AI tools for Excel — feature matrix

Twelve tools, twenty-five capability dimensions, side by side. The structured complement to our long-form review — the same data, in a format you can scan in 60 seconds. Updated 10 May 2026.

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How to read this matrix

Rows are capability dimensions (price, audit trail, exports, etc.); columns are tools. Cells use ✓ (full support), ◑ (partial / specific tier), ✗ (not supported), or a specific value (price, dataset size). Numbers are pulled from each vendor's published documentation as of May 2026 and may have changed.

The matrix lists 9 tools across 4 categories: full analytics platforms (DataHub Pro, ChatGPT Advanced Data Analysis), formula generators (Ajelix), BI dashboards (Polymer, Tableau, Power BI, Domo, KNIME), and Microsoft-native (Copilot for Excel).

✓ Yes ◑ Partial ✗ No

Pricing & commercial terms

Dimension DataHub Pro Ajelix Copilot for Excel ChatGPT Polymer Tableau Power BI Domo KNIME
Entry price (per user / month) $9 £24.70 (M365 add-on) $20 (Plus) $25 $75 £8.20 (Pro) Custom only Free (OSS)
Free trial / tier 30-day trial Free trial Free tier Free trial 7-day trial Free tier (Power BI Free) Free trial OSS desktop is free
Annual contract required ◑ M365 binding ✗ ✗ ✗ ✓ ◑ Capacity tier annual ✓ n/a (OSS)
"Talk to sales" required ✗ ✗ ✗ ◑ Higher tiers ✓ Above starter ◑ Premium tier ✓ All tiers n/a
UK-built / UK-based ✗ Latvia ✗ US ✗ US ✗ US ✗ US (Salesforce) ✗ US ✗ US ✗ Germany / OSS

Core capabilities

Dimension DataHub Pro Ajelix Copilot for Excel ChatGPT Polymer Tableau Power BI Domo KNIME
Spreadsheet-native (Excel/CSV in) ✓ ✓ ✓ ✓ ✓ ✓ ◑ Better with warehouse ✓
Formula generation ✓ ✓ ✓ ✗ ✗ ◑ DAX ✗ ◑ Code nodes
KPI dashboards ◑ In Excel only ✗ ◑ Per-conversation ✓ ✓ ✓ ✓ ✓
Holt-Winters forecasting ◑ Limited ✗ ◑ If asked ◑ Plug-in ✓ ✓ ✓ ✓
Cohort retention analysis ✗ ✗ ◑ If asked ◑ ✓ ✓ ✓ ◑
RFM segmentation ✗ ✗ ◑ If asked ◑ ◑ Custom ◑ Custom ◑ ◑
Anomaly detection ◑ ✗ ◑ ◑ ✓ ✓ ✓ ✓
Natural-language Q&A on data ◑ Formulas only ✓ ✓ ✓ ✓ (Pulse) ✓ (Copilot) ✓ ◑

Auditability & trust

Dimension DataHub Pro Ajelix Copilot for Excel ChatGPT Polymer Tableau Power BI Domo KNIME
Deterministic AI tool-use (no hallucinated maths) ◑ Generated formula visible ◑ Suggested formulas visible ✓ Code visible ✗ ✓ Calc audit ✓ DAX audit ◑ ✓ Workflow visual
Call trace shown alongside answer ✗ ✗ ◑ Code Interpreter ✗ ◑ Audit panel ◑ Lineage view ✗ ✓
Audit log of all queries ✗ ✗ ✗ ◑ ✓ ✓ ✓ ✓
Data residency (UK/EU) ◑ EU ✓ Configurable ◑ Enterprise plan ✗ ✓ Configurable ✓ Configurable ◑ ✓ Self-host

Output & collaboration

Dimension DataHub Pro Ajelix Copilot for Excel ChatGPT Polymer Tableau Power BI Domo KNIME
Branded DOCX export ✓ ✗ ✗ ✗ ◑ ◑ ◑ ✗
Branded PPTX export ✓ ✗ ✗ ✗ ◑ ◑ ✓ ✗
PDF export ✓ ✗ ◑ ✓ ✓ ✓ ✓ ✓
Scheduled reports (recurring email) ✗ ✗ ✗ ✓ ✓ ✓ ✓ ◑
White-label per client (agency mode) ✗ ✗ ✗ ◑ Higher tier ✓ Enterprise ✓ Premium ✓ ✗
Multi-user collaboration ✓ ✗ ◑ Team plan ✓ ✓ ✓ ✓ ✓ Server

Deployment & scale

Dimension DataHub Pro Ajelix Copilot for Excel ChatGPT Polymer Tableau Power BI Domo KNIME
Time to first dashboard ~2 min n/a ~5 min ~15 min ~1 day ~1 day ~1 week ~30 min
Max dataset size (rows) ~100K ~100K ~500K (sampled) ~1M 50M+ 50M+ 50M+ 50M+
Self-hostable / on-prem ◑ M365 GCC ✗ ✗ ✗ ✓ Server ✓ Report Server ✗ ✓ Self-host
SSO / SAML ◑ ✓ ✓ Enterprise ✓ ✓ ✓ ✓ ✓

Summary — one line per tool

ToolBest forOne-line summary
DataHub ProSaaS founders, agencies, finance teams (under 500 staff)End-to-end auditable AI analytics on spreadsheets at the lowest credible UK price (from $19.99/seat).
AjelixOne-off Excel formula generationCheap and narrow — great for “write me a VLOOKUP”, not for analysis.
Copilot for ExcelExcel-grid-native AI for M365 usersBest if you’re already paying for M365 Business Standard or higher.
ChatGPT (ADA)Open-ended ad-hoc analysisPowerful, ephemeral. Each conversation is isolated — not a workflow tool.
PolymerQuick BI dashboards from cloud dataAutoExplorer suggests interesting cuts. Cloud-first, not spreadsheet-first.
TableauEnterprise BI with central data teamIndustry standard. Beautiful, deep, expensive. Time-to-first-insight: days.
Power BIMicrosoft-shop enterprise BIDeep integration with M365. Steep DAX learning curve.
DomoMulti-source enterprise BI1000+ connectors. Pricing opaque. Targeted at large orgs with many data sources.
KNIMEReproducible data-science pipelinesOpen-source visual workflow tool. Powerful for those willing to learn the paradigm.

Methodology & sourcing

All data points pulled from each vendor's published documentation, pricing pages, and public reviews on G2 and Capterra as of 10 May 2026. Where capability is gradient (e.g. "limited dashboards"), classified as ◑ rather than ✓ to err on the side of fairness to alternatives. No affiliate links; no compensation from any vendor on this page.

If you spot a factual error, email hello@datahubpro.co.uk and we'll correct within 48 hours.

The long-form review

This matrix is the structured cousin of the 2026 long-form review — same data, more nuance per tool, with notes on when each one wins and falls short.

Read the long-form review →