Financial report
Generate Financial report with Carbone
- 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:
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.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.
Manage your borders and alignement
To create a beautiful document, adjust the borders, alignment, and ensure consistent spacing for a polished and professional look.