Section 4: Excel/Google Sheets, data analysis and reporting

Scenario 33: Turning a field sales file into a table with Gemini

Level: Beginner · Tools: Google Sheets, Gemini in Google Sheets, and an eligible Google Workspace or Google AI plan

Who and in what situation

Zeynep, a sales support specialist at an agricultural equipment distributor in Konya, collects product, region, visit status, and next-step notes from the field team in a shared file. As new rows are added, the headers and formatting become inconsistent.

How it is done today

Zeynep fills in empty cells, reformats headers, and calculates regional totals manually.

How to do it with AI

  1. She opens the file in Google Sheets. If she plans to use Gemini in an .xlsx file, she selects File > Save as Google Sheets. [70]
  2. She opens the Ask Gemini panel at the top right and selects the field records tab. Gemini can generate tables, formulas, and analyses. [70]
  3. She says, “Keep the headers, flag empty rows, and suggest a consistent table for region and visit status.” She compares the result with the source rows before adding it with Insert.
  4. She requests formulas for regional totals and records awaiting follow-up. If necessary, she reverses the action with Undo; when working across multiple tabs, she narrows the scope of the prompt. [70]

Example prompt

Review the data {in the field records tab}. Keep the existing headers and organize the visit status, region, and next-step fields into a consistent table. Flag empty or unclear records. Generate a summary of records awaiting follow-up by region and validation formulas.

Evidence and real-world example

No published independent case study was found for this distributor scenario. Google’s official documentation states that Gemini in Sheets generates tables, formulas, data analyses, insights, and charts; it documents the workflow for Ask Gemini, tab selection, Insert, and Undo. [70]

Points to consider

The feature requires an eligible Workspace or Google AI plan or access to Workspace Experiments. [70] Google states that Gemini’s suggestions may be incorrect; check the row count, totals, and empty records. [70] Verify language support in your account; English is the only supported language for some features. [76]

Sources for this scenario

  1. Collaborate with Gemini in Google Sheets (support.google.com)
  2. Supported languages for Google Workspace with Gemini (support.google.com)