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Next drop: Friday, October 9

Chart · GRF-011 · v1.0

Slope chart

The change between two periods for several categories: one line per category, with direct labels and no legend, to see what grew faster than what.

ProGlobal standardStandard 2026.10Controls 4/4XLSXDOCXPPTX
Meridian Coffee Co. (Demo) · Slope chart · October 2026GRF-011 · Chart · 16:9
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · GRF-011 v1.0
Meridian Coffee Co. (Demo) · Slope chart · October 2026GRF-011 · Chart · 16:9
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · GRF-011 v1.0
FICTITIOUS DATA · Meridian Coffee Co. (Demo)Checks 4/4
01 / 02
GRF-011 · Slope chart · October 2026 · illustrative example with fictitious data
  • Excel (.xlsx) with both periods, variance, variance % and index in formulas, a native chart and a Control sheet
  • PNG (2×, 16:9) and SVG for Word or PowerPoint
  • Alt text (alt.txt) with one line per category

The slope chart puts the reference period on the left and the current one on the right, and joins each category with a straight line. The slope tells the story: if selling expenses rise faster than revenue, you see it without reading a table. The category in the title is highlighted and the rest are gray, with the value and the change written at each end.

Before drawing, the deterministic kit validates the full table and checks the income statement subtotals in both periods. If the magnitudes are very different (revenue against an expense line), the chart switches to an index with the reference at 100 and the subtitle says so: never a broken axis or two scales. If something does not tie, it stops and asks.

It delivers a native Excel chart with the variance table in formulas, the PNG and SVG, and alt text with one line per category.

What it includes

5 sections, in this order

  1. 01Action title comparing slopes with figures
  2. 02Reference on the left and current on the right, with the period labeled
  3. 03One line per category; the one in the title highlighted and the rest in gray
  4. 04Direct labels: name and value on the left; value and ▲▼ change % on the right
  5. 05Note with what was left out, the index if used, source and seal

Controls 4/4

What it checks before writing a single figure

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

  • C2Income statement subtotals tie in both periods if the table includes them.

  • 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 category it mentions.

If the script ran

Repporti controls 4/4 · GRF-011 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 pasteFixed347
  2. 1Role, audience and business context424
  3. 2Parameters416
  4. 3Repporti standard204
  5. 4Data contract: dos_periodos.csv or .xlsx489
  6. 5Questions first275
  7. 6Validation with a stop532
  8. 7Calculation and drawing by code459
  9. 7-bisNo-code modeFixed308
  10. 8Numeric rules369
  11. 9Chart structure539
  12. 10Title and texts288
  13. 11Notation (IBCS / ISO 24896:2026) and accessibility244
  14. 12QA, traceability and seal463
The text is delivered when you copy, with your license. It is never on this page.≈ 25,321 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 / firmFounder
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

When should I use a slope chart instead of bars?

Slope when what matters is the change between two moments and comparing slopes; bars (GRF-005) when the level across many periods matters.

Why is it sometimes an index?

Because if one category is more than 8 times larger than another, the small one looks flat on a linear scale. With an index (reference = 100) every slope can be compared, and the subtitle flags it.

Can I compare against budget instead of prior year?

Yes: the prompt asks for the reference period. If you reply «continue», it uses the same month of the prior year.

How many categories fit?

Up to 8. With more, the labels overlap: the prompt asks you to choose.

Close and accounting

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