diff --git a/gpt4all-bindings/python/docs/assets/attach_spreadsheet.png b/gpt4all-bindings/python/docs/assets/attach_spreadsheet.png new file mode 100644 index 00000000..4078ffe5 Binary files /dev/null and b/gpt4all-bindings/python/docs/assets/attach_spreadsheet.png differ diff --git a/gpt4all-bindings/python/docs/assets/chat_window.png b/gpt4all-bindings/python/docs/assets/chat_window.png new file mode 100644 index 00000000..e7b356e7 Binary files /dev/null and b/gpt4all-bindings/python/docs/assets/chat_window.png differ diff --git a/gpt4all-bindings/python/docs/assets/disney_spreadsheet.png b/gpt4all-bindings/python/docs/assets/disney_spreadsheet.png new file mode 100644 index 00000000..3e503bfe Binary files /dev/null and b/gpt4all-bindings/python/docs/assets/disney_spreadsheet.png differ diff --git a/gpt4all-bindings/python/docs/assets/spreadsheet_chat.png b/gpt4all-bindings/python/docs/assets/spreadsheet_chat.png new file mode 100644 index 00000000..d9385e1d Binary files /dev/null and b/gpt4all-bindings/python/docs/assets/spreadsheet_chat.png differ diff --git a/gpt4all-bindings/python/docs/gpt4all_desktop/cookbook/use-local-ai-models-to-privately-chat-with-microsoft-excel.md b/gpt4all-bindings/python/docs/gpt4all_desktop/cookbook/use-local-ai-models-to-privately-chat-with-microsoft-excel.md new file mode 100644 index 00000000..ead295ac --- /dev/null +++ b/gpt4all-bindings/python/docs/gpt4all_desktop/cookbook/use-local-ai-models-to-privately-chat-with-microsoft-excel.md @@ -0,0 +1,80 @@ +# Using GPT4All to Privately Chat with your Microsoft Excel Spreadsheets +Local and Private AI Chat with your Microsoft Excel Spreadsheets + +Microsoft Excel allows you to create, manage, and analyze data in spreadsheet format. By attaching your spreadsheets directly to GPT4All, you can privately chat with the AI to query and explore the data, enabling you to summarize, generate reports, and glean insights from your files—all within your conversation. + +## Attach Microsoft Excel to your GPT4All Conversation + +!!! note "Attach Microsoft Excel to your GPT4All Conversation" + + 1. **Install GPT4All and Open **: + + - Go to [nomic.ai/gpt4all](https://nomic.ai/gpt4all) to install GPT4All for your operating system. + + - Navigate to the Chats view within GPT4All. + + + + + +
+ + Chat view +
+ + 2. **Example Spreadsheet **: + + + + + +
+ + Spreadsheet view +
+ + 3. **Attach to GPT4All conversration** + + + + +
+ + Attach view +
+ + 4. **Have GPT4All Summarize and Generate a Report** + + + + +
+ + Attach view +
+ + +## How It Works + +GPT4All parses your attached excel spreadsheet into Markdown, a format understandable to LLMs, and adds the markdown text to the context for your LLM chat. You can view the code that converts `.xslx` to Markdown [here](https://github.com/nomic-ai/gpt4all/blob/main/gpt4all-chat/src/xlsxtomd.cpp) in the GPT4All github repo. + +For example, the above spreadsheet titled `disney_income_stmt.xlsx` would be formatted the following way: + +```markdown +## disney_income_stmt + +|Walt Disney Co.||||||| +|---|---|---|---|---|---|---| +|Consolidated Income Statement||||||| +||||||||| +|US$ in millions||||||| +|12 months ended:|2023-09-30 00:00:00|2022-10-01 00:00:00|2021-10-02 00:00:00|2020-10-03 00:00:00|2019-09-28 00:00:00|2018-09-29 00:00:00| +|Services|79562|74200|61768|59265|60542|50869| +... +... +... +``` + +## Limitations + +It is important to double-check the claims LLMs make about the spreadsheets you provide. LLMs can make mistakes about the data they are presented, particularly for the LLMs with smaller parameter counts (~8B) that fit within the memory of consumer hardware. \ No newline at end of file diff --git a/gpt4all-bindings/python/mkdocs.yml b/gpt4all-bindings/python/mkdocs.yml index 4e7d73ab..a80ec9b8 100644 --- a/gpt4all-bindings/python/mkdocs.yml +++ b/gpt4all-bindings/python/mkdocs.yml @@ -15,6 +15,7 @@ nav: - 'LocalDocs' : 'gpt4all_desktop/localdocs.md' - 'Settings' : 'gpt4all_desktop/settings.md' - 'Cookbook': + - 'Local AI Chat with Microsoft Excel': 'gpt4all_desktop/cookbook/use-local-ai-models-to-privately-chat-with-microsoft-excel.md' - 'Local AI Chat with your Google Drive': 'gpt4all_desktop/cookbook/use-local-ai-models-to-privately-chat-with-google-drive.md' - 'Local AI Chat with your Obsidian Vault': 'gpt4all_desktop/cookbook/use-local-ai-models-to-privately-chat-with-Obsidian.md' - 'Local AI Chat with your OneDrive': 'gpt4all_desktop/cookbook/use-local-ai-models-to-privately-chat-with-One-Drive.md'