DataSnipper Excel Agents bring intelligence directly into Excel. Describe what you want to achieve and the Agent executes the complete revenue testing procedure end to end, producing transparent and traceable output ready for review.
Prerequisites
DataSnipper v26.1 or later
Accelerate or Elevate DataSnipper package
Access to the internet
Video tutorial
What the video covers: opening the Revenue Testing workpaper, importing supporting documents, initiating the Excel Agent from the DataSnipper ribbon, entering an instruction prompt, approving the Agent's plan, reviewing the completed output including Snips and Excel formulas, and applying professional judgement before sign-off.
Step-by-step tutorial
Open your Revenue Testing Excel workpaper and import the relevant supporting documents.
Click the Excel Agent icon in the DataSnipper ribbon to initiate the Agent.
Enter your instruction in the prompt to tell the Agent what to do.
The Agent analyzes your instruction and summarizes the procedure it plans to perform. Once it is ready to document the output, it will ask for your approval before updating the workbook.
Once the procedure finishes, the Agent provides a detailed summary of the actions completed.
The workpaper now includes all generated outputs, with the relevant Snips and Excel formulas in place.
Apply your professional judgement to review the output and make any required edits.
To learn how to write effective prompts for Excel Agents, see the prompting guide.