Securely Present Financial Dashboards Without Exposing Raw Data Tabs
Microsoft · Feature Update · · notable
Briefing for: Finance
What happened
Excel's new 'Publish to web' capability lets users share a clean, view-only link to a workbook. This view hides internal comments, edits, and potentially sensitive data tabs that aren't intended for the final presentation.
Why it matters
When sharing quarterly reports with board members or investors, you can present a polished dashboard without exposing the 'what-if' scenarios, raw data sheets, or internal commentary that led to the final numbers.
What this enables
- If you share monthly closing reports, you can provide a single link to stakeholders that you 'Republish' every month to reflect new data.
- If you are undergoing an audit, you can share specific polished views of documents while keeping internal working notes strictly private.
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