Client Data Submission
Send us your data. We'll build the dashboard.
Upload your files and tell us what you want to measure. A LUMYX analyst reviews every submission within one business day and comes back to you with a scope, timeline, and any questions before work begins.
- Step 01Upload - Send your raw files through the secure form below.
- Step 02Review - We audit structure and data quality, then confirm scope.
- Step 03Build - We model, clean, and design your Power BI report.
- Step 04Deliver - Published to your workspace with a walkthrough session.
Before you upload
- Send raw data, not summaries. One row per record beats a pre-built pivot table - it gives us far more to work with.
- Keep headers in the first row and avoid merged cells, blank spacer rows, or notes inside the data range.
- Include enough history - 12 to 24 months lets us build meaningful trend and comparison visuals.
- Send every related table. Sales, customers, products, and calendar files can be joined; don't flatten them for us.
- Flag anything sensitive. If a column contains personal or confidential data, tell us and we'll mask or exclude it.
.xlsx.csv.txt.json.pbixDatabase accessAPI / cloud source
Data submission form
Takes about 5 minutes. Files are transmitted and stored securely.
Your data stays private. Submissions are encrypted in transit, stored in access-controlled cloud storage, and used only to build your reports. We're happy to sign an NDA before you send anything - just ask.