Spreadsheet

Last updated: September 2025

What Makes It Special

Think of Docimate's Spreadsheet Tools as Excel on steroids, but with AI superpowers. You can edit data like you're used to, but then right-click to get AI insights, generate charts automatically, and ask questions about your data.

The Magic in Action

Upload any Excel or CSV file - drag, drop, and you're editing in seconds

Edit data like normal - click cells, type, use formulas, undo/redo

Right-click for AI magic - "What trends do you see?" or "Create a chart"

Get instant insights - AI analyzes your data and explains what it means

Export everything - save as Excel, CSV, or download charts as images

Familiar Editing

Edit data just like you would in Excel or Google Sheets, but with some nice extras.

Click to edit cells, drag to select ranges
Undo/redo with Ctrl+Z and Ctrl+Y
Formula support (SUM, AVERAGE, etc.)
Auto-save so you never lose work
AI-Powered Analysis

Ask AI questions about your data and get answers in seconds.

"What patterns do you see in this data?"
"Create a chart showing sales trends"
"Summarize the key insights"
"What should I focus on?"

Getting Started

Ready to dive in? Here's everything you need to know to get up and running with spreadsheet tools in just a few minutes.

Your First 5 Minutes

1. Go to the playground and click on "Spreadsheet" in the sidebar

2. Upload a file - drag any Excel (.xlsx, .xls) or CSV file onto the drop zone

3. Start editing - click any cell to edit, just like Excel

4. Try AI features - right-click on some data and try "Summarize" or "Create Chart"

5. Ask questions - select data and ask "What patterns do you see?"

What Files Work

Docimate works with the most common spreadsheet formats you'll encounter.

Excel files (.xlsx, .xls) - modern and legacy
CSV files - comma-separated values
TSV files - tab-separated values
Automatic format detection
How to Upload

Three easy ways to get your data into Docimate.

Drag and drop - just drag files from your computer
Click to browse - click the upload area to select files
Paste data - copy from Excel and paste directly

Editing Your Data

Once your data is loaded, editing works just like you'd expect. Click to select, switch to edit mode, and use familiar keyboard shortcuts. Plus, everything auto-saves so you never lose your work.

Pro Tips for Editing

Click any cell to select it, then switch to edit mode to start typing

Drag to select ranges - just like Excel or Google Sheets

Use Ctrl+Z and Ctrl+Y for undo/redo (works great!)

Right-click for context menu - copy, paste, and AI features

Everything auto-saves - your changes are saved as you work

Basic Editing

The editing experience you know and love, with some nice extras.

Click to select cells, drag to select ranges
Use Tab and Enter to navigate between cells
Copy/paste with Ctrl+C and Ctrl+V
Formulas & Functions

Use familiar Excel formulas and functions in your data.

Basic functions: SUM, AVERAGE, COUNT, MAX, MIN
Start with = to enter formula mode

AI-Powered Features

This is where Docimate really shines. Select any data and right-click to see AI options that can analyze, summarize, and visualize your data in ways that would take hours to do manually.

Real Examples of What AI Can Do

Sales Data: Select sales numbers → "What trends do you see?" → Get insights about growth, seasonality, and outliers

Customer Data: Select customer info → "Create a chart showing customer segments" → Get a beautiful pie chart with analysis

Financial Data: Select budget numbers → "Summarize the key insights" → Get a clear summary of what the data means

Any Data: Select any range → "What patterns do you see?" → Get intelligent analysis and recommendations

Smart Analysis

Select any data and ask AI to analyze it. Get insights, patterns, and recommendations in seconds.

Right-click → "Summarize" for quick insights
Ask "What trends do you see?" for pattern analysis
Get "What should I focus on?" for recommendations
Ask specific questions about your data

Pro Tip: The more specific your question, the better the AI response. Try "What's driving the increase in Q3 sales?" instead of just "Analyze this."

Automatic Chart Generation

Select data and let AI create the perfect chart for you. No more guessing which chart type to use.

Right-click → "Create Chart" for instant visualization
AI picks the best chart type for your data
Bar charts, pie charts, line charts, scatter plots
Download charts as images for presentations

Pro Tip: You can also ask AI to create specific chart types: "Create a pie chart showing market share" or "Make a line chart of sales over time."

Creating Charts

Turn your data into beautiful, professional charts with just a few clicks. AI picks the best chart type for your data, or you can ask for specific visualizations.

Chart Types Available

Bar Charts - Compare values across categories

Pie Charts - Show proportions of a whole

Line Charts - Display trends over time

Scatter Plots - Show relationships between variables

Quick Chart Creation

The fastest way to create charts - just select data and let AI do the work.

Select your data range (including headers)
Right-click → "Create Chart"
AI automatically picks the best chart type
Chart appears instantly with proper labels
Custom Chart Requests

Want a specific chart type? Just ask AI to create exactly what you need.

"Create a pie chart showing market share"
"Make a line chart of sales over time"
"Show customer segments as a bar chart"
AI understands your request and creates it

Pro Tip: You can download any chart as an image to use in presentations or reports.