Templatization of spreadsheets in browser environments
A file management system may include a file server that performs calculations of a spreadsheet file instance to generate a dataset that includes values in the spreadsheet file instance. The file management system also may include an application operating at a client device that is in communication with the file server via a network. The application may receive, via the network, a version of the dataset comprising the values generated by the calculations performed by the server. The application may visualize a spreadsheet at the user interface. The visualized spreadsheet may display at least a subset of the values. In one case, protected contents of one or more cells in the spreadsheet may be converted to other values when displayed at the user interface.
1. A computer-implemented method comprising:
storing a first spreadsheet having a first arrangement of data;
storing a second spreadsheet having a second arrangement of data different from the first arrangement of data;
storing a standard dashboard that stores a first mapping to the first spreadsheet and a second mapping to the second spreadsheet, the standard dashboard being a third spreadsheet that (1) associates a set of dashboard cells in the standard dashboard to a first set of cells in the first spreadsheet according to the first mapping and (2) associates the same set of dashboard cells in the standard dashboard to a second set of cells in the second spreadsheet according to the second mapping, wherein the standard dashboard is associated with a plurality of scenarios, each scenario associated with a set of predetermined values for one or more dashboard cells;
causing a first analytical report to be displayed at a first client portal in response to a first user selecting, at the first client portal, to generate the first analytical report, the first analytical report generated based on a common analytical report template that comprises a metric calculated based on one or more cells in the set of dashboard cells, the first analytical report comprising a first value of the metric calculated based on one or more cells in the first set of cells of the first spreadsheet that are mapped to the set of dashboard cells, wherein the first analytical report includes a first set of results that are generated from one or more scenarios selected by the first user, the first set of results generated based on the predetermined values associated with the plurality of scenarios and the first arrangement of data in the first spreadsheet; and
causing a second analytical report to be displayed at a second client portal in response to a second user selecting to generate, at the second client portal, to generate the second analytical report, the second analytical report generated based on the same common analytical report template, the second analytical report comprising a second value of the same metric calculated based on one or more cells in the second set of cells of the second spreadsheet that are mapped to the set of dashboard cells, wherein the second analytical report includes a second set of results that are generated from one or more scenarios selected by a second user, the second set of results generated based on the predetermined values associated with the plurality of scenarios and the second arrangement of data in the second spreadsheet.
2. The computer-implemented method of claim 1 , wherein the first spreadsheet corresponds to a first model having a first look and feel and the second spreadsheet corresponds to a second model having a second look and feel.
3. The computer-implemented method of claim 1 , wherein the first spreadsheet is uploaded by a first creator to a cloud server storing the first spreadsheet and the second spreadsheet is uploaded by a second creator to the cloud server storing the second spreadsheet, and the first and second spreadsheets are accessible by a group of users that have an access privilege.
4. The computer-implemented method of claim 1 , wherein the first mapping is stored in a first mapping file that comprises one or more cell-to-cell mappings, each cell-to-cell mapping associates a cell in the first spreadsheet to a dashboard cell in the standard dashboard.
5. The computer-implemented method of claim 4 , wherein at least one of the cell-to-cell mapping is defined by a formula that automatically readjusts the cell in the first spreadsheet in response to an edit to the first spreadsheet.
6. The computer-implemented method of claim 1 , wherein the standard dashboard is associated with a specific look and feel and wherein values in the standard dashboard are filled based on whether the first spreadsheet or the second spreadsheet is selected.
7. The computer-implemented method of claim 1 , wherein the metric in the first analytical report is shown as having multiple values, each value corresponding to one of the scenarios.
8. A system comprising:
one or more processors; and
memory coupled to the one or more processors, the memory storing instructions, the instructions, when executed by the one or more processors, cause the one or more processors to:
store a first spreadsheet having a first arrangement of data;
store a second spreadsheet having a second arrangement of data different from the first arrangement of data;
store a standard dashboard that stores a first mapping to the first spreadsheet and a second mapping to the second spreadsheet, the standard dashboard being a third spreadsheet that (1) associates a set of dashboard cells in the standard dashboard to a first set of cells in the first spreadsheet according to the first mapping and (2) associates the same set of dashboard cells in the standard dashboard to a second set of cells in the second spreadsheet according to the second mapping, wherein the standard dashboard is associated with a plurality of scenarios, each scenario associated with a set of predetermined values for one or more dashboard cells;
cause a first analytical report to be displayed at a first client portal in response to a first user selecting, at the first client portal, to generate the first analytical report, the first analytical report generated based on a common analytical report template that comprises a metric calculated based on one or more cells in the set of dashboard cells, the first analytical report comprising a first value of the metric calculated based on one or more cells in the first set of cells of the first spreadsheet that are mapped to the set of dashboard cells, wherein the first analytical report includes a first set of results that are generated from one or more scenarios selected by the first user, the first set of results generated based on the predetermined values associated with the plurality of scenarios and the first arrangement of data in the first spreadsheet; and
cause a second analytical report to be displayed at a second client portal in response to a second user selecting to generate, at the second client portal, to generate the second analytical report, the second analytical report generated based on the same common analytical report template, the second analytical report comprising a second value of the same metric calculated based on one or more cells in the second set of cells of the second spreadsheet that are mapped to the set of dashboard cells, wherein the second analytical report includes a second set of results that are generated from one or more scenarios selected by a second user, the second set of results generated based on the predetermined values associated with the plurality of scenarios and the second arrangement of data in the second spreadsheet.
9. The system of claim 8 , wherein the first spreadsheet corresponds to a first model having a first look and feel and the second spreadsheet corresponds to a second model having a second look and feel.
10. The system of claim 8 , wherein the first spreadsheet is uploaded by a first creator to a cloud server storing the first spreadsheet and the second spreadsheet is uploaded by a second creator to the cloud server storing the second spreadsheet, and the first and second spreadsheets are accessible by a group of users that have an access privilege.
11. The system of claim 8 , wherein the first mapping is stored in a first mapping file that comprises one or more cell-to-cell mappings, each cell-to-cell mapping associates a cell in the first spreadsheet to a dashboard cell in the standard dashboard.
12. The system of claim 11 , wherein at least one of the cell-to-cell mapping is defined by a formula that automatically readjusts the cell in the first spreadsheet in response to an edit to the first spreadsheet.
13. The system of claim 8 , wherein the standard dashboard is associated with a specific look and feel and wherein values in the standard dashboard are filled based on whether the first spreadsheet or the second spreadsheet is selected.
14. The system of claim 8 , wherein the metric in the first analytical report is shown as having multiple values, each value corresponding to one of the scenarios.
15. A non-transitory computer-readable medium configured to store computer code comprising instructions, the instructions, when executed by one or more processors, cause the one or more processors to:
store a first spreadsheet having a first arrangement of data;
store a second spreadsheet having a second arrangement of data different from the first arrangement of data;
store a standard dashboard that stores a first mapping to the first spreadsheet and a second mapping to the second spreadsheet, the standard dashboard being a third spreadsheet that (1) associates a set of dashboard cells in the standard dashboard to a first set of cells in the first spreadsheet according to the first mapping and (2) associates the same set of dashboard cells in the standard dashboard to a second set of cells in the second spreadsheet according to the second mapping, wherein the standard dashboard is associated with a plurality of scenarios, each scenario associated with a set of predetermined values for one or more dashboard cells;
cause a first analytical report to be displayed at a first client portal in response to a first user selecting, at the first client portal, to generate the first analytical report, the first analytical report generated based on a common analytical report template that comprises a metric calculated based on one or more cells in the set of dashboard cells, the first analytical report comprising a first value of the metric calculated based on one or more cells in the first set of cells of the first spreadsheet that are mapped to the set of dashboard cells, wherein the first analytical report includes a first set of results that are generated from one or more scenarios selected by the first user, the first set of results generated based on the predetermined values associated with the plurality of scenarios and the first arrangement of data in the first spreadsheet; and
cause a second analytical report to be displayed at a second client portal in response to a second user selecting to generate, at the second client portal, to generate the second analytical report, the second analytical report generated based on the same common analytical report template, the second analytical report comprising a second value of the same metric calculated based on one or more cells in the second set of cells of the second spreadsheet that are mapped to the set of dashboard cells, wherein the second analytical report includes a second set of results that are generated from one or more scenarios selected by a second user, the second set of results generated based on the predetermined values associated with the plurality of scenarios and the second arrangement of data in the second spreadsheet.
16. The non-transitory computer readable medium of claim 15 , wherein the first spreadsheet corresponds to a first model having a first look and feel and the second spreadsheet corresponds to a second model having a second look and feel.