📊 Excel & Spreadsheets Prompts
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5 prompts
in Reports & Templates
Monthly Financial Report Template
Act as a financial analyst. Create a detailed monthly financial report template in Excel with: revenue breakdown by category, operating expenses with SUM formulas, net profit calculation, month-over-month comparison using percentage change formulas, and a summary dashboard row. Use SUMIF for category totals and IF statements for conditional formatting rules.
💡 Replace category names with your actual business categories. Add your company name for a personalized template.
Weekly Sales Report with Charts
Create an Excel weekly sales report template that includes: daily sales by product/service in rows, auto-calculated weekly totals using SUM, average daily sales using AVERAGE, best and worst performing days using MAX/MIN, percentage of weekly target achieved. Include instructions for creating a column chart comparing daily sales and a line chart showing the trend.
💡 Add a target row at the top so the % achievement formula has something to reference.
Inventory Stock Report
Create an Excel inventory management template with columns: Product ID, Product Name, Category, Unit Price, Quantity in Stock, Reorder Level, Total Value (auto-calculated). Add formulas: total inventory value using SUMPRODUCT, items below reorder level using COUNTIF, average stock level per category using AVERAGEIF. Add conditional formatting to highlight items where Quantity < Reorder Level in red.
💡 Add a separate sheet for recording stock movements (in/out) with date stamps.
Employee Attendance Tracker
Build an Excel attendance tracking spreadsheet for a team of 20 employees. Include: employee names in column A, dates across row 1 (for one month), dropdown validation for P (Present), A (Absent), L (Late), H (Holiday). Add formulas to auto-calculate: total present days, absent days, attendance percentage per employee, and a summary row showing daily attendance rate. Use conditional formatting: green for P, red for A, yellow for L.
💡 Adjust the number of employees and use Data Validation for the dropdown options.
Project Budget Tracker
Design an Excel project budget tracker with: budget categories (Labor, Materials, Software, Travel, Misc), planned budget column, actual spend column, variance column (auto-calculated), percentage spent. Include a SUMIF-based summary that totals by category, a grand total row, and conditional formatting where over-budget items turn red and under-budget items turn green.
💡 Add a column for notes/justification when actual exceeds planned.