Ask questions about Excel data using a CSV export
Export the relevant sheet as CSV and inspect the exported values before uploading it. Formulas, multiple sheets, cell formatting and workbook relationships do not transfer as an intact Excel workbook. Check dates, leading zeros and numeric separators so the export represents the intended data.
Validate a small example
- Use a non-sensitive file with a total you already know.
- Check missing values, duplicate rows and the date range.
- Inspect the generated SQL and compare one result with a manual calculation.
- Keep the question and assumptions with the exported answer.
Before you upload
QueryAI sends the CSV to its server for processing. Review the privacy terms and obtain permission before uploading business data. Start with a small export and remove fields that are not needed for the question. See current plan limits before relying on a recurring workflow.
Product details checked 2026-10-26. QueryAI: current workflow and pricing. Vendor capabilities and offers can change.