Still creating the same pivot reports every month?
Build the pivot and its charts once in Piloteq Automate, save the layout as a template, then refresh it against next month's file and export the charts ready for the deck.
- Rows, Columns, Values & Filters
- Sum, Count, Avg, Min, Max, Distinct
- 10 chart types with themes
- PNG export & copy to clipboard
Pivot Table
Rows: Ledger Group · Values: Sum of Amount
| Ledger Group | Q1 | Q2 | Total |
|---|---|---|---|
| Sundry Debtors | 18,42,000 | 21,06,500 | 39,48,500 |
| Sundry Creditors | 9,10,200 | 8,74,300 | 17,84,500 |
| Bank Charges | 12,400 | 11,900 | 24,300 |
| GST Payable | 3,20,100 | 3,58,700 | 6,78,800 |
The pivot is not the slow part
The layout, the formatting and the charts around it are — and they are identical every month.
Rebuilding the same pivot from scratch
New month, new file, and the pivot is not there. So you drag the same fields into Rows, Columns and Values again.
Formatting it for the client, twice
The pivot is right but the number format is wrong, the column widths are wrong, and the deck needs the same chart in a different colour.
Copy-pasting charts into a deck
Screenshot, paste, resize, repeat — six charts for one review meeting, every month.
The pivot stops at the pivot
The summary is fine, but the working file needs the cleaned data too — and that cleanup is another job on its own.
A pivot builder that keeps up
The four areas you already think in, plus the aggregations and date grouping that normally mean helper columns.
Rows
Group by one or more fields, with subtotals as you go deeper.
Columns
Crosstab across a second dimension to compare period against period.
Values
One or more measures, each with its own aggregation.
Filters
Restrict the whole pivot to a slice without rebuilding it.
Aggregations
Date grouping
Group a date field once and the period rows or columns build themselves — no MONTH(), TEXT() or helper column in the source file.
Load → Build → Group → Save → Export
Same five moves every month — except after the first time, three of them are already done.
Load or build the data
Chart straight from the workflow output, from a pivot result, or from an uploaded workbook.
Build the pivot
Drag fields into Rows, Columns, Values and Filters. Give each value its own aggregation — Sum, Count, Avg, Min, Max or Distinct Count.
Group the dates
Group a date field by Year, Quarter, Month or Day so the period columns build themselves.
Save it as a template
The pivot layout and the chart settings are saved together, so both come back next month in the same shape.
Export the report
Export the table, or export the chart as a high-resolution PNG — or copy it to the clipboard ready to paste into the deck.
Ten chart types, set up once
Chart the pivot, the workflow output or an uploaded workbook — with the same formatting controls you would otherwise fight for in a spreadsheet.
Reconciliation Summary
Matched vs unmatched by ledger group
Chart types
- Column
- Bar
- Line
- Area
- Combo
- Pie
- Donut
- Radar
- Treemap
- Funnel
Aggregation
Sum · Avg · Count · Min · Max · Median
Sorting
Descending · Ascending · A–Z · Z–A · None
Stacking
None · Stacked · 100%
Number format
Number · Integer · Currency · Percent
Display units
Auto · None · Thousands · Millions · Indian (lakh / crore)
Currency
None · INR · USD · EUR · GBP
High-resolution PNG
Export the chart as an image through a Save-As dialog, at a resolution meant for print, not a screenshot.
Copy to clipboard
Copy the chart and paste it straight into the slide, without saving a file first.
Multi-metric & series
Plot more than one value field on a chart, and split the series by a second field.
Everything the reporting view covers
Every option below exists in the pivot and chart views.
Four pivot areas
Rows, Columns, Values and Filters, with multi-level grouping and subtotals.
Six aggregations
Sum, Count, Avg, Min, Max and Distinct Count — set per value field.
Date grouping
Group dates by year, quarter, month or day without adding helper columns.
Ten chart types
Column, Bar, Line, Area, Combo, Pie, Donut, Radar, Treemap and Funnel.
Multi-metric charts
Plot more than one value field on the same chart, with a series field to split them further.
Presentation export
High-resolution PNG export through a Save-As dialog, plus copy-to-clipboard in one click.
Indian number units
Display units include Indian lakh and crore formatting alongside thousands and millions.
Chart themes
Switch the palette without redoing the chart — including a Piloteq theme.
Monthly reporting, without the monthly rebuild
Monthly management reporting
The same revenue, expense and GST pivots, rebuilt with two clicks on the new month's file.
Client MIS packs
One template per client, with the chart theme and number format already set to what that client expects.
Finance reviews
Charts exported at print resolution instead of a stretched screenshot pasted into a slide.
Variance analysis
Crosstab period against period and group the rows by ledger group to see where the movement sits.
One price. Reports you build once.
Same license covers reconciliation, comparison, workflows and exports.
Single PC License · Windows desktop app
12-month license
Included in the license
- Full desktop app access
- Pivot tables — Rows, Columns, Values & Filters
- Sum, Count, Avg, Min, Max & Distinct Count
- 10 chart types with themes and Indian units
- High-resolution PNG export & copy to clipboard
- Reconciliation, comparison and workflow steps included
Pivot and reporting questions
Build the report once. Refresh it every month.
Pivot tables and charts you can save, reuse and export, for ₹1,499.
Windows 10/11 Razorpay secured payment Files stay on your PC
Other Excel problems Piloteq Automate solves
One Windows app, one license. Every one of these runs on the same ₹1,499 license.