Sales CSV to Excel Summary Report — Clean Messy Sales Data, Pivot by Category / Region / Month

Apify Store: https://apify.com/keiwy/messy-sales-to-summary

Upload a messy sales / orders CSV or Excel file (Shopify, Stripe, WooCommerce, CRM or POS export) → get back one clean summary.xlsx with KPIs and pivot tables in ~4 seconds. No Excel formulas, no pivot-table setup, no AI key.

At a glance
Input	.csv, .xlsx, .xls — upload or paste a direct URL
Output	summary.xlsx with 5 sheets: KPIs, ByCategory, ByRegion, ByMonth, CleanDetail
Cleans	messy column names (aliases), mixed-case categories & regions, blank / zero quantities, bad prices; rows whose date is not YYYY-MM-DD are dropped and counted (rows_dropped)
Speed	~4 s for a 20-row file (measured below)
Price	$0.10 per summary workbook (pay-per-event, once per successful run)

Measured demo (real Apify platform run, 2026-10-20)

Field	Value
Run id	Y5nh27yc2xSQh6SU1 (SUCCEEDED)
Input	empty {} → default sample file sample_input.csv (20 messy rows: blank qty, qty=0, one 01/05/2025 date, mixed-case labels)
Duration	4.4 s
Rows in → out	20 → 16 (4 invalid rows dropped and counted)
Output	summary.xlsx (8.4 KB, 5 sheets) in the run's Key-value store + 1 stats row in Dataset
Platform compute	~$0.0003
PPE event	summary-workbook ×1 = $0.10 for a customer (owner self-test runs are not billed)

KPIs sheet (real output):

metric	value
rows_in / rows_out / rows_dropped	20 / 16 / 4
total_revenue	2,128.95
total_orders	15
avg_order_value	141.93
date range	2025-01-03 → 2025-02-20
currencies	USD

ByCategory sheet (real output):

category	orders	units	revenue	revenue_share
Software	4	7	847.95	39.8%
Services	4	7	799.00	37.5%
Hardware	7	31	482.00	22.6%

ByRegion: EU 810.50 (38.1%) · NA 674.97 (31.7%) · APAC 643.48 (30.2%). ByMonth: 2025-01 = 1,189.98 · 2025-02 = 938.97.

Who it's for

• Shop owners / ops who export orders from Shopify, Stripe, WooCommerce, Square, a CRM or POS and need a weekly sales summary
• Freelance bookkeepers and analysts who receive messy client spreadsheets
• Anyone automating a sales report via API / Make / Zapier (one run per file)

Input example (API / JSON)

{
  "fileUrl": "https://gist.githubusercontent.com/KEithwy1030/c9aa87a298dbdb64574d07eae43658c3/raw/sample_input.csv"
}

Dataset output (real, run Y5nh27yc2xSQh6SU1):

{
  "rows_in": 20,
  "rows_dropped": 4,
  "rows_out": 16,
  "sheets": ["KPIs", "ByCategory", "ByRegion", "ByMonth", "CleanDetail"],
  "input_filename": "sample_input.csv",
  "summaryKey": "summary.xlsx",
  "summaryBytes": 8355
}

Input columns

Required (aliases accepted, case-insensitive):

Canonical	Aliases (examples)
date	order_date
order_id	order_no
product	item
category	cat
quantity	qty
unit_price	price
region	area

Optional: currency (default USD). Rows with non-ISO / unparseable dates (e.g. 01/05/2025, not a date), empty/≤0 quantity or invalid price are dropped and counted in rows_dropped — export dates as YYYY-MM-DD for best results.

Output location

• Key-value store: summary.xlsx (download link also in the Dataset row as summaryUrl)
• Dataset: one stats row (rows_in, rows_out, rows_dropped, sheets, summaryUrl)

Pricing

Pay per event: summary-workbook = $0.10 per successful run (one workbook). Failed runs are not charged.

Honest limits

• Not a chatbot and not a custom column mapper — columns must match the names/aliases above
• No currency conversion, no charts / PowerPoint
• One file per run

Related

• Local business email leads from OpenStreetMap → keiwy/local-biz-leads-email
• Amazon / Shopify / eBay listing copy → keiwy/listing-copy-pack