Work with tables and SQL

Agent can help summarize table-style data. You can ask questions such as "group this by month" or "show the top 10 customers," and Agent can use SQL when that is the best way to answer.

Use this workflow when your data is arranged in rows and columns and you need a structured summary, filter, join, or calculation.

When to use this workflow

Use this workflow when your data is arranged in rows and columns and you want to filter, group, join, or summarize it.

Good examples include:

• Summarizing transactions by month, region, or customer.

• Finding duplicate records.

• Combining data from two sheets or attachments.

• Creating a summary table for later use.

• Checking missing values or inconsistent categories.

Example prompts

• "Create a table from the selected range and summarize revenue by region."

• "Find the top 10 customers by revenue."

• "Join these two attached CSV files and return the matching rows."

• "Use Sales!A1:H500 and count rows by status."

• "Check this table for duplicate invoice IDs and missing amounts."

Recommended steps

1. Select the source range or name the sheet and range.

2. Ask Agent to check the headers and data types.

3. Ask for the summary, filter, join, or calculation you want.

4. Review the result and ask for a saved output if you need to reuse it.

5. If the result should be written to the workbook, ask for a preview first.

Make table requests precise

When possible, name the columns Agent should use. This reduces ambiguity when a table has similar fields.

For example:

Use Sales!A1:H500. Group by Region and Invoice Month, sum Revenue, and return the top five regions by total revenue.

Tip

This works best when the source range has clear headers and consistent column types.