Reviewable row calculations
The analysis can prepare common totals, averages, counts, and grouped results from the selected data for reconciliation.
Spreadsheet analysis
Prepare calculations, summaries, and explanations from selected spreadsheet data for review.
What it does
A practical part of the firm’s workflow.
Spreadsheet analysis works from a selected workbook or delimited data file to calculate, group, compare, and explain the requested information. The workbook remains the source behind the result, and generated output can be reviewed before it is saved.
Plain-language interpretation
The result can explain what changed, what is unusual, and which rows drive the answer.
Reusable output
When requested, a reviewable workbook or table can carry the result into the document workflow.
How it works
What the team can expect.
Select the correct workbook
Confirm sheets, headers, date ranges, units, and any excluded rows.
Describe the calculation
State the measure, grouping, comparison, and expected output.
Reconcile the result
Check totals and significant rows against the source before distribution.
The spreadsheet has the data. Get the answer.
Prepare calculations and summaries from the selected workbook, then reconcile the result.