Upload a messy spreadsheet and ask in plain English. You get the numbers that matter, one clear chart, and the “so what” — without a single formula.
For anything sensitive, first turn off chat history and training in the tool's settings, or use the business tier where your files aren't used for training. For truly confidential data, keep it inside your company's own tools — Copilot in Excel, or Power BI — where nothing leaves your tenant.
No. Free ChatGPT and Gemini both read a spreadsheet and answer. You'll want a paid plan for bigger files, cleaner charts, and no daily limit — but try it free first and upgrade only when you hit a wall.
Always spot-check a figure or two by hand — AI can miscount. If one's off, tell it exactly which and ask it to recompute and show its working. For anything that must be exact — money, compliance — do the final sum in Excel, not the chat.
Two ways, depending on the size:
Either works. Open Gemini if the file already lives in Google Sheets or Drive; open ChatGPT otherwise. If it lives in Excel, skip both and use Copilot right inside the sheet.