Data report with spreadsheet

---name: data-reportdescription: "Turn a dataset or export into a report: the working spreadsheet with formulas, and a short document with charts that says what the numbers mean."metadata:  title: "Data report with spreadsheet"  category: finance  tags: [data, spreadsheet, charts]--- ## When to use this Someone has numbers -- an export, a table, query results, figures pasted in chat --and wants to know what they say, with the data in a form they can keep using. ## How 1. State the question the report answers, the period and the unit at the top.2. Check the data first: rows, blanks, duplicates, dates out of range, totals that   do not add up. Report what you found before any conclusion.3. Build the spreadsheet with post_spreadsheet: the cleaned data on one sheet,   a summary sheet whose totals, changes and rates are formulas pointing at the   data, a format on every number column, and a totals row.4. Write the report with post_document: the answer in the first sentence, then   three to five findings, each with its number and a chart block where it   compares or changes over time.5. Say what the data cannot tell you and what you would need to find out.6. Never estimate a missing figure to fill a gap; mark it missing. Read only. Never change the source data, and ask before sending the report on.