Chat with your Excel spreadsheet
Updated 2026-10-07
Upload an Excel file and ask it what you want to know: Intellrise writes the SQL, draws the chart, pins it to a dashboard and hands you the result as PDF, Excel or PowerPoint, in one place.
Uploads are on Pro, $29 a month, and the 14-day Pro trial needs no card. A team of five gets the same for $100 a month. You also add a free AI key, which takes about a minute (how).
- 1
Get your file ready
No connection string is needed — you upload the .xlsx workbook directly. Each sheet is read as its own table, so keep headers in the first row.
- 2
Create your account and add your AI key
Sign up, then add an AI key. A free Google Gemini key takes about a minute to create (how).
- 3
Upload your file
Add a data source, choose file upload, and select your Excel file. Pick the sheet to analyse; column types are inferred and editable.
- 4
Let the AI read and annotate your schema
Each worksheet becomes a table and the analyst infers column types. Describe what any unclear column means so questions map correctly.
- 5
Type your first question
Ask something like "Sum of sales by region from the current sheet". On a question the analyst judges complex — a join, a query spanning two sources, several steps — it shows a readable plan and waits for you to approve it before running anything; on one it judges simple it runs first and shows you afterwards. Either way you get the same two controls on every answer: Show SQL gives you the exact query that produced the number, and Show table gives you the rows it returned with their count. That is how you check a figure instead of trusting it. Refine by chatting, then pin it to a dashboard or save it as a report.
What Intellrise adds to an uploaded file
An uploaded file is a snapshot: we store the copy you send and analyse that, so when the underlying data changes you upload it again. What it adds over pasting the same file into a general-purpose chatbot is that on complex questions it shows a readable plan before running anything, on every answer the exact SQL and the rows it returned are one click away, and it saves what your fields mean against that source — so the next question already knows them instead of guessing. If you want answers that refresh without re-uploading, connect a Google Sheet or a database instead; the Google Sheets connection works on the Free plan.
Excel: things to know
- Put data in a clean tabular range with a single header row; avoid merged cells and summary rows inside the data.
- File upload is a Pro feature; on Free, a Google Sheet is the quickest way to try file-style data.
Example questions to ask your Excel data
- Sum of sales by region from the current sheet
- Which items are below the reorder threshold
- Month-over-month growth from the monthly tab
Frequently asked questions
Up to 10 MB per file. Over that the upload is refused with an error — it is not silently truncated. For bigger data, a database or warehouse connection is a better fit.
Yes — each worksheet is read as its own table, and you can query or join across them.
You can correct inferred column types and describe what each column means so answers stay accurate.
Related
The one-stop AI data analyst that knows your schema.
One place from question to finished work: the SQL, the chart, a dashboard your whole team can open, and a report that emails itself every morning. It learns what your columns mean, so nobody explains a field twice. Start free with one database plus Google Sheets, or take 14 days of Pro with no card.
Every new account starts on a 14-day Pro trial with no card. After it lapses, the free tier stays free.