- In short
- Produces a general purpose report opening with a main chart for any table. 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
It earns its place whenever you have to turning a table that fits no specific template into a tidy report.
Example scenarios
- Turning a table that fits no specific template into a tidy report.
- Managers: produces a general purpose report opening with a main chart for any table.
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 General 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
General Report does not change your source data; the result is added as a separate item. It refreshes automatically when the linked cells change. One click on Undo Last brings everything back.
How it differs from similar tools
Compared with assembling a board from a blank sheet, it saves the setup entirely; the layout binds to your data and every piece stays editable.
Good to know
Regenerate after the source changes. Requires a source table.
Limitations
Requires a source table.
Frequently asked questions
- Is the output locked, or can I change it?
- It stays fully editable: every part is a normal Excel element you can move, color and resize.
- Does it refresh when the data changes?
- Yes. The visual is bound to your cells and updates as the linked values change.
- Is my source table modified?
- No. The tool only reads your data; the only addition to the sheet is the visual itself.
- Can I try another look on the same data?
- Yes. Just reopen the gallery and pick a different template; the earlier visual remains on the sheet.
Works well with
- A good companion is Create Dashboard
- At the other end of the family sits Create Report
- As a complement, use KPI Cards
- As a preparation step, try Data Profile
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