AgentSkillsCN

excel

以高保真建模、财务分析与可视化验证,处理电子表格操作(Excel/CSV)。在预算模型、数据仪表盘,以及复杂且公式繁多的表格中,可灵活运用此方法。当需要零公式错误、达到专业水准时,应主动展开相关工作。 示例: - 用户:“构建 LBO 模型” → 以银行标准的格式创建 Excel 表格 - 用户:“分析这些数据并创建仪表盘” → 使用 openpyxl 与 artifact_tool 工具 - 用户:“验证这张电子表格中的公式” → 运行 recalc.py 工具,检查是否存在错误

SKILL.md
--- frontmatter
name: excel
description: |-
  Handle spreadsheet operations (Excel/CSV) with high-fidelity modeling, financial analysis, and visual verification. Use for budget models, data dashboards, and complex formula-heavy sheets. Use proactively when zero formula errors and professional standards are required.
  
  Examples:
  - user: "Build an LBO model" -> create Excel with banking-standard formatting
  - user: "Analyze this data and create a dashboard" -> use openpyxl + artifact_tool
  - user: "Verify formulas in this spreadsheet" -> run recalc.py to check for errors
<instructions> <excel_professional_suite>

<modeling_standards>

  • Zero Formula Errors: Models MUST have zero #REF!, #DIV/0!, or #VALUE! errors.
  • Dynamic Logic: You MUST NOT hardcode derived values. You MUST use Excel formulas for all calculations.
  • Assumptions: You MUST place all inputs in dedicated assumption cells. </modeling_standards>

<professional_formatting>

  • Standards: Specify units in headers ("Revenue ($mm)"). Format zeros as "-".
  • Color Coding: The agent SHOULD follow the project's branding skill for color choices. If not defined, the agent SHOULD default to professional standards (e.g., Blue for hardcoded inputs, Black for formulas).
  • Visuals: You SHOULD use artifact_tool to render sheets and verify layout. Reference: references/artifact_tool_spreadsheets_api.md. </professional_formatting>

<technical_workflows>

1. Data Analysis (Pandas)

  • You SHOULD use Pandas for heavy lifting and aggregation.
  • You SHOULD convert to Openpyxl for final professional formatting and formula insertion.

2. Verification Loop (MANDATORY)

Before delivery, you MUST run the audit script:

  • python scripts/recalc.py output.xlsx
  • You MUST fix all errors identified in the resulting JSON summary. </technical_workflows>

<citation_logic>

  • Citations: You SHOULD cite sources for hardcoded data in cell comments.
  • Best Practices: See references/spreadsheet.md for guidance on cross-sheet references and complex formula construction. </citation_logic>

</excel_professional_suite> </instructions>