# Monthly finance pack | DRE

> A multi-sheet Excel workbook with money formats, built from your SQL and emailed on the 1st.

[← All use cases](https://getdre.com/#use-cases)

# Monthly finance pack

Finance wants the same workbook every month: one tab per cut of the data, money formatted properly, and it has to land in their inbox without anyone remembering to send it. You write the SQL once and describe the workbook in YAML.

Recorded from a real run: the command, the workbook in Excel and the email it sent.

Recorded from a real run: the command, the workbook in Excel and the email it sent.

![The By region sheet of the finance pack in Excel, with three tabs](https://getdre.com/media/finance_pack/excel.webp)

The workbook DRE wrote, opened in Excel (real screenshot, light mode). Column widths were auto-fitted in Excel: DRE doesn’t set widths yet.

![The finance pack email in the Mailpit test inbox, with the workbook attached](https://getdre.com/media/finance_pack/mail.webp)

The email in Mailpit, the demo’s test inbox. The addresses are fictional.

[↓ Download the workbook (finance\_pack.xlsx)](https://getdre.com/media/downloads/finance_pack.xlsx)

reports/finance\_pack/finance\_pack.yml

```yaml
queries:
  - {query: finance_regions, tab_name: By region}
  - {query: finance_channels, tab_name: By channel}
  - {query: finance_products, tab_name: Top products}
output:
  format: xlsx
  columns:
    net: {format: "#,##0.00"}
  destination:
    - {profile: local, path: "out/finance_pack.xlsx"}
    - profile: mail_local
      to: finance@dre-demo.test
      cc: cfo@dre-demo.test
      subject: "Sales {{ period(var('period')).start.date }} to {{ period(var('period')).end.date }}"
      attachment_name: "Sales pack {{ run.date.yyyymmdd }}.xlsx"
```

reports/finance\_pack/finance\_regions.sql

```sql
{% set p = period(var('period')) %}
select
  region_name,
  count(distinct order_id) as orders,
  sum(qty) as units,
  sum(net_amount) as net
from {{ ref('paid_order_facts') }}
where order_date between '{{ p.start.date }}' and '{{ p.end.date }}'
group by 1 order by 1
```

terminal

```bash
dre run finance_pack
```

### What to notice

-   Several queries become tabs in one workbook, in the order you list them.
-   Number formats, totals and formulas are options of the columns: see Totals, row formulas and column formulas for those.
-   A branded Excel template can supply the look; DRE fills in the data.
-   The date range comes from a period such as last\_month, so a rerun renders the same SQL.

### In the docs

-   [xlsx column formats →](https://getdre.com/docs/plugins/#xlsx-column-formats)
-   [Templates and periods →](https://getdre.com/docs/templates/)