Categorizing data in Excel is crucial for efficient data management and analysis, as it allows users to swiftly navigate through vast amounts of information. This organization simplifies tasks such as searching, sorting, and filtering, enabling clearer analysis and facilitating the creation of compelling visuals like charts and graphs for presentations and reports. However, relying on traditional methods for data categorization can be a tedious and time-consuming process. Manually sorting and labeling large datasets requires extensive attention to detail, leading to fatigue and potential errors, which consume valuable time and risk inconsistencies, detracting from more strategic activities and impacting the overall accuracy of data analysis.

In contrast, Generative AI dramatically streamlines Excel data categorization by employing machine learning models that automatically classify data. These models utilize natural language processing to systematically organize textual data and apply clustering algorithms to sort numerical data. This automation significantly reduces the manual effort involved, minimizes human error, and speeds up the entire process. Moreover, as these AI tools process new data, they continuously refine their categorization techniques, enhancing their accuracy over time. This shift not only makes data management more efficient but also frees up users to concentrate on more complex analysis and strategic decision-making.

This blog demonstrates how to use Powerdrill to categorize Excel data by simply asking and streamline subsequent analysis.

Step 1. Upload your data

The dataset used in the example is "uber_reviews_without_reviewid", a public dataset downloaded from Kaggle. It contains over 12,000 customer reviews of the Uber app collected from the Google Play Store. The reviews provide insights into user experiences, including ratings, feedback on services, and developer responses. 

In this blog, we'll explore the most common areas where users express complaints.

After signing in/up to Powerdrill, go to the text box at the bottom of the homepage. Click Add Files, and select A new dataset, and drag and drop your file(s) into the dropbox. 

Up to 10 files can be uploaded at a time. 

Step 2. Ask Powerdrill to categorize your data

1. Ask Powerdrill to filter negative feedback first. For example, message Powerdrill Filter by "Score" to keep only rows with values "1" or "2".

   
   

   Here's Powerdrill's response.

   

   
   

2. Choose to download the .csv file and create a new dataset by repeating step 1. Alternatively, simply click the + button to add it to the current dataset. Clearly, the latter option is much more convenient.

   
   

   

   
   

   After the file is added to the dataset, the "Ask more" section displays the exact question I want to ask: I don't even need to type anything—just click the question!

   
   

   

   
   

3. Based on Powerdrill's answer, start next question:

   Categorize the content in "content" from the following aspects: Uber app's functionality, ride experience, driver behavior, and service quality. For these hard to categorize, mark them as "Unknown". And then, sort them by category, and then visualize the result.

   
   

   Here's the answer provided by Powerdrill:

   
   

   

   
   

   

   
   

   Here are the spreadsheets you can download.
   
   

   If you only want to check the content categorized by type, the only file you need to download is "categorized_content."

   
   

   If the answer suits you need and you want to include it in your next presentation to share the insights with your teammates or anywho, the only thing you need to do is clicking "Transform"!

   
   

   

   
   

   
   

   Here's the slides that can be downloaded!

   

Know more about Powerdrill

Powerdrill is an AI-powered data analysis tool designed to boost your efficiency. It excels at processing and analyzing Excel, CSV, and TSV spreadsheets. Not only does it provide an intuitive UI that allows you to interact directly with your data, but it also automates many common workflows, enabling you to accomplish complex, time-consuming tasks with just one click. Some key features include:

• AI Report Generator: Automatically converts your raw data into structured, insightful reports.

• AI Slide Generator: Effortlessly transforms your spreadsheets into stunning PowerPoint slides.

• AI Data Cleaner: Deduplicates your spreadsheet data with a single click.

...and much more for you to explore!