ExcelChatbotWithAI with XlsIO

Use Cases/ExcelChatBot/ExcelChatBot.sln

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+
+Microsoft Visual Studio Solution File, Format Version 12.00
+# Visual Studio Version 17
+VisualStudioVersion = 17.14.36109.1 d17.14
+MinimumVisualStudioVersion = 10.0.40219.1
+Project("{FAE04EC0-301F-11D3-BF4B-00C04F79EFBC}") = "ExcelChatBot", "ExcelChatBot\ExcelChatBot.csproj", "{835F8C64-7AEF-4936-A643-6FAFECF88AFC}"
+EndProject
+Global
+	GlobalSection(SolutionConfigurationPlatforms) = preSolution
+		Debug|Any CPU = Debug|Any CPU
+		Release|Any CPU = Release|Any CPU
+	EndGlobalSection
+	GlobalSection(ProjectConfigurationPlatforms) = postSolution
+		{835F8C64-7AEF-4936-A643-6FAFECF88AFC}.Debug|Any CPU.ActiveCfg = Debug|Any CPU
+		{835F8C64-7AEF-4936-A643-6FAFECF88AFC}.Debug|Any CPU.Build.0 = Debug|Any CPU
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+		{835F8C64-7AEF-4936-A643-6FAFECF88AFC}.Release|Any CPU.Build.0 = Release|Any CPU
+	EndGlobalSection
+	GlobalSection(SolutionProperties) = preSolution
+		HideSolutionNode = FALSE
+	EndGlobalSection
+	GlobalSection(ExtensibilityGlobals) = postSolution
+		SolutionGuid = {D726F656-F0EE-4360-85B8-564E505CE54A}
+	EndGlobalSection
+EndGlobal

Use Cases/ExcelChatBot/ExcelChatBot/ExcelChatBot.csproj

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+<Project Sdk="Microsoft.NET.Sdk">
+
+  <PropertyGroup>
+    <OutputType>Exe</OutputType>
+    <TargetFramework>net8.0</TargetFramework>
+    <ImplicitUsings>enable</ImplicitUsings>
+    <Nullable>enable</Nullable>
+  </PropertyGroup>
+
+  <ItemGroup>
+    <PackageReference Include="OpenAI" Version="2.5.0" />
+    <PackageReference Include="Syncfusion.XlsIO.Net.Core" Version="*" />
+  </ItemGroup>
+
+</Project>

Use Cases/ExcelChatBot/ExcelChatBot/Program.cs

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+using System;
+using System.IO;
+using System.Linq;
+using System.Text;
+using System.Threading.Tasks;
+using Syncfusion.XlsIO;
+using OpenAI;
+using OpenAI.Chat;
+using System.ClientModel;
+
+/// <summary>
+/// HumanExcelChatBot: An AI-powered chatbot for summarizing and querying Excel workbooks using Syncfusion XlsIO and OpenAI.
+/// </summary>
+class HumanExcelChatBot
+{
+    /// <summary>
+    /// Entry point for the HumanExcelChatBot application.
+    /// </summary>
+    static async Task Main()
+    {
+        // Replace with your actual OpenAI API key or set it in environment variables for security
+        string? openAIApiKey = "OpenAI API Key";
+        await ExecuteChatWithExcel(openAIApiKey);
+    }
+
+    /// <summary>
+    /// Execute chat with Excel document.
+    /// </summary>
+    private async static Task ExecuteChatWithExcel(string openAIApiKey)
+    {
+        Console.WriteLine("AI Powered Excel ChatBot");
+
+        Console.WriteLine("Enter full Excel file path (e.g., C:\\Data\\report.xlsx):");
+
+        //Read user input for Excel file path
+        string? excelFilePath = Console.ReadLine()?.Trim().Trim('"');
+
+        if (string.IsNullOrWhiteSpace(excelFilePath) || !File.Exists(excelFilePath))
+        {
+            Console.WriteLine("Invalid path. Exiting.");
+            return;
+        }
+
+
+        if (string.IsNullOrWhiteSpace(openAIApiKey))
+        {
+            Console.WriteLine("OPENAI_API_KEY not set. Exiting.");
+            return;
+        }
+
+        string csvContext;
+        try
+        {
+            // Convert Excel to CSV-like context
+            csvContext = BuildCsvContext(excelFilePath);
+        }
+        catch (Exception ex)
+        {
+            Console.WriteLine($"Failed to read Excel: {ex.Message}");
+            return;
+        }
+
+        Console.WriteLine("\nOverview (AI):");
+
+        List<ChatMessage> chatHistory = new List<ChatMessage>
+        {
+            new SystemChatMessage("You are an assistant that helps analyze Excel data.")
+        };
+
+        try
+        {
+            // Get an overview of the Excel data
+            string overview = await AskOpenAIAsync(
+                openAIApiKey,
+                model: "gpt-5", // replace with a model available in your account
+                systemPrompt: "You are a helpful assistant. Provide a concise 3-6 bullet summary of the workbook data.",
+                userContent: csvContext, chatHistory);
+            Console.WriteLine(overview);
+        }
+        catch (Exception ex)
+        {
+            Console.WriteLine($"OpenAI overview failed: {ex.Message}");
+        }
+
+        Console.WriteLine("\nDo you want any specific details? Type 'Stop' to exit.");
+
+
+
+        while (true)
+        {
+            // Read user question
+            Console.Write("\nYou: ");
+
+            string? userQuestion = Console.ReadLine();
+
+            if (userQuestion == null)
+                continue;
+
+            if (userQuestion.Trim().Equals("Stop", StringComparison.OrdinalIgnoreCase)) 
+                break;
+
+            // Define system prompt for the chatbot
+            string systemPrompt = @"You are an intelligent Excel assistant built using Syncfusion XlsIO and OpenAI. Your job is to help users understand, analyze, and interact with Excel data through natural language. You are integrated into a C# application and can access structured Excel content such as tables, charts, formulas, and cell values.
+                Your capabilities include:
+                - Summarizing Excel sheets and ranges
+                - Answering questions about data trends, totals, averages, and comparisons
+                - Explaining formulas and calculations
+                - Suggesting improvements or insights based on the data
+                - Responding in a friendly, professional, and concise manner
+                Constraints:
+                You do not generate or modify Excel files directly. Instead, you interpret and explain the data provided to you by the application.
+                Always assume the user is referring to the most recent Excel content unless stated otherwise. Maintain context across the conversation to provide coherent and helpful responses.
+                If the user asks something outside the scope of Excel data, politely redirect them back to Excel-related tasks.";
+
+            string userPrompt =
+                "Question:\n" + userQuestion;
+
+            try
+            {
+                // Get answer from OpenAI based on user question and chat history
+                string answer = await AskOpenAIAsync(openAIApiKey, "gpt-5", systemPrompt, userPrompt, chatHistory);
+                Console.WriteLine("ChatBot: " + answer);
+            }
+            catch (Exception ex)
+            {
+                Console.WriteLine($"OpenAI error: {ex.Message}");
+            }
+        }
+    }
+
+    /// <summary>
+    /// Builds a CSV-like text context from the specified Excel file, limited to a maximum number of rows per sheet.
+    /// </summary>
+    /// <param name="maxRowsPerSheet">Maximum number of rows to include per sheet.</param>
+    /// <returns>CSV-like string representation of the workbook.</returns>
+    private static string BuildCsvContext(string excelFilePath)
+    {
+        // Initialize Syncfusion Excel engine
+        using ExcelEngine excelEngine = new ExcelEngine();
+
+        // Set default version to XLSX
+        IApplication excelApp = excelEngine.Excel;
+        excelApp.DefaultVersion = ExcelVersion.Xlsx;
+
+        // Open the Excel file
+        using FileStream fileStream = File.OpenRead(excelFilePath);
+        IWorkbook workbook = excelApp.Workbooks.Open(fileStream);
+
+        // Build CSV-like context
+        StringBuilder stringBuilder = new StringBuilder();
+
+        // Add file and sheet info
+        stringBuilder.AppendLine($"File: {excelFilePath}");
+        stringBuilder.AppendLine($"Sheets: {workbook.Worksheets.Count}");
+        stringBuilder.AppendLine();
+
+        // Convert each worksheet to CSV format and append to the context
+        foreach (IWorksheet worksheet in workbook.Worksheets)
+        {
+            MemoryStream csvStream = new MemoryStream();
+
+            // Save workbook as CSV
+            worksheet.SaveAs(csvStream, ",");
+
+            // Convert CSV to text
+            string excelData = Encoding.UTF8.GetString(csvStream.ToArray());
+            stringBuilder.AppendLine("Sheet Name : " + worksheet.Name);
+            stringBuilder.AppendLine();
+            stringBuilder.AppendLine(excelData);
+            stringBuilder.AppendLine();
+        }
+
+        return stringBuilder.ToString();
+    }
+
+    /// <summary>
+    /// Sends a chat completion request to OpenAI and returns the response.
+    /// </summary>
+    /// <param name="apiKey">OpenAI API key.</param>
+    /// <param name="model">Model name.</param>
+    /// <param name="systemPrompt">System prompt for the assistant.</param>
+    /// <param name="userContent">User content/question.</param>
+    /// <param name="chatHistory">Chat History</param>
+    /// <returns>AI-generated response as a string.</returns>
+    private static async Task<string> AskOpenAIAsync(string apiKey, string model, string systemPrompt, string userContent, List<ChatMessage> chatHistory)
+    {
+        // Initialize OpenAI client
+        OpenAIClient openAIClient = new OpenAIClient(apiKey);
+
+        // Create chat client for the specified model
+        ChatClient chatClient = openAIClient.GetChatClient(model);
+
+        // Append system and user messages to chat history
+        chatHistory.Add(new SystemChatMessage(systemPrompt));
+
+        // Add user message to chat history
+        chatHistory.Add(new UserChatMessage(userContent));
+
+        //Get AI response
+        ClientResult<ChatCompletion> chatResult = await chatClient.CompleteChatAsync(chatHistory);
+
+        string response = chatResult.Value.Content[0].Text ?? string.Empty;
+
+        // Add assistant response to chat history
+        chatHistory.Add(new AssistantChatMessage(response));
+
+        return response;
+    }
+}