Requirements for Outputs

All Excel files

Professional Font

  • Use a consistent, professional font (e.g., Arial, Times New Roman)

Zero Formula Errors

  • Every Excel model MUST be delivered with ZERO formula errors (#REF!, 0!, VALUE!, A, NAME?)

XLSX creation, editing, and analysis

Overview

A user may ask you to create, edit, or analyze the contents of an .xlsx file.

Common Workflow

  1. Choose tool: pandas for data, openpyxl for formulas/formatting
  2. Create/Load workbook
  3. Modify: Add/edit data, formulas, and formatting
  4. Save to file
  5. Recalculate formulas with python scripts/recalc.py output.xlsx
  6. Verify and fix any errors

Best Practices

Library Selection

  • pandas: Best for data analysis, bulk operations, and simple data export
  • openpyxl: Best for complex formatting, formulas, and Excel-specific features

Invokes / Invoked by

Invokes: SKILL, SKILL Invoked by: _summary, _summary, _summary