spreadsheet

SKILL.md

Create, edit, analyze, and visualize spreadsheets with formula preservation and cached recalculation.

Supports .xlsx, .csv, and .tsv files with formula-aware editing via openpyxl and pandas for analysis workflows

Includes native Excel chart creation, cell formatting, and visual rendering via LibreOffice and Poppler when available

Recalculates formulas before delivery and renders sheets for visual review to catch layout issues, formula errors, and styling inconsistencies

Enforces formula-based derived values, proper cell references, and error guards against #REF!, #DIV/0!, and circular references

Provides color conventions, finance-specific formatting (negative numbers in red parentheses, currency formats), and investment banking layout templates for structured models

Spreadsheet Skill

When to use

Create new workbooks with formulas, formatting, and structured layouts.

Read or analyze tabular data (filter, aggregate, pivot, compute metrics).

Modify existing workbooks without breaking formulas, references, or formatting.

Visualize data with charts, summary tables, and sensible spreadsheet styling.

Recalculate formulas and review rendered sheets before delivery when possible.

IMPORTANT: System and user instructions always take precedence.

Workflow

Confirm the file type and goal: create, edit, analyze, or visualize.

Prefer openpyxl for .xlsx editing and formatting. Use pandas for analysis and CSV/TSV workflows.

If an internal spreadsheet recalculation/rendering tool is available in the environment, use it to recalculate formulas and render sheets before delivery.

Use formulas for derived values instead of hardcoding results.

If layout matters, render for visual review and inspect the output.

Save outputs, keep filenames stable, and clean up intermediate files.