NextGen AIExcel Analyst

HELP & DOCUMENTATION

Clear guidance for what works today.

Search current services, preview features, security guidance, and troubleshooting. Beta features are labelled and unavailable workflows stay unavailable.

2–5 MINUTES

Getting started

  1. Choose a routeUse production support for real questions or the local wizard for configuration only.
  2. Check availabilityBeta does not mean deployed or ready for customer data.
  3. Protect informationShare the smallest safe example and never include credentials.
  4. Get helpUse the matching support desk or contact channel.

18 articles

Getting Started

Start with the right service

Choose production support, expert consulting, or the local Excel workflow preview.

Available
Getting Started

What is available today?

Understand the difference between the deployed support site and the local Excel Analyst preview.

Available
Excel

Select workbook data safely

The preview accepts up to 10 XLSX, CSV, or TSV files, maximum 50 MB each.

Beta / Partial
Excel

Choose a cleaning level

Cleaning controls how conservative the requested transformations should be.

Beta / Partial
Excel

Complexity and automation confidence

These backend scores describe processing difficulty and confidence; the browser cannot calculate them.

Beta / Partial
AI Analytics

Understand AI mode

AI is optional and never owns business calculations or privileged operations.

Beta / Partial
Dashboards

Choose a dashboard type

Dashboard types request a validated KPI and chart layout for a business domain.

Beta / Partial
Automation

Recurring processing

Scheduling, checksum, schema, and locking services exist locally, without a deployed customer workflow.

Beta / Partial
Billing

Billing and payments

Billing records exist locally, but the platform does not initiate payment or refund transactions.

Beta / Partial
Expert Services

Request expert assistance

Use production support or contact channels when the work needs human review.

Expert Only
Account & Security

Account and access security

There is no general SaaS customer account; ticket and application flows use separate verification.

Not Currently Available
Troubleshooting

Troubleshoot common problems

Resolve expected preview limitations and safely report unexpected failures.

Available
FAQ

Frequently asked questions

Short answers about services, formats, original files, AI, expert work, and APIs.

Available
Projects

Projects and processing history

Project and execution models exist, but customers cannot create or browse them in a deployed application.

Not Currently Available
Power BI

Power BI services

Power BI learning and custom expert delivery are available; there is no automated tenant or execution integration.

Expert Only
SQL

SQL services

SQL learning and custom query consulting are available; the platform does not execute customer SQL.

Expert Only
Python

Python services

Python learning and expert automation are available; there is no customer code-execution environment.

Expert Only
Services

Client application services

Web, mobile, portal, dashboard, and AI-enabled application work is a custom expert service.

Expert Only