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Nectari 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.

When selecting cells, don’t exceed 200,000 cells. If you do, Nectari Copilot may not be able to process the request due to limits on how many cells can be passed.

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 summary dynamic as 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.