Style Matching

Ensure every Excel model Viete generates matches your brand, formatting preferences, and design standards. Upload reference models, save them as reusable styles, and apply consistent formatting across all your automated outputs.

The Challenge of Consistency

When generating Excel models automatically, maintaining consistent formatting is crucial:

Client deliverables need specific branding and color schemes
Internal reports require standardized formatting for readability
Different departments may have distinct style requirements
Complex models need consistent formula patterns and structure
Professional appearance matters for executive presentations

Viete's Style feature solves this by learning from your existing Excel files and replicating their look and feel automatically.

How Style Matching Works

The Process

1. Upload Reference Model

Upload an Excel file that exemplifies the formatting, structure, and style you want replicated.

2. Viete Analyzes the Model

AI extracts and documents all styling elements: colors, fonts, cell formatting, borders, number formats, formula patterns, chart styles, and structural patterns.

3. Converted to Markdown Description

The style is converted to a detailed markdown file describing structure, formatting, formulas, branding, layouts, and design patterns.

4. Save with Meaningful Name

Give the style a descriptive name (e.g., "Acme Corp Q1 Reports", "Executive Dashboard Blue") for easy identification.

5. Apply to Any Model

When generating models or setting up automations/workflows, select your saved style to apply consistent formatting automatically.

What Gets Captured

Viete's style analysis is comprehensive, capturing every aspect of your Excel design:

Visual Formatting

• Cell colors and fill patterns
• Font types, sizes, and weights
• Text colors and highlighting
• Borders and gridlines
• Column widths and row heights
• Number and date formats

Structure & Layout

• Sheet organization patterns
• Header and footer structure
• Section separators and spacing
• Table layouts and formatting
• Dashboard component arrangement
• Print layout and page breaks

Formulas & Logic

• Formula patterns and structures
• Calculation methodologies
• Reference conventions
• Named range usage
• Error handling patterns
• Data validation rules

Branding Elements

• Company logos and images
• Brand color palettes
• Custom headers and footers
• Watermarks and backgrounds
• Chart color schemes
• Typography preferences

Creating and Managing Styles

Upload Reference Model

Choose an Excel file that represents the style you want to save:

• Can be a complete workbook or simple template
• Include examples of all formatting you want replicated
• Add charts and visualizations if you want those styles captured

Name Your Style

Give it a descriptive, memorable name:

• Use client names: "Acme Corp Reports"
• Describe purpose: "Executive Monthly Dashboard"
• Include versioning: "Q1 2024 Template v2"
• Make it searchable and easy to identify

Review Extracted Style

Viete shows you the markdown description of the style:

• Review what was captured
• Verify key formatting elements are included
• Add notes or descriptions if needed

Save and Reuse

Save the style for unlimited reuse:

• Style is now available in all automations and workflows
• Can be applied to any new model generation
• Update or modify anytime if requirements change

Unlimited Styles

Create as many styles as you need—there's no limit:

Common Style Library Examples

By Client: Separate styles for each client with their specific branding and preferences
By Report Type: Different styles for financial reports, operational dashboards, sales analysis, etc.
By Department: Finance, HR, Operations, Marketing each with their own formatting standards
By Audience: Executive presentations, internal working files, client deliverables
By Period: Quarterly templates, annual reports, monthly dashboards

Tip

Build a comprehensive style library over time. Each style you save becomes a reusable asset that ensures consistency and saves formatting time on future models.

Applying Styles

Once saved, styles can be applied in multiple ways:

In Automations

Select a style when configuring automation. Every workbook generated will automatically use that formatting—no manual styling needed.

In Workflows

Configure workflow with a style as a static parameter. Every workflow execution outputs consistent formatting regardless of input variations.

In Ad-Hoc Generation

When creating one-off models with Viete AI, specify which style to apply. The generated model will match your saved formatting automatically.

Note

Technical Implementation: Styles are stored as markdown files on the VM, with the style name serving as the identifier. When applying a style, Viete uses the markdown description to guide formatting, structure, and branding decisions during model generation.

Styles vs. Templates

Understanding when to use styles versus templates:

Use Styles When...

• You want formatting rules applied flexibly to different structures
• The content and layout vary but branding should be consistent
• You need to apply the same look across diverse model types
• Focus is on visual appearance and formatting standards

Use Templates When...

• You want exact structure and formula replication
• The layout should be identical every time
• Specific cell references and formulas must be preserved
• Focus is on complete workbook structure replication

Tip

Important: Styles and templates are mutually exclusive—you can use one or the other, but not both in the same automation or workflow. Also note that both styles and templates are only available for "Create New Model" automations and "Create New Excel" workflows, not for "Update" types.

Use Cases

Agency Client Deliverables

Marketing agency creates separate styles for each client with their logos, brand colors, and formatting preferences. When generating client reports (automated or via workflows), the appropriate style ensures every deliverable is perfectly branded.

Corporate Reporting Standards

Finance department creates styles for each report type: P&L, Balance Sheet, Cash Flow, KPI Dashboard. All automated financial reports use the correct style, maintaining consistency across the organization.

Multi-Client Consulting

Consulting firm maintains library of client styles. When processing client data via workflows, selecting the client name automatically applies their specific formatting, logos, and structure—deliverables look professionally customized without manual formatting.