Using the Image & PDF Upload Feature in SheetXAI

Overview

The Add IMG/PDF feature allows you to upload images and PDF files directly to SheetXAI. This powerful capability enables you to extract data from visual formats, show SheetXAI exactly what you're seeing in your spreadsheet, and convert document-based information into usable spreadsheet data.

Platform Availability: This feature works identically in both Google Sheets and Excel versions of SheetXAI.

Key Use Cases

• Data Extraction: Pull tables, charts, and text from documents into your spreadsheet
• Troubleshooting: Show SheetXAI exactly what you're seeing when results don't match expectations
• Visual Data Entry: Convert image-based information into structured spreadsheet data
• Document Processing: Transform PDFs like invoices, receipts, or reports into usable data

How to Use Add IMG/PDF

1. Open SheetXAI

   • In Google Sheets: Click the SheetXAI icon in the sidebar or go to Extensions → SheetXAI → Open Chat
   • In Excel: Click the SheetXAI tab in the ribbon, then click Open SheetXAI

2. Click the Add IMG/PDF Button

   • Look for the Add IMG/PDF button in the SheetXAI sidebar
   • Click the button to open the file selector

3. Select Your File

   • Choose an image (JPG, PNG) or PDF file from your device
   • File size limits apply (typically up to 20MB)
   • Click "Open" to upload the file

4. Provide Instructions

   • After the file uploads, tell SheetXAI what you want to do with the file
   • Be specific about what data you want extracted or what issue you're trying to show

5. Receive and Use the Results

   • SheetXAI will process your file and respond based on your instructions
   • For data extraction, you can ask SheetXAI to insert the extracted data directly into your spreadsheet

Example Instructions to Use With Uploaded Files

For Data Extraction

• "Extract the table from this PDF and insert it into my spreadsheet starting at cell A1"
• "Pull all the financial data from this statement and format it as a table"
• "Convert this receipt into a structured expense table with dates, items, and amounts"
• "Extract the data from this chart and create a table showing the values"

For Troubleshooting

• "This is what I'm seeing in my spreadsheet. Why doesn't it match what you said would happen?"
• "I've uploaded a screenshot of my formula error. Can you explain why I'm getting this error?"
• "Here's what my data looks like. Why isn't your suggested formula working?"

Pro Tips

• Be Specific: Tell SheetXAI exactly what data you want extracted from the document

• Specify Destination: Mention where you want the extracted data to be placed in your spreadsheet

• Use Clear Images: Higher quality, well-lit images of documents yield better extraction results

• Split Complex Documents: For multi-page PDFs, specify which page contains the data you need

• Format Requests: Ask for specific formatting of extracted data (dates, currencies, etc.)

Common Issues

Problem: Poor Extraction Quality

Solution:

1. Upload a clearer, higher-resolution image
2. Ensure the document is well-lit and not skewed
3. Specify exactly which part of the document contains the data you need

Problem: "File Too Large" Error

Solution:

1. Compress your image or PDF before uploading
2. For multi-page PDFs, extract only the relevant pages
3. Consider splitting large documents into smaller sections

Problem: Incorrect Data Placement

Solution:

1. Specify the exact cell reference where you want the data inserted
2. Ask SheetXAI to show a preview of the extraction before inserting it
3. Provide clear instructions about the desired table structure

Related Features

• Add Context: Use uploaded images alongside added context for more comprehensive analysis
• SheetXAI Chatbot: Ask follow-up questions about the extracted data
• SAI Formula: Process extracted data using the SAI formula for additional transformations