Excel Query Bot

AI-powered app for querying Excel data using natural language. Upload your Excel files and ask questions in plain English.

Features

• Natural language to SQL conversion using Azure OpenAI GPT-4o
• Excel file processing and data cleaning
• Interactive web interface with Streamlit
• Export results as CSV
• PostgreSQL backend

Quick Start

Prerequisites

• Python 3.11+
• PostgreSQL
• Azure OpenAI API access

Setup

1. Install dependencies

conda env create -f environment.yml
conda activate app

2. Configure database

CREATE DATABASE test;

3. Set up config files

cp config/config.toml.example config/config.toml
cp config/.secrets.toml.example config/.secrets.toml

4. Update config/config.toml

[RDBMS]
USERNAME = "your_username"
HOST = "localhost"
PORT = 5432
DATABASE_NAME = "test"

[GENERATOR]
AZURE_ENDPOINT = "your_azure_endpoint"
AZURE_DEPLOYMENT = "your_deployment_name"
OPENAI_API_VERSION = "openai_api_version"

5. Update config/.secrets.toml

[RDBMS_PASSWORD]
PASSWORD = "your_db_password"

[AZURE]
AZURE_GENERATOR_KEY = "your_azure_api_key"

Run the App

streamlit run app.py

Usage

1. Upload Excel file (.xlsx or .xls)
2. Ask questions like:
   • "What is the total revenue by month?"
   • "Show top 10 customers by sales"
   • "What's the average order value?"
3. Download results as CSV

Architecture

Streamlit UI → Excel Processor → ReAct Agent → SQL Tool → PostgreSQL
                                     ↓
                              Azure OpenAI GPT-4o

Key Components:

• ExcelProcessor - Handles file upload and data cleaning
• AppReact - ReAct agent for natural language processing
• SqlQueryTool - Executes SQL queries
• Database - PostgreSQL interface

Project Structure

src/
├── agents/          # ReAct workflow and SQL tools
├── core/           # Database and system prompts
├── file_processor/ # Excel processing
└── generator/      # Azure OpenAI integration

Troubleshooting

Database connection issues:

• Check PostgreSQL is running
• Verify credentials in config files

Azure OpenAI errors:

• Validate API key and endpoint
• Check rate limits

Excel processing errors:

• Ensure valid Excel format
• Check for proper headers

Dependencies

• Streamlit
• LangChain
• Azure OpenAI
• Pandas
• SQLAlchemy
• PostgreSQL drivers

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Built with Azure OpenAI GPT-4o and PostgreSQL backend.