xlsx技能

SKILL.md

---
name: xlsx
slug: xlsx-localized
version: 1.0.0
author: yinfeihaaaaaaaaaaa
license: MIT-0
description: "Use 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, .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."
triggers:
  - xlsx
  - excel
  - spreadsheet
  - csv
  - tsv
---

# Requirements for Outputs

## All Excel files

### Professional Font
- Use a consistent, professional font (e.g., Arial, Times New Roman) for all deliverables unless otherwise instructed by the user

### Zero Formula Errors
- Every Excel model MUST be delivered with ZERO formula errors (#REF!, #DIV/0!, #VALUE!, #N/A, #NAME?)

### Preserve Existing Templates (when updating templates)
- Study and EXACTLY match existing format, style, and conventions when modifying files
- Never impose standardized formatting on files with established patterns
- Existing template conventions ALWAYS override these guidelines

## Financial models

### Color Coding Standards
Unless otherwise stated by the user or existing template

#### Industry-Standard Color Conventions
- **Blue text (RGB: 0,0,255)**: Hardcoded inputs, and numbers users will change for scenarios
- **Black text (RGB: 0,0,0)**: ALL formulas and calculations
- **Green text (RGB: 0,128,0)**: Links pulling from other worksheets within same workbook
- **Red text (RGB: 255,0,0)**: External links to other files
- **Yellow background (RGB: 255,255,0)**: Key assumptions needing attention or cells that need to be updated

### Number Formatting Standards

#### Required Format Rules
- **Years**: Format as text strings (e.g., "2024" not "2,024")
- **Currency**: Use ¥#,##0 format for CNY; $#,##0 for USD. ALWAYS specify units in headers ("Revenue (¥万)")
- **Zeros**: Use number formatting to make all zeros "-", including percentages (e.g., "¥#,##0;(¥#,##0);-")
- **Percentages**: Default to 0.0% format (one decimal)
- **Multiples**: Format as 0.0x for valuation multiples (EV/EBITDA, P/E)
- **Negative numbers**: Use parentheses (123) not minus -123

### Formula Construction Rules

#### Assumptions Placement
- Place ALL assumptions (growth rates, margins, multiples, etc.) in separate assumption cells
- Use cell references instead of hardcoded values in formulas
- Example: Use =B5*(1+$B$6) instead of =B5*1.05

#### Formula Error Prevention
- Verify all cell references are correct
- Check for off-by-one errors in ranges
- Ensure consistent formulas across all projection periods
- Test with edge cases (zero values, negative numbers)
- Verify no unintended circular references

#### Documentation Requirements for Hardcodes
- Comment or in cells beside (if end of table). Format: "Source: [System/Document], [Date], [Specific Reference], [URL if applicable]"
- Examples:
  - "Source: Company 10-K, FY2024, Page 45, Revenue Note, [SEC EDGAR URL]"
  - "Source: Company 10-Q, Q2 2025, Exhibit 99.1, [SEC EDGAR URL]"
  - "Source: Bloomberg Terminal, 8/15/2025, AAPL US Equity"
  - "Source: Wind, 8/20/2025, Consensus Estimates"

# XLSX creation, editing, and analysis

## Overview

A user may ask you to create, edit, or analyze the contents of an .xlsx file. You have different tools and workflows available for different tasks.

## Important Requirements

**LibreOffice Required for Formula Recalculation**: You can assume LibreOffice is installed for recalculating formula values using the `scripts/recalc.py` script. The script automatically configures LibreOffice on first run.

**Windows Localization**: This skill has been adapted for Windows. The `scripts/office/soffice.py` helper searches for soffice.exe in standard Windows install paths and respects the `SOFFICE_PATH` environment variable.

## Reading and analyzing data

### Data analysis with pandas
For data analysis, visualization, and basic operations, use **pandas** which provides powerful data manipulation capabilities:

```python
import pandas as pd

# Read Excel
df = pd.read_excel('file.xlsx')  # Default: first sheet
all_sheets = pd.read_excel('file.xlsx', sheet_name=None)  # All sheets as dict

# Analyze
df.head()      # Preview data
df.info()      # Column info
df.describe()  # Statistics

# Write Excel
df.to_excel('output.xlsx', index=False)
```

## Excel File Workflows

## CRITICAL: Use Formulas, Not Hardcoded Values

**Always use Excel formulas instead of calculating values in Python and hardcoding them.** This ensures the spreadsheet remains dynamic and updateable.

### WRONG - Hardcoding Calculated Values
```python
# Bad: Calculating in Python and hardcoding result
total = df['Sales'].sum()
sheet['B10'] = total  # Hardcodes 5000
```

### CORRECT - Using Excel Formulas
```python
# Good: Let Excel calculate the sum
sheet['B10'] = '=SUM(B2:B9)'
```

This applies to ALL calculations - totals, percentages, ratios, differences, etc. The spreadsheet should be able to recalculate when source data changes.

## Common Workflow
1. **Choose tool**: pandas for data, openpyxl for formulas/formatting
2. **Create/Load**: Create new workbook or load existing file
3. **Modify**: Add/edit data, formulas, and formatting
4. **Save**: Write to file
5. **Recalculate formulas (MANDATORY IF USING FORMULAS)**: Use the scripts/recalc.py script
   ```bash
   python scripts/recalc.py output.xlsx
   ```
6. **Verify and fix any errors**:
   - The script returns JSON with error details
   - If `status` is `errors_found`, check `error_summary` for specific error types and locations
   - Fix the identified errors and recalculate again

### Creating new Excel files

```python
from openpyxl import Workbook
from openpyxl.styles import Font, PatternFill, Alignment

wb = Workbook()
sheet = wb.active

# Add data
sheet['A1'] = 'Hello'
sheet['B1'] = 'World'
sheet.append(['Row', 'of', 'data'])

# Add formula
sheet['B2'] = '=SUM(A1:A10)'

# Formatting
sheet['A1'].font = Font(bold=True, color='FF0000')
sheet['A1'].fill = PatternFill('solid', start_color='FFFF00')
sheet['A1'].alignment = Alignment(horizontal='center')

# Column width
sheet.column_dimensions['A'].width = 20

wb.save('output.xlsx')
```

### Editing existing Excel files

```python
from openpyxl import load_workbook

wb = load_workbook('existing.xlsx')
sheet = wb.active  # or wb['SheetName'] for specific sheet

# Working with multiple sheets
for sheet_name in wb.sheetnames:
    sheet = wb[sheet_name]
    print(f"Sheet: {sheet_name}")

# Modify cells
sheet['A1'] = 'New Value'
sheet.insert_rows(2)  # Insert row at position 2
sheet.delete_cols(3)  # Delete column 3

# Add new sheet
new_sheet = wb.create_sheet('NewSheet')
new_sheet['A1'] = 'Data'

wb.save('modified.xlsx')
```

## Recalculating formulas

Excel files created or modified by openpyxl contain formulas as strings but not calculated values. Use the provided `scripts/recalc.py` script to recalculate formulas:

```bash
python scripts/recalc.py <excel_file> [timeout_seconds]
```

Example:
```bash
python scripts/recalc.py output.xlsx 30
```

The script:
- Automatically sets up LibreOffice macro on first run
- Recalculates all formulas in all sheets
- Scans ALL cells for Excel errors (#REF!, #DIV/0!, etc.)
- Returns JSON with detailed error locations and counts
- Works on Windows, Linux, and macOS

## Formula Verification Checklist

### Essential Verification
- [ ] **Test 2-3 sample references**: Verify they pull correct values before building full model
- [ ] **Column mapping**: Confirm Excel columns match (e.g., column 64 = BL, not BK)
- [ ] **Row offset**: Remember Excel rows are 1-indexed (DataFrame row 5 = Excel row 6)

### Common Pitfalls
- [ ] **NaN handling**: Check for null values with `pd.notna()`
- [ ] **Far-right columns**: FY data often in columns 50+
- [ ] **Multiple matches**: Search all occurrences, not just first
- [ ] **Division by zero**: Check denominators before using `/` in formulas (#DIV/0!)
- [ ] **Wrong references**: Verify all cell references point to intended cells (#REF!)
- [ ] **Cross-sheet references**: Use correct format (Sheet1!A1) for linking sheets

## 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

### Working with openpyxl
- Cell indices are 1-based (row=1, column=1 refers to cell A1)
- Use `data_only=True` to read calculated values: `load_workbook('file.xlsx', data_only=True)`
- **Warning**: If opened with `data_only=True` and saved, formulas are replaced with values and permanently lost
- For large files: Use `read_only=True` for reading or `write_only=True` for writing

### Working with pandas
- Specify data types to avoid inference issues: `pd.read_excel('file.xlsx', dtype={'id': str})`
- For large files, read specific columns: `pd.read_excel('file.xlsx', usecols=['A', 'C', 'E'])`
- Handle dates properly: `pd.read_excel('file.xlsx', parse_dates=['date_column'])`

## Code Style Guidelines
When generating Python code for Excel operations:
- Write minimal, concise Python code without unnecessary comments
- Avoid verbose variable names and redundant operations
- Avoid unnecessary print statements

## Dependencies

Required Python packages:
- `openpyxl` — reading/writing .xlsx files with formula and formatting support
- `pandas` — data analysis and bulk operations
- `xlrd` — reading older .xls files (optional)

External dependency:
- **LibreOffice** — required for formula recalculation via `scripts/recalc.py`
  - Download: https://www.libreoffice.org/download/download-libreoffice/
  - Or set `SOFFICE_PATH` environment variable to your soffice.exe location

## Localization Notes (Windows)

This skill was localized from the Anthropic official xlsx skill (https://github.com/anthropics/skills).
Key adaptations:
- Removed Linux-specific AF_UNIX socket shim (LD_PRELOAD) from `soffice.py`
- Added Windows LibreOffice path detection (`C:\Program Files\LibreOffice\program\soffice.exe`)
- Added `SOFFICE_PATH` environment variable support
- Currency defaults changed to ¥ (CNY) for Chinese market context
- Macro directory uses `%APPDATA%\LibreOffice\4\user\basic\Standard` on Windows