Clarity & transparency for financial documents with mobile-friendly spreadsheets

One of the most painful mobile work experiences has to be trying to read a spreadsheet on your phone or tablet. You’re pinching in to actually be able to read it, then scrolling for days to see the Q4 number when you forget which line you were one. Is this number the uniques or the MAUs? It is time-consuming and frustrating.

non-responsive financial data

Clearer financial documents

To help make things simpler and less stressful, we have taken a different approach: using flexible and responsive tables for financial data. Instead of trying to get every table cell in a long horizontal row, the high priority columns are shown, with the other columns being accessible by expanding the row vertically. As a device gets bigger, say, you move from a smart phone to a tablet, the next priority of columns become visible, and so on. All data remains accessible, but it is also all readable no matter what size the screen.

responsive financial data in a spreadsheet

How does this work in practice?

If you’re creating a document like an annual report and need to include the balance sheet, you simply prioritize the column with the row heading and whichever other columns are important, say the “2015” totals column. Maybe the next priority is the “2014” totals column to compare last year’s data. And so on.

As readers access your document, they will be able to read it completely and view all the data regardless of their device size.

Responsive spreadsheets are a great example of a capability which helps ensure a longer lifespan and more usability for digital documents.

If you work with financial documents and are realizing you need responsive spreadsheets, email us to schedule a demo!

Leave a Reply

Your email address will not be published. Required fields are marked *