Can I edit the resulting visual?

Yes. It is made of ordinary Excel objects, so colors, text and size are all freely adjustable.

Yes. It works off your data, so when the source cells change, so does the visual.

Is anything written into my data?

No. The source cells are read only; the single addition is the visual.

Can I switch templates later?

You can reopen the gallery and build another template on the same data; the existing visual stays until you delete it.

Create a Finance Report in Excel

In short: Produces a finance report opening with a waterfall signature chart. You pick the template from the gallery and map its fields to your cells; the visual stays bound to the data, updates when it changes, and remains freely editable. The source table is untouched.

When to use it

Typical use: presenting revenue and cost items in a formal finance report.

Example scenarios

Presenting revenue and cost items in a formal finance report.
Managers: produces a finance report opening with a waterfall signature chart.

What it needs

A source table (domain-aware auto-mapping and a confirm screen).

How to use it

Select the data range or table you want to visualize.
Open the Create Report gallery from the XLMind Plus tab.
Pick the Finance Report template and map its fields to your cells.
The visual is inserted bound to your data; it refreshes as the cells change.

What it produces

A new report sheet (native cells and charts).

Effect on your data and undo

Finance Report does not change your source data; the result is added as a separate item. It refreshes automatically when the linked cells change. If it is not what you wanted, Undo Last restores the previous state.

How it differs from similar tools

Instead of designing from scratch, it lays down a ready, data-bound layout; the resulting sheet is ordinary Excel objects, so everything stays editable.

Good to know

Regenerate after the source changes. Requires a source table.

Limitations

Requires a source table.

Frequently asked questions

Can I edit the resulting visual?: Yes. It is made of ordinary Excel objects, so colors, text and size are all freely adjustable.
Is the result live?: Yes. It works off your data, so when the source cells change, so does the visual.
Is anything written into my data?: No. The source cells are read only; the single addition is the visual.
Can I switch templates later?: You can reopen the gallery and build another template on the same data; the existing visual stays until you delete it.

Works well with

As a complement, use Create Dashboard
As an alternative, use Create Report
As a complement, use KPI Cards
Before you start, consider Data Profile

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