Create or edit an Excel spreadsheet

Excel files are needed for everything from estimates to follow-up. Yesper creates and edits them with tables, formulas and pivot tables, and can extract data from other files. Relevant throughout the project.

How to do it in Yesper

  1. Describe what the spreadsheet should contain, or add an existing file.
  2. Ask Yesper to create or edit the sheet.
  3. State formulas, formatting and any pivot tables.
  4. Review in Yesper and download the .xlsx file if needed.

Settings & tips

  • Ask for formulas instead of hard-coded values.
  • Let Yesper extract data from another document into the sheet.

Example prompts

Simple

Create an Excel sheet that sums costs per building part.

Advanced

Create an Excel sheet that reads the quantity and cost items in Secure folders, sums them per building part with formulas, adds a pivot table per AMA code and a column for actuals versus budget.

FAQ

Do I get formulas?

Yes, the spreadsheet calculates automatically.

Can Yesper extract data from other files?

Yes, point to the source file.

Can I edit an existing file?

Yes, add it.