QUESTION
Used by
Alex Morgan
to me
Subject: Need this today
Hi, can you send me the updated report by end of day? Files attached. Thanks!
Best, Alex Morgan · Head of Sales
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | SKU | Region | Units | Price | Total |
| 2 | 1042 | North | 320 | 4.10 | #REF! |
| 3 | 1043 | north | — | 4.10 | 0 |
| 4 | 1044 | South | 118 | 3,95 | 466.10 |
| 5 | 1042 | North | 320 | 4.10 | 1312.00 |
| 6 | 1045 | East | 2.40 | — | |
| 7 | 1046 | West | 74 | 2.40 | 177.60 |
| 8 | 1046 | West | 74 | 2.40 | 177.60 |
| 9 | 1047 | South | 209 | 1.85 | 386.65 |
| 10 | 1048 | North | 58 | 6.20 | 359.60 |
| 11 | 1049 | — | 311 | 4.10 | 1273.10 |
Merge these and make the weekly report.
Here's your report. Revenue is up 18%.
Alex Morgan
to me
Subject: URGENT
Hi, nice job previous time, but can you make this one more visual? The previous one was kind of difficult to read. Files attached. Thanks!
Thanks, Alex Morgan · Head of Sales
Let's turn the description of your ideal report into a reusable pipeline that can build it in seconds.
Pipeline name
Weekly sales & stock report
Source files
MotivsUse my draft. Merge these files, remove duplicates, show margin by region, flag anything more than 10% off last week, and add a bar chart.
Done. Both files are merged on order date and SKU, the duplicate rows are gone, and margin by region is back in the report with a bar chart under the table. regions with more than 10% behind last week are flagged in the summary.
Want me to split the same report by product group, or keep it as it is?
Weekly sales & stock report
PublishedThis week's files
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Before VAT
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One task is consumed when an automation successfully processes uploaded input files and produces its final output files.
Before VAT
Includes
One task is consumed when an automation successfully processes uploaded input files and produces its final output files.
Before VAT
Includes
One task is consumed when an automation successfully processes uploaded input files and produces its final output files.
In a real customer story, a simple weekly report from 2 CSV exports takes 1 hour to build and 1 hour to review. With a pipeline, it's ready in 10 seconds.
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