Free template: use AI to automatically categorize your Excel data
Automatically categorize your Excel data without writing a single line of code.
The Parabola Team
Transform your data in five easy steps using Parabola's drag-and-drop interface, powered by AI.
- Set up your data source by creating a new Parabola flow and uploading your Excel file.
- Select the specific data you want to categorize. Ensure proper formatting for accurate AI analysis.
- Use Parabola's AI categorization tools to define your classification rules. This step lets you specify how the AI should group and label your data.
- Apply any additional refinements needed, such as custom category mappings or confidence thresholds.
- Generate your results by previewing the categorized data and running your automated flow. Once configured, this process will update automatically.
How to use Excel with Parabola
Parabola makes working with Excel files intuitive and powerful, allowing you to automate your spreadsheet-based workflows.
- Simple drag-and-drop interface for importing Excel files
- Support for multiple sheets and complex Excel formats
- Automatic column type detection and formatting
Retrieving data from Excel
Parabola's Pull from Excel file step allows users to easily import their spreadsheet data into their Flow. This step handles various Excel file formats and automatically recognizes column headers and data types, making it simple to begin working with your data immediately.
Key features
- Automatic column type detection
- Support for multiple sheets within a workbook
- Preservation of data formatting
- Handling of merged cells
- Error checking and validation
How to use
- Add the Pull from Excel file step to your Flow
- Upload your Excel file
- Select the specific sheet you want to import
- Configure any additional import settings
- Preview your data before proceeding
Applying AI to categorize your data
Once you have retrieved your data, you can use the Categorize with AI step in Parabola to automatically categorize it. This step uses large language models to evaluate each row of data and assign a category from a custom, predefined set.
Key features
- Automatically categorize data based on content for consistency
- Customize the categories to fit your specific needs
- Easily iterate on categorization over time to improve accuracy
- Add additional fine tuning to improve results from the model
How to use
- Add the Categorize with AI step to your Parabola Flow
- Select which column(s) to categorize
- Define the categories to output in the newly created column
- Name the new column containing your categories
- Optionally add additional fine tuning to improve accuracy and capture edge-cases
- Review and refine the categorization results as needed
Practical use cases and examples
Categorizing customer data
Suppose you have a large customer database stored in an Excel file. By using the Categorize with AI step in Parabola, you can automatically assign categories to your customers based on factors such as their location, purchase history, or demographic information. This can help you better understand your customer base and tailor your marketing efforts accordingly.
Analyzing sales trends
If you have sales data stored in an Excel file, you can use Parabola to automatically categorize your sales by product, region, or customer type. This can help you identify trends, spot opportunities, and make more informed business decisions.
Tracking inventory levels
By using Parabola to categorize your inventory data from an Excel file, you can gain a better understanding of your stock levels, identify slow-moving items, and optimize your supply chain.
In conclusion, using Parabola to automatically categorize your Excel data can save you time, improve accuracy, and provide valuable insights into your data. Whether you're working with customer information, sales data, or inventory levels, Parabola's AI-powered categorization capabilities can help you make more informed decisions and streamline your data-driven processes.
