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Flowtrail AI

Chat with Excel

With Flowtrail AI’s “Chat with Excel” feature, you can easily interact with your Excel files, transforming raw data into actionable insights and visualizations. By simply uploading your Excel files, you can ask questions about your data, and Flowtrail AI will analyze the content to provide accurate answers. This feature allows you to explore your data, discover trends, and visualize the results using customized charts and graphs within the Flowtrail AI platform. The “Chat with Excel” feature simplifies the process of making data-driven decisions, whether you are working with complex datasets or just need a quick analysis.

Using Excel Chat

To start using the AI chat feature, go to the AI Chat screen in Flowtrail AI and select the Excel/CSV option. Flowtrail AI currently supports three types of AI chat data sources: Excel/CSV, SQL databases, and diagram generators. ai-chat-types

Upload File

Start by uploading your Excel file. Each tab within the file will be treated as a separate dataset. ai-chat-types

Add Descriptions

After uploading, you can add descriptions for both the entire file and individual columns within each tab. This helps Flowtrail AI better understand your data and provide more accurate responses.

  • Uploaded Excel Details

    When you upload an Excel file, Flowtrail AI provides detailed information about the file, including its size, name, and the number of rows it contains. excel-details

  • Add File Description

    You can add a description for each uploaded file. This helps in identifying the file’s content and makes it easier to manage multiple files. excel-description

  • Preview of the First 5 Rows

    A preview of the first 5 rows of your Excel file is displayed. This allows you to quickly verify the data before proceeding further. preview-rows

  • Column Description

    For each column in your Excel file, you can add a description. This is useful for clarifying the type of data in each column, especially when the column names are not self-explanatory. column-description

  • Use First Row as Header

    If your CSV file has the first row as the header, enable this option. This helps the AI better understand your data by using the first row as column headers. If not, the fields will be named as “column1,” “column2,” etc., and you can manually add descriptions and custom names for each column on the right side. first-row-header

  • Add multiple files

    Flowtrail AI allows you to upload multiple Excel or CSV files, enabling you to work with a variety of datasets simultaneously add-files

Asking Questions

Once descriptions are added, you can ask questions about your Excel data. Flowtrail AI will analyze the data and generate answers based on your queries. add-files

Visualizing Results

Visualize your data by selecting from various chart types, such as bar charts or pie charts. Once your chart is set up, save it directly to your reports and dashboards for easy access.

  • Choose Chart Types

    After receiving the results, you can choose from various chart types to visualize the data. Options include bar charts, pie charts, and more. add-files

  • Save to Reports and Dashboards

    Once your report is generated, you can save it directly to your Flowtrail AI reports and dashboards for future reference. add-files

The “Chat with Excel” feature in Flowtrail AI offers a powerful way to interact with your Excel data. By simply uploading your files, you can ask questions, visualize results with customizable charts, and save your findings to reports and dashboards. This seamless integration transforms your Excel files into dynamic datasets, enabling quick analysis and easy access to insights—all within the Flowtrail AI platform.