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Nectari Copilot for Worksheets

The Nectari Copilot in worksheets uses the data in a grid-style view that you see on screen to provide insights and recommendations. It can identify patterns, detect anomalies, summarise trends, explain calculations, and perform changes to your worksheet layout, grouping, filtering, and formatting based on your instructions.

You can ask questions while viewing a worksheet, and it will analyse the data you are seeing in real time. You can also give targeted commands, and it will adjust the worksheet for you.

important

Note that the more you expand the worksheets to display additional data, the more credits will be consumed.

Worksheets features​

Worksheets present structured, row-and-column data in a flexible grid that allows interactive analysis and editing.

  • Groups, columns, pivots – Organise data structures.
  • Drill down – Expand to view detailed records.
  • Sort and filter – Reorder and refine records.
  • Link to a view – Connect worksheet data to another visualisation.
  • Design and personalise – Adjust layout and styling.
  • Column and group formatting – Change headings, colours, and fonts.
  • Aggregation overrides – Adjust subtotal and total calculations.
  • Data entry (if authorised) – Input or edit values directly.

For details on worksheet functionality, see the Worksheets introduction page.

Prompt ideas​

Insights​

Insights are observations and explanations based on the data currently visible in your worksheet. Use these prompts to explore what the data says, detect unusual patterns, or forecast likely future results.

  • Describe the contents of this worksheet.
  • Explain any trends or patterns you can see.
  • Identify anything unusual in the data.
Based on the account list in my current worksheet, can you tell me what accounts I should use in my cashflow and what calculation I should do?
Can you analyse the current report and tell me a story about the values that you see?
Analyse the current worksheet and tell me if there are any outliers.
Analyse the current worksheet and based on the last 3 years of data for the customer XYZ, can you tell me what I should expect as sales for next year?
Can you analyse the worksheet and tell me who are the 5 biggest customers for quantity sold and amount sold?
Can you analyse the worksheet and tell me if I have customers where I sold a lot of quantity but where the total amount is low?

Recommendations​

Recommendations are ideas and suggestions to make your worksheet more informative, better formatted, or easier to work with. Use these prompts when you want layout improvements, different perspectives on the data, or alternative designs.

  • Suggest ways to improve the layout of this worksheet.
  • Recommend formatting changes to make the data easier to read.
  • Advise on how to reorganise the data for better analysis.
I'm a sales director, can you propose 3 new report layouts and explain why each one would be useful?
How could I enhance the existing worksheet?
Change the existing worksheet to be more focused on margin analysis.

Instructions​

Instructions are specific, actionable changes you can request to apply to your worksheet — such as adjusting formatting, reorganising data, or changing calculations. Use these prompts to get targeted modifications you can implement directly.

  • Group or pivot the data in a different way.
  • Apply filters or sorting to highlight important records.
  • Change the formatting or styling to meet presentation needs.
Add the sales rep in the group after the year.
Remove the document from the group.
Pivot by quarter.
Remove all the measures except quantity and amount.
Sort the customers in descending order based on amount and keep only the top 10.
Expand all the years.
Keep only 2025 and 2026.
Exclude quarter 4.
Keep all products that have "bike" in the description.
Change the header and footer colour to dark blue or #FE56093.
Change quantity to show the average.
Remove the decimal places from the quantity column.
Format the amount in millions of dollars.
Make the quantity column text blue.
Show margin % in red when below 10%.
Change worksheet colours to look more professional.

tip

You can apply multiple changes in a single prompt, making complex report updates faster and easier. For example: Add the Month after Year, pivot by Company, insert a Margin column, filter to keep only 2025 and 2026, and change the colours to a more blue theme.