Spreadsheet Financial Review

Goal

Parse an Excel workbook into markdown that preserves sheet structure, while controlling hidden rows, hidden sheets, display formatting, and inflated used ranges.

Use This Workflow

Use this for financial models, loss runs, claims exports, underwriting workbooks, and operational reports.

Platform Preview

Spreadsheet extraction in the Platform showing workbook tabs and markdown output

Quarterly profit and loss sheet preview from the ACME workbook

Request

curl -X POST https://api.runpulse.com/extract \
  -H "x-api-key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "file_url": "https://your-storage.example.com/acme-financial-review.xlsx",
    "spreadsheet": {
      "include_hidden_rows": false,
      "include_hidden_cols": false,
      "include_hidden_sheets": false,
      "use_raw_values": true,
      "only_data_rows": true,
      "only_data_cols": true
    },
    "async": true,
    "storage": {"enabled": true}
  }'

Settings

Setting	Recommended default	Change it when
`use_raw_values`	`true` for financial data	You want values exactly as displayed in Excel.
`only_data_rows`	`true` for exported workbooks	Empty trailing rows are intentionally meaningful.
`only_data_cols`	`true` for exported workbooks	Empty trailing columns are intentionally meaningful.
`include_hidden_sheets`	`false`	Hidden support sheets contain auditable source data.
`include_hidden_rows` / `include_hidden_cols`	`false`	Hidden content is part of the business record.

Checks

Compare totals in extracted markdown against visible workbook totals.
Decide whether hidden sheets are data, calculations, or irrelevant workbook machinery.
Use raw values for downstream calculations and display values for human-facing reports.
Store the workbook filename, sheet name, and extraction ID with downstream records.
Test on real exported workbooks; phantom rows are usually system-specific.

Spreadsheet Processing

Spreadsheet parameter guide.

Financial Tables

Table-first PDF workflows.

Start Here

Extraction Recipes

Retrieval & Agents

Production & Storage

Spreadsheet Financial Review

Goal

Use This Workflow

Platform Preview

Request

Settings

Checks

Spreadsheet Processing

Financial Tables

​Goal

​Use This Workflow

​Platform Preview

​Request

​Settings

​Checks

​Related

Spreadsheet Processing

Financial Tables

Goal

Use This Workflow

Platform Preview

Request

Settings

Checks

Related