Financial report

Overview

This example demonstrates how to generate professional financial reports that include:

• Dynamic charts
• Data-driven tables
• Professional formatting

Step-by-Step Guide

Follow these steps to create a financial report template with Carbone:

1. Create the Layout Structure

Start by inserting a main table in your document. This table will serve as the layout framework, allowing you to:

• Organize multiple charts efficiently
• Control the positioning of elements
• Maintain consistent spacing

2. Add Dynamic Charts

To insert and configure charts:

• Insert your preferred chart type from the available options
• Configure the chart data by either:
  • Using the automatically opened Excel window
  • Right-clicking the chart and selecting "Edit Data in Excel"
• Define your data series using Carbone tags and iterations. For example:

  |                       |  BITCOIN               |  ETHEREUM              |
  |-----------------------|----------------------- |------------------------|
  | {d.crypto[i].date}    | {d.crypto[i].BTCVar}   | {d.crypto[i].ETHVar}   |
  | {d.crypto[i+1].date}  | {d.crypto[i+1].BTCVar} | {d.crypto[i+1].ETHVar} | 

3. Polish the Design

Enhance the visual appeal of your report by:

• Adjusting borders and margins
• Aligning content consistently
• Setting appropriate spacing between elements
• Ensuring a professional and clean layout

The template will automatically populate with your data during report generation, creating a polished financial document.

Related Examples

Check out these similar templates to learn more: