Help
Your data pack in Excel and Power BI.
Every Readiness Report comes with its data, not just a document. Open it in Excel or Power BI and build on it.
What is in the pack
Your numbers, in files your team can use
CSV filesEvery answer, score and numbered action, one table per file.
One Excel workbookThe same tables together in one workbook.
A data dictionaryWhat every column means, so nobody has to guess.
A dashboard of your own numbersA page you open in your browser, showing your scores, areas and actions.
Opening it
In minutes, with tools you already have
In ExcelOpen the workbook, or use Data → From Text/CSV for any of the CSV files.
In Power BI DesktopUse Get data → Text/CSV, load the tables, and join them on the shared id columns described in the data dictionary.
Action numbers match“Action N” in the data is “Action N” in the PDF.
Three starter visualsThe one-page guide in the pack suggests three visuals to start with.
Good to know
Your data stays yours
A copy of your own answersThe pack holds your own answers and scores and nothing about other companies.
Snapshots add moreThe Snapshot’s pack adds every person’s answers, the ranges, the disagreements and the agreed moves.
More help
Other guides
- How the Readiness Pulse works
- Answering your Report questionnaire
- Preparing for your Snapshot kickoff
- How to read your Readiness Report
- Your Executive Readiness Dashboard
Still stuck? Email support@zantoai.com or call (512) 980-3788; a person replies within one business day.