What it is for
A dashboard showing financial results with a waterfall, a bullet and a margin ring, making local currency primary.
When to use it
It saves time on work such as summarising income statement items and margins for management. It is aimed mainly at managers, sales, HR or finance teams, report authors.
Example scenarios
- Summarising income statement items and margins for management.
- Managers: a dashboard showing financial results with a waterfall, a bullet and a margin ring, making local currency primary.
What it needs
A source table (domain-aware auto-mapping and a confirm screen).
How to use it
- Data
- Template
- Data Review
- Theme
- Filter
- Create (6 steps)
What it produces
A new dashboard sheet (one fitted PNG and a B1 trigger).
Effect on your data and undo
Finance does not change your source data; the result is added as a separate item. It refreshes automatically when the linked cells change. You can reverse it at any time with Undo Last.
How it differs from similar tools
Unlike a static picture you paste in by hand, it stays bound to your data and redraws itself whenever the source cells change.
Good to know
Regenerate after the source changes. Semantic detection; honest empty. Falls back to the native writer on any failure.
Limitations
Requires a source table.
Frequently asked questions
- Does Finance change my source data?
- No. Finance leaves your source data untouched and adds the result as a separate item.
- Does it work offline?
- Yes. Finance runs without an internet connection; going online is only needed for licensing, payment and updates.
- Can I undo what it does?
- Yes. Undo Last on the ribbon reverses the last action in a single step.
Your data is processed on your own computer. Your Excel contents are never shared with AI services.