02 / PYTHON
Interactive demo · Sample ordersExcel Order Reporting Automation
Canceled orders shouldn’t count toward daily sales. Use these four sample orders to see how a raw CSV becomes a revenue and unit sales report you can verify order by order.
01 / Original orders
| Order | Units | Subtotal | Status |
|---|---|---|---|
| O101 | 4 | NT$480 | Completed |
| O102 | 2 | NT$360 | Completed |
| O103 | 3 | NT$1,080 | Completed |
| O104 | 1 | NT$360 | Canceled |
02 / Completed orders only
- Revenue
- NT$1,920
- Units sold
- 9
3 completed orders, 1 excluded. Order O104’s NT$360 and one unit are not counted.
How do I exclude canceled orders in Excel?
Open the English input CSV in Excel. In this file, column C contains units, D contains unit prices, and E contains status. Count only rows marked “Completed”:
Units: =SUMIF(E2:E5,"Completed",C2:C5)
Revenue: =SUMPRODUCT(--(E2:E5="Completed"),C2:C5,D2:D5)The sample returns 9 units and NT$1,920. These formulas cover only rows 2–5 in the example. For recurring imports, use an expanding Excel table or a script that reads the entire file. Agree in advance on how to handle returns, refunds, discounts, and shipping.
Discuss Excel or CSV reporting automation. Tell me where the data comes from and what the report should show; share a de-identified sample only if needed.
From orders to results
- Open the input CSV and confirm there are four orders, including canceled order O104.
- On the homepage, choose “Weekday orders,” select “Generate report,” and download the output.
- Compare the output with the expected report: 3 completed, 1 excluded, NT$1,920 in revenue, and 9 units sold.
How to verify a commissioned report
- Agree on input columns, rules for excluding canceled orders, and the expected report format.
- Depending on scope, receive the automation, a field map, operating instructions, and a sample you can rerun to check delivery.
- Rerun the same data and compare revenue, units sold, and excluded orders against your own calculation.
This is a studio-built demonstration, not client work. The homepage demo uses built-in data, does not accept uploads, and does not imply support for arbitrary Excel formats. To try a different CSV, use the separate data quality checker.