Excel File
How to Complete the Excel File Upload Form?
Looking at this Excel File loader form, here's what you need to do to complete it:
Step-by-Step Instructions:
1. Name (Required)
Enter a name for your data source in the text box
This helps you identify your Excel data later
Example: "Sales Data," "Customer List," or "Financial Reports"
The placeholder shows "My Excel file" as an example
⚠️ This field is required (red warning shown)
2. Excel File(s) (Required)
Click on the upload area that says "Drop your file here"
Or click "Click to browse or drag files here" to select Excel files from your computer
You can upload one or multiple Excel files (.xls, .xlsx)
Simply drag and drop your Excel files into the upload area
⚠️ This field is required (red warning shown)
3. Chunk Size
Set how many tokens or characters should be in each chunk
Default value is 1024 (recommended for most cases)
You can change this number if needed
This controls how your spreadsheet data is divided for processing
4. Select Embedding Model
Default "OpenAI - Text Embedding 3 Small" is already selected
You can change this by clicking the dropdown if needed
This model processes and understands your Excel data
5. Review Cost Warning
⚠️ Important: Check the yellow warning box
Data import costs 0.008 tokens per word
This is very cost-effective compared to other file types
6. Final Step
Click the "Save" button at the bottom
Your Excel files will be processed
Tabular data will be converted into structured text for AI to work with
Key Features:
Data Conversion: Converts tabular data into structured text
Multiple Files: Upload several Excel spreadsheets at once
Smart Processing: Preserves data relationships and structure
Low Cost: Very affordable at 0.008 tokens per word
What Gets Processed:
Cell data from all worksheets
Column headers and row labels
Formulas and calculated values
Text, numbers, and dates
Perfect For:
Customer databases
Sales reports
Financial data
Inventory lists
Survey results
Any structured data in spreadsheet format
Simple Summary:
Give your Excel data collection a name
Upload your Excel files (drag & drop or browse)
Adjust chunk size if needed (or keep default 1024)
Keep the default embedding model (or change if needed)
Click Save
Done!
Your Excel spreadsheets will be converted to structured text that AI can understand, search through, and analyze for insights, patterns, and answers to your questions!
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