Spreadsheet Review

Table of Contents

Accessing and navigating the spreadsheet viewer

If the native file for a document is a spreadsheet, the spreadsheet viewer will replace the generic native viewer. The spreadsheet views displays a static view of spreadsheet, including all cell information, hidden cells, cell notes, and graphs. However, you will not be able to edit the contents of a spreadsheet or see dynamically generated pages, like pivot tables.

To access the spreadsheet viewer, click on the "Spreadsheet" button in the top right corner of the window, or use the keyboard shortcut combination of "v" then "n" to open the spreadsheet.

The top left corner of the spreadsheet displays the worksheets that make up the spreadsheet. To open any worksheet, click on the worksheet name. You may also navigate to other worksheets (pages) using the left and right arrow keys.

 

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Seeing cell contents

To view the cell contents, simply click on a cell. The border of the currently selected cell will be outlined in blue. While a cell is selected, you can navigate to other cells in the spreadsheet using the arrow keys on your keyboard. As you navigate, the cell contents box below the list of available worksheets will update with the current cell's contents.

Just like in Excel, the cells in the table display the output values. To see any potential formulas underlying a value, navigate to a cell and look at the cell contents box. All hidden cells will automatically be expanded in the spreadsheet viewer. In addition, any graphs or highlights applied to the document will also be visible.

The spreadsheet view only displays a static view of the document. Dynamically generated pages, like pivot tables, will not be rendered. Natively applied notes associated with a cell will also not appear. If you want to access pivot tables, play around with formulas, or view notes, download the native file and open it in a native spreadsheet application.

 

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Searching the spreadsheet

You can search the contents of a worksheet through the search box in the upper right corner. Input a content search, and press the search button. A tooltip will appear that displays the total number of hits matching your search, as well as the instance of those hits that you are on. Press 'enter' on your keyboard, or the search button, to navigate from hit to hit. Note that the search only looks for hits on the worksheet you are currently viewing. If you want to search across multiple worksheets, you must click in to each one separately and re-run the search.

 

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Translating foreign language text in spreadsheets

To translate foreign language text in your spreadsheet, click on the translation icon in the toolbar. A text box will appear. Next, click and drag over some foreign text, and the English translation will appear in the box.

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Redacting spreadsheets

You can now redact as many cells as you’d like from the native view of a spreadsheet, down to the individual cell level. This will allow you to produce native versions of spreadsheets, without needing to image them, while still redacting sensitive information. To watch a video on native spreadsheet redactions, click here

You can redact cells containing sensitive information by clicking on the redaction icon, located under the row of document views in the full screen review window, or on the left side of the top toolbar in the non-full screen review window.

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You will then be able to redact cells in the following ways:

  • Clicking on individual cells
  • Clicking and dragging your cursor over a group of cells
  • Clicking on a row or column heading to redact the entire row or column
  • Clicking the top left corner of the spreadsheet, where the row and column headings intersect, to redact the entire spreadsheet

Redacted cells will turn black, and will show up as redacted if the document is produced. Images and charts on spreadsheets cannot be redacted.

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Each time you redact a cell or group of cells, a dialog box, or redaction control panel, will appear. If you have redacted a group of cells, the redaction control panel’s contents will reflect the topmost and/or leftmost cell that you have redacted; click on another redacted cell to view the control panel for that cell. The control panel gives you the option to choose a redaction stamp from a dropdown menu to apply to your redacted cells. The list of available stamps will reflect those that have been created in Case Settings for your case. Additionally, if the cell you redacted contains a value based on a formula, the control panel will show the cell’s original value as well as the formula.

If the redacted cell has dependent cells (for example, if the redacted cell’s value is used to calculate the value of another cell based on a formula), the control panel will show the total number of dependencies and give you additional options for redacting them. You will be able to choose between redacting the dependent cells completely, replacing the cells with a formula, or keeping the cells’ original value. Any option you choose will be applied to all dependent cells. By default, dependent cells are redacted completely.

Choosing to replace a dependent cell’s contents with a formula or keep the cell’s original value is known as a partial redaction. For any selected redaction, fully redacted cells will be gray, while partially redacted cells will have an orange border. Otherwise, redacted cells will be black, and partially redacted cells will have a red border.

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Importantly, if cell A is dependent on two redacted cells B and C, and different partial redaction options are selected in cells B and C’s control panels for cell A, cell A will be completely redacted.

You can close the redaction control panel by clicking on the X in the upper right hand corner or the blue Done button on the bottom of the panel. Clicking on a redacted cell will reopen that cell’s control panel. You can click the trash can icon in the bottom right hand corner to delete individual redactions.

To delete or hide all cell redactions on a spreadsheet, activate or click on the Annotations tab or icon and navigate to “Native Redactions.” Clicking on the eye icon will allow you to hide all redactions on your spreadsheet while you are still viewing the document. Clicking on the trash can icon will allow you to delete all cell redactions.

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There are some important caveats to keep in mind when producing spreadsheets with redactions. While native versions are usually withheld for redacted documents, the opposite is true for redacted spreadsheets. This is because spreadsheets are redacted in native view, while other documents are redacted in PDF or image view. Therefore, if you choose to include natives when producing redacted spreadsheets, the subsequent production will include native spreadsheet files, with redactions intact, and placeholder image files. If your native file format was originally .xlsb, the produced and redacted native documents will be .xlsx.

 

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