Can I use this for multi-period analysis?

Absolutely. If you provide data for multiple months, the skill generates a Trend Analysis sheet to show if performance is improving, flat, or worsening over time.

Does it handle the difference between revenue and expense variances correctly?

Yes, it follows standard accounting sign conventions: higher revenue is flagged as favorable (Green), while higher expenses are flagged as unfavorable (Red).

How does the skill determine which variances are 'material'?

The skill uses configurable materiality thresholds, defaulting to variances over 10% or $50,000, to apply color-coded flags (Red, Yellow, Green) to the most critical items.

What kind of data input does this skill require?

You can provide budget and actual data through uploaded Excel files, CSVs, or by simply pasting tables directly into the conversation.

Excel Variance Analyzer

Name: Excel Variance Analyzer
Author: BbgnsurfTech

byBbgnsurfTech

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데이터 과학 및 ML

Automates financial budget-vs-actual variance analysis with professional reporting, automated commentary, and executive summaries.

소개

The Excel Variance Analyzer is designed for finance professionals and FP&A teams to streamline the monthly and quarterly reporting process. It automatically compares budget data against actual performance, identifying material discrepancies through customizable thresholds and professional traffic-light flagging. Beyond just calculating numbers, the skill generates intelligent commentary to explain the 'why' behind variances and produces structured multi-sheet reports including executive summaries and trend analysis, transforming raw data into actionable business intelligence.

주요 기능

Automated multi-sheet Excel report generation (Summary, Exec Summary, Trends)
3 GitHub stars
Context-aware variance commentary for revenue, COGS, and operating expenses
Trend analysis capabilities to distinguish between timing shifts and structural issues
Intelligent materiality flagging using custom percentage and dollar thresholds
Professional sign convention logic for favorable vs. unfavorable results

사용 사례

Executive reporting for leadership teams and board presentations
Monthly financial performance reviews and budget-to-actual reconciliations
Drill-down analysis into departmental overspending or revenue shortfalls

소개

주요 기능

Automated multi-sheet Excel report generation (Summary, Exec Summary, Trends)
3 GitHub stars
Context-aware variance commentary for revenue, COGS, and operating expenses
Trend analysis capabilities to distinguish between timing shifts and structural issues
Intelligent materiality flagging using custom percentage and dollar thresholds
Professional sign convention logic for favorable vs. unfavorable results

사용 사례

Executive reporting for leadership teams and board presentations
Monthly financial performance reviews and budget-to-actual reconciliations
Drill-down analysis into departmental overspending or revenue shortfalls