When to use it
It tends to help in cases like presenting revenue and cost items in a formal finance report. It is aimed mainly at managers, sales, HR or finance teams, report authors.
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
- Data
- Template
- Data Review
- Theme
- Create (5 steps)
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. 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. Native writer path.
Limitations
Requires a source table.
Frequently asked questions
- Can I undo what it does?
- Yes. Undo Last on the ribbon reverses the last action in a single step.
- Where does the result go?
- A new report sheet (native cells and charts).
- Does it update when the source data changes?
- Yes. It redraws automatically whenever the cells you linked change.
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