Skip to content

Commit 630f04a

Browse files
manyosomcembalest
andauthored
Add a cookbook for Excel feature (#3029)
Signed-off-by: Adam Treat <[email protected]> Signed-off-by: Max Cembalest <[email protected]> Co-authored-by: Max Cembalest <[email protected]>
1 parent 4547283 commit 630f04a

File tree

6 files changed

+81
-0
lines changed

6 files changed

+81
-0
lines changed
30.3 KB
Loading
66.1 KB
Loading
272 KB
Loading
448 KB
Loading
Lines changed: 80 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,80 @@
1+
# Using GPT4All to Privately Chat with your Microsoft Excel Spreadsheets
2+
Local and Private AI Chat with your Microsoft Excel Spreadsheets
3+
4+
Microsoft Excel allows you to create, manage, and analyze data in spreadsheet format. By attaching your spreadsheets directly to GPT4All, you can privately chat with the AI to query and explore the data, enabling you to summarize, generate reports, and glean insights from your files—all within your conversation.
5+
6+
## Attach Microsoft Excel to your GPT4All Conversation
7+
8+
!!! note "Attach Microsoft Excel to your GPT4All Conversation"
9+
10+
1. **Install GPT4All and Open **:
11+
12+
- Go to [nomic.ai/gpt4all](https://nomic.ai/gpt4all) to install GPT4All for your operating system.
13+
14+
- Navigate to the Chats view within GPT4All.
15+
16+
<table>
17+
<tr>
18+
<td>
19+
<!-- Screenshot of Chat view -->
20+
<img width="1348" alt="Chat view" src="../../assets/chat_window.png">
21+
</td>
22+
</tr>
23+
</table>
24+
25+
2. **Example Spreadsheet **:
26+
27+
<table>
28+
<tr>
29+
<td>
30+
<!-- Screenshot of Spreadsheet view -->
31+
<img width="1348" alt="Spreadsheet view" src="../../assets/disney_spreadsheet.png">
32+
</td>
33+
</tr>
34+
</table>
35+
36+
3. **Attach to GPT4All conversration**
37+
<table>
38+
<tr>
39+
<td>
40+
<!-- Screenshot of Attach view -->
41+
<img width="1348" alt="Attach view" src="../../assets/attach_spreadsheet.png">
42+
</td>
43+
</tr>
44+
</table>
45+
46+
4. **Have GPT4All Summarize and Generate a Report**
47+
<table>
48+
<tr>
49+
<td>
50+
<!-- Screenshot of Attach view -->
51+
<img width="1348" alt="Attach view" src="../../assets/spreadsheet_chat.png">
52+
</td>
53+
</tr>
54+
</table>
55+
56+
57+
## How It Works
58+
59+
GPT4All parses your attached excel spreadsheet into Markdown, a format understandable to LLMs, and adds the markdown text to the context for your LLM chat. You can view the code that converts `.xslx` to Markdown [here](https://github.com/nomic-ai/gpt4all/blob/main/gpt4all-chat/src/xlsxtomd.cpp) in the GPT4All github repo.
60+
61+
For example, the above spreadsheet titled `disney_income_stmt.xlsx` would be formatted the following way:
62+
63+
```markdown
64+
## disney_income_stmt
65+
66+
|Walt Disney Co.|||||||
67+
|---|---|---|---|---|---|---|
68+
|Consolidated Income Statement|||||||
69+
|||||||||
70+
|US$ in millions|||||||
71+
|12 months ended:|2023-09-30 00:00:00|2022-10-01 00:00:00|2021-10-02 00:00:00|2020-10-03 00:00:00|2019-09-28 00:00:00|2018-09-29 00:00:00|
72+
|Services|79562|74200|61768|59265|60542|50869|
73+
...
74+
...
75+
...
76+
```
77+
78+
## Limitations
79+
80+
It is important to double-check the claims LLMs make about the spreadsheets you provide. LLMs can make mistakes about the data they are presented, particularly for the LLMs with smaller parameter counts (~8B) that fit within the memory of consumer hardware.

gpt4all-bindings/python/mkdocs.yml

Lines changed: 1 addition & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -15,6 +15,7 @@ nav:
1515
- 'LocalDocs' : 'gpt4all_desktop/localdocs.md'
1616
- 'Settings' : 'gpt4all_desktop/settings.md'
1717
- 'Cookbook':
18+
- 'Local AI Chat with Microsoft Excel': 'gpt4all_desktop/cookbook/use-local-ai-models-to-privately-chat-with-microsoft-excel.md'
1819
- 'Local AI Chat with your Google Drive': 'gpt4all_desktop/cookbook/use-local-ai-models-to-privately-chat-with-google-drive.md'
1920
- 'Local AI Chat with your Obsidian Vault': 'gpt4all_desktop/cookbook/use-local-ai-models-to-privately-chat-with-Obsidian.md'
2021
- 'Local AI Chat with your OneDrive': 'gpt4all_desktop/cookbook/use-local-ai-models-to-privately-chat-with-One-Drive.md'

0 commit comments

Comments
 (0)