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 ....
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. |
| Project Kick-off Workflow: |
File Housekeeping | Quickly organize and manage your files by getting a list of all Excel workbooks in your account or cleaning up old worksheets. |
| Monthly Worksheet Cleanup Workflow: |
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. |
| Daily Metric Update Workflow: |
Data Preparation | Prepare a dataset for analysis by sorting it based on a key column or clearing a range before pasting in new data. |
| Report Prep Workflow: |
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. |
| New Data Import Workflow: |
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. |
| Regional Sales Summary Workflow: |
Table Expansion | Add new rows or columns to an existing table to accommodate new data points or categories. |
| New Hire Onboarding Workflow: |
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. |
| Weekly Performance Chart Generator: |
Report Chart Update | Modify an existing chart's title, data labels, or other components to keep visualizations up-to-date for recurring reports. |
| Monthly Reporting Deck Refresh: |
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. |
| Automated Sales Reporting Workflow: |
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. |
| Team Task Update Workflow: |