Financial report

Objectives

Generate financial reports with the following features:

• charts
• tables

Solution

Here’s how to construct a template to achieve this with Carbone:

1. Use a global table to design the layout

   If your report includes multiple charts, start by inserting a global table. This will allow you to place your charts into specific cells, making easier to design the layout of your report.

2. Insert a chart with the expected design

   Select the chart design that you want to insert.

   When Excel automatically pops up, or by right-clicking on the chart and selecting the Edit Data in Excel menu, define the data to display. Include the values for the series using Carbone tags and iteration

   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}.  | 

   The rendering will be completed during the report generation process.

3. Manage your borders and alignement

   To create a beautiful document, adjust the borders, alignment, and ensure consistent spacing for a polished and professional look.

And there you go!