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Next drop: Friday, October 9

Chart · GRF-005 · v1.0

Actual / plan / prior-year bars (IBCS notation)

Columns with actual in solid fill, plan as an outline and prior year in gray, plus absolute and relative variance bars aligned below.

PremiumGlobal standardStandard 2026.10Controls 4/4XLSXDOCXPPTX
Meridian Coffee Co. (Demo) · Revenue · actual, plan and prior yearGRF-005 · Chart · 16:9
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · GRF-005 v1.0
Meridian Coffee Co. (Demo) · Revenue · actual, plan and prior yearGRF-005 · Chart · 16:9
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · GRF-005 v1.0
FICTITIOUS DATA · Meridian Coffee Co. (Demo)Checks 4/4
01 / 02
GRF-005 · Revenue · actual, plan and prior year · illustrative example with fictitious data
  • Excel (.xlsx) with a native chart, a formula-driven data sheet and a Control sheet
  • PNG (2×, 16:9) and SVG for Word or PowerPoint
  • Alt text (alt.txt) ready to paste

The column chart used by performance-management teams that follow IBCS: the scenario is recognized by its fill (actual solid, plan outlined, prior year gray) rather than by decorative colors, and the variance against plan sits on its own axis, signed, right below each column.

It works for 2 to 13 months or up to 12 categories (lines, sites, channels). The deterministic kit validates the table and computes every variance and variance %; the chart script checks that months are consecutive, that each column has its comparison and, if there is a total, that the sum ties. If anything fails, it does not draw.

It delivers the native Excel chart with a formula-driven data sheet and a Control sheet, the PNG and SVG for Word or PowerPoint, and the alt text. The title says how many columns beat plan and how much the last one moved, and the script checks its figures and direction.

What it includes

5 sections, in this order

  1. 01Action title with the conclusion and the figure
  2. 02AC solid, PL outlined and PY gray on a single axis from zero
  3. 03Signed ΔPL variance bars, green or red depending on the metric
  4. 04Variance % pins when they fit
  5. 05Compact IBCS legend, note, source and seal

Controls 4/4

What it checks before writing a single figure

  • C1Complete data: recognized headers, numeric figures, no repeated columns and valid units.

  • C2Income statement subtotals tie if the table includes them (N/A otherwise).

  • C3Sign convention: costs and expenses with a single sign.

  • C4Figures in the title, subtitle, note and alt text traceable to calculo.json, and a title in the direction of the column it mentions.

If the script ran

Repporti controls 4/4 · GRF-005 v1.0 · RS2026.10 · {fecha} · fingerprint {hash}

If it did not run

NOT VERIFIED — controls not executed by code. Review the Control sheet of the XLSX.

If a control fails, the AI stops, shows the difference and asks how to proceed. It never forces the numbers to reconcile.

Prompt outline

What the prompt contains, block by block

  1. 0Before you pasteFixed368
  2. 1Role, audience and business context439
  3. 2Parameters448
  4. 3Repporti standard280
  5. 4Data contract: serie.csv or .xlsx506
  6. 5Questions first199
  7. 6Validation with a stop464
  8. 7Calculation and drawing by code475
  9. 7-bisNo-code modeFixed312
  10. 8Numeric rules263
  11. 9Chart structure613
  12. 10Title and texts302
  13. 11Notation (IBCS / ISO 24896:2026) and accessibility250
  14. 12QA, traceability and seal463
The text is delivered when you copy, with your license. It is never on this page.≈ 25,339 characters + cuadre.py (919 lines)

Core available in: Spanish · English

Repporti Standard

It comes out adapted to your report profile

Compatible with every country and framework in the Standard: when you copy, it is composed with your profile (country, accounting framework, report language, currency, unit and year-end). Terminology, number format and statement names come from the Standard, not from the prompt.

See the Repporti Standard

How to use it

From the trial balance to the report in three steps

  1. 01Configure and copyCheck your report profile (country, framework, language, currency) and the period. The prompt is assembled in your browser.
  2. 02Paste into your AIOpen ChatGPT or Claude, attach your anonymized files and paste the prompt.
  3. 03Review and deliverReview the controls table and the seal. If something does not reconcile, the AI stops and asks.

Anonymize before pasting

  • Company name → an alias (“Client 07”); tax ID → “ID-XX”.
  • Customers, suppliers and employees → codes (C001, P001, E001). The mapping table stays on your computer.
  • Use an AI that does not train on your data: business plan, API or training turned off.

Repporti neither receives nor stores your files or your figures: the prompt is assembled in your browser and your files go straight to your AI.

Who it is for

Made for whoever delivers the report

Finance manager / CFOAccountant / firm
Area
Close and accounting
Frequency
Whenever you need it
Industry
All

Compatibility

Which AI it works with

LevelAI
With code executionChatGPT · ClaudeDesigned for plans with data analysis (ChatGPT) or code execution (Claude): cuadre.py runs inside the AI.
No-code modeCopilot · GeminiGenerates the Excel file with formulas and a Control sheet. The footer says “NOT VERIFIED” unless you run cuadre.py on your computer.

Questions

About this chart

What is IBCS notation?

An open standard (IBCS, adopted in ISO 24896) so management reports always read the same way: actual in dark fill, plan outlined, prior year gray and forecast hatched, with red and green only on signed variances.

Can I compare against prior year instead of plan?

Yes. You choose it in the initial questions; if there is no plan, variances go against prior year.

Does it work for expenses?

Yes. With better = down, an expense above plan is painted red and one below plan green.

What if my AI cannot run code?

It delivers the table with formulas and the steps to build the chart in Excel, and the footer says «NOT VERIFIED».

Close and accounting

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