Use case
Spreadsheet analysis
Asking questions of tabular data in natural language — totals, trends, outliers, reconciliations — and getting an answer with the calculation behind it. Works best when the model writes code that runs, rather than reading numbers itself.
- Source
- Editorial ontology entry — no fetched document behind this page
- Evidence
- none on this page — it links to the pages that hold it
- Category
- Documents
- Typical risk
- medium
- Entry
- editorial · reviewed 21 Sep 2026
01What this is
Spreadsheet analysis takes a workbook or table and a question, generates the query or code that answers it, executes that code, and returns the result together with the code. The execution step is what makes the answer checkable and reproducible.
A good deployment shows the generated query, runs it in a sandbox with no network access, states the row count and filters applied, and refuses questions the data cannot support. Column meanings are documented once so the model is not guessing what "amt_2" holds.
Pitfalls: models that read a table token by token and arithmetic that is confidently wrong; merged cells and multi-row headers that break parsing; and financial answers with no visible calculation. Files uploaded for analysis often contain personal or financial data and need the same retention rules as any other document.
- Typical data
- spreadsheets, financial records, operational data, customer data
- Solution classes it admits
- Enterprise SaaS, Private cloud, Self-hosted
02Deployment options
- ASSESSMENT
On a neutral reading of this use case, Private cloud is recommended, Self-hosted is a strong alternative, Model API is a strong alternative and Enterprise SaaS is conditional.
- ASSESSMENT
Read as a generic reading of this page, not a recommendation: no organisation, size, jurisdiction, budget or technical capability has been supplied, so wherever an option depends on one of those, it says "unknown". Ask your own question to get a verdict that accounts for them.
Private cloud
RECOMMENDEDManaged model API or private model deployment in your cloud account
- ASSESSMENT
Two patterns fit inside one account in a region you name: call a managed foundation-model API such as Amazon Bedrock, Microsoft Foundry / Azure OpenAI, or Vertex AI; or deploy an open-weight model on GPU compute you control. Your application, retrieval layer, storage, identity and logs remain in your cloud boundary in both patterns.
- ASSESSMENT
The managed-API pattern can use closed-source frontier models without buying or operating GPUs. It is usually the fastest way to build a custom workflow, but prompts and retrieved context are processed by the managed service, so model availability, retention, abuse monitoring and regional routing must be checked for the exact feature and endpoint.
- ASSESSMENT
The private-model pattern gives more control over weights, serving and network paths, and can use managed endpoints or your own containers. It also makes your team responsible for capacity, patches, model upgrades, evaluation and failover.
- ASSESSMENT
Which account you already have is a real input, not a detail: no existing cloud account was named. An organisation that already has a landing zone, an identity provider and a signed agreement with one provider is buying a feature; one that does not is buying a cloud programme, and those are different projects.
- ASSESSMENT
The cloud provider becomes a data processor in either pattern: you need a DPA, a documented region, and an answer on cross-region routing and where support staff can access the environment from.
- RECOMMENDATION
Start with the managed-API pattern when the workflow is custom but model operations are not the source of competitive advantage; move to private model serving only if evaluation, volume, portability or the data boundary justifies the extra operations. Your stated technical capability is "unknown".
- RECOMMENDATION
Recommended for this brief: one tenancy in a region you name is the smallest boundary that still gives you a frontier model, and opening an account is less work than building a server room, given you did not say who would run this, the brief involves confidential documents and personal data, no existing cloud account was named, and you did not ask for local processing.
Model API
STRONG ALTERNATIVEA model vendor’s API behind an application you build and own
- ASSESSMENT
You write and host the application — the interface, the retrieval layer, the database, the access control, the audit log — and call somebody else’s endpoint for the model itself. Two kinds of endpoint sit in this class: a closed model from the vendor that made it (OpenAI, Anthropic, Google Gemini, xAI, DeepSeek, Moonshot, Mistral, Cohere), and an open-weight model served by a managed inference provider (Together, Fireworks, Groq and others).
- ASSESSMENT
Those two are not interchangeable. A closed model can only be obtained from its vendor or from a cloud that licenses it, so the model and the supplier are one decision. An open-weight model can be moved: the same weights run on a managed endpoint today and on your own GPU later, which makes the provider a swappable component rather than a dependency — and makes the licence, not the contract, the document that governs what you may do with it.
- ASSESSMENT
It is the shortest path to a frontier model: no GPUs to buy, no capacity to plan, no serving stack to patch, and you can change model with a configuration line. What it costs instead is a per-token bill that scales with use and a dependency on one supplier’s availability, pricing and deprecation schedule.
- ASSESSMENT
What the supplier sees is the whole prompt: the user's question, the system instructions, and every passage your retrieval layer attached to it — which is usually the most sensitive part, because retrieval is what puts internal documents into the request. For a brief that involves confidential documents and personal data, that is the attribute to check first. What stays yours is everything else: the application, the retrieval index, the identity system, the logs, and the record of who asked what.
- ASSESSMENT
Nothing about a supplier's handling of your data is assumed here. Before real content goes near an endpoint, verify against that supplier's own documents: the data processing agreement, and that it covers the API rather than only the consumer product; whether zero-data-retention or an equivalent no-logging mode is available on your account, and on which endpoints; the default retention period for prompts and outputs, and what triggers human review; the region the request is served from, and whether that is a commitment or a routing preference; the current subprocessor list and how you are notified when it changes; the supported-countries page, which decides whether you may use the service at all.
- RECOMMENDATION
Take this route when the workflow is yours but the model is not the differentiator, and your team can build and run an application. Your stated technical capability is "unknown", which is the attribute this option most depends on. Where the same model is available inside your own cloud account, compare it against private cloud before committing — the application is identical and only the tenancy of the model changes.
- RECOMMENDATION
A strong alternative for this brief: one tenancy in a region you name is the smallest boundary that still gives you a frontier model, and opening an account is less work than building a server room, given you did not say who would run this, the brief involves confidential documents and personal data, no existing cloud account was named, and you did not ask for local processing.
Self-hosted
STRONG ALTERNATIVEOpen-weight models on infrastructure you operate
- ASSESSMENT
Documents, queries and embeddings stay on machines you own, using an open-weight model whose licence you review. For a brief that involves confidential documents and personal data, that removes a model-API vendor from the data path rather than governing that transfer by contract.
- ASSESSMENT
It costs you the operational work instead: a GPU server, Docker, Linux, backups and a patching routine. Your stated technical capability is "unknown", which is the attribute this option most depends on.
- ASSESSMENT
No processor agreement, subprocessor list or cross-border transfer assessment is needed for the model itself, because no third party processes the content.
- RECOMMENDATION
Recommended where local processing is preferred (you did not say so) and the content is sensitive (confidential documents and personal data).
- RECOMMENDATION
A strong alternative for this brief: one tenancy in a region you name is the smallest boundary that still gives you a frontier model, and opening an account is less work than building a server room, given you did not say who would run this, the brief involves confidential documents and personal data, no existing cloud account was named, and you did not ask for local processing.
Enterprise SaaS
CONSIDER IFFinished closed-source cloud product with enterprise controls
- ASSESSMENT
This is a complete vendor application, not a model API: examples include an enterprise assistant, coding copilot or document product with the workflow, interface, connectors and administration already built. It can use closed-source cloud models while requiring no model hosting or application engineering from your team.
- RECOMMENDATION
Choose it when the product already performs the actual workflow and its controls meet your requirements. Do not choose it only because its underlying model is strong: a finished SaaS product is less flexible than building against a managed API when your process, integrations or review steps are organisation-specific.
- ASSESSMENT
Vendor commitments are treated as unverified until we have fetched the page that makes them. Until then this option carries questions to ask, not assurances: a signed data processing agreement covering the data you will actually put in; a documented data residency commitment naming the region, in the contract rather than a blog post; a written no-training commitment for your content, including uploads and connected sources; stated retention periods and a deletion path you can exercise; an administrative audit log you can export, and SSO with group-based access control.
- RECOMMENDATION
No jurisdiction was named, so this is the check rather than the conclusion: compare the vendor's stated processing locations and subprocessor list against the cross-border transfer rules wherever you operate before uploading anything.
- RECOMMENDATION
Worth considering for this brief: one tenancy in a region you name is the smallest boundary that still gives you a frontier model, and opening an account is less work than building a server room, given you did not say who would run this, the brief involves confidential documents and personal data, no existing cloud account was named, and you did not ask for local processing.
03Deployment stacks
04Tools by hosting option
Self-hosted2
- Libraryscikit-learnThe standard Python library for classical machine learning: regression, classification, clustering, preprocessing pipelines and model evaluation on tabular data.
- LibraryXGBoostGradient-boosted decision trees with distributed training and GPU support. The usual first model to try on a tabular prediction problem before anything more elaborate.
Private cloud2
- Libraryscikit-learnThe standard Python library for classical machine learning: regression, classification, clustering, preprocessing pipelines and model evaluation on tabular data.
- LibraryXGBoostGradient-boosted decision trees with distributed training and GPU support. The usual first model to try on a tabular prediction problem before anything more elaborate.
Vendor cloud4
- SaaSChatGPT EnterpriseOpenAI’s administered ChatGPT tier with SSO, workspace controls, retention settings, connectors to company systems and business terms that differ from the consumer product.
- SaaSClaudeAnthropic’s assistant, available as a team and enterprise product with SSO, audit logs, project workspaces and commercial terms, and as an API for building applications.
- SaaSGemini for Google WorkspaceGemini features inside Gmail, Docs, Sheets and Meet, grounded in Workspace content under the existing Workspace agreement and admin controls.
- SaaSMicrosoft 365 CopilotAssistant embedded in Word, Excel, Outlook and Teams, grounded in the tenant’s own content through Microsoft Graph and governed by existing Microsoft 365 permissions.
05Compliance hot spots
This use case usually raises personal data, confidentiality, retention, auditability, data residency, automated decision-making, cross-border transfers, human oversight, logging.
- Personal data
- No published jurisdiction page names this topic yet
- Confidentiality
- No published jurisdiction page names this topic yet
- Retention
- No published jurisdiction page names this topic yet
- Auditability
- No published jurisdiction page names this topic yet
- Data residency
- United Arab Emirates
- Automated decision-making
- European UnionSwitzerlandUnited KingdomUnited Arab EmiratesCanadaUnited StatesSouth KoreaAustraliaBrazilSingapore
- Cross-border transfers
- European UnionSwitzerlandUnited KingdomUnited Arab EmiratesCanadaUnited StatesChina (mainland)Hong KongTaiwanAustraliaBrazilIndiaSingapore
- Human oversight
- Singapore
- Logging
- European Union
06Example questions
Each of these opens the question box with the text already in it. The answer is researched for your organisation, not for this page.
07Related use cases
- DocumentsRFP draftingAnswering tenders and security questionnaires from a library of previous answers. The work is retrieval plus reuse: most questions have been answered before, in a form somebody already approved.
- DocumentsReport generationProducing a recurring document — a management pack, client update, board summary, compliance return — from data and prior text. The template and the data are fixed; the narrative around them is what takes the time.
- DocumentsOCRTurning images of text — scans, photographs, faxes, historic files — into machine-readable text with layout. The step everything else depends on: no extraction, search or classification pipeline is better than the text layer underneath it.
- DocumentsInvoice extractionReading supplier invoices — header fields, line items, tax, totals — into structured records. The extraction step only. What happens to the record afterwards is invoice processing automation.
- DocumentsDocument classificationSorting incoming documents into types and routing them — which team, which folder, which workflow, which retention rule. Usually the first step of a larger pipeline and the cheapest place to remove manual handling.
- DocumentsData extractionPulling defined fields out of unstructured text into a schema — from forms, reports, emails, filings or web pages. The general case of invoice extraction, and the step that turns documents into something a database can hold.
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