| Data-entry approach | Manual | Manual with macro assistance | Maximum reliable assistance |
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| Macro use | No VBA macros | Macro-assisted | More comprehensive macros |
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| Filtering and navigation | Native Excel | Essential plus quicker assistance | Enhanced plus greater automation |
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| Repetitive-task assistance | Formula-based where applicable | Suitable actions automated | High-value workflows automated where reliable |
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| Import and upgrade method | Guided manual staging | Macro-assisted from compatible Essential data | Most automated compatible route |
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| File format | .xlsx | .xlsm | .xlsm |
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| Desktop Excel requirement | Final requirements to be confirmed | Required for macro functions | Required for macro functions |
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| Excel for the web | Compatibility must be confirmed through testing | Macro functions will not run | Macro functions will not run |
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| Final compatibility status | Testing required | Windows and Mac testing required | Windows and Mac testing required |
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| Pricing status | To be confirmed after testing | To be confirmed after testing | To be confirmed after testing |
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