Conversational data analysis

Chat with your Excel data and get answers you can verify

Upload an Excel workbook or CSV file and ask questions as you would ask a data analyst. Get a direct answer supported by metrics, tables, charts, and explanations, then continue with follow-up questions without rebuilding the analysis from scratch.

Ask my data a questionFree to start · No credit card required
  • Plain-English questions
  • Answers grounded in uploaded data
  • Context-aware follow-up analysis

Why it matters

A conversational way to explore spreadsheet data

Important answers are often hidden behind formulas, pivots, filters, and repeated analyst requests. Conversational data analysis lets you begin with the question instead: ask what changed, which segment performed best, where an anomaly occurred, or how a metric compares with a prior period.

The response is not limited to chat text. Depending on the question, ExcelDashboard AI can return a calculation, ranked table, chart, KPI, or concise explanation and preserve the context for the next question. When the exploration is complete, the findings can continue into a dashboard or finished report.

Capabilities

What you can do with Chat With Excel Data

Natural-language data query

Ask questions about spreadsheet data without writing SQL, formulas, or a BI query.

Grounded answers

Receive answers based on the uploaded workbook or CSV, with supporting values and structured output.

Context-aware follow-ups

Narrow the period, segment, product, region, or metric while retaining the current analytical context.

Multiple answer formats

Use a chart, table, summary metric, or written explanation according to the question being asked.

How it works

Go from source data to a useful result in three steps

  1. 1

    Upload the spreadsheet

    Add an Excel workbook or CSV file with clear headers and consistent records.

  2. 2

    Ask the first question

    Describe the metric, comparison, trend, anomaly, or business result you want to understand.

  3. 3

    Continue the conversation

    Review the evidence, ask follow-up questions, and move useful findings into a report or dashboard.

Common use cases

Built around real reporting work

Managers and operators

Get quick answers from recurring operational exports without waiting for a new dashboard build.

Marketing and sales teams

Explore channel, campaign, customer, pipeline, and revenue data through direct business questions.

Analysts and agencies

Accelerate initial exploration before validating results and preparing an internal or client-facing report.

Example prompts

Try a request like this

Which products contributed most to revenue growth this quarter?
Compare conversion rate by channel and show the result as a chart.
Why did margin decline last month, and which segments should I review first?

Frequently asked questions

Questions about Chat With Excel Data

Can I chat with an Excel file?+

Yes. Upload the workbook and ask questions about its metrics, categories, dates, trends, and records in plain English.

Can I ask questions about CSV data?+

Yes. CSV files can be queried in the same conversational workflow without converting them to another format first.

What kinds of answers can the AI return?+

Depending on the question, it can return calculations, KPI values, ranked tables, charts, summaries, and written explanations.

Do I need SQL or Excel formulas?+

No. The interface is designed for natural-language questions, although you should still review important results before using them in a decision.

Can I ask follow-up questions?+

Yes. Follow-up questions can refine the period, segment, metric, or level of detail while retaining the context of the uploaded data.

Start with your own data

Upload a spreadsheet or describe the result you need. Build the first useful draft with AI, then review and refine it.