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.

What happens when I update the cells?

The visual watches the cells it is bound to; change the values and the view redraws itself.

Is my source table modified?

No. The tool only reads your data; the only addition to the sheet is the visual itself.

Can I move to a different template?

Yes; open the gallery again and build a new template on the same data. The old visual stays until you remove it.

Create a Sales Report in Excel

In short: Produces a sales report opening with a lollipop signature chart. Select your data, pick the template and map the fields; the result is an editable, data-bound visual that refreshes as your cells change. Nothing in the source is modified.

When to use it

Typical use: turning monthly sales results into a shareable report.

Example scenarios

Turning monthly sales results into a shareable report.
Managers: produces a sales report opening with a lollipop 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 Sales 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

Sales 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.
What happens when I update the cells?: The visual watches the cells it is bound to; change the values and the view redraws itself.
Is my source table modified?: No. The tool only reads your data; the only addition to the sheet is the visual itself.
Can I move to a different template?: Yes; open the gallery again and build a new template on the same data. The old visual stays until you remove it.

Works well with

Often used alongside this tool: Create Dashboard
For a similar but different need, use Create Report
Often used alongside this tool: KPI Cards
To tidy the data first, use Data Profile

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