The CREFI Excel Add-in gives the AI direct control over your spreadsheet through natural language. Here’s a complete reference of what it can do.
Reading Data
For data analysis tasks, CREFI defaults to CSV export mode which is fastest for processing large ranges. It only reads cell-by-cell when you need formulas, notes, or formatting details.
Writing Data
CREFI can apply:
- Number formats — currency ($#,##0.00), percentages (0.0%), dates, custom formats
- Font styling — bold, italic, underline, font size, font family, font color
- Cell styling — background color, horizontal alignment
- Borders — top, bottom, left, right with solid, dashed, dotted, or double styles
Sheet and Workbook Structure
Charts
CREFI can create, modify, and delete charts directly from your data:
Supported chart types:
- Column (clustered, stacked)
- Bar (clustered, stacked)
- Line (with or without markers)
- Pie and Doughnut
- Scatter
- Area (standard, stacked)
- Bubble
- Radar
What you can ask:
- “Create a bar chart of monthly NOI from the T-12 data”
- “Add a line chart showing rent trends over the last 12 months”
- “Update the chart title to ‘Revenue Breakdown’”
- “Move the chart below the data table”
Pivot Tables
Build and manage pivot tables through conversation:
- “Create a pivot table summarizing rent by unit type”
- “Add a pivot table that shows average occupancy by floor”
- “Update the pivot table to include a column for lease expiration year”
Aggregation options: Sum, Count, Average, Max, Min
Navigation
Asking Questions
Beyond reading and writing, you can ask the AI to analyze your data:
- “What’s the total revenue across all units?”
- “Which expense category is growing the fastest?”
- “Does the NOI support the asking price at a 5.5% cap rate?”
- “Compare this month’s actuals to the budget”
The AI reads the relevant data, performs calculations, and responds in the chat — with references to specific cells so you can follow along. 
