How are 'favorable' and 'unfavorable' variances determined?

The skill follows standard accounting conventions: higher-than-budget revenue or profit is marked as favorable (Green), while higher-than-budget expenses are marked as unfavorable (Red).

What data formats does the Excel Variance Analyzer support?

The skill can process budget and actual data from Excel files, CSV files, or tables pasted directly into the chat interface.

Can I change the materiality thresholds for flagging?

Yes, you can specify custom percentage thresholds (e.g., 5%) or dollar amounts (e.g., $10,000) for the skill to use when flagging items for the executive summary.

Does it provide explanations for why a variance occurred?

Yes, it generates automated commentary for flagged items based on data patterns, suggesting potential drivers like pricing pressure, volume changes, or timing shifts.

Excel Variance Analyzer

Name: Excel Variance Analyzer
Author: BbgnsurfTech

byBbgnsurfTech

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データサイエンスとML

Automates budget vs. actual financial variance analysis with professional reporting, materiality flagging, and executive summaries.

概要

The Excel Variance Analyzer is a specialized tool designed for financial planning and analysis (FP&A) teams to streamline monthly and quarterly reporting. It automatically compares budget data against actual results, generating a structured multi-sheet Excel report that includes variance summaries, trend analysis, and executive insights. The skill applies intelligent materiality thresholds to flag critical discrepancies and provides automated commentary explaining the likely drivers behind financial performance. By standardizing sign conventions and formatting, it transforms raw financial data into actionable intelligence for leadership decision-making.

主な機能

Automated multi-sheet Excel report generation with Summary, Executive, and Trend views.
Customizable analysis thresholds for percentage and absolute dollar variances.
3 GitHub stars
Dynamic commentary generation to explain revenue misses and expense overages.
Intelligent materiality flagging using professional Red/Yellow/Green status indicators.
Standardized financial formatting including currency, percentages, and trend icons.

ユースケース

Performing deep-dive audits on department-specific expense overages to identify root causes.
Generating monthly financial reporting packages for executive and leadership review.
Analyzing multi-period performance trends to distinguish between timing shifts and structural issues.

概要

主な機能

Automated multi-sheet Excel report generation with Summary, Executive, and Trend views.
Customizable analysis thresholds for percentage and absolute dollar variances.
3 GitHub stars
Dynamic commentary generation to explain revenue misses and expense overages.
Intelligent materiality flagging using professional Red/Yellow/Green status indicators.
Standardized financial formatting including currency, percentages, and trend icons.

ユースケース

Performing deep-dive audits on department-specific expense overages to identify root causes.
Generating monthly financial reporting packages for executive and leadership review.
Analyzing multi-period performance trends to distinguish between timing shifts and structural issues.