Working with Spreadsheets

Working with Spreadsheets

Querri handles the full spreadsheet lifecycle — from importing messy Excel files to exporting polished, multi-tab workbooks with live formulas. This guide walks through every step.

Importing Excel Files

Querri supports .xlsx, .xls, and .xlsm files up to 100MB, including workbooks with multiple tabs.

To upload a spreadsheet:

1. Go to Library in the main navigation
2. Click Upload File or drag and drop your file onto the page
3. Querri processes the file and shows a preview

Multi-tab workbooks are handled automatically — each sheet in your workbook becomes a separate entry in your Library, so you can query them individually or together.

Tip

You can drag multiple files at once for batch uploads. All files are queued and processed in the background.

Agentic File Preprocessing

Real-world spreadsheets are messy. Querri’s AI automatically cleans up common issues during import so you don’t have to.

What Querri detects and fixes:

Problem	What Querri Does
Headers not in row 1	Detects the actual header row and skips metadata rows above it
Footer totals and subtotals	Identifies and removes summary rows to prevent double-counting
Embedded tables	Finds and extracts tables from spreadsheets with mixed layouts
Merged cells	Expands merged cells so each row/column has its own value
Inconsistent date formats	Normalizes dates into a standard format

Once a file is preprocessed, the result is cached — reloading the same file is instant.

Note

Preprocessing happens automatically. You don’t need to configure anything. If you want to skip preprocessing and work with the raw file, you can specify that in your prompt.

Reading Spreadsheets from Google Drive

You can pull spreadsheets directly from Google Drive without downloading them first.

Querri uses the drive.file OAuth scope — the most secure permission Google offers. This means Querri can only access files you explicitly select through Google’s file picker. It cannot browse, list, or see any other files in your Drive.

To connect:

1. Go to Settings → Connectors and connect Google Drive
2. Use the Google Picker to select specific files
3. Selected files appear in your Library ready to query

For the full setup walkthrough, see the Google Drive Integration guide.

Analyzing Spreadsheet Data

Once your spreadsheet is in Querri, ask questions in plain English. Querri understands your column names, data types, and sheet structure.

Example prompts:

• “What are the top 10 customers by revenue?”
• “Show monthly trends for each product category”
• “Compare Q1 vs Q2 performance by region”
• “What percentage of orders are over $500?”
• “Summarize the data in the Expenses sheet”

Multi-sheet analysis is supported — you can reference data across multiple sheets or even across separate files:

• “Join the Customers sheet with the Orders sheet on customer_id”
• “Compare totals from budget.xlsx against actuals.xlsx”

AI-Powered Data Cleaning

Instead of writing formulas or scripts, describe what you want cleaned in natural language.

Example cleaning commands:

• “Remove duplicate rows based on email address”
• “Standardize all date columns to YYYY-MM-DD format”
• “Split the full_name column into first_name and last_name”
• “Extract company names from the notes column”
• “Fill in missing region values based on the state column”

Unstructured text extraction works on free-text fields too. Querri can pull structured data from messy text:

• “Classify each support ticket by sentiment (positive, neutral, negative)”
• “Extract the main theme from each customer comment”
• “Rate urgency on a scale of 1-5 based on the description field”

Tip

You can chain multiple cleaning steps in a single conversation. Querri remembers the state of your data between prompts.

Generating Multi-Tab Excel Workbooks

Querri’s excel_export tool creates formatted .xlsx files — not just data dumps, but proper workbooks you can hand to stakeholders.

Key capabilities:

• Multiple sheets per workbook — each result or table can go to its own tab
• Automatic column sizing — columns adjust to fit content
• Header formatting — bold headers with filter dropdowns
• Data type preservation — dates stay as dates, numbers stay as numbers

Example prompts:

• “Export the results to Excel with each region on its own sheet”
• “Create a workbook with a summary tab and a details tab”
• “Export this as a formatted Excel file”

Adding Formulas to Exports

Querri can embed live Excel formulas in exported files — not just static values. When you open the file in Excel, the formulas are fully functional.

Supported formula types:

• Aggregation: SUM, AVERAGE, COUNT, MIN, MAX
• Lookup: VLOOKUP, HLOOKUP, INDEX/MATCH
• Conditional: IF, SUMIF, COUNTIF
• Text: CONCATENATE, LEFT, RIGHT, TRIM
• Date: YEAR, MONTH, DATEDIF

Example prompts:

• “Add a SUM formula at the bottom of each numeric column”
• “Include a VLOOKUP column that pulls pricing from the Rates sheet”
• “Add an AVERAGE row for each section”

Tip

Formulas are written as actual Excel formulas, not calculated values. This means recipients can audit the logic and the formulas update if they edit the data.

Conditional Formatting

Exported workbooks can include visual styling to highlight what matters.

Formatting options:

• Font styling — bold, italic, font size, font color
• Fill colors — cell background colors for highlighting
• Borders — cell borders for visual structure
• Alignment — left, center, right, and text wrapping
• Number formats — currency, percentages, decimal places

Example prompts:

• “Highlight rows where revenue exceeds $10,000 in green”
• “Make the header row dark blue with white text”
• “Format the total column as currency with two decimal places”
• “Add borders around each section”

Pushing Spreadsheets to Google Drive

Export results directly to Google Drive — either creating new files or updating existing ones.

How it works:

1. Ask Querri to export to Google Drive (e.g., “Push this report to my Google Drive”)
2. Querri creates or updates the file in your connected Drive
3. The file appears in your Drive immediately
4. Multi-tab workbooks are fully supported

Example prompts:

• “Save this analysis as a Google Sheet in my Drive”
• “Update the Q1 Report file in Drive with the latest numbers”
• “Export each department’s data as a separate sheet and push to Drive”

Scheduling Automated Exports

Set up recurring exports so reports generate and deliver themselves.

What you can schedule:

• Cron schedules — daily, weekly, monthly, or custom intervals
• Pipeline chaining — analyze → export → push to Drive in one automated flow
• Multiple destinations — export to Library, Google Drive, or both

Example setup:

• “Run this analysis every Monday at 8am and push the results to Google Drive”
• “Generate a weekly summary report every Friday and save it as Excel”
• “Update the dashboard data export on the 1st of every month”

Note

Scheduled exports run against the latest data in your connected sources, so reports always reflect current numbers.

Security

Your spreadsheet data is protected by enterprise-grade security:

✅ SOC 2 Type II compliant — audited security controls ✅ drive.file scope — the most restrictive Google permission available ✅ Encrypted at rest and in transit — AES-256 and TLS 1.2+ ✅ No training on customer data — your data is never used to train AI models ✅ Access controls — fine-grained permissions on who can view and edit

Next Steps

• File Uploads — Supported formats and upload details
• Google Drive Integration — Full setup guide
• Creating Visualizations — Charts and dashboards
• Filtering and Cleaning — Data preparation techniques