Document automation
PDF Automation Report
A tool that reads an Excel sales spreadsheet (Date, Product, Quantity, Price and Seller columns) and generates a PDF report with charts, metrics and analysis, which can be sent by email.
The project shows how analysing Excel spreadsheets can be simplified through automation, turning raw data into clearer, actionable summaries.
- Python
- Excel
Problem
Excel information is often repetitive to process.
A sales spreadsheet has all the information, but filtering, totalling and charting it by hand every week is slow and error-prone.
Solution
Turn spreadsheet data into structured reports.
The goal is to upload an Excel file and receive a clearer, more organised PDF that is easier to review, understand and reuse.
Features
- Reads a sales Excel spreadsheet directly.
- Automatically generates charts, metrics and analysis in a PDF report.
- Can send the report directly by email.
Input to output
From Excel data to a generated PDF report.
Before
Excel spreadsheet
The starting point: raw data in Excel, ready to be read and transformed by the automation.
After
Generated PDF report
The result: a cleaner PDF report generated automatically from the spreadsheet data.