Marketing Revenue Report

Transform your Excel revenue report into a web-based dashboard using i-AUD Designer for real-time data sharing and collaboration.

What You'll Learn

  • Prepare Excel revenue data
  • Convert Excel to web report
  • Adjust layout for responsive display
  • Save and verify report

~10 min

Beginner

4 Steps

1

Prepare Your Excel File

Download the marketing revenue sample file

Download the marketing revenue report sample file from Learning Experience Samples. This Excel template contains the revenue data structure that you will convert into a web-based dashboard.

Step 1 - Prepare Your Excel File
2

Convert Excel to Web

Use i-AUD Designer to transform your spreadsheet

Open the i-AUD Designer by navigating to [Menu] → [Tool].

Step 2 - Open i-AUD Designer

Drag and drop your Excel file into the Designer workspace. The Excel report will appear in web view, preserving the original layout.

Step 2 - Excel report in web view
3

Adjust Report Layout

Configure automatic resizing for optimal browser display

Configure the report layout by setting Docking properties to Left, Top, Right, Bottom. This ensures the report automatically adjusts to fill the available space.

Tip: With Docking enabled on all sides, the report will stretch to fill the browser window automatically.

Step 3 - Adjust Report Layout
4

Save Your Report

Save to My Folder and verify your report is accessible

Click Save and select My Folder as the destination.

Step 4 - Save to My Folder

Navigate to [Menu] > [Individual] and click the Search (magnifying glass icon) to refresh the report list and confirm your saved report appears.

Step 4 - Verify Report in Individual menu