> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zappway.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Excel Spreadsheets

> Train your AI with Excel data, tables, and analytics (.xls, .xlsx, .csv)

## 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)

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## 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

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## Quick Upload

<Steps>
  <Step title="Prepare File">
    Ensure formulas are calculated (Ctrl+Shift+Alt+F9)
  </Step>

  <Step title="Upload">
    Datastore → Add Datasource → File Upload
  </Step>

  <Step title="Select Sheets">
    AI will process all sheets automatically
  </Step>
</Steps>

***

## 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

<AccordionGroup>
  <Accordion title="Sales Data" icon="chart-line">
    Query sales figures, revenue, quotas
    Example: "What were Q3 sales for Product X?"
  </Accordion>

  <Accordion title="Inventory" icon="boxes">
    Check stock levels, reorder points
    Example: "Which items are below 100 units?"
  </Accordion>

  <Accordion title="Financial Reports" icon="dollar-sign">
    P\&L statements, budgets, forecasts
    Example: "What's our monthly burn rate?"
  </Accordion>

  <Accordion title="Customer Lists" icon="users">
    CRM data, contact info, segments
    Example: "How many enterprise customers?"
  </Accordion>
</AccordionGroup>

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## CSV Files

**Benefits:**

* Smaller file size
* Faster processing
* Universal compatibility

**Export from Excel:**

1. File → Save As
2. Choose "CSV (Comma delimited) (\*.csv)"
3. Upload to ZappWay

***

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