How to analyze spreadsheets with AI in Whizi

Best models for spreadsheet work

GPT leads on structured reasoning and clean JSON output. Claude is a good second opinion for complex multi-step aggregation. Gemini shines when the spreadsheet is very long or you want to combine it with a PDF or chart.

Prompts that produce usable output

• "Summarize the attached CSV in five bullets, then list the next three questions I should ask."

• "Group the rows by region and calculate the median revenue per region."

• "Produce a Markdown table of the top 10 rows by column X."

• "Re-check the previous answer and flag any row that does not match the criteria."

Workflow checklist

• Upload the file
• Start with a summary, not a specific query
• Ask structured questions one at a time
• Always verify a numeric answer with a second model

Common questions