Sally Excel Copilot - AI for Excel Formulas, Data Analysis & Charts

Sally is an AI copilot add-in for Excel. Instead of memorizing formulas or writing scripts, you describe what you want in plain English — Sally reads your worksheet, writes the exact formula, builds pivot tables, generates charts, and runs full data analysis for you. It works on both Windows and macOS with Excel and WPS.

Sally is not a simple formula bot — it's an agentic Excel AI assistant with a real toolbox: it can read and write ranges, create pivot tables and slicers, run Office Scripts, analyze data with Python, and even read PDFs, images, and web pages that are relevant to your spreadsheet work.

Here is what you can do with Sally in Excel:

• Generate Excel formulas from a plain-English description
• Generate and complete tables — fill in missing data automatically
• Create pivot tables, pivot charts, and slicers with one sentence
• Create and recommend charts based on your data structure
• Edit and clean data with generated Office Scripts (JavaScript)
• Analyze data with Python — statistics, correlation, visualization
• Generate VBA code you can reuse in your own macros
• Work with external content — summarize web pages, analyze images, extract data from PDFs

AI Excel Formula Generator: describe it, get it

This is the most popular use of AI in Excel: instead of searching "how to do X in Excel", you just describe the result you want and let the AI formula generator write the formula for you.

How it works

1. Open the Sally side panel in Excel.
2. Select your data range (make sure it has headers — Sally uses them to understand your table structure).
3. Type what you want, for example: "Count how many orders in column B are over $500 for each region in column A".
4. Sally reads your actual headers and data types, then writes the exact formula — COUNTIFS, SUMIFS, XLOOKUP, INDEX/MATCH, array formulas — based on your real table, not a generic example.
5. Press Enter to insert it, or ask Sally to explain or adjust the formula.

Example prompts that work well

• "Sum column C only where column A is 'Q3' and column B is 'Paid'" → SUMIFS
• "Look up the price in column D based on the SKU in column A" → XLOOKUP / VLOOKUP
• "Flag rows where the due date is within 7 days of today" → conditional formula with TODAY()
• "Extract the domain from the emails in column B" → text functions

Because Sally sees the actual headers in your selection, the formulas it generates use your column references — you don't have to rewrite examples from a forum to fit your sheet.

Analyze data with AI (no formulas needed)

For analysis that would take many formulas — statistics, correlations, trend summaries — Sally switches to code: it reads your range, writes Python, runs it, and reports the results back in the chat. You get the analysis without writing or running anything yourself.

Typical requests:

• "Calculate the average, max, and min of column B"
• "Analyze the correlation between advertising spend (column A) and sales (column B)"
• "Find the top 10 products by sales and plot them"
• "Is there a significant difference between the two groups in columns A and B?"
• "Summarize this dataset: outliers, missing values, distributions"

This is the fastest way to do AI data analysis in Excel: no Python setup, no formulas, no leaving Excel.

Pivot tables, pivot charts, and slicers in one sentence

Pivot tables are where most Excel users lose time. Sally can build the whole interactive analysis stack for you:

• Create a pivot table: "Create a pivot table with Region as rows, Product as columns, and sum of Sales as values." Sally organizes the row, column, value, and filter fields for you.
• Create a pivot chart: "Make a column chart from that pivot table" — visualization on top of the pivot, automatically.
• Add a slicer: "Add a slicer so I can filter the pivot by year" — interactive filtering without touching field lists.
• Inspect existing pivots: Sally can list every pivot table in a worksheet so you can build on them.

Create charts from plain English

Select a range with headers and tell Sally what you want to see: "bar chart of sales by month", "pie chart of expense share by category", or simply "recommend the best chart for this data". Sally picks the chart type that fits your data shape and inserts it into the sheet.

Edit and clean data with Office Scripts

Sally generates Office Scripts (JavaScript) that operate directly on your active workbook — formatting, styles, conditional formatting, formulas, tables, shapes, and bulk edits. You describe the change, Sally writes and runs the script.

Things you can just type:

1. Enter 100 in cell B5.
2. Calculate the sum of column B.
3. Copy the value in B5 to C5.
4. Find the max value in column B.
5. Replace every occurrence of "apple" with "orange".
6. Delete all rows where Sales > 500.
7. Remove column C.
8. Add the prefix "XX" to every value in column A.
9. Insert a new column to the left of column A.
10. Apply conditional formatting: highlight values above the average in green.

Complete missing data in your table

Select a table with gaps and ask Sally to fill it in — it infers missing cell values from the patterns in your existing data (consistent naming, derivable fields, standard mappings) and completes the table for review.

Generate VBA code

If you maintain VBA macros, Sally generates VBA based on your needs and table structure. Sally writes the code; you paste it into the VBA editor and run it in Excel.

Beyond the spreadsheet: PDFs, images, and web pages

Because Sally is an agent, it can bring outside information into your workbook:

• PDF → data: Convert PDF pages to images and visually inspect them — useful for extracting figures or tables from reports into your sheet.
• Analyze images: Ask questions about an image file or get a detailed description right in the conversation.
• Web page summaries: Give Sally URLs and it reads the content and summarizes it — handy for competitor price checks or research before you paste results into Excel.
• Reusable skills: Once you've built a workflow you like (a monthly report routine, a cleaning pipeline), save it as a skill and rerun it any time with one command. Sally also remembers your preferences between sessions.

Getting started

1. Install Sally Suite from the installation guide (Excel on Windows and macOS, also works with WPS and OnlyOffice).
2. Open the Sally side panel in Excel.
3. Select a range and describe what you want — formula, pivot table, chart, or analysis.

Videos

• Edit data with Office Javascript/Google Apps Script (opens in a new tab)
• Create and analyze charts (opens in a new tab)
• Analyze data with Python (opens in a new tab)