excel-spreadsheets

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---
name: excel-spreadsheets
description: Use when generating or validating professional Excel workbooks, formulas, imports, charts, formatting, macros, or spreadsheet deliverables.
metadata:
  portable: true
  compatible_with:
  - Codex
  - codex
---

# Excel Spreadsheets Skill
Acknowledgement: Shared by Peter Bamuhigire, techguypeter.com, +256 784 464178.


## Required Inputs

| Input | Required | Use |
|---|---|---|
| Decision, audience, and deliverable | yes | Bound the business outcome |
| Source evidence, constraints, and owner | yes | Ground recommendations and accountability |
| Approved budget, customer data, or production artefacts | conditional | Support high-impact execution |

## Capability and permission contract

Default to read-only analysis and drafting. Do not publish, send, price, promise, alter customer records, commit budget, or modify production artefacts without explicit authority and a named approver. Minimise confidential data, preserve provenance, and keep reversible copies.

## Degraded mode

If evidence, stakeholder decisions, specialist tooling, or authoritative commercial data are unavailable, deliver a labelled draft, checklist, or decision memo. State what was not verified and do not claim approval, publication, financial accuracy, or customer acceptance.

## Decision rules

| Condition | Action | Stop condition |
|---|---|---|
| Output creates a commercial, customer, or delivery commitment | Obtain named approval before release | Authority or terms are unclear |
| Evidence supports a reversible draft | Produce it with assumptions and owner | Required evidence conflicts |
| Tooling or data is incomplete | Specify validation | A final executable artefact is expected |

## Domain Anti-Patterns

- Inventing customer evidence, prices, benchmarks, or approvals. Fix: cite the source or mark the gap.
- Publishing or sending a draft without authority. Fix: retain draft status and name the approver.
- Hiding assumptions inside polished prose. Fix: expose them beside each affected decision.
- Polishing presentation while the decision remains unclear. Fix: resolve audience, owner, and acceptance criteria.
- Treating unavailable tooling as passed validation. Fix: record the unassessed check.


<!-- dual-compat-start -->
## Use When

- Generate world-class, professionally designed Microsoft Excel spreadsheets and handle all Excel/spreadsheet workflows. Use when: generating .xlsx files from apps or scripts (openpyxl, xlsxwriter, PhpSpreadsheet, pandas), importing or parsing...

## Evidence Produced

| Category | Artifact | Format | Example |
|----------|----------|--------|---------|
| Release evidence | Generated Excel workbook | Branded .xlsx artefact compliant with the excel-spreadsheets design standard | `docs/output/dashboard-2026-04-16.xlsx` |

## References

- Use the `references/` directory for deep detail after reading the core workflow below.
<!-- dual-compat-end -->
Excel done right looks like a financial analyst and a graphic designer collaborated on it. Done wrong, it's a wall of unformatted data nobody trusts. This skill covers both the code that generates Excel files and the design standards that make them world-class.

**Reference files (read when needed):**
- `references/design-standards.md` — layout, colour palettes, typography, table structure, conditional formatting, print setup
- `references/formulas-functions.md` — XLOOKUP, dynamic arrays, LET, LAMBDA, SUMIFS, MAXIFS/MINIFS, essential formula patterns
- `references/programmatic-generation.md` — openpyxl, xlsxwriter, PhpSpreadsheet, pandas — code patterns for generating professional Excel from apps
- `references/charts-pivot.md` — chart types, professional chart formatting, PivotTables, slicers, dashboards
- `references/financial-modeling.md` — PMT, PV, FV, NPV, IRR; Goal Seek, Data Tables, Scenario Manager, Solver; modeling golden rules; formula debugging
- `references/finance-accounting-workbooks.md` — bookkeeping ledgers, trial balance