Excel Document Processing

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How It Works

1. Native layer — The original .xlsx file is rendered directly in the workbook viewer, an OOXML-based canvas viewer that draws the native spreadsheet bytes for visual fidelity
2. Content layer — The parsed KDDB document contains a content node tree (workbook → worksheet → row → cell) that holds tags, data objects, and extraction results

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The Workbook Viewer

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Navigating the workbook

• Sheet tabs — When a workbook has more than one worksheet, each renders as a tab in source order; click a tab to switch sheets. Single-sheet workbooks show no tab bar.
• Zoom — Zoom in and out from the toolbar. Zoom steps by a factor of 1.25 each click and is clamped between 25% and 400%; the toolbar shows the current percentage. A reset control returns the view to 100%.
• Column and row resizing — Drag a column or row header boundary to resize it. Double-click a boundary to auto-fit: columns size to the widest cell value on that sheet (capped at 800px) and rows size to a single line of the default font. Resizes are session-only — reloading the document re-parses the original widths from the file.

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Finding and copying cell content

• Find — The search box matches a case-insensitive substring against every cell value across all sheets. Press Enter (or use next/previous) to jump between matches, switching sheets automatically as needed. The current match is highlighted in amber with an outline; other matches use a lighter amber tint.
• Copy — Select a cell or drag-select a range and press Ctrl/Cmd+C to copy the selection as tab-separated values (tabs between columns, newlines between rows). Off-screen cells inside the selected range are included in the copy.

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Tag highlights and linking

• Tag overlays — Tagged cells are highlighted with their taxon’s color, resolved from the taxonomy’s tag metadata. The focused tag is drawn with a stronger fill and a 2px outline; other tagged cells use a lighter tint of the same color. Toggle overlays on and off with the highlights button in the toolbar (on by default).
• Selection — The active cell or range is drawn as a translucent blue rectangle.
• Linking cells — In a data-form linking workflow, left-click a cell to focus and link it to the focused attribute; drag to link a range. Right-click a cell to open the tag popup for tagging and other cell actions.

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Uploading Excel Files

• .xlsx — Native support
• .xlsm — Native support (macro-enabled workbooks)
• .xls, .ods, and other formats — Automatically converted via LibreOffice

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The Workbook Content Structure

workbook
  └── worksheet ("Income Statement")
      ├── row
      │   ├── cell: "Revenue"    (ref: A1, sheet: Income Statement)
      │   └── cell: "1,234.00"   (ref: B1, sheet: Income Statement)
      └── row
          ├── cell: "Expenses"   (ref: A2, sheet: Income Statement)
          └── cell: "567.89"     (ref: B2, sheet: Income Statement)

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Tagging and Extraction

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Data-form-driven workflow

1. Define a data definition (taxonomy) for the data you want to extract
2. Open the Excel file in the workspace — it renders in the spreadsheet viewer
3. The data form on the left shows the data objects and attributes from your taxonomy
4. Focus an attribute in the data form (e.g., “Revenue Q1”)
5. Click or drag-select cells in the spreadsheet to link them to that attribute
6. Tagged cells highlight with the taxon’s color
7. Repeat for all attributes

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AI-assisted extraction

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Selectors for Workbook Content

//cell                                                    # All cells
//cell[hasFeatureValue('workbook', 'ref', 'A1')]         # Specific cell
//cell[contains(@content, 'Total')]                       # Cells containing text
//worksheet[contains(@content, 'Income')]//cell          # Cells in specific sheet
//*[hasTag('revenue/total')]                              # Tagged cells

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What’s Next