Reporting

Deterministic charts. Reasoned interpretation.

Calculations and charts should be produced by code. Codex should read that evidence, select what matters and explain it.

The idea is simple: keep the numerical work repeatable, make the charts unambiguous and use model reasoning only where judgment is useful.

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Core idea

Do not ask the model to calculate what code can calculate.

The workflow produces charts, tables and audit files first. Codex then reasons on stable evidence instead of inventing numbers from a prompt.

Deterministic evidence

Parsing, mapping, formulas, totals, residuals and checks are handled by repeatable workflows.

Charts with context

Charts carry the comparison, measure, period, total logic and visual conventions needed to reduce ambiguity.

Reasoning on evidence

Codex compares the generated views, identifies the likely message and explains why a chart supports it.

Examples

Examples of deterministic evidence.

A few chart types make the evidence readable. The point is not a chart gallery; it is consistent, reviewable output before reasoning starts.

**Standard variance bridge** A reconciled opening total, variance components and closing total.

Small multiples by product line — **Small multiples** The same component bridge repeated across a useful business dimension.

Root-cause variance bridge — **Root-cause bridge** A residual sequence that can move across dimensions when that explains the movement better.

Analyses

Different analyses, same principle.

Each workflow creates a specific family of charts and evidence files. Codex should choose among them based on the question, not ask the user to know the internals.

Variance analysis

Price, units, mix, root cause

variance-analysis

Builds standard variance bridges, small multiples, root-cause sweeps and drilldowns.

Period comparison

AC vs PY, rolling windows

period-comparison

Prepares comparable periods and renders previous-year columns, bridges, lines and small multiples with audit context.

Mix and contribution

Composition and share

mix-contribution-analysis

Produces composition, contribution and ranking views such as Mekko, BarMekko, Pareto and small multiples.

Scatter and bubble analysis

Relationships and size

scatter-bubble-analysis

Builds relationship views when the question is about correlation, outliers, concentration or size-weighted patterns.

Distribution analysis

Shape, outliers, spread

distribution-analysis

Profiles distributions with deterministic summaries and selected charts when the question is about shape rather than movement.

Report assembly

Selection and report assembly

chart-report-orchestrator

Compares generated evidence and prepares supported commentary when a written output is needed.

Report logic

Reasoning starts after the evidence exists.

A run may produce many charts and tables. Codex should rank the useful views, explain the conclusion and point back to the generated evidence. The audit trail remains available for review.

Create evidence Map the file, run the formulas and produce charts, tables and checks with repeatable logic.
Select views Compare the generated outputs and keep the views that clarify the business question.
Explain with traceability Use Codex to reason over the selected evidence and keep the underlying files available for review.

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