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Nectari Copilot for Worksheets

Nectari Copilot in worksheets uses the data on screen to provide insights, recommendations, and execute instructions. It can explain what the data shows, identify trends and anomalies, suggest improvements to the worksheet structure, and make changes directly based on your instructions.

important

The more rows you expand in the worksheet, the more credits are consumed.

What worksheets can do​

Worksheets present structured data in rows and columns in a flexible grid that supports interactive analysis and editing.

  • Groups, columns, and pivots: organize how data is structured and summarized across rows and columns.
  • Drill down: expand a row to see the detailed records behind an aggregated value.
  • Sort and filter: reorder rows by any column and filter records to narrow the data shown.
  • Link to a view: connect a cell or value in the worksheet to another visualization for deeper context.
  • Design and personalization: adjust the layout, spacing, and visual styling of the worksheet.
  • Column and group formatting: change column headings, background colors, and fonts for groups and columns.
  • Aggregation overrides: change how subtotals and totals are calculated for specific columns or groups.
  • Data entry: input or edit values directly in the worksheet, if authorized.

Prompt ideas​

Insights​

Insights are observations and explanations based on the data currently visible in your worksheet. They can describe what the data shows, detect unusual patterns, and help interpret results.

  • Which accounts in this worksheet belong in a cash flow, and what calculation should I apply?Copy
  • What are the main observations from this report?Copy
  • Are there any outliers in this worksheet?Copy
  • Based on the last 3 years of data for customer XYZ, what sales should I expect next year?Copy
  • Who are my 5 biggest customers by quantity sold and amount sold?Copy
  • Are there customers who bought high quantities but paid a low total amount?Copy

Recommendations​

Recommendations are ideas and suggestions to make your worksheet more informative, better formatted, or easier to work with.

  • I'm a sales director. Propose 3 new report layouts and explain why each one would be useful.Copy
  • How could I improve this worksheet?Copy
  • What changes would make this worksheet more focused on margin analysis?Copy

Instructions​

Instructions are direct commands that update the worksheet based on your request, such as adjusting formatting, reorganizing data, or changing calculations.

  • Add the sales representative as a sub-group after the year.Copy
  • Take the document out of its current group.Copy
  • Pivot by quarter.Copy
  • Remove all the measures except quantity and amount.Copy
  • Sort the customers in descending order based on amount and keep only the top 10.Copy
  • Expand all the years.Copy
  • Remove Q4.Copy
  • Filter for products containing 'bike'.Copy
  • Change the header and footer color to dark blue.Copy
  • Change quantity to show the average.Copy
  • Remove the decimal places from the quantity column.Copy
  • Format the amount in millions of dollars.Copy
  • Make the quantity column text blue.Copy
  • Show margin % in red when below 10%.Copy
  • Change the worksheet colors to look more professional.Copy

tip

Multiple changes can be combined in a single prompt.

Example:

Group by Year and Month and pivot by Company. Also add a Margin % column, keep only 2025 and 2026, and switch the colors to blue.