AgentSkillsCN

excel-variance-analyzer

在 Excel 中通过下钻分析与根本原因分析，对比预算与实际差异。当您需要进行差异分析，或解释预算偏差时，可使用此功能。 可通过“excel variance”、“analyze budget variance”、“actual vs budget”等关键词触发该功能。

SKILL.md
--- frontmatter
name: excel-variance-analyzer
description: |
  Analyze budget vs actual variances in Excel with drill-down and root cause analysis.
  Use when performing variance analysis or explaining budget differences.
  Trigger with phrases like 'excel variance', 'analyze budget variance', 'actual vs budget'.
allowed-tools: Read, Write, Edit, Grep, Glob, Bash(cmd:*)
version: 1.0.0
author: Jeremy Longshore <jeremy@intentsolutions.io>
license: MIT

Excel Variance Analyzer

Overview

Performs comprehensive budget vs actual variance analysis with automated drill-down, root cause identification, and executive reporting.

Prerequisites

  • •Excel or compatible spreadsheet software
  • •Budget data by period and category
  • •Actual results for comparison
  • •Cost center or department structure

Instructions

  1. •Import budget and actual data into comparison template
  2. •Calculate absolute and percentage variances
  3. •Apply materiality thresholds for flagging
  4. •Create drill-down by category, period, or cost center
  5. •Generate variance waterfall chart for executive reporting

Output

  • •Variance summary with favorable/unfavorable indicators
  • •Materiality-filtered exception report
  • •Waterfall chart showing budget-to-actual bridge
  • •Drill-down by category or cost center

Error Handling

ErrorCauseSolution
Missing periodsData gapsFill with zeros or interpolate
Percentage calc errorZero budgetUse IF to handle div/0
Misaligned categoriesChanged chart of accountsCreate mapping table

Examples

Example: Monthly P&L Variance Request: "Analyze why we missed budget by $500K this month" Result: Variance waterfall showing revenue shortfall offset by OPEX savings

Example: Department Budget Review Request: "Which departments are over budget YTD?" Result: Ranked list by variance magnitude with drill-down to line items

Resources

  • •FP&A Best Practices
  • •{baseDir}/references/variance-formulas.md for calculation templates