Excel AI Analysis Best Practices

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Proper data formatting

Well-organized and clean data allows Powerdrill to carry out precise, error-free analysis and visualization. To ensure this, follow these best practices:

✅ Column headers: Use clear, descriptive headers in the first row.

✅ Tabular structure: Structure your data with records listed in rows beneath the headers.

✅ Universality: Use plain, widely understood language for column names, avoiding industry or company-specific terms.

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Some examples

Figure 3: The spreadsheet is structured

Figure 4: The main body of the spreadsheet is structured, though it includes titles and footnotes

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Improper data formatting

Composite spreadsheets or poorly formatted data may prevent from analyzing or transforming the information. To avoid issues, be mindful of the following common pitfalls:

❌ Multi-level headers

❌ Too many empty rows / columns

❌ Irregular tables contained

❌ Multiple sections

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Some examples

Figure 1: Spreadsheets with multi-level headers are difficult to index

Figure 2: Spreadsheets with multiple sections, such as financial statements, should be formatted into tabular data