Skip to main content

Nectari Copilot for Workbooks

The Nectari Copilot in workbooks uses the data and structure from the sheet you see on screen to give insights, offer recommendations, and execute instructions.
It can analyse formulas, summarise reports, suggest more effective layouts or calculations, and perform changes such as adding sheets, modifying cell contents, and updating workbook settings.

You can interact with Copilot while viewing a workbook, and the it will respond based on the active sheet and selection.

important

For best results, select a cell or range of cells before asking a question or running an instruction. Copilot will use the active selection to provide answers that are more targeted and relevant.

Workbooks features​

Workbooks allow you to create, customise, and analyse interactive reports that combine data from ERPs and other sources.

  • Sheets – Add new tabs or duplicate existing ones.
  • Layout and formatting – Adjust columns, fonts, colours, and themes.
  • Cell controls – Use functions, set cell types, add dropdowns or slicers, and insert sparklines.
  • Hide and filter – Hide zeros, clear cache, or apply filters and slicers.
  • Data extraction and drill down – Pull raw data from a model or view details from formulas and extractions.
  • Pivot and formulas – Create pivoted summaries and build custom calculations.
  • Import Excel – Convert external spreadsheets into interactive workbooks.

For details on workbook features, see the Workbooks introduction page.

Using AI Features in Workbooks​

Prompt ideas​

Insights​

Insights are explanations or analyses of what’s in your workbook data.
These can describe the meaning of a formula, summarise a report, or interpret selected cells.

  • Summarise what this sheet contains.
  • Explain how a specific value or calculation is determined.
  • Highlight any trends or unusual results in the workbook.
Give me a summary of this sheet.
Explain the formula in the current cell.
Explain the formula in the cell F7.
Explain the formula in the Debit column.

Recommendations​

Recommendations suggest alternative ways to structure your workbook or improve formulas.

  • Recommend ways to improve the workbook layout.
  • Suggest a better formula for this calculation.
  • Advise on how to make this sheet clearer or easier to work with.
Is there a better way to write the formula in the current cell?

Instructions​

Instructions are direct commands you can give to update your workbook without manually editing it. Use these prompts to change cell values or formulas, apply translations, adjust layout or calculations, and add new data or summaries.

  • Update or change values in selected cells.
  • Add a new calculation or column to this sheet.
  • Format the sheet to improve readability.
Insert a calculation using cell references in column F that sums the Debit and Credit.
Create a VLOOKUP in cell G7 that searches for the account code in B7 within the list of accounts in Sheet3 starting at A1 and returns the account description in column 2.
Concatenate in column H (starting from row 7) the values from columns B and C, adding a space between them.
Translate the selected cells into Spanish.
Update the selected cells with a total amount of 5000, divided equally.
Add a subtotal for each column.
Generate a list of year and month from 2024 to 2026 below the selected cell.

Copilot Summarize formula​

The NECCOPILOT_SUMMARIZE() formula automatically generates a written summary for the selected content in your workbook. Unlike a one-off query, the summary refreshes dynamically whenever the data changes — making it ideal for live reporting. You can place summaries in multiple sheets and combine them into a reporting pack with comprehensive, automatically generated narratives. Use the following syntax:

=NECCOPILOT_SUMMARIZE(Range to summarise, [Maximum words (optional)], [Language (optional)])

You can also use a table name instead of a fixed range to make the dynamic when the data changes.

note

When you distribute a workbook that contains Copilot summaries, a new summary is generated for each recipient. Distributing to many users or sending reports frequently may increase your usage and associated costs.

Benefits​

  • Automates narrative reporting – No need to copy results into a text editor or manually write summaries.
  • Always up-to-date – The summary refreshes automatically when your data changes.
  • Integrates into reporting packs – Combine numeric analysis and professional text in the same workbook.
  • Customisable output – Control word count and language directly in the formula.

Example​

You might have a workbook with multiple sheets, each holding key financial or operational metrics. Using NECCOPILOT_SUMMARIZE(), you can add a live summary to every sheet:

  1. Balance Sheet – Shows assets, liabilities, and equity.
  2. Balance Sheet Summary – Highlights key shifts in asset allocation.
  3. Profit and Loss – Displays revenue, expenses, and net profit.
  4. Profit and Loss Summary – Explains year-on-year trends and unusual variances.
  5. Corporate Report – Combines all summaries into a polished narrative view alongside dashboards and visualisations.

This approach lets your reporting speak for itself — both in numbers and in words — without extra manual work.