Spreadsheets

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What it does

Spreadsheets gives you a familiar grid for building models without leaving Pluvo. It works the way you expect a spreadsheet to: cells, formulas, multiple sheets, and a ribbon toolbar for formatting, filtering, sorting, and the rest. Start from a blank sheet, import a workbook you already have, such as an existing FP&A model, or ask the Assistant to build one for you.

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Creating a spreadsheet

Open Spreadsheets from the sidebar, then choose how to start. You can also ask the Assistant in any chat to create a spreadsheet for you. It asks for a title, builds it, and links to it in the answer.

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What comes across when you import

Importing keeps the structure, logic, and look of your workbook: values, formulas, number formats, merged cells, column widths, row heights, sheet names, and hidden sheets, along with cell styling such as fonts, fills, borders, and alignment. Exporting writes the same styling back out, so a model keeps its formatting on the way in and the way out. A few things do not carry over, and Pluvo tells you which when the import finishes. Defined names, cell comments, and filters may be left behind.

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Working in a spreadsheet

Edit cells and write formulas as you would in any spreadsheet, and add sheets as you need them. The toolbar covers formatting, filtering, sorting, find and replace, data validation, and conditional formatting. Your work saves automatically a couple of seconds after you stop typing, and whenever you switch away. You can also press Cmd+S or Ctrl+S, or choose Save. The status beside it tells you whether everything is Saved or you have Unsaved changes.

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Working with the Assistant in a spreadsheet

Choose Assistant in the top bar to open a chat beside the sheet. It sees the sheet you are on and the cells you have selected, so you can ask about the numbers in front of you, or ask it to make changes. To point it at a specific range, select the cells, right-click, and choose Assistant. The Assistant can read and explain what is in the workbook, and it can edit it for you: enter values and formulas, apply number formats and styling, merge cells, resize and insert rows and columns, and add or rename sheets. While it works, the sheet is locked so your edits and its edits do not collide. Chats with the spreadsheet Assistant are saved like any other, and Past conversations in the panel brings them back.

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Live sheets

A live sheet is a sheet filled straight from one of your approved Tables in the Library, so the numbers stay tied to your data instead of being pasted in. Build your model on the other sheets and point formulas at the live one. From Live data you can manage each live sheet:

• Refresh pulls the latest data into the sheet.
• Change inputs lets you pick different values, then Apply and refresh.
• Freeze keeps the current values and stops refreshing, for example to close a month. A frozen sheet’s tab turns grey, and Unfreeze brings it back to life.
• Convert to a normal sheet stops syncing and keeps the current data as ordinary, editable cells.
• Delete this sheet removes it from the spreadsheet.

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Tracing a number

Right-click any cell and choose Trace this number to see where it comes from. Pluvo follows the formulas back through the workbook to the live sheets and saved Tables behind them, and tells you if it also uses numbers typed in by hand. From there, Show rows behind opens the rows of the Table that produced the figure. When the Assistant uses a figure from a spreadsheet in an answer, it cites the spreadsheet, the cell, and the formula, with a link to open it.

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Sharing a spreadsheet

A new spreadsheet is private to you. To give colleagues access, choose Share in the top bar, or from the spreadsheet’s ⋯ menu in the list, and add people as Viewer or Editor. The list’s Shared with column shows who has access. Viewers see the spreadsheet marked View only and cannot change it. See Sharing & Access for how sharing works across Pluvo.

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Getting your work out

Choose Export .xlsx while you are in a spreadsheet, or Download .xlsx from its menu in the list, to save it as an Excel file named after the spreadsheet.

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Finding and managing spreadsheets

The Spreadsheets list shows the spreadsheets you have access to, with each one’s name, owner, who it is shared with, and when it was created and last updated, with the most recently updated first. Search finds spreadsheets by name. From a spreadsheet’s ⋯ menu in the list you can Share it, Rename it, Download .xlsx, or Delete it. Deleting is permanent and cannot be undone. Only the person who created a spreadsheet, or an organization admin, can delete it.