Financial report

Generate Financial report with Carbone

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  • Template type document docx medium
  • Carbone min. v4.24.0+
  • Features
  • Target financial trading featureUsed: chart

Objectives

You want to generate financial reports with the following features:

  • charts
  • tables

Solution

Here’s how you can achieve this using 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, define the data to display — that is, the values of the series across the different categories shown on the x-axis.

    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.

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