> ## Documentation Index
> Fetch the complete documentation index at: https://docs.runpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Spreadsheet Financial Review

> Extract Excel workbooks with hidden-content controls, raw values, and phantom-cell trimming.

## 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

```mermaid theme={null}
flowchart LR
    A[Workbook] --> B["/extract with spreadsheet settings"]
    B --> C[Sheet-aware markdown]
    C --> D["Schema, Tables, or review"]
```

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

## Platform Preview

<img src="https://mintcdn.com/pulseai/OJ897TEZf8bV6lk8/images/platform/spreadsheet-processing-config.png?fit=max&auto=format&n=OJ897TEZf8bV6lk8&q=85&s=a4f4ee66e9ed5b312a88bf1fb576984a" alt="Spreadsheet extraction in the Platform showing workbook tabs and markdown output" width="886" height="884" data-path="images/platform/spreadsheet-processing-config.png" />

<img src="https://mintcdn.com/pulseai/OJ897TEZf8bV6lk8/images/platform/spreadsheet-quarterly-pl-compact.png?fit=max&auto=format&n=OJ897TEZf8bV6lk8&q=85&s=402bfad47014b524ab8ecf01c280a807" alt="Quarterly profit and loss sheet preview from the ACME workbook" width="1237" height="240" data-path="images/platform/spreadsheet-quarterly-pl-compact.png" />

## Request

```bash theme={null}
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.

## Related

<CardGroup cols={2}>
  <Card title="Spreadsheet Processing" icon="file-spreadsheet" href="/concepts/processing-parameters-spreadsheets">
    Spreadsheet parameter guide.
  </Card>

  <Card title="Financial Tables" icon="table" href="/cookbooks/financial-tables-excel">
    Table-first PDF workflows.
  </Card>
</CardGroup>