Leverage Excel Integration with Hatz AI: Features and Tools Guide

The integration of Excel and Hatz AI unlocks a wealth of opportunities for users looking to supercharge their workflow with the power of Hatz AI. Whether you're managing complex datasets, automating reporting, or streamlining data analysis, this fusion brings exceptional capabilities to your fingertips.

This guide will walk you through the features and tools provided by the Excel tool with Hatz AI's capabilities.

What is the Excel Tool?

The Excel tool is a feature-rich integration that allows users to connect and interact directly with their Excel files. It supports a wide range of tools for managing workbooks, worksheets, tables, charts, and data ranges. With Hatz AI now connected to this tool, you can automate tasks, gain predictive insights, and perform intelligent operations across your Excel data.

How and What Can a User Access?

Each user on the Hatz platform is required to connect their individual Microsoft account through the secure integration setup detailed below, following Microsoft's authentication process.

This process ensures that the integration strictly complies with Microsoft’s security protocols while respecting the access permissions and rules assigned to each user’s account.

It’s important to note that the Hatz Excel integration will never exceed the access levels granted to the user within their Microsoft account, guaranteeing alignment with the platform’s governance policies. As a result, outcomes and available features may vary depending on each user’s specific permissions and authenticated access.

The tool has access to view your Microsoft One Drive account to view files, even if the One Drive Tool is not selected.

To learn more about the One Drive Integration please see the ....

How to Connect to the Microsoft Excel Integration

Login to the customer dashboard view
Click the "Workshop" tab
Click "Integrations"
Click "Add Integration"
Find Microsoft Excel, click "Add"
Click "Connect with Microsoft Excel"
You may be prompted to login to your Microsoft Account - If you are already logged in on the browser it may connect automatically

Features of the Excel Integration Tool

1. Comprehensive Workbook and Worksheet Management

Create and Manage Workbooks: Automatically create new Excel workbooks to store your data.
Access and List Files: List all available Excel files in your connected account.
Worksheet Operations: Add, delete, retrieve, and update worksheets within a workbook to keep your data organized.
Session Management: Get and close sessions for your Excel workbooks.

2. Powerful Data and Range Manipulation

Get and Update Data: Retrieve data from or update a specific range of cells in a worksheet.
Insert and Clear Data: Insert data into a range or clear the contents of a range.
Merge and Sort: Merge cells to format your reports and sort data ranges to organize information.

3. Advanced Table Management

Create and Manage Tables: Convert ranges to tables and manage them efficiently.
Column and Row Operations: Add or delete columns and rows in your tables.
Filtering and Sorting: Apply filters and sorting to your tables to analyze specific data subsets.
List Tables and Components: List all tables, columns, and rows within a worksheet.

4. Dynamic Chart and Visualization Tools

Create and Update Charts: Add new charts to your worksheets and update existing ones to visualize your data.
Customize Chart Components: Manage chart legends, axes, data labels, and series to create insightful visualizations.
List Charts: Get a list of all charts in a worksheet.

5. Seamless SharePoint Integration

Access SharePoint Data: Get and update data from Excel files stored in SharePoint.
Manage SharePoint Worksheets and Tables: List worksheets and tables from Excel files in SharePoint.

Why Use the Excel Integration with Hatz AI?

Connecting your Excel data to and leveraging Hatz AI allows you to:

Reduce Time Spent on Manual Data Entry: Automate repetitive tasks like creating reports, updating tables, and managing worksheets.
Drive Data-Driven Decisions: AI-powered analytics uncover actionable trends and patterns hidden in your Excel data.
Enhance Productivity: Use intelligent automation to handle workflows and focus your team on high-value activities like data analysis and strategy.
Personalize Reporting: Utilize AI to generate customized reports and visualizations based on your specific needs.
Streamline Operations: The seamless integration ensures all your Excel data is easily accessible and actionable.

Real-Life Use Cases

Scenario 1: Automated Sales Reporting

With the Excel toolkit, you can automatically pull sales data from a SharePoint list into an Excel worksheet. Hatz AI can then be used to create a summary table, generate a chart visualizing monthly sales performance, and email the updated workbook to the sales team every week.

Scenario 2: AI-Powered Data Analysis

A financial analyst can use Hatz AI to connect to an Excel file containing quarterly expense data. The AI can then apply filters to isolate specific expense categories, sort the data to identify the highest expenditures, and generate a chart to visualize the trends, providing quick insights without manual manipulation of the spreadsheet.

Excel & Hatz AI: Use Case List

This list outlines practical applications of the Hatz AI and Excel integration. It is categorized by the core features available through the tool, providing examples of direct Chat Prompts for quick, ad-hoc tasks and Workflow Automations for more structured, repeatable processes.

1. Workbook and Worksheet Management

Use Case	Description	Chat Prompt Example	Workflow for Automation
New Project Setup	Instantly create a new Excel workbook with predefined worksheets for a new project, client, or report without opening Excel.	`Create a new workbook named 'Q4_Marketing_Campaign.xlsx' and add three worksheets: 'Budget', 'KPIs', and 'Content_Calendar'.`	Project Kick-off Workflow: 1. Prompts user for a new project name. 2. Creates a new Excel workbook named `[Project Name]_Analysis.xlsx`. 3. Adds standard worksheets like 'Team Roster', 'Timeline', and 'Action Items'. 4. Returns the link to the new file.
File Housekeeping	Quickly organize and manage your files by getting a list of all Excel workbooks in your account or cleaning up old worksheets.	`List all Excel files in my connected account. Then, in the 'Old_Data.xlsx' workbook, delete the worksheet named '2023_Archive'.`	Monthly Worksheet Cleanup Workflow: 1. User provides a workbook name (e.g., 'Monthly_Sales.xlsx'). 2. The workflow lists all worksheets in that file. 3. Hatz AI identifies worksheets with names indicating they are older than 6 months (e.g., 'Jan_2025'). 4. Presents the list to the user for confirmation before deleting them.

2. Data and Range Manipulation

Use Case	Description	Chat Prompt Example	Workflow for Automation
Quick Data Entry	Update a specific cell or range with new information, such as a daily metric or a status change, without manually opening the file.	`In the 'Sales_Data.xlsx' workbook, on the 'Q4_Sales' sheet, update cell E5 to '5,400'.`	Daily Metric Update Workflow: 1. Prompts the user for the daily sales total and marketing spend. 2. Accesses the 'Daily_Metrics.xlsx' workbook. 3. Finds the next empty row in the 'Metrics' worksheet. 4. Inserts the current date, sales total, and marketing spend into that row.
Data Preparation	Prepare a dataset for analysis by sorting it based on a key column or clearing a range before pasting in new data.	`In 'Employee_List.xlsx' on the 'Staff' sheet, sort the data in range A2:E50 by column B (Last Name) in ascending order.`	Report Prep Workflow: 1. User specifies a file and worksheet for a report. 2. The workflow clears the contents of a predefined 'Summary' range (e.g., A1:G20). 3. It then fetches fresh data from a 'Raw_Data' worksheet. 4. Sorts the raw data by a specified column (e.g., 'Date'). 5. Copies a summary into the cleared 'Summary' range.

3. Table Management

Use Case	Description	Chat Prompt Example	Workflow for Automation
Data Structuring	Convert a raw data range into a structured Excel table to enable easier filtering, sorting, and management.	`In 'Inventory.xlsx', worksheet 'Sheet1', convert the data in range A1:F100 into a table named 'InventoryTable'.`	New Data Import Workflow: 1. User specifies a file where new raw data has been pasted. 2. The workflow navigates to the specified worksheet. 3. It converts the newly pasted data range into a table with a standard name. 4. Applies a predefined filter to the table (e.g., show only 'Active' status items).
Dynamic Data Filtering	Instantly filter a table to view a specific subset of data, like sales for a particular region, without applying manual filters in Excel.	`In the 'Sales_Data_2025.xlsx' file, filter the 'Q3Sales' table to only show rows where the 'Region' column is 'North America'.`	Regional Sales Summary Workflow: 1. Prompts the user for a specific region. 2. Accesses the 'Annual_Sales.xlsx' file and 'AllSales' table. 3. Applies a filter on the 'Region' column for the user-provided value. 4. Hatz AI reads the filtered data and provides a summary of the total sales for that region.
Table Expansion	Add new rows or columns to an existing table to accommodate new data points or categories.	`In the 'Project_Tasks' table in 'Plan.xlsx', add a new column named 'Priority'.`	New Hire Onboarding Workflow: 1. Prompts user for new employee's name, department, and start date. 2. Accesses the 'Employee_Roster.xlsx' file. 3. Adds a new row to the 'Staff' table with the provided information.

4. Chart and Visualization Tools

Use Case	Description	Chat Prompt Example	Workflow for Automation
On-the-Fly Visualization	Quickly generate a chart from a data range to visualize trends or comparisons instantly.	`Create a column chart on the 'Summary' sheet in 'Q3_Performance.xlsx' using data from range A2:B8 on the 'Data' sheet. Title it 'Monthly User Growth'.`	Weekly Performance Chart Generator: 1. Fetches the latest weekly data from a table named 'WeeklyMetrics'. 2. Updates the data source range for an existing chart named 'WeeklyPerformanceChart'. 3. Changes the chart title to reflect the current week's date range.
Report Chart Update	Modify an existing chart's title, data labels, or other components to keep visualizations up-to-date for recurring reports.	`In 'Financials.xlsx', find the chart named 'ExpenseBreakdown' and update its title to 'Q4 2025 Expense Breakdown'.`	Monthly Reporting Deck Refresh: 1. Accesses a 'Monthly_Report_Template.xlsx' file. 2. Updates the data table that feeds the report's charts. 3. For each chart, it updates the data source range to include the new month's data. 4. Updates the main chart's title to "Performance Summary - [Current Month]".

5. SharePoint Integration

Use Case	Description	Chat Prompt Example	Workflow for Automation
Centralized Data Retrieval	Access and retrieve data from an Excel file stored in a shared SharePoint site for team collaboration or reporting.	`From the 'Sales Team' SharePoint site, get the data from the 'Targets' table in the 'Regional_Targets.xlsx' file.`	Automated Sales Reporting Workflow: 1. Accesses 'SalesData.xlsx' on a SharePoint site. 2. Retrieves the latest data from the 'RawSales' table. 3. Hatz AI processes the data to create a summary. 4. Inserts the summary into a 'Dashboard' worksheet in the same file. 5. Updates a chart on the dashboard to reflect the new summary data.
Collaborative Data Update	Update a shared project plan, task list, or inventory sheet stored in an Excel file on SharePoint, ensuring the team sees the latest information.	`In the 'Project_Phoenix_Plan.xlsx' file on our SharePoint, go to the 'Tasks' worksheet and update the 'Status' in row 7 to 'Completed'.`	Team Task Update Workflow: 1. Prompts the user for a Task ID. 2. Accesses the 'Team_Task_Tracker.xlsx' file on SharePoint. 3. Searches the 'Tasks' table for the row matching the Task ID. 4. Asks for the new status ('In Progress', 'Completed'). 5. Updates the status column for the corresponding row in the shared file.