Reports

PerfectXL Reports allow you to download a PDF with a minimal or a detailed summary of your findings, but you can also report right back to Excel. In this tutorial we show you how to generate different spreadsheet validation reports.

Choose your Report

In the ‘Reports’ tab of Perfect Excel you can choose different types of reports. To start you decide wether you want a report in PDF format or a report in Excel.

Tutorial Reports :: PerfectXL Spreadsheet Validation Tool

PDF Reports

With PerfectXL’s PDF export function you can easily share all findings with colleagues. You can choose between a summary report, a validation report or a detailed validation report. Key visualizations will always be included in the PDF’s.

Tutorial Reports - Overview :: PerfectXL Spreadsheet Validation Tool

Spreadsheet summary page 1, including a key visualization

All PDF reports contain a summary of the spreadsheet analysis. The validation report elaborates on the detected risks, showing the reader how many risks were found in each risk category. The detailed validation report exists of a spreadsheet overview, worksheet characteristics, a risk overview and risk details.

Tutorial Reports - Overview :: PerfectXL Spreadsheet Validation Tool

Key characteristics of the spreadsheet

Excel Reports

PerfectXL also offers the ability to report right back to Excel. The report is a copy of your own spreadsheet with one or more additional worksheets. Don’t worry: it won’t replace your original spreadsheet!

Tutorial Reports - Report to Excel :: PerfectXL Spreadsheet Validation Tool

Lists

Lists will add a list of risks, unique formulas, and/or constants to the spreadsheet. This information always pertains to your entire spreadsheet.

Mappings

Mappings are copies of worksheets that replace the existing formatting to highlight certain aspects of the cells in it.

Select the worksheets you want to include.

A Risks & Suggestions mapping marks the cells in your chosen worksheet(s) based on the highest detected risk level.

With Cell formats cells are coloured based on the type of cell content. Unexpected interruptions in patterns are thus easily spotted.

A Cell references mapping visualizes the scope of formula references, within the worksheet, to other worksheets or to other spreadsheets.

Excel Report With List of Risks

List report example 1: Risks & Improve – An overview of all detected risks in your spreadsheet.

Tutorial Reports - Export Excel - Risks :: PerfectXL Spreadsheet Validation Tool

Click to directly jump to the corresponding location in your spreadsheet.

Excel Report With List of Referred Constants

List report example 2: Referred constants – All formulas in your spreadsheet together in one simple overview.

Tutorial Reports - Export Excel - Referred Constants :: PerfectXL Spreadsheet Validation Tool

Excel Report With List of Unique Formulas

List report example 3: Unique formulas – All formulas in your spreadsheet together in one simple overview.

Tutorial Reports - Export Excel - Unique Formulas :: PerfectXL Spreadsheet Validation Tool

Excel Mapping of Risks

Mapping report example 1: Risks & Suggestions – Cells are marked based on the highest detected risk level.

Tutorial Reports - Export Excel - Risk Mapping :: PerfectXL Spreadsheet Validation Tool

Excel Mapping of Cell Formats

Mapping report example 2: Cell formats – Borders are separate groups of the same formulas, cells are marked after the cell format.

Tutorial Reports - Export Excel - Cell Format Mapping :: PerfectXL Spreadsheet Validation Tool

Excel Mapping of Cell References

Mapping report example 3: Cell references – Borders are separate groups of the same formulas, cells are marked after the cell format.

Tutorial Reports - Export Excel - Cell References Mapping :: PerfectXL Spreadsheet Validation Tool

Watch our Video Tutorials

In the video’s below, several features and possibilities of PerfectXL are described and demonstrated thoroughly. In time we will add more video tutorials.

Video Tutorial: Tracing Problems in Spreadsheet Calculations :: PerfectXL

Tracing Problems in Calculations

When spreadsheets contain inconsistencies or suspected miscalculations, it takes great effort to find the problem manually. In this video we’ll show you how to use PerfectXL’s Formula Breakdown feature to locate and fix the problems in spreadsheet calculations within a matter of minutes. 

Learn how to trace problems in spreadsheet calculations

Video Tutorial: How to Check Your Input Source in Excel :: PerfectXL

How to Check Your Input Sources in Excel

In this video we’ll show you how to run a quick basic check of the input sources of your spreadsheet and how to determine if there is any unknown input. We’ll also show you a powerful way to visualize your spreadsheet’s information flow to help determine the function and dependability of each worksheet.

Learn how to check your input sources in Excel

Video Tutorial: How to Quickly Validate Your Spreadsheet :: PerfectXL

How to Quickly Validate your Spreadsheet

88% of spreadsheets contain hidden issues. These issues can be a serious risk to the outcome of your spreadsheet. This video shows you how PerfectXL helps you to quickly validate your spreadsheet on 29 types of risk, without having to check every cell manually.

Learn how to validate your spreadsheet