Documentation
Understand the core workflow for creating spreadsheets, generating formulas, analyzing files, converting formats, and exporting polished results.
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Resources hub
Learn faster, work smarter, and get more from SheetWise.
Find guides, sample prompts, product comparisons, and help for Excel, Google Sheets, file conversion, and monthly business reporting.
✓ Product-focused help
✓ Practical spreadsheet examples
✓ Direct links to working tools
Start here
Everything important in one clean resource system.
Each section is designed to answer a different question: how to use SheetWise, what to ask, where to get examples, and how to contact the team when you need help.
Examples
Use proven prompts for lookups, reporting, invoices, data cleanup, charting, and business-document creation—then adapt them to your own workbook.
Browse examples →Contact & support
Ask a product question or report a problem. Include the tool name, steps to reproduce, and the error message; omit passwords and sensitive source data.
Contact SheetWise →
Visual guide
See how the resource flow works.
Start with documentation, choose a relevant example, then open the matching tool. Review the preview and validate totals before exporting your result.
Section
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Documentation
How it works
New users
Examples
Prompt library
Faster outputs
Contact
Help & feedback
Support
What people come here for
Common reasons users open the Resources menu.
Choose a starting point based on the file you have and the result you need.
Compare and choose
Understand where SheetWise fits in your workflow.
Balanced comparison pages explain the difference between a specialized workflow platform and spreadsheet features inside broader AI products.
SheetWise vs ChatGPT
Compare guided spreadsheet workflows with a broad conversational AI and data-analysis workspace.
Read comparison →SheetWise vs Copilot
See the difference between cross-format business workflows and AI editing directly inside Excel.
Read comparison →SheetWise vs Gemini
Compare independent file workflows with AI assistance embedded in native Google Sheets.
Read comparison →SheetWise vs Better Analyst (Formula Bot)
Compare SheetWise workflows with Better Analyst, the current product formerly called Formula Bot.
Read comparison →SheetWise vs Ajelix
Compare SheetWise guided outputs with an agentic AI workspace for Excel and data work.
Read comparison →Popular guides
Practical answers to real spreadsheet problems.
Each guide explains a repeatable workflow and links directly to the SheetWise tool that can help complete the task.
How to Clean Excel Data with AI
Learn a practical workflow for cleaning inconsistent Excel data, fixing blanks, standardizing formats, and preparing a reliable spreadsheet with AI.
Read guide →How to Remove Duplicate Rows in Excel Safely
Find and remove duplicate Excel rows without deleting valid transactions. Learn how to choose matching columns and verify the cleaned result.
Read guide →How to Convert PDF Tables to Excel
Convert tables from PDF documents into editable Excel files, then verify columns, numbers, dates, and totals before using the data.
Read guide →How to Fix #N/A, #VALUE!, and #REF! in Excel
Understand common Excel formula errors and fix #N/A, #VALUE!, and #REF! with a clear diagnostic workflow.
Read guide →How to Create a Monthly Business Report from Excel
Build a clear monthly business report from Excel data with revenue, expenses, profit, trends, risks, and next-step recommendations.
Read guide →How to Compare Budget vs Actual in Excel
Compare budgeted and actual results in Excel, calculate variance, explain major differences, and turn the analysis into useful business actions.
Read guide →How to Build an Excel Dashboard from Business Data
Turn Excel or CSV data into a focused business dashboard with reliable KPIs, useful charts, filters, and a clear executive summary.
Read guide →How to Analyze Business Expenses from Receipts
Turn receipt images into organized expense data, verify OCR results, categorize spending, and prepare a reliable expense report.
Read guide →How to Create Excel Formulas with AI
Generate reliable Excel formulas with AI by describing the goal, workbook structure, examples, and edge cases clearly.
Read guide →How to Turn CSV Data into a Professional Report
Convert raw CSV data into a structured Excel report with clean columns, KPIs, charts, commentary, and an export-ready layout.
Read guide →
FAQ
Quick answers before users need support.
How should I prepare a file for analysis?
Use one header row, consistent dates and number formats, and clear column names. Keep a copy of the original and check missing values and duplicates before analysis.
How can I create a monthly business report?
Open the monthly reporting guide, download its sample CSV, and upload it into Monthly Performance Report. Select the current and previous periods and compare the totals with the worked example.
What should I include in a formula request?
Specify Excel or Google Sheets, the result you need, sheet names, columns, and example inputs. Explain how blanks, zero values, and missing matches should be handled.
What should I check before using a report?
Reconcile row counts, periods, currency, totals, and formulas with the source data. Check the downloaded file. AI explanations of causes need supporting evidence.
How do I report a problem?
Open Contact and include the tool name, steps to reproduce, and the error message. Do not send passwords, payment information, or confidential source files.
Go from reading to doing
Use the hub, then open the workspace with a better prompt.
Documentation explains the system. Examples help you ask smarter questions. Contact keeps support clear. Everything leads back to real usage inside SheetWise.