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Connect from Excel

Wren AI provides an Excel add-in that empowers users to seamlessly export their data with ease. Users can select specific threads or views, and export their results to Excel in just a few clicks.

Installation Guides​

Manual Installation of Excel Add-in (Web)​

  • Step 1

    Save the manifest.xml from our website to your computer

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  • Step 2

    • Open an Excel on web
    • In the Home tab, select Add-ins
    • Select More Add-ins

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  • Step 3

    • Go to My Add-ins > Upload My Add-in in the popup window
    • Upload the manifest.xml file to Excel Add-in

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  • Step 4

    • Click Wren AI button next to the Add-ins to open Wren AI task pane

    • Enter your server URL to connect

      For example: localhost:3000

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  • Step 5

    After click connect button, you can start to export your data.

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Manual Installation of Excel Add-in (Mac)​

warning

Mac version only support https URL connection.

  • Step 1

    Save the manifest.xml from our website to your computer

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  • Step 2

    In Finder > Select Go on tab > Choose Go to Folder... > Enter the path below

    • Path: /Users/${user}/Library/Containers/com.microsoft.Excel/Data/Documents

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  • Step 3

    • In the Excel documents folder, go to wef (If you don’t see the wef folder, just create one)
    • Paste the manifest.xml that downloaded on Step 1

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  • Step 4

    • Open your Excel app
    • In the Home tab, select Add-ins
    • Click WrenAI button in the Developer Add-ins

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  • Step 5

    • Enter your server URL to connect

      For example: https://demo-staging.getwren.ai

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Usage Guides​

Export a Thread Result​

Select Export data from an answer result

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You will receive the thread history from the Wren AI server. Choose one to explore the thread.

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In the thread, all the following questions asked on the Wren AI server will be displayed. Both the question and the summary will appear on the page.

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To see the thread details, click View answer details to navigate to the thread page

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To export data, click the Export to Sheet button. This will export your thread results into an Excel sheet, opening a new sheet to display the data.

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Export a View Result​

Select Export data from a saved view

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You will received all the saved views from Wren AI server.

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To see the view details, click on the view to navigate to the Modeling page and check the view metadata.

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To export data, click the Export to Sheet button. This will export your view data into an Excel sheet, opening a new sheet to display the data.

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