Overview
Enable your AI to answer questions about data in Excel spreadsheets - from sales reports to inventory lists.Supported Formats
.xlsx(Excel 2007+) - Recommended.xls(Excel 97-2003).csv(Comma-separated values)
What’s Extracted
- ✅ Cell values (text and numbers)
- ✅ All sheets (up to 50 per file)
- ✅ Column headers
- ✅ Named ranges
- ✅ Cell comments
- ✅ Formula results (not formulas)
- ❌ Charts and graphs
- ❌ Pivot tables (static values only)
- ❌ Macros and VBA
- ❌ Conditional formatting
Quick Upload
1
Prepare File
Ensure formulas are calculated (Ctrl+Shift+Alt+F9)
2
Upload
Datastore → Add Datasource → File Upload
3
Select Sheets
AI will process all sheets automatically
Best Practices
Data Structure
✅ Clear Headers: First row as column names ✅ Consistent Format: Same data type per column ✅ Named Ranges: Use for important data ✅ Comments: Explain complex data ❌ Avoid:- Merged cells
- Hidden rows/columns
- Overly complex formulas
- Multiple tables on one sheet
Example: Good Structure
| Product | Sales Q1 | Sales Q2 | Total |
|---|---|---|---|
| Widget A | 1,000 | 1,200 | 2,200 |
| Widget B | 850 | 900 | 1,750 |
Use Cases
Sales Data
Sales Data
Query sales figures, revenue, quotas
Example: “What were Q3 sales for Product X?”
Inventory
Inventory
Check stock levels, reorder points
Example: “Which items are below 100 units?”
Financial Reports
Financial Reports
P&L statements, budgets, forecasts
Example: “What’s our monthly burn rate?”
Customer Lists
Customer Lists
CRM data, contact info, segments
Example: “How many enterprise customers?”
CSV Files
Benefits:- Smaller file size
- Faster processing
- Universal compatibility
- File → Save As
- Choose “CSV (Comma delimited) (*.csv)”
- Upload to ZappWay
See All Office Formats
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