Generate a multi-sheet XLSX workbook with quarterly revenue, expenses, and summary formulas.
Scanned 9/10/2026
Install to Claude Code
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---
name: generate-sales-dashboard
description: Generate a multi-sheet XLSX workbook with quarterly revenue, expenses, and summary formulas.
---
# Generate Sales Dashboard
SaaS companies and analytics teams use this recipe to generate periodic financial dashboards. Two worksheets capture quarterly revenue by product line and operating expenses, with formulas computing totals and merged header cells for a polished executive-ready layout.
## APIs Used
Sheet Generation (1 credits/request)
## Prerequisites
You need an Iteration Layer API key. Get one at [platform.iterationlayer.com](https://platform.iterationlayer.com) during the 7-day trial.
For full integration guidance (SDKs, auth, MCP, error handling), see the [Iteration Layer Integration Guide](https://iterationlayer.com/SKILL.md).
## Implementation
```bash
curl -X POST https://api.iterationlayer.com/sheet-generation/v1/generate \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"format": "xlsx",
"styles": {
"header": {
"font_family": "Helvetica",
"font_size_in_pt": 11,
"is_bold": true,
"background_color": "#4472C4",
"font_color": "#FFFFFF"
},
"body": {
"font_family": "Helvetica",
"font_size_in_pt": 11,
"font_color": "#333333"
}
},
"sheets": [
{
"name": "Revenue",
"columns": [
{
"name": "Product Line",
"width": 24,
},
{
"name": "Q1 2026",
"width": 14,
},
{
"name": "Q2 2026",
"width": 14,
},
{
"name": "Q3 2026",
"width": 14,
},
{
"name": "Q4 2026",
"width": 14,
},
{
"name": "Annual Total",
"width": 16,
}
],
"rows": [
[
{
"value": "2026 Revenue by Product Line",
"styles": {
"is_bold": true,
"font_size_in_pt": 14,
},
"from_col": 0,
"to_col": 5,
}
],
[
{
"value": "",
}
],
[
{
"value": "Platform Subscriptions",
},
{
"value": 245000,
"format": "currency",
},
{
"value": 268000,
"format": "currency",
},
{
"value": 291000,
"format": "currency",
},
{
"value": 312000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "API Usage (Pay-as-you-go)",
},
{
"value": 89000,
"format": "currency",
},
{
"value": 102000,
"format": "currency",
},
{
"value": 118000,
"format": "currency",
},
{
"value": 134000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "Enterprise Contracts",
},
{
"value": 180000,
"format": "currency",
},
{
"value": 180000,
"format": "currency",
},
{
"value": 240000,
"format": "currency",
},
{
"value": 240000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "Professional Services",
},
{
"value": 45000,
"format": "currency",
},
{
"value": 52000,
"format": "currency",
},
{
"value": 48000,
"format": "currency",
},
{
"value": 61000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "",
}
],
[
{
"value": "Quarterly Total",
"styles": {
"is_bold": true,
"font_size_in_pt": 12,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
"font_size_in_pt": 12,
},
}
]
],
"formulas": [
{
"row": 2,
"col": 5,
"expression": "=SUM(B3:E3)",
},
{
"row": 3,
"col": 5,
"expression": "=SUM(B4:E4)",
},
{
"row": 4,
"col": 5,
"expression": "=SUM(B5:E5)",
},
{
"row": 5,
"col": 5,
"expression": "=SUM(B6:E6)",
},
{
"row": 7,
"col": 1,
"expression": "=SUM(B3:B6)",
},
{
"row": 7,
"col": 2,
"expression": "=SUM(C3:C6)",
},
{
"row": 7,
"col": 3,
"expression": "=SUM(D3:D6)",
},
{
"row": 7,
"col": 4,
"expression": "=SUM(E3:E6)",
},
{
"row": 7,
"col": 5,
"expression": "=SUM(F3:F6)",
}
],
"merged_cells": [
{
"start_row": 0,
"start_col": 0,
"end_row": 0,
"end_col": 5,
}
]
},
{
"name": "Expenses",
"columns": [
{
"name": "Category",
"width": 24,
},
{
"name": "Q1 2026",
"width": 14,
},
{
"name": "Q2 2026",
"width": 14,
},
{
"name": "Q3 2026",
"width": 14,
},
{
"name": "Q4 2026",
"width": 14,
},
{
"name": "Annual Total",
"width": 16,
}
],
"rows": [
[
{
"value": "2026 Operating Expenses",
"styles": {
"is_bold": true,
"font_size_in_pt": 14,
},
"from_col": 0,
"to_col": 5,
}
],
[
{
"value": "",
}
],
[
{
"value": "Cloud Infrastructure",
},
{
"value": 42000,
"format": "currency",
},
{
"value": 45000,
"format": "currency",
},
{
"value": 48000,
"format": "currency",
},
{
"value": 51000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "Salaries & Benefits",
},
{
"value": 320000,
"format": "currency",
},
{
"value": 320000,
"format": "currency",
},
{
"value": 345000,
"format": "currency",
},
{
"value": 345000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "Marketing & Advertising",
},
{
"value": 28000,
"format": "currency",
},
{
"value": 35000,
"format": "currency",
},
{
"value": 32000,
"format": "currency",
},
{
"value": 40000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "Office & Operations",
},
{
"value": 18000,
"format": "currency",
},
{
"value": 18000,
"format": "currency",
},
{
"value": 19000,
"format": "currency",
},
{
"value": 19000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "",
}
],
[
{
"value": "Quarterly Total",
"styles": {
"is_bold": true,
"font_size_in_pt": 12,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
"font_size_in_pt": 12,
},
}
]
],
"formulas": [
{
"row": 2,
"col": 5,
"expression": "=SUM(B3:E3)",
},
{
"row": 3,
"col": 5,
"expression": "=SUM(B4:E4)",
},
{
"row": 4,
"col": 5,
"expression": "=SUM(B5:E5)",
},
{
"row": 5,
"col": 5,
"expression": "=SUM(B6:E6)",
},
{
"row": 7,
"col": 1,
"expression": "=SUM(B3:B6)",
},
{
"row": 7,
"col": 2,
"expression": "=SUM(C3:C6)",
},
{
"row": 7,
"col": 3,
"expression": "=SUM(D3:D6)",
},
{
"row": 7,
"col": 4,
"expression": "=SUM(E3:E6)",
},
{
"row": 7,
"col": 5,
"expression": "=SUM(F3:F6)",
}
],
"merged_cells": [
{
"start_row": 0,
"start_col": 0,
"end_row": 0,
"end_col": 5,
}
]
}
]
}'
```
```typescript
import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({
apiKey: "YOUR_API_KEY",
});
const result = await client.generateSheet({
format: "xlsx",
styles: {
header: {
font_family: "Helvetica",
font_size_in_pt: 11,
is_bold: true,
background_color: "#4472C4",
font_color: "#FFFFFF",
},
body: {
font_family: "Helvetica",
font_size_in_pt: 11,
font_color: "#333333",
},
},
sheets: [
{
name: "Revenue",
columns: [
{
name: "Product Line",
width: 24,
},
{
name: "Q1 2026",
width: 14,
},
{
name: "Q2 2026",
width: 14,
},
{
name: "Q3 2026",
width: 14,
},
{
name: "Q4 2026",
width: 14,
},
{
name: "Annual Total",
width: 16,
},
],
rows: [
[
{
value: "2026 Revenue by Product Line",
styles: {
is_bold: true,
font_size_in_pt: 14,
},
from_col: 0,
to_col: 5,
},
],
[
{
value: "",
},
],
[
{
value: "Platform Subscriptions",
},
{
value: 245000,
format: "currency",
},
{
value: 268000,
format: "currency",
},
{
value: 291000,
format: "currency",
},
{
value: 312000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "API Usage (Pay-as-you-go)",
},
{
value: 89000,
format: "currency",
},
{
value: 102000,
format: "currency",
},
{
value: 118000,
format: "currency",
},
{
value: 134000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "Enterprise Contracts",
},
{
value: 180000,
format: "currency",
},
{
value: 180000,
format: "currency",
},
{
value: 240000,
format: "currency",
},
{
value: 240000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "Professional Services",
},
{
value: 45000,
format: "currency",
},
{
value: 52000,
format: "currency",
},
{
value: 48000,
format: "currency",
},
{
value: 61000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "",
},
],
[
{
value: "Quarterly Total",
styles: {
is_bold: true,
font_size_in_pt: 12,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
font_size_in_pt: 12,
},
},
],
],
formulas: [
{
row: 2,
col: 5,
expression: "=SUM(B3:E3)",
},
{
row: 3,
col: 5,
expression: "=SUM(B4:E4)",
},
{
row: 4,
col: 5,
expression: "=SUM(B5:E5)",
},
{
row: 5,
col: 5,
expression: "=SUM(B6:E6)",
},
{
row: 7,
col: 1,
expression: "=SUM(B3:B6)",
},
{
row: 7,
col: 2,
expression: "=SUM(C3:C6)",
},
{
row: 7,
col: 3,
expression: "=SUM(D3:D6)",
},
{
row: 7,
col: 4,
expression: "=SUM(E3:E6)",
},
{
row: 7,
col: 5,
expression: "=SUM(F3:F6)",
},
],
merged_cells: [
{
start_row: 0,
start_col: 0,
end_row: 0,
end_col: 5,
},
],
},
{
name: "Expenses",
columns: [
{
name: "Category",
width: 24,
},
{
name: "Q1 2026",
width: 14,
},
{
name: "Q2 2026",
width: 14,
},
{
name: "Q3 2026",
width: 14,
},
{
name: "Q4 2026",
width: 14,
},
{
name: "Annual Total",
width: 16,
},
],
rows: [
[
{
value: "2026 Operating Expenses",
styles: {
is_bold: true,
font_size_in_pt: 14,
},
from_col: 0,
to_col: 5,
},
],
[
{
value: "",
},
],
[
{
value: "Cloud Infrastructure",
},
{
value: 42000,
format: "currency",
},
{
value: 45000,
format: "currency",
},
{
value: 48000,
format: "currency",
},
{
value: 51000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "Salaries & Benefits",
},
{
value: 320000,
format: "currency",
},
{
value: 320000,
format: "currency",
},
{
value: 345000,
format: "currency",
},
{
value: 345000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "Marketing & Advertising",
},
{
value: 28000,
format: "currency",
},
{
value: 35000,
format: "currency",
},
{
value: 32000,
format: "currency",
},
{
value: 40000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "Office & Operations",
},
{
value: 18000,
format: "currency",
},
{
value: 18000,
format: "currency",
},
{
value: 19000,
format: "currency",
},
{
value: 19000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "",
},
],
[
{
value: "Quarterly Total",
styles: {
is_bold: true,
font_size_in_pt: 12,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
font_size_in_pt: 12,
},
},
],
],
formulas: [
{
row: 2,
col: 5,
expression: "=SUM(B3:E3)",
},
{
row: 3,
col: 5,
expression: "=SUM(B4:E4)",
},
{
row: 4,
col: 5,
expression: "=SUM(B5:E5)",
},
{
row: 5,
col: 5,
expression: "=SUM(B6:E6)",
},
{
row: 7,
col: 1,
expression: "=SUM(B3:B6)",
},
{
row: 7,
col: 2,
expression: "=SUM(C3:C6)",
},
{
row: 7,
col: 3,
expression: "=SUM(D3:D6)",
},
{
row: 7,
col: 4,
expression: "=SUM(E3:E6)",
},
{
row: 7,
col: 5,
expression: "=SUM(F3:F6)",
},
],
merged_cells: [
{
start_row: 0,
start_col: 0,
end_row: 0,
end_col: 5,
},
],
},
],
});
```
```python
from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")
result = client.generate_sheet(
format="xlsx",
styles={
"header": {
"font_family": "Helvetica",
"font_size_in_pt": 11,
"is_bold": True,
"background_color": "#4472C4",
"font_color": "#FFFFFF",
},
"body": {
"font_family": "Helvetica",
"font_size_in_pt": 11,
"font_color": "#333333",
},
},
sheets=[
{
"name": "Revenue",
"columns": [
{
"name": "Product Line",
"width": 24,
},
{
"name": "Q1 2026",
"width": 14,
},
{
"name": "Q2 2026",
"width": 14,
},
{
"name": "Q3 2026",
"width": 14,
},
{
"name": "Q4 2026",
"width": 14,
},
{
"name": "Annual Total",
"width": 16,
},
],
"rows": [
[
{
"value": "2026 Revenue by Product Line",
"styles": {
"is_bold": True,
"font_size_in_pt": 14,
},
"from_col": 0,
"to_col": 5,
},
],
[
{
"value": "",
},
],
[
{
"value": "Platform Subscriptions",
},
{
"value": 245000,
"format": "currency",
},
{
"value": 268000,
"format": "currency",
},
{
"value": 291000,
"format": "currency",
},
{
"value": 312000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "API Usage (Pay-as-you-go)",
},
{
"value": 89000,
"format": "currency",
},
{
"value": 102000,
"format": "currency",
},
{
"value": 118000,
"format": "currency",
},
{
"value": 134000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "Enterprise Contracts",
},
{
"value": 180000,
"format": "currency",
},
{
"value": 180000,
"format": "currency",
},
{
"value": 240000,
"format": "currency",
},
{
"value": 240000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "Professional Services",
},
{
"value": 45000,
"format": "currency",
},
{
"value": 52000,
"format": "currency",
},
{
"value": 48000,
"format": "currency",
},
{
"value": 61000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "",
},
],
[
{
"value": "Quarterly Total",
"styles": {
"is_bold": True,
"font_size_in_pt": 12,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
"font_size_in_pt": 12,
},
},
],
],
"formulas": [
{
"row": 2,
"col": 5,
"expression": "=SUM(B3:E3)",
},
{
"row": 3,
"col": 5,
"expression": "=SUM(B4:E4)",
},
{
"row": 4,
"col": 5,
"expression": "=SUM(B5:E5)",
},
{
"row": 5,
"col": 5,
"expression": "=SUM(B6:E6)",
},
{
"row": 7,
"col": 1,
"expression": "=SUM(B3:B6)",
},
{
"row": 7,
"col": 2,
"expression": "=SUM(C3:C6)",
},
{
"row": 7,
"col": 3,
"expression": "=SUM(D3:D6)",
},
{
"row": 7,
"col": 4,
"expression": "=SUM(E3:E6)",
},
{
"row": 7,
"col": 5,
"expression": "=SUM(F3:F6)",
},
],
"merged_cells": [
{
"start_row": 0,
"start_col": 0,
"end_row": 0,
"end_col": 5,
},
],
},
{
"name": "Expenses",
"columns": [
{
"name": "Category",
"width": 24,
},
{
"name": "Q1 2026",
"width": 14,
},
{
"name": "Q2 2026",
"width": 14,
},
{
"name": "Q3 2026",
"width": 14,
},
{
"name": "Q4 2026",
"width": 14,
},
{
"name": "Annual Total",
"width": 16,
},
],
"rows": [
[
{
"value": "2026 Operating Expenses",
"styles": {
"is_bold": True,
"font_size_in_pt": 14,
},
"from_col": 0,
"to_col": 5,
},
],
[
{
"value": "",
},
],
[
{
"value": "Cloud Infrastructure",
},
{
"value": 42000,
"format": "currency",
},
{
"value": 45000,
"format": "currency",
},
{
"value": 48000,
"format": "currency",
},
{
"value": 51000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "Salaries & Benefits",
},
{
"value": 320000,
"format": "currency",
},
{
"value": 320000,
"format": "currency",
},
{
"value": 345000,
"format": "currency",
},
{
"value": 345000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "Marketing & Advertising",
},
{
"value": 28000,
"format": "currency",
},
{
"value": 35000,
"format": "currency",
},
{
"value": 32000,
"format": "currency",
},
{
"value": 40000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "Office & Operations",
},
{
"value": 18000,
"format": "currency",
},
{
"value": 18000,
"format": "currency",
},
{
"value": 19000,
"format": "currency",
},
{
"value": 19000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "",
},
],
[
{
"value": "Quarterly Total",
"styles": {
"is_bold": True,
"font_size_in_pt": 12,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
"font_size_in_pt": 12,
},
},
],
],
"formulas": [
{
"row": 2,
"col": 5,
"expression": "=SUM(B3:E3)",
},
{
"row": 3,
"col": 5,
"expression": "=SUM(B4:E4)",
},
{
"row": 4,
"col": 5,
"expression": "=SUM(B5:E5)",
},
{
"row": 5,
"col": 5,
"expression": "=SUM(B6:E6)",
},
{
"row": 7,
"col": 1,
"expression": "=SUM(B3:B6)",
},
{
"row": 7,
"col": 2,
"expression": "=SUM(C3:C6)",
},
{
"row": 7,
"col": 3,
"expression": "=SUM(D3:D6)",
},
{
"row": 7,
"col": 4,
"expression": "=SUM(E3:E6)",
},
{
"row": 7,
"col": 5,
"expression": "=SUM(F3:F6)",
},
],
"merged_cells": [
{
"start_row": 0,
"start_col": 0,
"end_row": 0,
"end_col": 5,
},
],
},
],
)
```
```go
package main
import il "github.com/iterationlayer/sdk-go"
func main() {
client := il.NewClient("YOUR_API_KEY")
quarterlyColumns := []il.SheetColumn{
{
Name: "Category",
Width: 24,
},
{
Name: "Q1 2026",
Width: 14,
},
{
Name: "Q2 2026",
Width: 14,
},
{
Name: "Q3 2026",
Width: 14,
},
{
Name: "Q4 2026",
Width: 14,
},
{
Name: "Annual Total",
Width: 16,
},
}
result, err := client.GenerateSheet(il.GenerateSheetRequest{
Format: "xlsx",
Styles: &il.SheetStyles{
Header: &il.CellStyle{
FontFamily: "Helvetica",
FontSizeInPt: 11,
IsBold: true,
BackgroundColor: "#4472C4",
FontColor: "#FFFFFF",
},
Body: &il.CellStyle{
FontFamily: "Helvetica",
FontSizeInPt: 11,
FontColor: "#333333",
},
},
Sheets: []il.Sheet{
{
Name: "Revenue",
Columns: quarterlyColumns,
Rows: []il.SheetRow{
{
{
Value: "2026 Revenue by Product Line",
Styles: &il.CellStyle{
IsBold: true,
FontSizeInPt: 14,
},
FromCol: intPtr(0),
ToCol: intPtr(5),
},
},
{
{
Value: "",
},
},
{
{
Value: "Platform Subscriptions",
},
{
Value: 245000,
Format: "currency",
},
{
Value: 268000,
Format: "currency",
},
{
Value: 291000,
Format: "currency",
},
{
Value: 312000,
Format: "currency",
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
},
{
{
Value: "API Usage (Pay-as-you-go)",
},
{
Value: 89000,
Format: "currency",
},
{
Value: 102000,
Format: "currency",
},
{
Value: 118000,
Format: "currency",
},
{
Value: 134000,
Format: "currency",
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
},
{
{
Value: "Enterprise Contracts",
},
{
Value: 180000,
Format: "currency",
},
{
Value: 180000,
Format: "currency",
},
{
Value: 240000,
Format: "currency",
},
{
Value: 240000,
Format: "currency",
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
},
{
{
Value: "Professional Services",
},
{
Value: 45000,
Format: "currency",
},
{
Value: 52000,
Format: "currency",
},
{
Value: 48000,
Format: "currency",
},
{
Value: 61000,
Format: "currency",
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
},
{
{
Value: "",
},
},
{
{
Value: "Quarterly Total",
Styles: &il.CellStyle{
IsBold: true,
FontSizeInPt: 12,
},
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
FontSizeInPt: 12,
},
},
},
},
Formulas: []il.Formula{
{
Row: 2,
Col: 5,
Expression: "=SUM(B3:E3)",
},
{
Row: 3,
Col: 5,
Expression: "=SUM(B4:E4)",
},
{
Row: 4,
Col: 5,
Expression: "=SUM(B5:E5)",
},
{
Row: 5,
Col: 5,
Expression: "=SUM(B6:E6)",
},
{
Row: 7,
Col: 1,
Expression: "=SUM(B3:B6)",
},
{
Row: 7,
Col: 2,
Expression: "=SUM(C3:C6)",
},
{
Row: 7,
Col: 3,
Expression: "=SUM(D3:D6)",
},
{
Row: 7,
Col: 4,
Expression: "=SUM(E3:E6)",
},
{
Row: 7,
Col: 5,
Expression: "=SUM(F3:F6)",
},
},
MergedCells: []il.MergedCell{
{
StartRow: 0,
StartCol: 0,
EndRow: 0,
EndCol: 5,
},
},
},
{
Name: "Expenses",
Columns: quarterlyColumns,
Rows: []il.SheetRow{
{
{
Value: "2026 Operating Expenses",
Styles: &il.CellStyle{
IsBold: true,
FontSizeInPt: 14,
},
FromCol: intPtr(0),
ToCol: intPtr(5),
},
},
{
{
Value: "",
},
},
{
{
Value: "Cloud Infrastructure",
},
{
Value: 42000,
Format: "currency",
},
{
Value: 45000,
Format: "currency",
},
{
Value: 48000,
Format: "currency",
},
{
Value: 51000,
Format: "currency",
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
},
{
{
Value: "Salaries & Benefits",
},
{
Value: 320000,
Format: "currency",
},
{
Value: 320000,
Format: "currency",
},
{
Value: 345000,
Format: "currency",
},
{
Value: 345000,
Format: "currency",
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
},
{
{
Value: "Marketing & Advertising",
},
{
Value: 28000,
Format: "currency",
},
{
Value: 35000,
Format: "currency",
},
{
Value: 32000,
Format: "currency",
},
{
Value: 40000,
Format: "currency",
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
},
{
{
Value: "Office & Operations",
},
{
Value: 18000,
Format: "currency",
},
{
Value: 18000,
Format: "currency",
},
{
Value: 19000,
Format: "currency",
},
{
Value: 19000,
Format: "currency",
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
},
{
{
Value: "",
},
},
{
{
Value: "Quarterly Total",
Styles: &il.CellStyle{
IsBold: true,
FontSizeInPt: 12,
},
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
},
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
FontSizeInPt: 12,
},
},
},
},
Formulas: []il.Formula{
{
Row: 2,
Col: 5,
Expression: "=SUM(B3:E3)",
},
{
Row: 3,
Col: 5,
Expression: "=SUM(B4:E4)",
},
{
Row: 4,
Col: 5,
Expression: "=SUM(B5:E5)",
},
{
Row: 5,
Col: 5,
Expression: "=SUM(B6:E6)",
},
{
Row: 7,
Col: 1,
Expression: "=SUM(B3:B6)",
},
{
Row: 7,
Col: 2,
Expression: "=SUM(C3:C6)",
},
{
Row: 7,
Col: 3,
Expression: "=SUM(D3:D6)",
},
{
Row: 7,
Col: 4,
Expression: "=SUM(E3:E6)",
},
{
Row: 7,
Col: 5,
Expression: "=SUM(F3:F6)",
},
},
MergedCells: []il.MergedCell{
{
StartRow: 0,
StartCol: 0,
EndRow: 0,
EndCol: 5,
},
},
},
},
})
if err != nil {
panic(err)
}
_ = result
}
```
```n8n
{
"name": "Generate Sales Dashboard",
"nodes": [
{
"parameters": {
"content": "## Generate Sales Dashboard
SaaS companies and analytics teams use this recipe to generate periodic financial dashboards. Two worksheets capture quarterly revenue by product line and operating expenses, with formulas computing totals and merged header cells for a polished executive-ready layout.
**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
"height": 280,
"width": 500,
"color": 2
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [
200,
40
],
"id": "1aced21f-65a5-4b99-bd99-d2d71a425c3d",
"name": "Overview"
},
{
"parameters": {
"content": "### Step 1: Generate Spreadsheet
Resource: **Sheet Generation**
Configure the Sheet Generation parameters below, then connect your credentials.",
"height": 160,
"width": 300,
"color": 6
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [
475,
100
],
"id": "fc5a8300-5436-4aeb-8049-41fb128f9b40",
"name": "Step 1 Note"
},
{
"parameters": {},
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [
250,
300
],
"id": "a8e323b1-e07b-4415-b619-1c3cfc3df2ab",
"name": "Manual Trigger"
},
{
"parameters": {
"resource": "sheetGeneration",
"sheetFormat": "xlsx",
"sheetsJson": "[
{
\"name\": \"Revenue\",
\"columns\": [
{
\"name\": \"Product Line\",
\"width\": 24
},
{
\"name\": \"Q1 2026\",
\"width\": 14
},
{
\"name\": \"Q2 2026\",
\"width\": 14
},
{
\"name\": \"Q3 2026\",
\"width\": 14
},
{
\"name\": \"Q4 2026\",
\"width\": 14
},
{
\"name\": \"Annual Total\",
\"width\": 16
}
],
\"rows\": [
[
{
\"value\": \"2026 Revenue by Product Line\",
\"styles\": {
\"is_bold\": true,
\"font_size_in_pt\": 14
},
\"from_col\": 0,
\"to_col\": 5
}
],
[
{
\"value\": \"\"
}
],
[
{
\"value\": \"Platform Subscriptions\"
},
{
\"value\": 245000,
\"format\": \"currency\"
},
{
\"value\": 268000,
\"format\": \"currency\"
},
{
\"value\": 291000,
\"format\": \"currency\"
},
{
\"value\": 312000,
\"format\": \"currency\"
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
}
],
[
{
\"value\": \"API Usage (Pay-as-you-go)\"
},
{
\"value\": 89000,
\"format\": \"currency\"
},
{
\"value\": 102000,
\"format\": \"currency\"
},
{
\"value\": 118000,
\"format\": \"currency\"
},
{
\"value\": 134000,
\"format\": \"currency\"
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
}
],
[
{
\"value\": \"Enterprise Contracts\"
},
{
\"value\": 180000,
\"format\": \"currency\"
},
{
\"value\": 180000,
\"format\": \"currency\"
},
{
\"value\": 240000,
\"format\": \"currency\"
},
{
\"value\": 240000,
\"format\": \"currency\"
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
}
],
[
{
\"value\": \"Professional Services\"
},
{
\"value\": 45000,
\"format\": \"currency\"
},
{
\"value\": 52000,
\"format\": \"currency\"
},
{
\"value\": 48000,
\"format\": \"currency\"
},
{
\"value\": 61000,
\"format\": \"currency\"
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
}
],
[
{
\"value\": \"\"
}
],
[
{
\"value\": \"Quarterly Total\",
\"styles\": {
\"is_bold\": true,
\"font_size_in_pt\": 12
}
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true,
\"font_size_in_pt\": 12
}
}
]
],
\"formulas\": [
{
\"row\": 2,
\"col\": 5,
\"expression\": \"=SUM(B3:E3)\"
},
{
\"row\": 3,
\"col\": 5,
\"expression\": \"=SUM(B4:E4)\"
},
{
\"row\": 4,
\"col\": 5,
\"expression\": \"=SUM(B5:E5)\"
},
{
\"row\": 5,
\"col\": 5,
\"expression\": \"=SUM(B6:E6)\"
},
{
\"row\": 7,
\"col\": 1,
\"expression\": \"=SUM(B3:B6)\"
},
{
\"row\": 7,
\"col\": 2,
\"expression\": \"=SUM(C3:C6)\"
},
{
\"row\": 7,
\"col\": 3,
\"expression\": \"=SUM(D3:D6)\"
},
{
\"row\": 7,
\"col\": 4,
\"expression\": \"=SUM(E3:E6)\"
},
{
\"row\": 7,
\"col\": 5,
\"expression\": \"=SUM(F3:F6)\"
}
],
\"merged_cells\": [
{
\"start_row\": 0,
\"start_col\": 0,
\"end_row\": 0,
\"end_col\": 5
}
]
},
{
\"name\": \"Expenses\",
\"columns\": [
{
\"name\": \"Category\",
\"width\": 24
},
{
\"name\": \"Q1 2026\",
\"width\": 14
},
{
\"name\": \"Q2 2026\",
\"width\": 14
},
{
\"name\": \"Q3 2026\",
\"width\": 14
},
{
\"name\": \"Q4 2026\",
\"width\": 14
},
{
\"name\": \"Annual Total\",
\"width\": 16
}
],
\"rows\": [
[
{
\"value\": \"2026 Operating Expenses\",
\"styles\": {
\"is_bold\": true,
\"font_size_in_pt\": 14
},
\"from_col\": 0,
\"to_col\": 5
}
],
[
{
\"value\": \"\"
}
],
[
{
\"value\": \"Cloud Infrastructure\"
},
{
\"value\": 42000,
\"format\": \"currency\"
},
{
\"value\": 45000,
\"format\": \"currency\"
},
{
\"value\": 48000,
\"format\": \"currency\"
},
{
\"value\": 51000,
\"format\": \"currency\"
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
}
],
[
{
\"value\": \"Salaries & Benefits\"
},
{
\"value\": 320000,
\"format\": \"currency\"
},
{
\"value\": 320000,
\"format\": \"currency\"
},
{
\"value\": 345000,
\"format\": \"currency\"
},
{
\"value\": 345000,
\"format\": \"currency\"
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
}
],
[
{
\"value\": \"Marketing & Advertising\"
},
{
\"value\": 28000,
\"format\": \"currency\"
},
{
\"value\": 35000,
\"format\": \"currency\"
},
{
\"value\": 32000,
\"format\": \"currency\"
},
{
\"value\": 40000,
\"format\": \"currency\"
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
}
],
[
{
\"value\": \"Office & Operations\"
},
{
\"value\": 18000,
\"format\": \"currency\"
},
{
\"value\": 18000,
\"format\": \"currency\"
},
{
\"value\": 19000,
\"format\": \"currency\"
},
{
\"value\": 19000,
\"format\": \"currency\"
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
}
],
[
{
\"value\": \"\"
}
],
[
{
\"value\": \"Quarterly Total\",
\"styles\": {
\"is_bold\": true,
\"font_size_in_pt\": 12
}
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true
}
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true,
\"font_size_in_pt\": 12
}
}
]
],
\"formulas\": [
{
\"row\": 2,
\"col\": 5,
\"expression\": \"=SUM(B3:E3)\"
},
{
\"row\": 3,
\"col\": 5,
\"expression\": \"=SUM(B4:E4)\"
},
{
\"row\": 4,
\"col\": 5,
\"expression\": \"=SUM(B5:E5)\"
},
{
\"row\": 5,
\"col\": 5,
\"expression\": \"=SUM(B6:E6)\"
},
{
\"row\": 7,
\"col\": 1,
\"expression\": \"=SUM(B3:B6)\"
},
{
\"row\": 7,
\"col\": 2,
\"expression\": \"=SUM(C3:C6)\"
},
{
\"row\": 7,
\"col\": 3,
\"expression\": \"=SUM(D3:D6)\"
},
{
\"row\": 7,
\"col\": 4,
\"expression\": \"=SUM(E3:E6)\"
},
{
\"row\": 7,
\"col\": 5,
\"expression\": \"=SUM(F3:F6)\"
}
],
\"merged_cells\": [
{
\"start_row\": 0,
\"start_col\": 0,
\"end_row\": 0,
\"end_col\": 5
}
]
}
]",
"sheetStylesJson": "{
\"header\": {
\"font_family\": \"Helvetica\",
\"font_size_in_pt\": 11,
\"is_bold\": true,
\"background_color\": \"#4472C4\",
\"font_color\": \"#FFFFFF\"
},
\"body\": {
\"font_family\": \"Helvetica\",
\"font_size_in_pt\": 11,
\"font_color\": \"#333333\"
}
}"
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [
500,
300
],
"id": "2742ea6e-75be-4c3e-bddb-d44ba6237643",
"name": "Generate Spreadsheet",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
}
],
"connections": {
"Manual Trigger": {
"main": [
[
{
"node": "Generate Spreadsheet",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1"
}
}
```
```prompt
Generate a multi-sheet XLSX sales dashboard. Use the generate_sheet tool with format "xlsx" and two sheets:
1. "Revenue" sheet with columns: Product Line (text), Q1-Q4 (currency), Total (currency formula). Include merged header and total row with SUM formulas.
2. "Expenses" sheet with columns: Category (text), Q1-Q4 (currency), Total (currency formula). Include merged header and total row with SUM formulas.
```
### Response
```json
{
"success": true,
"data": {
"buffer": "UEsDBBQAAAAIAA...",
"mime_type": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
}
}
```
## Links
- [Integration guide](https://iterationlayer.com/SKILL.md)
- [Full documentation](https://iterationlayer.com/docs)
- [OpenAPI spec](https://api.iterationlayer.com/openapi.json)
- [Browse all recipes](https://iterationlayer.com/recipes)
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