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4 ExcelAI Plugin

VeryLiu edited this page Jul 25, 2025 · 3 revisions

The ExcelAI plugin needs an Excel document to be open to be seen and used. The interactive interface consists of the toolbar at the top of the document and the work panel on the right side of the document.

Enable deep integration in the bottom left corner of the Excel right-side panel: Used for complex tasks in Excel, it can deeply understand data and perform statistics and analysis, such as function processing, chart processing, cross-sheet processing, etc. It is recommended to enable deep integration when handling complex tasks (disabling deep integration saves large model token consumption).

excelaichat

4.1 AI Free Chat

The function and usage are the same as the AI free chat in the WordAI plugin.

4.2 Cell High Light

This function is used to highlight the current cell. Click the down arrow in the "Cell High Light" of the toolbar, and click "On" to enable it. Clicking the settings page can modify the spotlight effect.

cell high light

4.3 Toolbox

toolbox of excel

4.3.1 Quick Input

Convenient for quickly inputting specific information in a designated area, such as: gender, check/cross, yes/no, etc. Method: Select the area to be entered, click the information category (e.g., Gender), click "OK" in the pop-up dialog box, and then enter the number 1 or 2 in the selected area to automatically replace it with the corresponding gender.

Convenient for inserting a drop-down box in a designated area, such as: payment method, size unit, rating, etc. Method: Select the area to insert, click the information category (e.g., Payment Method), click "OK" in the pop-up dialog box, and then a drop-down box will appear when you click any cell in the selected area.

4.3.2 Extract/Filter

Can one-click extract or filter extra spaces, symbols, numbers, Chinese and English characters from the table. For example, if a column of data contains both Chinese and English, you can click this function to extract the required content or filter out unwanted content.

4.3.3 Batch Calculate Numbers

Can perform batch operations of addition, subtraction, multiplication, and division. Just select and click the button to execute.

① First, select the data that needs batch calculation. ② Click the toolbox. ③ Click batch calculate numbers and select the desired calculation method. ④ Enter the specific value in the pop-up window.

For example, if I want to add 100 to a whole column of data, I can do it all with one click using the above steps.

4.3.4 Rounding

For non-integers, you can quickly perform various one-click batch rounding operations, including rounding up, rounding down, rounding to the nearest even number, taking the integer part, and taking the decimal part.

4.3.5 Number Format Painter

Can apply a format to numbers with one click, such as converting to Chinese numerals, uppercase numerals, or converting number to text format.

4.3.6 Amount Format Painter

Performs specific formatting operations on the numerical values in each cell of the selected area, such as: converting to uppercase amount, e.g., 100 -> 壹佰元

  • Divide by 1000 and add the "万" (ten thousand) unit, e.g., 20000 -> 2万
  • Add the unit m², e.g., 100 -> 100 m²
  • Add a thousand separator, e.g., 12300 -> 12,300
  • Add the unit "元" (yuan), e.g., 100 -> 100元

4.3.7 Quick Name Adjustment

Can one-click modify, align, and extract names, such as aligning two-character and three-character names. Name extraction instructions: When a cell contains a name + other content, and there is a separator after the name, you can set the corresponding content in the pop-up window, and after one-click extraction, only the name information will be retained.

4.3.8 Quick ID Number Adjustment

Can one-click mask parts of an ID number, extract birth date, age, gender, etc.

4.3.9 Quick Phone Number Adjustment

Can one-click partially mask, segment display, and randomly generate phone numbers.

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