When enabled in a data room, Excel What-If Analysis allows your guests to:
✅ View, modify, copy & paste cell values, one cell at a time
✅ View, modify, copy & paste underlying cell formulae, one cell at a time
✅ Sort & filter cell values
However, they will not be able to:
❌ Copy, cut and/or paste the entire spreadsheet in one go
❌ Save their changes or update the file version
❌ Download their changes (even if the guest has the Download (Original) or Download (PDF) permission for the file. They will only be able to download the file as it was uploaded to the data room.)
Supported file formats for this feature include .XLS, .XLSX, .CSV, .ODS and .TSV.
Here's a quick demo:
How to enable/disable Excel What-If Analysis
You must be the data room owner or a co-owner to enable or disable Excel What-If Analysis for an existing data room.
Step 1: Enter the data room for which you want to enable or disable Excel What-If Analysis.
If you wish to enable Excel What-If Analysis for a new data room that you're creating, skip this step and go straight to Step 3.
Step 2: Click on SETTINGS in the top-right corner.
Step 3: You'll be directed to the Data Room Settings page. Scroll down until you see Excel What-If Analysis.
If the toggle for Excel What-If Analysis is green, it means the feature is already enabled. Otherwise, click on the toggle to enable.
Step 5: Click on the Save button to update your data room settings, or click on the Create data room button to create your new data room.