard
Immediate Customization
After Zoë creates your dashboard:
You Can:
Add new filters and dimensions
Modify chart types
Include additional metrics
Adjust time ranges
Share with team members
The entire process typically takes about 3 minutes from upload to interactive dashboard.
Best Practices
File Preparation
For Best Results:
Use clear, readable PDFs with visible metrics
Ensure chart labels are legible
Include reports with standard visualizations
Upload files under 10MB for optimal performance
Effective Requests
Be Clear About Intent:
"Recreate this dashboard with current data"
"Build these charts using our metrics"
"Convert this PDF report to interactive visualizations"
Common Use Cases
Legacy Report Migration: "Convert this old PDF report into a live dashboard"
Vendor Report Recreation: "Build this third-party report using our internal data"
Quick Dashboard Replication: "Copy this dashboard design with updated metrics"
Presentation Conversion: "Turn this slide into an interactive dashboard"
Pro Tips
Multiple File Types
Supported Formats:
PDF reports and documents
PNG/JPG dashboard screenshots
Image files of charts or graphs
Presentation slides as images
Handling Complex Reports
For multi-page PDFs:
Zoë analyzes all pages
Identifies recurring patterns
Creates comprehensive dashboards
Maintains original report structure
What to Expect
Time Investment
Upload: 5 seconds
Analysis: 30-60 seconds
Dashboard Creation: 1-2 minutes
Total: Under 3 minutes
Output Quality
Zoë delivers:
Accurate metric recreation
Appropriate chart types
Proper time ranges
Interactive filters
Export capabilities
Troubleshooting
If metrics aren't recognized:
Ensure PDF text is selectable (not scanned)
Check that metric names are clearly visible
Verify your data model contains similar metrics
If dashboard isn't complete:
Some complex custom visualizations may need manual recreation
Verify all referenced data exists in your model
Ask Zoë to focus on specific sections
You're Ready!
Start by uploading a PDF report you frequently reference. Ask Zoë to recreate it with live data, then customize it to your needs. Transform static reports into dynamic insights in minutes.
Your first challenge: Find a PDF report on your desktop and:
Upload it to Zoë
Ask "Recreate this dashboard with our current data"
Add one new filter to the generated dashboard
Need Help?
In-app support: Click "Help" in left navbar
Contact support: [email protected]
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