Will an export from my accounting system work?

Yes, any table with a date, categories, quantity and amount can be pasted into the "Data" sheet; the column names are set on "Settings".

How many rows and categories are supported?

Up to 5,000 rows, up to 30 values in each category and up to 200 counterparties in the ranking.

Do I need macros or a recent version of Excel?

No. It uses ordinary formulas and works in Excel 2007 and later.

What if the data contains errors?

The "Data check" sheet shows blank dates, text instead of numbers, dates outside the period and duplicates; problem rows are highlighted.

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Report from a Data Export — Excel Template

Paste an export from your accounting system, CRM or Excel and get totals by month and category, growth, top counterparties, charts and a data check.

≈ $7.39

590 ₽

Blank template + filled-in example · Excel 2007+, LibreOffice, Google Sheets

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What it is for

Turns any data export (date, categories, counterparty, quantity, amount) into a ready summary: paste the data and get totals by month and category, growth, rankings and charts. The column names are configurable to match your export.

What is inside

"Settings" sheet: the report year and the column names of your export.
"Data" sheet: a header and 5,000 rows for pasting, plus helper normalization columns (month, year, keys).
"Summary" sheet: totals by month, growth versus the previous month and the same month last year, top 5 categories, top 10 counterparties, a "category × month" matrix, bar and pie charts.
"Period selection" sheet: amount and quantity for any period and chosen categories.
"Data check" sheet: blank dates, text instead of numbers, dates outside the period, duplicates — with counters and explanations.

Who it is for

Accountants, managers, department heads and anyone who regularly builds summaries from exports by hand. Reports for management or head office are usually put together from system exports — paste the export and get pivot-style tables and charts without manual work.

Compatibility

Excel 2007 and later, LibreOffice. No macros and no new functions. Limits: up to 5,000 rows, 30 categories and 200 counterparties. The file is in English.

📘 How to Turn a Data Export into a Ready Report in Excel

Questions and answers

Will an export from my accounting system work?: Yes, any table with a date, categories, quantity and amount can be pasted into the "Data" sheet; the column names are set on "Settings".
How many rows and categories are supported?: Up to 5,000 rows, up to 30 values in each category and up to 200 counterparties in the ranking.
Do I need macros or a recent version of Excel?: No. It uses ordinary formulas and works in Excel 2007 and later.
What if the data contains errors?: The "Data check" sheet shows blank dates, text instead of numbers, dates outside the period and duplicates; problem rows are highlighted.