Product documentation
Use Excel data in reports and analysis
Parsed Documents (Excel) resources can be selected in supported Agent and AI Reports workflows. Availability depends on enabled product capabilities and corresponding access.
Use with an Agent
When creating an Agent that analyzes document data:
- Choose the resource kind labeled Documents (Excel).
- Select one or more resources from the available list.
- Complete the remaining Agent configuration and save.
- Open the Agent and ask a question that identifies the intended file, worksheet, period, and measure when ambiguity is possible.
Selecting a resource makes it available to the Agent; it does not guarantee that every question will use every linked file or produce a chart.
Use with AI Reports
When AI Reports is available:
- Start generation from a report template.
- Enter the report information.
- Select a Documents (Excel) resource.
- For each report section, expand a successfully parsed document and select the relevant worksheets.
- Review the section-to-worksheet mapping before submitting.
The report workflow lists only documents in the successful parsing state. A document that is present in Documents (Excel) but still parsing or failed will not be an available worksheet source.
Verify downstream results
- Confirm the intended resource and worksheet were selected.
- Compare important totals and dates with the source file.
- Treat generated narrative, calculations, charts, and files as outputs to review, not as proof that parsing or interpretation was correct.
Preview notice
AI Reports is documented as Preview in this version. Labels, steps, and availability can change before general availability.