Chat with Excel

Upload, analyze, and chat with your Excel spreadsheets using AI-powered insights and natural language queries.

Overview

Chat with Excel allows you to upload Excel files (xls or xlsx) and interact with them through natural language. Instead of manually analyzing complex spreadsheets, simply ask questions and get clear, concise answers. The AI can provide summaries, find specific details, and help you understand your data quickly and efficiently.

Access Path:

Login to the Platform
Navigate to Applications
Select the Productivity tab
Click on Chat with Excel

Key Features

Upload and analyze Excel files up to 100MB
Have natural conversations about your data
Assign specific AI roles for targeted analysis
Share and collaborate on spreadsheets
Add custom prompts for specific insights

Getting Started

Follow this simple workflow to start analyzing your Excel data with AI assistance.

Workflow Steps

Upload your Excel file with title and basic information
Select important columns and add detailed description
Start chatting with your data using natural language
Share your analyzed sheets with team members

File Requirements: Supports .xlsx and .xls files up to 100MB

Upload Process

The upload process consists of four simple steps to configure your Excel sheet for optimal AI analysis.

Upload Steps

Upload File & Title

Select Columns

Add Description

Assign Role

1. Upload Your Excel Sheet

Start by clicking 'Upload Sheet' and select your Excel file. Provide a descriptive title to help identify the sheet later.

Upload Requirements:

Maximum file size: 100MB
Supported formats: .xlsx, .xls
Title is required for identification

2. Select Columns

Choose up to 32 columns from your spreadsheet that contain the most important data for analysis. This helps the AI focus on relevant information.

Column Selection Interface

Selected Columns View

Column Selection Tips

You can select up to 32 columns maximum
Choose columns with the most important data
Selected columns enable semantic analysis for deeper insights

3. Add Description

Provide a detailed description (minimum 30 characters) explaining what your spreadsheet contains. This helps the AI understand the context and provide better analysis.

Description Requirements

Minimum 30 characters required
Describe what data the spreadsheet contains
Include context about time periods, business purpose, etc.

4. Assign AI Role

Assign a specific role to the AI assistant to guide how it analyzes your spreadsheet. You can choose from predefined roles or create a custom one.

Available AI Roles

Financial Analyst - for financial data and metrics
Marketing Expert - for campaign and customer data
Inventory Manager - for stock and supply data
Custom Role - define your own specialized role

Add custom prompts for specific insights: Add specific questions or prompts you want the AI to focus on during analysis

My Sheets

The My Sheets tab displays all your uploaded Excel files in an organized table format with comprehensive management options.

My Sheets Features

View all your uploaded spreadsheets
Upload new Excel files easily
Refresh to see latest updates
Search and sort your files

Table Structure

The table provides a comprehensive view of all your Excel files with detailed information and action options.

Table Columns

URL: Copy shareable link for the spreadsheet
Updated: Shows last update time and user
Source: File name, title, and description with download option
Status: Processing status (Finished/In Progress)
Actions: Available actions for the spreadsheet

Status Indicators: Finished means ready for chat, In Progress means still processing

Search and Sort

Use the search bar to find sheets by title or description. Click column headers to sort your files in ascending or descending order.

Search Functionality

Sort Functionality

Search Options

Search by sheet title
Search by description content
Search by original filename

Sort Options

Sort by last updated time
Sort by filename or title
Choose ascending or descending order

Sheet Actions

Each spreadsheet has multiple action options available in the Actions column for comprehensive management.

Available Actions

View Columns: The View Columns dialog shows which columns were selected during upload and have semantic analysis enabled for intelligent data processing.
Chat: Start a conversation with your data
Share: Share the spreadsheet with others
Delete: Remove the spreadsheet permanently

View Columns

The View Columns dialog shows which columns were selected during upload and have semantic analysis enabled for intelligent data processing.

This feature helps you understand which data fields the AI is analyzing and provides transparency in the analysis process.

Chat Functionality

Click the Chat action to start an interactive conversation with your Excel data. The AI will provide detailed analysis and answer questions in natural language.

Chat Features

Ask questions in plain English
Get detailed breakdowns and summaries
Discover trends and patterns in your data
Ask follow-up questions for deeper analysis
Provide feedback with thumbs up/down

Example Queries:

What are the total sales by month?
Which product had the highest revenue?
Show me trends in the data over time

Delete Sheets

Permanently remove spreadsheets from your account. This action cannot be undone, so please confirm before proceeding.

Warning: Deleting a spreadsheet is permanent and cannot be undone. All associated chat history will also be lost.

Shared with Me

The Shared with Me tab displays all Excel spreadsheets that other users have shared with you, with the same search and interaction capabilities.

Shared Content Features

View all spreadsheets shared with you
Chat with shared spreadsheets
Download shared files
Search and sort shared content

Refresh to see latest updates

Use the Refresh button to update the view and see the latest changes, new uploads, or status updates for your spreadsheets.

Regular refreshing ensures you always see the most current information and processing status.