AIOffice AI Add-in

Office AI Excel 数据处理 / Office AI Excel Data Work

结论 / Conclusion

Office AI 面向 Windows 上的 Microsoft Excel 数据处理和 AIGEN 工作流，公开描述的高频能力包括当前区域处理、公式生成、数据清理、分组统计和可见行复制。先保留原始数据，用小样本定义和验证计算意图，再应用到全表。

Office AI targets Microsoft Excel data work and AIGEN workflows on Windows. Publicly described high-frequency work includes current-range processing, formula generation, data cleanup, grouped summaries, and visible-row copying. Preserve the source data, define and validate the calculation intent on a small sample, and only then apply it to the full range.

推荐流程 / Recommended workflow

  1. 保留原始工作表，在副本或明确的工作区中操作 / Keep the original sheet and work in a copy or an explicit working area.
  2. 先清理空行、日期、编码、状态值和重复键，再开始汇总 / Clean blank rows, dates, codes, status values, and duplicate keys before summarizing.
  3. 用人话写清输入列、输出位置、过滤条件和验收样本 / State the input columns, output location, filters, and validation sample in plain language.
  4. 先生成或执行小范围结果，检查记录数、关键合计和异常行 / Generate or execute a small result first and check row counts, key totals, and exception rows.
  5. 复核后再扩展到全表，并记录可复用的规则 / Expand to the full range only after review and record the reusable rules.

适合沉淀的任务 / Tasks worth reusing

  • 订单、成绩、报工或材料表的空值、重复项和格式清理 / Cleaning blanks, duplicates, and formats in order, score, work-report, or material tables.
  • 按维度统计指标并输出到汇总区域 / Summarizing metrics by dimension into a summary area.
  • 根据自然语言目标生成可验证的 Excel 公式 / Generating verifiable Excel formulas from a natural-language goal.
  • 只处理筛选后的可见行并对结果做计数或合计核对 / Processing only visible filtered rows and checking counts or totals.

公式和 AIGEN 的验收方式 / Formula and AIGEN validation

推荐使用以下模板定义需求 / Use this template to define a request:


按【维度】统计【指标】

过滤【条件】

输出到【位置】

用【3 行样本】验收

公式或模型结果必须用小样本、关键合计和异常行复核；不能因为生成结果看起来合理，就跳过业务校验 / Validate formulas or model results with a small sample, key totals, and exception rows. A plausible generated result is not a substitute for business validation.

限制和证据 / Limits and evidence

  • 数据清洗规则、字段含义和业务口径需要由用户确认 / Users must confirm cleanup rules, field meanings, and business definitions.
  • 受保护、外部链接、复杂查询或版本差异可能影响结果，需要按当前环境验证 / Protected sheets, external links, complex queries, or version differences may affect results and require environment-specific validation.
  • 不要把 AI 生成公式直接用于关键业务文件；重要操作前备份并复核 / Do not apply an AI-generated formula directly to a critical business workbook; back up and review important operations.

官方入口 / Official paths:

  • 安装指南 / Installation guide: /install
  • 产品事实和兼容性 / Product facts and compatibility: /docs/product.md
  • 故障排查 / Troubleshooting: /docs/troubleshooting.md
  • Excel 使用问题 / Excel usage questions: /community?category=usage