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AI-powered spreadsheet assistant for queries, formulas, and charts.

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July 1, 2023

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AI-powered spreadsheet assistant for queries, formulas, and charts.

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Overview Discussion

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Overview

AI Assist is a next-generation tool powered by GPT-4 Turbo. Integrated with spreadsheets, it assists users to write, edit, explain, and fix SQL queries, formulas, and even create charts.

Among its primary use cases, it includes ARR reporting, sales funnel reporting, and SQL database reporting. AI Assist acts in real-time, detecting issues, fixing them, providing explanations, and generating SQL queries.

It can also help users with debugging and understanding complex SQL commands. Additionally, AI Assist offers assistance with formula-building and rectification.

It allows users to swiftly move from analysis to insights, enabling them to create charts, surface insights, build dashboards and summarise takeaways.

AI Assist also ensures user privacy being SOC 2 Type II compliant and doesnt require training on users' data. This tool aids in improving workflow by rapidly generating insights from data and assisting with complex queries.

Furthermore, AI Assist is designed to be discrete and available at a single keystroke without interrupting user work.

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Pros and Cons

Pros

Generates and writes formulas

Writes and executes SQL queries

Advanced data summarization

Real-time collaboration features

Supports over 100 formulas

Professional-grade charting capabilities

Automates spreadsheets via data connectors

Can create calculated columns

Formula auto-extension during model refresh

Advanced keyboard shortcuts

In-tool SQL editor

Visual query builder

Version history for reproducibility

Scheduling queries for automation

Custom built and saved queries

Imports scripts from APIs/tools

In-spreadsheet dashboards building

Assistance in debugging SQL

Formula rectification

Improves workflow efficiency

Real-time issue detection and fixing

Explanations for SQL commands

Enables swift analysis-to-insights transition

Suggests insights generation

Protects user privacy (SOC 2 Type II compliant)

Available at a keystroke

In-tool chart creation

Automated reports (ARR, sales funnel, SQL database)

Built-in connections to databases

Real-time editing and explanation

SQL queries generation

User privacy security (No training on users' data)

SQL command explanation and rectification

Data analysis and workflow enhancement

Summarising data takeaways

Visualising data effectively

Discrete assistance

Versioning and collaboration features

View 33 more pros

Cons

Limited data sources

Lacks advanced analytics

No offline functionality

No mobile version

May require SQL familiarity

No direct import from APIs

Limited formulas support

No multi-language support

No detailed user guide

Complex UI for beginners

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Q&A

What is Equals AI Assist?

Equals AI Assist is a spreadsheet AI assistant designed to handle a variety of spreadsheet tasks and enhance users' productivity. It is capable of generating formulas, writing SQL queries, summarizing data, and more. It works in real-time and is proactive in detecting and fixing issues. This AI-powered tool offers advanced features like over 100 supported formulas, professional-grade charting capabilities, real-time collaboration features, and data connectors to automate tasks. Furthermore, Equals AI Assist supports building dashboards within spreadsheets, offers input from external APIs, and incorporates version history for reproducibility.

How does Equals AI Assist improve spreadsheet tasks?

Equals AI Assist improves spreadsheet tasks by automating various processes and offering advanced features. These include real-time collaboration, where users can edit and access spreadsheets simultaneously with teammates. The AI assistant also supports more than 100 types of formulas, helping users to quickly build models and analyses. With its data connector feature, it automates spreadsheets by connecting to multiple data sources and creating calculated columns that automatically extend formulas. The tool also supports advanced keyboard shortcuts for efficient navigation and editing, which helps users save time and increase their productivity.

What are the main features of Equals AI Assist?

The main features of Equals AI Assist include the ability to generate, edit, explain, and fix SQL queries directly within the spreadsheet, support for over 100 formulas, and assistance with formula-building and rectification. It offers advanced features like chart generation for data visualization, a visual query builder, version history for reproducibility, and scheduled queries for automated updates. Users can also build and save important queries in a library and import scripts from external APIs or internal tools. The platform supports real-time collaboration for simultaneous viewing and editing of spreadsheets.

Can I generate SQL queries directly in the spreadsheet with Equals AI Assist?

Yes, with Equals AI Assist, you can generate SQL queries directly within the spreadsheet. This capability allows you to perform data analysis without needing to move to a separate database platform. You can also use a visual query builder to assist you if you're not familiar with SQL.

What formulas are supported by Equals AI Assist?

Equals AI Assist supports more than 100 types of formulas. This comprehensive support enables users to swiftly build a wide range of models and analyses that meet specific business requirements.

Can Equals AI Assist help me build and visualize data through professional-grade charts?

Indeed, Equals AI Assist enables users to build and visualize data through professional-grade charts. The platform's charting capabilities allow for effective data visualization, aiding users in interpretation and clearer understanding of their data.

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What advanced keyboard shortcuts does Equals AI Assist support?

Equals AI Assist supports advanced keyboard shortcuts. Though the specific list of supported shortcuts is not explicitly stated, these shortcuts provide efficiency in navigation and editing within the spreadsheet platform.

How can Equals AI Assist automate my spreadsheets?

Equals AI Assist can automate your spreadsheets through its data connectors. The feature allows connection to more than 10 data sources to gather, analyze, and display data. Additionally, Equals AI Assist can create calculated columns that automatically extend formulas during model refreshes, further automating spreadsheet tasks.

Does Equals AI Assist support real-time collaboration?

Yes, Equals AI Assist supports real-time collaboration. It features a platform that includes real-time collaboration features, enabling multiple users to view and edit the same spreadsheet simultaneously.

Can I use Equals AI Assist for SQL command explanation and debugging?

Indeed, Equals AI Assist can be used for SQL command explanation and debugging. Using AI technology, it can detect and fix issues, provide explanations, and help users understand complex SQL commands. It offers real-time assistance with SQL-related tasks directly within the spreadsheet environment.

How does Equals AI Assist integrate with GPT-4 Turbo?

Equals AI Assist is integrated with GPT-4 Turbo. This integration enables AI Assist to provide real-time assistance for various tasks such as generating SQL queries, explaining and fixing SQL commands, and creating charts. The AI detects issues, fixes them, and provides explanations for the users, enhancing their workflow significantly.

What reporting capabilities does Equals AI Assist offer?

Equals AI Assist offers several reporting capabilities. It enables ARR reporting, sales funnel reporting, and SQL database reporting. Users can swiftly move from analysis to insights, enabling them to create charts, surface insights, build dashboards and summarise takeaways.

How does Equals AI Assist handle user privacy and data security?

Equals AI Assist handles user privacy and data security very seriously. The tool is SOC 2 Type II compliant and does not require training on users' data, guaranteeing that personal and sensitive information remains secure.

Can Equals AI Assist help improve my workflow?

Yes, Equals AI Assist can help improve your workflow. By automatically generating insights from data, assisting with complex queries, and providing real-time actions and reactions, Equals AI Assist aids in increasing efficiency and productivity.

What data sources can Equals AI Assist connect to?

Equals AI Assist can connect to more than 10 different data sources. It uses these connections to automate data collection and update spreadsheets, enhancing the efficiency of data management processes.

Can Equals AI Assist assist in fixing SQL queries and formulas?

Yes, Equals AI Assist can assist in fixing SQL queries and formulas. It has proactive error detection, offering one-click fixes and suggested prompts to resolve issues. This capability extends to understanding other workbooks and rectifying mistakes within them.

What is the functionality of the visual query builder in Equals AI Assist?

The functionality of the visual query builder in Equals AI Assist allows users who may not be familiar with SQL to write SQL queries. By using a graphical interface to build queries, users do not necessarily need to write complex SQL codes, thus making data analysis accessible to a wider range of users.

Can Equals AI Assist help me with dashboard creation?

Yes, Equals AI Assist can help users with dashboard creation. Users can leverage this feature to build custom dashboards within the familiar spreadsheet environment, which allows for data visualization and insight generation in a simplified and efficient manner.

How does Equals AI Assist's version history feature improve reproducibility?

The version history feature in Equals AI Assist improves reproducibility by maintaining a record of all versions of a spreadsheet. This enables users to revert to previous versions, compare changes over time, and understand the progression of their data analyses and models.

Can I schedule queries for automatic updates with Equals AI Assist?

Yes, with Equals AI Assist, you can schedule queries for automatic updates. This feature enhances productivity by automating routine tasks and ensuring your data analyses and reports are consistently updated with the latest data.

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