Structured worksheet or CSV table
- Requirement
- Required
- Example
- Monthly operating rows
- Purpose
- Needed for the core workflow
Upload a structured spreadsheet to create a formatted PDF report with KPI summaries, charts, tables, and clear page layouts.
Supports structured .csv and .xlsx files. Public examples use synthetic data. Review VizMint’s current privacy and retention policy before uploading sensitive information.
Use the fixed preview below to switch between the source workbook and a dashboard sample. Open the full demo in a new tab for every KPI and chart used to build the PDF report.
Excel to PDF Report
Interactive preview from the sample monthly operating workbook
Switch preview
Total Records
48
rows in sample
Total Target
5,441,121
sum of Target
Total Revenue
5,309,993
sum of Revenue
Bin width 5,000 · 48 observations
Full dashboard with all KPI details and 6 charts is on the demo page.
Open full demoThe sample workbook contains 48 records across 12 months and 4 business units. Charts and KPI cards are generated from the same JSON dataset.
Example report scope: a 7-page PDF covering executive summary, KPI table, trends, exceptions, methodology, and source notes — built from 48 source records with 36 below-target rows flagged in commentary.
Turn structured spreadsheet results into a consistent PDF whose metrics match the generated dashboard.
Turning spreadsheet data into a report is not only a formatting task. The output must preserve source numbers, organize a narrative for the audience, and keep assumptions visible.
The sample monthly operating workbook becomes a 7-page PDF containing an executive summary, KPI table, trends, exceptions, methodology, and source notes.
The workflow is designed around source-grounded slides and reports with editable outputs where supported and traceable metrics.
A useful PDF report is more than a printed spreadsheet. This workflow helps show how structured fields become readable pages, charts, tables, and summaries while preventing clipped columns, unreadable text, and inaccurate report claims.
The result brings the most important metrics, trends, and exceptions into one view, while keeping the supporting records available for review.
Use the downloadable sample to follow the source rows, field mapping, validation, and final output as one reproducible workflow.
The source preview highlights the exact columns and representative rows used by the workflow.
| Period | Quarter | Business Unit | Commentary | Target |
|---|---|---|---|---|
| 2025-07-01 | Q3 2025 | North | Below target | 80,539 |
| 2025-07-01 | Q3 2025 | South | Below target | 97,728 |
| 2025-07-01 | Q3 2025 | East | Below target | 87,097 |
| 2025-07-01 | Q3 2025 | West | Below target | 98,736 |
| 2025-08-01 | Q3 2025 | North | Above target | 90,513 |
The finished output includes the KPI cards, charts, tables, and report views described below.
Grouped by Period
VizMint works best when every column has one clear heading and each row represents one consistent record. Fields that are not available should not be invented; dependent outputs should be hidden or clearly marked as unavailable.
| Column | Requirement | Example | Purpose |
|---|---|---|---|
| Structured worksheet or CSV table | Required | Monthly operating rows | Needed for the core workflow |
| Date or Category | Recommended | 2025-07-01 | Adds an important comparison or breakdown |
| Metric or Value | Recommended | 77441.00 | Adds an important comparison or breakdown |
| Clear Headers | Recommended | Revenue | Adds an important comparison or breakdown |
| Target | Optional | 80538.64 | Adds detail when present |
| Previous Value | Optional | 72794.54 | Adds detail when present |
| Commentary | Optional | Below target | Adds detail when present |
| Grouping Fields | Optional | North | Adds detail when present |
7 formatted PDF pages from the sample monthly operating workbook, including executive summary, KPI table, trends, exceptions, methodology, and source notes.
10 chart types auto-generated from date, metric, and business-unit fields in the sample dataset.
Comparison and KPI tables that preserve source totals and keep supporting records available for review.
6 headline KPI cards derived from eligible structured rows in the uploaded file.
7 narrative sections covering summary metrics, trends, exceptions, and methodology notes.
| Chart or Output | Required Fields | Business Question |
|---|---|---|
| KPI Summary | Period, metric, target, previous value | Shows KPI summary for the selected records and reporting scope. |
| Trend Chart | Period, revenue, gross profit, orders | Shows trend chart for the selected records and reporting scope. |
| Category Chart | Business unit, metric, value | Shows category chart for the selected records and reporting scope. |
| Comparison Table | Period, actual, target, previous value | Shows comparison table for the selected records and reporting scope. |
| Narrative Summary | Commentary, metric comparisons, exclusions | Shows narrative summary for the selected records and reporting scope. |
| Appendix When Needed | Source rows, methodology, exclusions | Shows appendix when needed for the selected records and reporting scope. |
Upload the workflow-specific sample or a user file with clear headers and one record per row.
Select the correct worksheet when the workbook contains multiple sheets.
Confirm the detected header row and field mapping before generation.
Review the data preview, exclusions, and validation warnings.
Generate the dashboard, chart, report, presentation, or answer.
Review KPI values, calculations, charts, and source traceability.
Save, share, or export using capabilities available on the active plan.
| Metric | Formula or Method | Required Fields | Important Rule |
|---|---|---|---|
| Source Totals | Sum of eligible structured rows | Revenue, cost, and metric columns | The PDF must match the source and generated dashboard values. |
| Page Layout | Selected from content width and report template | Table width, chart count, section order | Very wide tables may require landscape orientation or splitting. |
| Target Variance | Actual − target | Revenue and target | Interpretation depends on metric direction and reporting scope. |
| Period Comparison | Current value − previous value | Metric and previous value | Unavailable when prior-period values are missing or not comparable. |
| Problem | Recommended Fix |
|---|---|
| Clipped columns | Document the rule, standardize the source data, and validate the corrected result before generation. |
| Tiny text | Convert numeric values to numbers and remove symbols or spaces that block calculations. |
| Incorrect page breaks | Document the rule, standardize the source data, and validate the corrected result before generation. |
| Missing charts | Add the missing field when available; otherwise hide dependent metrics and explain the limitation. |
| Wrong worksheet order | Document the rule, standardize the source data, and validate the corrected result before generation. |
| Large-file failures | Document the rule, standardize the source data, and validate the corrected result before generation. |
Available sharing and export options depend on the live VizMint plan. Publish only capabilities confirmed in production, such as saving the analysis, downloading images or PDF files, exporting PowerPoint, creating private links, refreshing a saved report, or removing branding on eligible plans.
Do not hardcode plan limits, file-size limits, privacy promises, or export features until product and billing owners confirm them.
VizMint analyzes exports; it does not replace the accounting, CRM, help-desk, HR, warehouse, advertising, or project-management system that produced them.
Upload a structured CSV or Excel file to generate the supported metrics, charts, and comparisons for this workflow.