Excel Report Generator

A Python-based automated report generation tool that transforms raw data into professional, formatted Excel reports with charts, pivot tables, and custom styling.

📸 Screenshots

Sales Analysis with Multiple Visualizations

Regional sales breakdown with bar chart and pie chart visualizations

Product performance analysis with distribution charts

Detailed data with line chart showing sales and profit trends over time

Executive summary with key metrics

Features

• Automated Formatting: Professional styling with headers, borders, and color schemes
• Dynamic Charts: Auto-generated charts and visualizations
• Multiple Data Sources: CSV, JSON, SQL databases, APIs
• Template System: Reusable report templates
• Data Validation: Built-in quality checks before report generation
• Scheduling Ready: Can be automated with cron/Task Scheduler

Use Cases

• Daily/weekly business reports
• Financial summaries and dashboards
• Sales performance reports
• Data exports from internal systems
• KPI tracking and monitoring

Tech Stack

• Python 3.8+
• openpyxl - Excel file manipulation
• pandas - Data processing
• xlsxwriter - Advanced Excel features
• matplotlib/seaborn - Chart generation

Project Structure

excel-report-generator/
├── report_generator.py   # Main report generation engine
├── data_loader.py        # Load data from various sources
├── formatters.py         # Excel styling and formatting
├── templates/            # Report templates
│   ├── sales_report.py
│   └── financial_summary.py
├── sample_data/          # Sample datasets
│   └── sample_sales.csv
├── config.py             # Configuration
├── requirements.txt
└── README.md

Setup

1. Clone the repository

   git clone <your-repo-url>
   cd excel-report-generator

2. Install dependencies

   pip install -r requirements.txt

3. Run sample report

   python report_generator.py --template sales --input sample_data/sample_sales.csv

Usage

Basic Usage

python report_generator.py --input data.csv --output report.xlsx

With Template

python report_generator.py --template financial --input data.csv --output monthly_report.xlsx

From Database

python report_generator.py --source database --query "SELECT * FROM sales" --output report.xlsx

Report Templates

Sales Report

• Summary statistics
• Sales by region/product
• Trend charts
• Top performers

Financial Summary

• Revenue breakdown
• Expense analysis
• Profit/loss statement
• Budget vs actual

Custom Template

Create your own template in templates/ directory.

Features in Detail

Auto-Formatting

• Professional headers with company colors
• Alternating row colors for readability
• Auto-fit columns
• Number formatting (currency, percentages, dates)
• Conditional formatting for KPIs

Charts & Visualizations

• Bar charts
• Line charts
• Pie charts
• Combo charts
• Sparklines

Data Validation

• Missing value checks
• Data type validation
• Range validation
• Duplicate detection

Configuration

Edit config.py:

COMPANY_NAME = "Your Company"
PRIMARY_COLOR = "#4472C4"
SECONDARY_COLOR = "#ED7D31"
CHART_STYLE = 10

Scheduling

Windows Task Scheduler

# Create a batch file
python C:\path\to\report_generator.py --template sales --output daily_report.xlsx

Linux Cron

0 8 * * 1 /usr/bin/python3 /path/to/report_generator.py --template weekly

Examples

See examples/ directory for:

• Sales report example
• Financial dashboard example
• Custom formatting examples

Future Enhancements

• PDF export option
• Email integration (auto-send reports)
• Multiple sheet support
• Pivot table automation
• Web dashboard integration
• Real-time data refresh

Author

Built to demonstrate automation skills and data reporting capabilities for business analyst roles.

License

MIT License