# HyperPerfect Quick Start Guide **Transform your Excel workflow in 5 minutes.** Your new AI assistant lives right inside Excel. Just chat naturally about what you need, and watch it happen instantly. No more wrestling with formulas or hunting through menus. **What You'll Experience:** - 💬 **Chat naturally** - "Add a sum total row" or "Create a pie chart" - ⚡ **Instant results** - AI reads and write to your Excel sheet in real-time - 🧠 **Smart assistance** - Track and adjust AI's thinking process as it works - 📊 **Any Excel task** - Formulas, formatting, clean data, charts, etc. - 🔄 **Iterative refinement** - Follow up to adjust and build upon your work --- ## Get Started ### Step 1: Register for Free Signup required to get access to the add-in, and you must enter the email that you use to sign into Excel. <a href="Sign Up.md" class="internal-link" style="background-color: #2196F3; color: white; padding: 10px 20px; text-decoration: none; border-radius: 5px; display: inline-block;">Sign Up For Instant Access</a> ### Step 2: Install the Excel Add-in (2 minutes) **For Individual Users:** 1. Open **Excel Desktop** 2. Click **Home** → **Add-ins** → **More Add-ins** → **Store** 3. Search for **"HyperPerfect"** and click **Add** 4. You'll see the HyperPerfect panel appear in Excel **For IT Administrators:** If admin installation is required, send these instructions to your IT department: - Must be a Global Admin or Office Apps Admin - Go to the [Microsoft 365 Admin Center](https://admin.microsoft.com/) - Navigate to **Settings** → **Integrated apps** → **Get apps** → Search for "HyperPerfect" - Assign Users or Groups - Review choices and click **Finish deployment** ### Step 3: Start Your First Chat (1 minute) 1. **Open HyperPerfect** - the AI chat opens automatically 2. **Select some data** in your Excel spreadsheet 3. **Type a request** like "Analyze this data and create a summary chart" 4. **Watch the magic** as the AI reads your data and creates your chart 5. **Type "@"** or the commands menu (clear chat, help menu, balance information) --- ## Understanding the Interface After sign-in, the AI chat interface opens automatically with: ### **Chat Components** **Messages Area**: - Your messages appear with a white background - AI responses appear with no background - System messages and thinking show in gray with expanded detail available **Input Area**: - **Text box** for typing messages (auto-resizes) - **Send button (▶)** or press return to submit messages - **Pause button (⏸)** appears during AI processing - **Context indicator** shows memory usage (0-100%) - **@ Commands** Clear chat, ask for help, check your balance --- ## Your First Conversation (5 Minutes) ### Quick Demo Video See the AI chat in action - building an income statement: <div style="position: relative; padding-bottom: 74.27785419532324%; height: 0;"><iframe src="https://www.loom.com/embed/0671b08848a242069c7be3d75283d382?sid=baba9c5e-494e-43a7-8c3f-cc6a96bc3bad" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div> ### Example Requests Try these with any Excel data: **Data Analysis**: ``` "Add FY columns to this monthly income statement" ``` **Chart Creation**: ``` "Create a column chart from this data" ``` **Formatting**: ``` "Format this data table with borders and colors" ``` --- ## How the AI Works with Excel ### 1. Select Your Data **Before asking for help:** 1. Click and drag to select the range you want to analyze 2. Excel will highlight the selected cells 3. Return to the chat - AI automatically detects your selection ### 2. Ask Naturally **The AI understands requests like:** - "What patterns do you see in this data?" - "Create a pivot table showing sales by region" - "Add a yellow background to highlight values over 100" - "Add a year-over-year growth column using formulas" - "Make a professional-looking dashboard from this data" ### 3. Watch the AI Work **You'll see:** 1. **Thinking blocks** showing the AI's reasoning process 2. **Excel execution** AI reads and write directly to your spreadsheet 3. **Real-time results** appearing directly in your Excel workbook 4. **Adjust as needed** pause work and redirect AI at anytime ### 4. Refine and Iterate **Continue the conversation:** - "Now add summary period columns showing quarterly results" - "Redo the formulas to show average instead of median" - "Make the formatting better" - "Doublecheck all the formulas" The AI remembers context and builds on previous work until you clear the conversation. --- ## Advanced Tips & Features ### Complex Multi-Step Tasks **Make AI work better:** - As HyperPerfect for the prompt to do the task you want - Build up AI's context before allowing it to work - Complete complex work in manageable steps **Example request:** ``` "What would be a good prompt to have AI build a balance sheet with this data?" ``` ### Context Memory **The AI remembers:** - Your previous questions in the conversation - Data you've selected and worked with - Formatting preferences you've expressed - Analysis goals you've mentioned **This enables natural follow-ups:** - "Now do the same for last quarter" - "Apply that to the entire dataset" - "Create a similar chart for revenue" --- ## Troubleshooting ### Common Issues **Installation Problems:** - **Chat not able to respond**: Make sure you are signed into Excel with the right email - **Store access issues**: Check organization's add-in permissions **Chat Issues:** - **AI not responding**: Check your internet connection - **Can't read data**: Make sure you've selected cells before asking - **Unexpected results**: Be more specific in your request or provide additional context - **Slow performance**: Break complex requests into smaller steps **Excel Operation Issues:** - **Changes not appearing**: Check if the correct worksheet is active - **Format not applied**: Verify the data range was correctly selected - **Chart in wrong location**: Specify where you want the chart placed ### Getting Help **Immediate Support:** - 📧 **Email**: [[email protected]](mailto:[email protected]) - Direct help from our team - 📅 **Training Session**: [Schedule a 30-min demo](https://calendly.com/di-hyperperfect/30min) - Personal walkthrough - 🎥 **Demo Video**: [Watch AI build an income statement](https://www.loom.com/share/0671b08848a242069c7be3d75283d382?sid=598f5fdc-90ef-46f9-b737-ffa2309db382) **Feature Requests:** We want to build what you actually need. Email us with: - Ideas for features you'd find valuable - Data challenges we should solve next - Workflow improvements that would help --- ## What's Next? ### Practice with Your Own Data **Start simple:** 1. Open a workbook with data you work with regularly 2. Select a small range to start 3. Ask the AI to analyze or visualize it 4. Build confidence with follow-up requests ### Explore What's Possible **Try progressively complex requests:** - Start with basic analysis and charts - Move to formatting and calculations - Ask for help building complex formulas - Discover new Excel features through conversation ### Master Advanced Techniques **Ask the AI to teach you:** - "Show me how to create a pivot table" - "Explain this formula you just created" - "What's the best way to visualize this data?" - "How can I automate this task?" The AI can be both your assistant and your Excel tutor. --- **Ready to transform your workflow?** If you're not transforming your Excel workflow through simple conversation, we need to talk! Contact us at [[email protected]](mailto:[email protected]) and let us help you discover what's possible. _Stop wrestling with Excel menus and formulas. Just chat naturally about what you need, and watch it happen._ --- Go back to [HyperPerfect's Home Page](https://www.hyperperfect.ai/)