xlsx-creator

name

xlsx-creator

description

Creates professional Microsoft Excel (.xlsx) workbooks with dashboards, charts, connected tabs, conditional formatting, and Microsoft branding. USE FOR: create Excel, generate xlsx, build spreadsheet, dashboard Excel, KPI tracker, financial model, data tracker, project tracker, Microsoft branded Excel, create workbook with charts. DO NOT USE FOR: Word documents (use docx-creator), presentations (use pptx-creator), diagrams (use figjam-diagrams).

XLSX Creator

Create professional Microsoft-branded Excel workbooks (.xlsx) with dashboards, interactive charts, connected tabs, conditional formatting, and enterprise-grade structure using Python and openpyxl.

Technology

All Excel files are generated using Python 3 + openpyxl. The agent writes a Python script, executes it, and delivers the .xlsx file.

Required Package

pip install openpyxl

If not installed, the agent installs it automatically before generating.

Branding Defaults

Color Palette (Microsoft Brand)

Element	Hex	RGB	openpyxl PatternFill
Header Blue	#0078D4	(0, 120, 212)	PatternFill(start_color="0078D4", fill_type="solid")
Header Text	#FFFFFF	(255, 255, 255)	Font(color="FFFFFF", bold=True)
Accent Red	#F25022	(242, 80, 34)	For negative values, risks
Accent Green	#7FBA00	(127, 186, 0)	For positive values, success
Accent Blue	#00A4EF	(0, 164, 239)	For info, links
Accent Yellow	#FFB900	(255, 185, 0)	For warnings, in-progress
Alt Row Light	#F3F2F1	(243, 242, 241)	Alternating row background
Alt Row White	#FFFFFF	(255, 255, 255)	Alternating row background
Border Gray	#D2D0CE	(210, 208, 206)	Table borders
Text Primary	#323130	(50, 49, 48)	Body text
Text Secondary	#605E5C	(96, 94, 92)	Captions, metadata

Fonts

Element	Font	Size	Style
Workbook title	Segoe UI	18pt	Bold
Sheet headers	Segoe UI	11pt	Bold, White on Blue
Column headers	Segoe UI	11pt	Bold, White on #0078D4
Body text	Segoe UI	10pt	Regular
KPI numbers	Segoe UI	24pt	Bold
KPI labels	Segoe UI	9pt	Regular, #605E5C
Footer/metadata	Segoe UI	8pt	Italic, #605E5C

Workbook Structure

Every workbook MUST follow this multi-tab architecture:

Tab 1: Dashboard (always first)

The summary view with KPIs, charts, and key metrics. Structure:

Row 1-2:    Title bar (merged cells, Microsoft Blue background, white text)
            "{{workbook_title}} — {{client_name}}"
            "v{{version}} | {{date}} | {{author_name}}"

Row 3:      Empty spacer

Row 4-7:    KPI Cards (4 cards side-by-side in columns B, D, F, H)
            Each card: Large number (24pt bold) + Label below (9pt gray)
            Background: light brand color tint
            Border: 2px brand color

Row 8:      Empty spacer

Row 9-25:   Chart area (2 charts side-by-side or stacked)
            Chart 1: Bar/Column chart (primary data)
            Chart 2: Line/Trend chart (progress over time)

Row 26:     Empty spacer

Row 27-35:  Summary table (top items from data tabs)
            Branded header row, alternating rows, conditional formatting

Row 36:     Footer: "Microsoft Confidential | Generated {{date}}"

Tab 2-N: Data Tabs (domain-specific)

Each data tab contains the raw data that feeds the Dashboard:

Row 1:      Tab title (merged, blue background, white text)
Row 2:      Column headers (blue background, white bold text, filters enabled)
Row 3+:     Data rows (alternating colors, conditional formatting)
Last row:   Totals/Summary row (bold, light blue background)

Tab N+1: Reference/Config (optional)

Dropdowns, lookup tables, and validation lists:

- Status values: Not Started, In Progress, Blocked, Done
- Priority values: Critical, High, Medium, Low
- Category values: (domain-specific)

Workbook Types

Type	Tabs	Dashboard KPIs	Charts
Project Tracker	Dashboard, Tasks, Milestones, Risks, Config	Total tasks, % Complete, Overdue, Blocked	Gantt-style bar, Burndown line
KPI Dashboard	Dashboard, Metrics, Targets, History	4 key metrics with targets	Gauge-style bars, Trend lines
Financial Model	Dashboard, Revenue, Costs, Projections	Revenue, Margin, Growth, Runway	Stacked bar (rev vs cost), Line (projection)
Assessment Tracker	Dashboard, Categories, Items, Scoring	Overall score, Categories assessed, Gaps, Recommendations	Radar/Spider, Heatmap table
Resource Tracker	Dashboard, Team, Allocation, Timeline	Headcount, Utilization %, Available, Cost	Stacked bar (allocation), Line (utilization)
Engagement Tracker	Dashboard, Activities, Deliverables, Timeline	Activities completed, Pending, Overdue, Satisfaction	Progress bars, Timeline

Formatting Rules

Column Headers

header_fill = PatternFill(start_color="0078D4", fill_type="solid")
header_font = Font(name="Segoe UI", size=11, bold=True, color="FFFFFF")
header_alignment = Alignment(horizontal="center", vertical="center", wrap_text=True)
header_border = Border(
    bottom=Side(style="medium", color="0078D4"),
    left=Side(style="thin", color="D2D0CE"),
    right=Side(style="thin", color="D2D0CE")
)

Alternating Rows

light_fill = PatternFill(start_color="F3F2F1", fill_type="solid")
white_fill = PatternFill(start_color="FFFFFF", fill_type="solid")
# Apply in loop: row % 2 == 0 gets light_fill

Conditional Formatting

# Status column: color-coded
from openpyxl.formatting.rule import CellIsRule

# Green for "Done"
ws.conditional_formatting.add('E3:E100',
    CellIsRule(operator='equal', formula=['"Done"'],
              fill=PatternFill(start_color="E8F5E9", fill_type="solid"),
              font=Font(color="107C10")))

# Red for "Blocked"
ws.conditional_formatting.add('E3:E100',
    CellIsRule(operator='equal', formula=['"Blocked"'],
              fill=PatternFill(start_color="FDEDED", fill_type="solid"),
              font=Font(color="E81123")))

# Yellow for "In Progress"
ws.conditional_formatting.add('E3:E100',
    CellIsRule(operator='equal', formula=['"In Progress"'],
              fill=PatternFill(start_color="FFF3E0", fill_type="solid"),
              font=Font(color="D83B01")))

Number Formatting

Data Type	Format	Example
Currency	#,##0.00	1,234.56
Percentage	0.0%	85.5%
Date	YYYY-MM-DD	2026-03-04
Integer	#,##0	1,234
Score	0.0	8.5

Column Widths

# Auto-width with minimum standards
ws.column_dimensions['A'].width = 5     # Row numbers
ws.column_dimensions['B'].width = 30    # Names/descriptions
ws.column_dimensions['C'].width = 15    # Status
ws.column_dimensions['D'].width = 12    # Dates
ws.column_dimensions['E'].width = 12    # Numbers

Charts

Bar Chart (Primary Data)

from openpyxl.chart import BarChart, Reference

chart = BarChart()
chart.type = "col"
chart.style = 10
chart.title = "{{chart_title}}"
chart.y_axis.title = "{{y_axis}}"
chart.x_axis.title = "{{x_axis}}"
chart.width = 20
chart.height = 12

# Microsoft brand colors for series
from openpyxl.chart.series import DataPoint
chart.series[0].graphicalProperties.solidFill = "0078D4"

Line Chart (Trends)

from openpyxl.chart import LineChart

chart = LineChart()
chart.style = 10
chart.title = "{{trend_title}}"
chart.width = 20
chart.height = 12
chart.series[0].graphicalProperties.line.solidFill = "0078D4"
chart.series[0].smooth = True

Pie Chart (Distribution)

from openpyxl.chart import PieChart

chart = PieChart()
chart.title = "{{distribution_title}}"
chart.width = 15
chart.height = 12
# Custom colors: F25022, 7FBA00, 00A4EF, FFB900, 0078D4

Data Validation

from openpyxl.worksheet.datavalidation import DataValidation

# Status dropdown
status_val = DataValidation(
    type="list",
    formula1='"Not Started,In Progress,Blocked,Done"',
    allow_blank=True
)
status_val.prompt = "Select status"
status_val.promptTitle = "Status"
ws.add_data_validation(status_val)
status_val.add('E3:E100')

# Priority dropdown
priority_val = DataValidation(
    type="list",
    formula1='"Critical,High,Medium,Low"',
    allow_blank=True
)
ws.add_data_validation(priority_val)
priority_val.add('F3:F100')

Cross-Tab Formulas

Dashboard cells reference data tabs using formulas:

# Total tasks from Tasks tab
ws['B5'] = "=COUNTA(Tasks!B3:B100)"

# Completed percentage
ws['D5'] = '=COUNTIF(Tasks!E3:E100,"Done")/COUNTA(Tasks!B3:B100)'

# Overdue count
ws['F5'] = '=COUNTIFS(Tasks!D3:D100,"<"&TODAY(),Tasks!E3:E100,"<>Done")'

# SUM from financial tab
ws['B5'] = "=SUM(Revenue!D3:D100)"

Print Setup

ws.print_title_rows = '1:2'  # Repeat header rows when printing
ws.sheet_properties.pageSetUpPr = PrintPageSetup(fitToWidth=1)
ws.page_setup.orientation = 'landscape'
ws.page_setup.paperSize = ws.PAPERSIZE_A4
ws.page_margins = PageMargins(left=0.5, right=0.5, top=0.75, bottom=0.75)
ws.oddHeader.center.text = "{{workbook_title}} — {{client_name}}"
ws.oddFooter.center.text = "Page &P of &N | Confidential"

Versioning and Archiving

• Filename: {Title}_v{version}_{YYYY-MM-DD}.xlsx
• Save to: output/xlsx/
• Archive previous: output/xlsx/archive/
• Metadata on Dashboard tab: version, date, author

Freeze Panes and Filters

# Freeze header row on data tabs
ws.freeze_panes = 'A3'

# Enable auto-filter on data tabs
ws.auto_filter.ref = f"A2:{get_column_letter(max_col)}{max_row}"

Quality Checklist

• Dashboard is the first tab with KPI cards and charts
• All data tabs have branded headers (blue background, white text)
• Alternating row colors applied on all data tabs
• Conditional formatting on status/priority columns
• Column widths set (no truncated content)
• Number formats applied (currency, %, dates)
• Charts use Microsoft brand colors
• Cross-tab formulas connect Dashboard to data tabs
• Data validation dropdowns on status/priority columns
• Freeze panes and auto-filters enabled on data tabs
• Print setup configured (landscape, A4, headers/footers)
• No empty cells in header rows
• Footer with version, date, and confidentiality notice
• Filename follows {Title}_v{version}_{date}.xlsx pattern
• Saved to output/xlsx/ with previous version archived