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Add a cookbook for Excel feature #3029

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# Using GPT4All to Privately Chat with your Microsoft Excel Spreadsheets
Local and Private AI Chat with your Microsoft Excel Spreadsheets

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.

## Attach Microsoft Excel to your GPT4All Conversation

!!! note "Attach Microsoft Excel to your GPT4All Conversation"

1. **Install GPT4All and Open **:

- Go to [nomic.ai/gpt4all](https://nomic.ai/gpt4all) to install GPT4All for your operating system.

- Navigate to the Chats view within GPT4All.

<table>
<tr>
<td>
<!-- Screenshot of Chat view -->
<img width="1348" alt="Chat view" src="../../assets/chat_window.png">
</td>
</tr>
</table>

2. **Example Spreadsheet **:

<table>
<tr>
<td>
<!-- Screenshot of Spreadsheet view -->
<img width="1348" alt="Spreadsheet view" src="../../assets/disney_spreadsheet.png">
</td>
</tr>
</table>

3. **Attach to GPT4All conversration**
<table>
<tr>
<td>
<!-- Screenshot of Attach view -->
<img width="1348" alt="Attach view" src="../../assets/attach_spreadsheet.png">
</td>
</tr>
</table>

4. **Have GPT4All Summarize and Generate a Report**
<table>
<tr>
<td>
<!-- Screenshot of Attach view -->
<img width="1348" alt="Attach view" src="../../assets/spreadsheet_chat.png">
</td>
</tr>
</table>


## How It Works

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.

For example, the above spreadsheet titled `Income-Statement.xlsx` would be formatted the following way:

```markdown
## Income Statement

|Walt Disney Co.|||||||
|---|---|---|---|---|---|---|
|Consolidated Income Statement|||||||
|||||||||
|US$ in millions|||||||
|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|
|Services|79562|74200|61768|59265|60542|50869|
...
...
...
```
1 change: 1 addition & 0 deletions gpt4all-bindings/python/mkdocs.yml
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Expand Up @@ -15,6 +15,7 @@ nav:
- 'LocalDocs' : 'gpt4all_desktop/localdocs.md'
- 'Settings' : 'gpt4all_desktop/settings.md'
- 'Cookbook':
- 'Local AI Chat with Microsoft Excel': 'gpt4all_desktop/cookbook/use-local-ai-models-to-privately-chat-with-microsoft-excel.md'
- 'Local AI Chat with your Google Drive': 'gpt4all_desktop/cookbook/use-local-ai-models-to-privately-chat-with-google-drive.md'
- 'Local AI Chat with your Obsidian Vault': 'gpt4all_desktop/cookbook/use-local-ai-models-to-privately-chat-with-Obsidian.md'
- 'Local AI Chat with your OneDrive': 'gpt4all_desktop/cookbook/use-local-ai-models-to-privately-chat-with-One-Drive.md'
Expand Down