Reporting template

Basket & Transaction Analysis Template

Revenue split into transactions, units per transaction and price.

Sheets 4 Live formulas 313 File .xlsx · 18 KB Category Reporting Industry Retail
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Free account · 3 templates free, then unlimited on Pro · opens in Excel, Google Sheets, Numbers and LibreOffice

Basket & Transaction Analysis Template is a free Excel workbook: 4 sheets, 313 live formulas and realistic sample data throughout, 18 KB as .xlsx.

The formulas are printed on this page, unedited, so you can check the method before downloading anything. Swap in your own numbers and the whole file recalculates — which is the part no chat window can hand you. Opens in Excel, Google Sheets, Numbers and LibreOffice; no add-in and no macro.

A look inside

This is a real slice of the Daily sheet from the actual file — not a screenshot, and not a mock-up. Cells shown in violet are live formulas, exactly as they arrive.

#DateStoreFootfallTransactionsUnitsRevenueConversion
22026-08-01 00:00:00Oxford St697167330£17,035=IF($C2=0,0,$D2/$C2)
32026-08-01 00:00:00Manchester717176228£9,996=IF($C3=0,0,$D3/$C3)
42026-08-01 00:00:00Leeds771106201£7,003=IF($C4=0,0,$D4/$C4)
52026-08-01 00:00:00Bristol469103186£4,862=IF($C5=0,0,$D5/$C5)
62026-08-02 00:00:00Oxford St686180217£12,972=IF($C6=0,0,$D6/$C6)
72026-08-02 00:00:00Manchester1,083222407£19,963=IF($C7=0,0,$D7/$C7)
82026-08-02 00:00:00Leeds983196376£17,439=IF($C8=0,0,$D8/$C8)
92026-08-02 00:00:00Bristol953119245£6,887=IF($C9=0,0,$D9/$C9)
Rows 2 onward of ‘Daily’. The workbook ships with sample data throughout so every formula has something to calculate the moment you open it.

What’s in the file

Start hereDailyBy storeResults

What it explains

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Already filled it in? Upload it back and DataHub Pro recognises this workbook, calculates the totals, builds the Retail store performance dashboard and watches its key numbers (Revenue, Conversion, Average transaction value). Upload next period’s version and it shows you what moved. Upload your filled-in file →

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Writing about Basket & Transaction Analysis? Link to this page.

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<a href="https://www.datahubpro.co.uk/excel-templates/retail-basket-analysis">Basket & Transaction Analysis Template</a> — free Excel template from DataHub Pro

What you may do: link to this page, quote from it, and screenshot the preview, with attribution to DataHub Pro. Use the workbook itself in your own business, commercially, with no restriction and no attribution required. What you may not do: host the .xlsx elsewhere or resell it — send people here instead, where it stays current.

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