Calculations with context
Totals and comparisons are paired with a plain-language explanation.
Data summaries
Turn report and spreadsheet results into a clear explanation of the important numbers.
What it does
A practical part of the firm’s workflow.
Data summaries explain the useful patterns in a report or spreadsheet without replacing the underlying rows. Jane can identify totals, changes, concentrations, and exceptions while the user retains the source data for checking.
Pattern identification
Large result sets can be narrowed to changes, outliers, and important groupings.
Source-preserving review
The original report or workbook remains the record behind the summary.
How it works
What the team can expect.
Choose the data set
Use a report result or selected workbook that contains the relevant records.
Ask the business question
Specify the comparison, period, grouping, or calculation that matters.
Validate the explanation
Check significant figures and conclusions against the source rows before acting.
Need the numbers explained, not repeated?
Turn report or spreadsheet results into the points that matter.