If you work in e-commerce, operations, or reporting, you know the pain of starting each month with this dreaded routine:

Clean up messy order data, copy/paste from multiple sources, create pivot tables, write formulas, build charts, and answer endless questions from your boss.

But what if you could do all of that with just one sentence?

In this post, we’ll show you how to use Excelmatic, an AI-powered Excel assistant, to summarize monthly order data and create reports in seconds—no formulas, no pivot tables, no templates.

The Real-World Scenario: Messy Monthly Order Data

Here’s what raw order data usually looks like:

Order ID	City	Date	Channel	SKU	Qty	Unit Price	Amount
A001	Beijing	2025-04-01	Tmall	CASE01	2	35	70
A002	Shanghai	2025-04-01	JD.com	CASE01	1	35	35
A003	Shenzhen	2025-04-02	TikTok	BT001	1	79	79
A004	Shanghai	2025-04-03	JD.com	BT001	2	79	158
A005	Beijing	2025-04-03	DTC	PB002	1	129	129

You want to answer common questions like:

Total number of orders
Total sales amount
Breakdown by city or channel
Best-selling SKUs

Traditional Excel Method: Manual & Time-Consuming

To get your report, you would typically:

Add new columns (like Amount = Qty × Unit Price)
Build pivot tables for city or channel breakdowns
Create charts manually
Write your own summaries (like Beijing had the most orders at 38%)

It’s doable—but it’s slow and painful.

The AI Way: One Sentence, Full Report

Open Excelmatic
Upload your Excel or CSV file. Then ask:

Summarize order data, including total orders, total sales, city-level breakdown, channel sales distribution, and generate charts and a summary.

Excelmatic will:

Auto-calculate totals
Group by city and channel
Generate clean bar & pie charts
Provide a text summary like:

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Example Output with Excelmatic

Bar Chart: Orders by City

AI automatically groups the data and generates a visual bar chart comparing cities.

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Pie Chart: Channel Distribution

Shows the sales breakdown by platform (e.g., Tmall, JD, TikTok, DTC).

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Natural Language Summary

Example:

The total sales amount to $184 with 3 orders placed across three different cities.

TikTok is the leading channel in terms of sales, accounting for approximately 42.9% of total sales.

Each city contributed equally to the number of orders, with one order from each city.

Follow-Up Prompts You Can Ask

After the initial summary, you can ask:

What were the top 5 best-selling SKUs this month?
Show daily revenue trend in a line chart.
Which city had the highest average order value?
Compare channel performance across SKUs.

Excelmatic understands your follow-ups and generates new visuals and insights instantly.

Why Excelmatic Saves You Time

Task	Excel Manual Workflow	Excel AI
Monthly summary	Formulas + pivots	One sentence
Grouping by city/channel	Manual pivot table setup	Auto-grouped
Visual charts	Insert + format manually	Auto-generated
Written insights	Write it yourself	AI-generated summary
Ad-hoc follow-up analysis	Rebuild filters	Ask a new question

Conclusion: Let AI Handle Your Monthly Reports

Don't waste another morning building monthly Excel reports manually.

Upload your spreadsheet to Excelmatic and ask:

Create a full summary of this month's order data with charts and a written analysis.

You’ll get:

Clean summary tables
Professional bar, line, and pie charts
Written business insights in seconds

Try Excelmatic Free now! – Generate your order analysis report with one click

Ecommerce Report Automation

Monthly Order Analysis Made Easy: Excelmatic AI Report Generator