Excel Skills for AI Agents: Formulas to Charts
Excel skills help an AI agent work with spreadsheets: writing formulas and functions for lookups, logic, and aggregations; cleaning messy data into a table you can trust; building pivot tables to summarize by dragging fields; creating charts that make a range readable; automating procedures so you don't redo clicks; and setting up data models that relate multiple tables for analysis beyond one sheet. The work stacks in that order—get the numbers in cleanly, then calculate, summarize, chart, and only then automate the repeatable parts. Use the ranked list by finding the sub-topic that matches your current step, then pick the skill whose description matches the specific operation you need. Start with the earliest step in the stack that isn't solid yet; later skills assume earlier ones are done.
8 to start with21 top options
Start with these.
Excel work stacks: first get the numbers in cleanly, then calculate, summarize, chart, and only then automate the repeatable parts.
These are the closest matches for this work. Start with the first one and open it to install.
- Rank 01View Agent SkillDirect
xlsx
OfficialUse this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, formatting, charting, cleaning messy data); create a new spreadsheet from scratch or from other data sources; or convert between tabular file formats. Trigger especially when the user references a spreadsheet file by name or path — even casually (like \"the xlsx in my downloads\") — and wants something done to it or produced from it. Also trigger for cleaning or restructuring messy tabular data files (malformed rows, misplaced headers, junk data) into proper spreadsheets. The deliverable must be a spreadsheet file. Do NOT trigger when the primary deliverable is a Word document, HTML report, standalone Python script, database pipeline, or Google Sheets API integration, even if tabular data is involved.
- Rank 02View Agent SkillDirect15,217 · popularity
excel-automation
- Rank 03View Agent SkillDirect
xlsx-manipulation
Creates, edits, and manipulates Excel .xlsx files programmatically with openpyxl, covering formulas, formatting, charts, and data validation.
5,890 · popularity - Rank 04View Agent SkillDirect
kimi-xlsx
Advanced spreadsheet manipulation and analysis skill for XLSX/XLSM/CSV using openpyxl and pandas, with formulas, formatting, charts, pivot tables, and validation.
419 · popularity - Rank 05View Agent SkillDirect
clean-data-xls
Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis. Triggers on "clean this data", "clean up this sheet",…
1,965 · popularity - Rank 06View Agent SkillDirect
audit-xls
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula…
2,060 · popularity - Rank 07View Agent SkillDirect
office-automation
Automates Word and Excel files with Python scripts for reading, writing, formatting, batch processing, template filling, data extraction, and format conversion.
Needs (stated): Python
2,986 · popularity - Rank 08View Agent SkillDirect
document-xlsx
Create/edit .xlsx spreadsheets with tables, formulas, charts, validation, and workbook automation. Use when asked to generate Excel reports, models, exports, or audit spreadsheets.
871 · popularity
Explore 13 more Agent Skills
- Rank 09View Agent SkillDirect
data-analysis
Analyzes Excel/CSV spreadsheet data to produce insights, statistics, charts, and reports, with formulas, pivot tables, and visualization workflows.
7,299 · popularity - Rank 10View Agent SkillDirect
excel-report-generator
Automatically generate Excel reports from data sources including CSV, databases, or Python data structures. Supports data analysis reports, business reports, data export, and template-based report generation using pandas and openpyxl. Activate when users mention Excel, spreadsheet, report…
388 · popularity - Rank 11View Agent SkillDirect
lark-sheets
Notable飞书电子表格:创建和操作电子表格。支持工作表与行列结构(增删/合并/尺寸/隐藏/冻结/分组)、单元格读写(值/公式/样式/批注/单元格图片)、区域复制移动排序填充、查找替换、批量更新,图表、透视表、条件格式、筛选器与筛选视图、下拉列表、迷你图、浮动图片等对象的创建与维护,以及公式校验、历史版本回滚、本地 Excel/CSV 与飞书表格的导入导出。当用户需要创建或编辑表格、统计汇总与可视化、表格美化、公式计算(含 Excel 公式迁移)、金融/财务建模(DCF、三张表、预算、Sensitivity 等)时使用。多维表格(Base/bitable)请改用 lark-base;若用户是想按名称或关键词搜索云空间(云盘/云存储)里的表格文件,请改用 lark-drive 的 drive +search 先定位资源。当用户给出 doubao.com 的 /sheets/ URL/token 时,也应直接使用本 skill,不要因为域名不是飞书而回退到 WebFetch;路由依据是 URL 路径模式和 token,而不是域名。
749,105 · popularity - Rank 12View Agent SkillDirect
gws-sheets
NotableGoogle Sheets: Read and write spreadsheets.
56,446 · popularity - Rank 13View Agent SkillDirect
gws-sheets-read
Google Sheets read-only helper that fetches values from a spreadsheet range via the gws CLI.
48,658 · popularity - Rank 14View Agent SkillDirect
gws-sheets-append
Google Sheets helper that appends rows to a spreadsheet via the gws CLI, supporting simple values or bulk JSON rows.
44,734 · popularity - Rank 15View Agent SkillDirect
recipe-create-expense-tracker
Recipe that sets up a Google Sheets expense tracker with headers, initial entries, and sharing via gws CLI commands.
28,902 · popularity - Rank 16View Agent SkillDirect
recipe-backup-sheet-as-csv
Recipe that exports a Google Sheets spreadsheet as a CSV file for local backup or processing using gws CLI commands.
30,040 · popularity - Rank 17View Agent SkillPossible
powerbi-modeling
Power BI semantic modeling assistant for star schemas, DAX measures, relationships, RLS, and model performance optimization.
Needs (stated): MCP server
9,868 · popularity - Rank 18View Agent SkillPossible
data-visualization
Chart selection guidance and Python visualization code patterns (matplotlib, seaborn, plotly) with design and accessibility principles.
12,890 · popularity - Rank 19View Agent SkillPossible
data-storytelling
Guidance for turning analytics into narratives with visualization, context, and persuasive structure for stakeholder presentations.
16,019 · popularity - Rank 20View Agent SkillPossible
datanalysis-credit-risk
Credit-risk data cleaning and variable screening pipeline covering missing-rate, IV, PSI, correlation filtering, and cleaning report export.
7,300 · popularity - Rank 21View Agent SkillPossible
lieflat-charts
Notable一套模板驱动的数据可视化与报告生成 skill,既能严格从 Lupi、Basics、Glance、Maps 与 Interactive gallery 的真实实现生成 HTML 图表,也能从 12 套中英文整页报告模板生成可发布的 HTML 报告;以 Mono 为保底,能按数据语义自动选择内置彩色预设,也支持用户明确提供的自定义色板。地图仅在用户明确要求时启用,同一交付禁止混用色系。
What this topic covers
Each sub-topic groups Agent Skills for a specific situation.
- Formulas & functions
- Calculated cells: lookups, logic, and aggregations.
- Data cleaning
- Get messy inputs into a table you can trust.
- Pivot tables
- Summarize a table by dragging fields instead of writing every total.
- Charts
- Turn a range into a chart someone else can read.
- Automation
- Repeat a procedure without redoing the clicks.
- Data models
- Multiple tables related together for analysis beyond one sheet.
Frequently asked questions
- How is the list ordered?
- It's ranked by observed search demand, with direct matches for the topic first and a cap on any single publisher.
- Should I start with automation skills?
- No. Excel work stacks: first get the numbers in cleanly, then calculate, summarize, chart, and only then automate the repeatable parts. Automation skills assume the earlier steps are already reliable.
- What's the difference between pivot tables and data models?
- Pivot tables summarize a single table by dragging fields instead of writing every total. Data models relate multiple tables together for analysis beyond one sheet.
- Do I need a data cleaning skill if my inputs are already tidy?
- Not necessarily. Data cleaning skills are for getting messy inputs into a table you can trust. If your inputs are already clean, you can move to formulas and functions.
How to install an Agent Skill
Start with the first skill on this page. Claude Code reads a SKILL.md once it is in the skills directory:
- Claude Code — copy the SKILL.md for xlsx into ~/.claude/skills/xlsx/ for yourself, or .claude/skills/xlsx/ to share it with a project.
- From the registry — run npx skills add anthropics/skills@xlsx.
- Or download xlsx from its source and place that SKILL.md in the directory above.
How to choose Check the source and the skill’s own instructions before you install. Official and Notable describe where a skill comes from.