Turn Excel Data into Finished Reports

“Every month, pull actuals from our accounting export, compare to budget, and generate a variance report in Word with charts and commentary.”

Reads actuals from Excel and budget from a second workbook

Excel

Calculates variances, flags anomalies above threshold

Generates a formatted Word report with tables and charts

Word

Sends for review via email

Gmail

“Compare this quarter's actuals against the approved budget. Highlight any line item over 10% variance and export a one-page PDF summary.”

Loads budget and actuals from two Excel sheets

Excel

Runs variance analysis across all cost centers

Builds a one-page summary with red/green highlights

Exports to PDF and saves to SharePoint

SharePoint

“Every Monday, pull this week's pipeline data from Salesforce, update the forecast spreadsheet, and email the team a PDF summary.”

Extracts pipeline data from Salesforce export

Salesforce

Updates the forecast tracker in Excel

Excel

Generates a PDF with pipeline stage breakdown

Emails the PDF to the sales team

Gmail

“Extract line items from all supplier invoices this month, consolidate into a summary spreadsheet, and generate a Word report for the finance director.”

Reads PDF invoices from OneDrive folder

OneDrive

Extracts amounts, dates, and vendor details into Excel

Excel

Consolidates and cross-checks against purchase orders

Generates a Word summary with totals and exceptions

Word

“Take the KPI tracking spreadsheet, calculate month-over-month trends, and produce a clean PDF dashboard for the management team.”

Reads KPI data from the master Excel tracker

Excel

Calculates MoM and YoY trends automatically

Formats a visual dashboard with sparklines and RAG status

Exports to PDF and distributes to stakeholders