Turn a sales CSV into a weekly review

A sales narrative is useful only when its totals use a defined reporting window. Make the period and exclusions part of the brief before asking what changed.

Prepare the workbook

Keep an unchanged source copy and explain column meanings, units and date boundaries. Use a spreadsheet or data role with compatible local tools, or the prepared sandbox. Ask for a rejected-row report instead of silently deleting inconvenient records. OfficeCubs text previews do not recalculate formulas; open the final workbook in a spreadsheet application and check representative formulas and totals.

Inputs for this workflow: sales.csv with order_id, date, product, region, amount and currency.

Work through the task

1. Filter the approved period before aggregating.
2. Reconcile detail rows to regional and product totals.

A brief you can adapt

Create outputs/weekly-sales.xlsx and summary.md. Report the period, total amount by currency, top products and missing values. Keep refunds separate and cite source row counts.

The filenames above are examples. Replace them with your actual inputs and destination before submitting the task.

Review the deliverable

Compare one product and one region manually. The sum of regional amounts should equal the filtered detail total for the same currency.

Where this approach can fail

Never add different currencies without an explicit conversion source and date.

For the related desktop setup, see missing document tools.