XLMind Plus · Dashboards & Reports

Inventory Report

Produces an inventory report opening with category and top N charts.

In short
Produces an inventory report opening with category and top N charts. 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 reporting stock levels and the top and bottom items.

Example scenarios

  • Reporting stock levels and the top and bottom items.
  • Managers: produces an inventory report opening with category and top N charts.

What it needs

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

How to use it

  1. Select the data range or table you want to visualize.
  2. Open the Create Report gallery from the XLMind Plus tab.
  3. Pick the Inventory Report template and map its fields to your cells.
  4. 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

Inventory Report does not change your source data; the result is added as a separate item. It refreshes automatically when the linked cells change. Undo Last reverses it whenever you need.

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

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.
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

Your Excel data is processed on your own computer and is not shared with AI services. The limited data needed for licensing, sales and support is held on our infrastructure in Türkiye.