officecli-xlsx

name

officecli-xlsx

description

Use this skill any time a .xlsx file is involved -- as input, output, or both. This includes: creating spreadsheets, financial models, dashboards, or trackers; reading, parsing, or extracting data from any .xlsx file; editing, modifying, or updating existing workbooks; working with formulas, charts, pivot tables, or templates; importing CSV/TSV data into Excel format. Trigger whenever the user mentions 'spreadsheet', 'workbook', 'Excel', 'financial model', 'tracker', 'dashboard', or references a .xlsx/.csv filename.

OfficeCLI XLSX Skill

Setup

If officecli is missing:

• macOS / Linux: curl -fsSL https://raw.githubusercontent.com/iOfficeAI/OfficeCLI/main/install.sh | bash
• Windows (PowerShell): irm https://raw.githubusercontent.com/iOfficeAI/OfficeCLI/main/install.ps1 | iex

Verify with officecli --version (open a new terminal if PATH hasn't picked up). If install fails, download a binary from https://github.com/iOfficeAI/OfficeCLI/releases.

⚠️ Help-First Rule

This skill teaches what good xlsx looks like, not every command flag. When a property name, enum value, or alias is uncertain, consult help BEFORE guessing.

officecli help xlsx                         # List all xlsx elements
officecli help xlsx <element>               # Full element schema (e.g. pivottable, chart, cf)
officecli help xlsx <verb> <element>        # Verb-scoped (e.g. add chart, set cell)
officecli help xlsx <element> --json        # Machine-readable schema

Help reflects the installed CLI version. When this skill and help disagree, help is authoritative.

Shell & Execution Discipline

Shell quoting (zsh / bash). Excel paths contain [], and number formats contain $. Both are shell metacharacters. Rules:

• ALWAYS quote element paths: "/Sheet1/row[1]", not /Sheet1/row[1].
• Use single quotes for any prop value containing $: numFmt='$#,##0'.
• For formulas with cross-sheet ! references, use batch with a <<'EOF' heredoc (see Known Issues).
• NEVER hand-write \$, \t, \n inside executable examples. The CLI does not interpret backslash escapes; they will land in your file as literal characters.

Incremental execution. Run commands one at a time and read each exit code. officecli mutates the file on every call; a 50-command script that fails at command 3 will cascade silently. One command → check output → continue.

Requirements for Outputs

Before reaching for a command, know what a good xlsx looks like. These are the deliverable standards every workbook MUST meet.

All Excel files

Zero formula errors. Every delivered workbook MUST have ZERO #REF!, #DIV/0!, #VALUE!, #NAME?, #N/A. No exceptions — guard denominators with IFERROR or IF(x=0,...).

Formulas, not hardcoded values. If a number can be computed from other cells, it is a formula. Hardcoding 5000 where =SUM(B2:B9) belongs breaks the contract that the workbook stays live when inputs change. This is the single most important rule in this skill.

Professional font. Use one consistent, professional font across the workbook (Arial / Calibri / Times New Roman). Don't mix four fonts because one sheet came from CSV.

Explicit widths. There is no auto-fit. Any column the user will read MUST have width set — default 8.43 chars clips everything. Sensible starts: labels 20-25, numbers 12-15, dates 12, short codes 8-10.

Preserve existing templates. When editing a file that already has a look, match it. Existing conventions override these guidelines.

Visual delivery floor (applies to EVERY workbook)

Before you declare done, run officecli view "$FILE" html and Read the returned HTML path to confirm all of these:

• No ### in any cell. ### means a column is too narrow for its widest value. Every column the user reads needs an explicit width. ### in a delivered file is unfinished work, never "a small visual nit".
• No truncated titles. Sheet titles, section headers, long labels must fit. Widen the column or apply wrapText=true on the cell.
• No placeholder tokens rendered as data. $fy$24, {var}, <TODO>, xxxx must never appear in a cell, chart title, series name, or legend. These are build-time tokens that escaped replacement.
• Pie / doughnut slices have distinct fill colors. If the slices render same-colored, switch to bar / column or set colors=... explicitly.
• No empty trailing pages / empty chart anchors. anchor=D2:J18 over empty source cells looks like a broken chart.

If any of the above fails, STOP and fix before declaring done.

Print layout. Any sheet the user may print or send as a board pack needs page setup. Default portrait + no fit-to-page splits wide tables and charts mid-way. Apply per sheet:

officecli set "$FILE" "/Summary" --prop orientation=landscape --prop fitToPage=true

Trigger: sheet holds a chart, or > 8 columns, or the user's ask mentions print / board / investor.

Financial models only — skip this section if you are building a template, tracker, CSV import, or operational sheet

Scope: budgets, forecasts, 3-statement models, valuation, any $-heavy analytical workbook. A customer-support tracker or onboarding template does not need this section.

Color coding — industry standard. Five core colors used as a language, not decoration. A reviewer should tell what a cell IS by color alone — before reading the formula.

Color	Role	Example
Blue text 0000FF	Hardcoded inputs, scenario variables	font.color=0000FF
Black text 000000	ALL formulas and calculations	default
Green text 008000	Cross-sheet links inside this workbook	font.color=008000
Red text FF0000	Links to external files / workbooks	font.color=FF0000
Yellow fill FFFF00	Key assumptions needing review	fill=FFFF00

A reviewer should tell what a cell IS just by its color — before reading the formula. This is a communication contract, not a cosmetic preference.

Number formatting — standards, not preferences.

• Years are text, not numbers. Format 2026 not 2,026 — use numFmt="@" or set type=string.
• Currency carries its unit in the header (Revenue ($mm)), not in every cell.
• Zeros display as -, not 0. Use $#,##0;($#,##0);"-".
• Percentages default to one decimal: 0.0%.
• Negatives use parentheses: (1,234) not -1,234.
• Valuation multiples use 0.0x format (EV/EBITDA, P/E, etc.).

Assumptions live in cells, not inside formulas. =B5*(1+$B$6) is correct; =B5*1.05 is a bug. Document each blue hardcoded input with an adjacent source note in the next cell or a cell comment:

Source: Company 10-K, FY2024, Page 45, Revenue Note
Source: Bloomberg, 2026-05-02, AAPL US Equity
Source: Management guidance, Q2 2026 earnings call

Any hardcoded number without a source is an undocumented assumption — a reviewer cannot audit it.

Common Workflow

Six steps. Every non-trivial build follows this shape.

1. Choose the mode. Always use officecli open <file> at the start and officecli close <file> at the end. Resident mode is the default, not an optimization — it avoids re-parsing the file on every command. For many cells, use batch: ≤ 50 ops/block recommended; tested up to 80+ ops per block on pure value-set payloads with zero failures. Cross-sheet formula batches are the exception — run those non-resident, single heredoc (see Known Issues).
2. Create or load. officecli create "$FILE" (new) or officecli view "$FILE" outline (existing — get the lay of the land first).
3. Build incrementally. One command, read the output, continue. After any structural op (new sheet, chart, named range, pivot), run get on it to confirm shape before stacking more on top.
4. Format. Column widths, number formats, freeze panes, tab colors, header fills. Formatting is not optional polish — per "Requirements for Outputs" it is part of the deliverable.
5. Close, then reckon with the cache. officecli close <file> writes to disk. Newly-added formulas ship without cached values; when a human opens the file in a spreadsheet app, the app recalculates and populates them. But your downstream INDEX/MATCH, SUMPRODUCT, or any formula that references an upstream formula will cache whatever the upstream cached at write-time — often 0 or a stale value — and that cached lie survives into non-recalculating readers. After any multi-formula build involving array formulas (SUMPRODUCT, SUMIFS with dynamic criteria) or cross-sheet chains, re-touch every downstream cell (run set again with the same formula) so the engine recomputes its cache from the freshly-cached upstream. ⚠️ Re-touch on cross-sheet chains via resident is unreliable (see Batch / resident caveats) — prefer non-resident set for the re-touch pass. Then officecli get a few downstream cells and eyeball that their cachedValue= is plausible. Array-formula fallback: for SUMPRODUCT(1/COUNTIF(range, range)) distinct-count patterns, the CLI engine treats the inner division as scalar and caches 1/N (e.g. 0.001543) rather than the true distinct count. Re-touching won't fix it. Fallback: hardcode the correct value + an adjacent comment , and tell the reader at delivery. Better than shipping a cached lie. Do NOT run while a resident is open — it reports spurious drawing errors.

Quick Start

Minimal viable xlsx: 3 months of revenue + a total formula + column widths + a currency format. Adapt, don't copy-paste — your file, your data.

officecli create "$FILE"
officecli open "$FILE"
officecli set "$FILE" /Sheet1/A1 --prop value=Month --prop bold=true
officecli set "$FILE" /Sheet1/B1 --prop value=Revenue --prop bold=true
officecli set "$FILE" /Sheet1/A2 --prop value=Jan
officecli set "$FILE" /Sheet1/A3 --prop value=Feb
officecli set "$FILE" /Sheet1/A4 --prop value=Mar
officecli set "$FILE" /Sheet1/B2 --prop value=42000 --prop numFmt='$#,##0'
officecli set "$FILE" /Sheet1/B3 --prop value=45000 --prop numFmt='$#,##0'
officecli set "$FILE" /Sheet1/B4 --prop value=48000 --prop numFmt='$#,##0'
officecli set "$FILE" /Sheet1/A5 --prop value=Total --prop bold=true
officecli set "$FILE" /Sheet1/B5 --prop formula="SUM(B2:B4)" --prop bold=true --prop numFmt='$#,##0'
officecli set "$FILE" "/Sheet1/col[A]" --prop width=12
officecli set "$FILE"  --prop width=15
officecli close 
officecli validate 

Verified: validate returns no errors found, B5 resolves to 135000. This is the shape of every build: open → set cells/formulas → format → close → validate.

CSV / bulk import

Native import command (preferred for CSV/TSV). Fastest path; loads a CSV into a sheet in one call. --header sets AutoFilter + freeze pane on row 1. Widths and numFmt still need a follow-up pass (per D-12 in Dashboard skill).

officecli import "$FILE" /Sheet1 --file data.csv --header
officecli import "$FILE" /Sheet1 --file data.tsv --format tsv --header
officecli import "$FILE" /Sheet1 --stdin --start-cell B2 < data.csv

Python + batch fallback — use when you need custom type coercion, formula injection, or the CSV lives inside another data pipeline. Recipe for 600-6000+ cells:

# gen_batch.py — produces batch chunks of 80 value-set ops each
import csv, json
ops = []
with open("data.csv") as f:
    reader = csv.reader(f)
    for r, row in enumerate(reader, start=1):
        for c, val in enumerate(row):
            col = chr(ord('A') + c)
            ops.append({"command":"set","path":f"/Data/{col}{r}",
                        "props":{"value": val}})
for i in range(0, len(ops), 80):
    print(json.dumps(ops[i:i+80]))

python gen_batch.py | while IFS= read -r chunk; do
  printf '%s\n' "$chunk" | officecli batch "$FILE"
done

Outcome: 648-row retail CSV (6490 cells) loads in ~30s, zero failures. Tune: start at 80 ops/chunk, drop to 40 if any chunk fails. Numeric type inference and formulas come later via targeted set — batch in this recipe is pure value injection.

Reading & Analysis

Start wide, then narrow. outline first tells you what sheets exist and where the data is; jump into view / get / query only once you know where to look.

Open the rendered workbook to eyeball your own work.

• officecli view $FILE html — Read the returned HTML to audit the rendered output. Each sheet is addressable, charts render inline. Catches ###, placeholder leakage, pivot layout, row-height clipping.
• officecli watch $FILE keeps a live preview running for the human user — they open it at their own discretion. Use when the user wants to watch along; agent self-check uses view html above. Use view html as your first visual check after a batch of edits — fix at source. For final visual verification, the user opens the .xlsx in their Excel / WPS / Numbers viewer.

Orient. Sheets, dimensions, formula counts.

officecli view "$FILE" outline

Extract. Plain text dump for content QA or LLM context; scope with --start / --end / --cols for big files.

officecli view "$FILE" text --start 1 --end 50 --cols A,B,C

Other view modes worth knowing: annotated (cell values + types/formulas + warnings), stats (numeric summaries), issues (broken formulas, empty sheets, missing refs).

Inspect one element. Use XPath-style paths. Always quote — shells glob [N].

officecli get "$FILE" "/Sheet1/A1"            # one cell
officecli get "$FILE" "/Sheet1/A1:D10"        # range
officecli get "$FILE" "/Sheet1/chart[1]"      # chart
officecli get "$FILE" "/Sheet1/table[1]"      # ListObject
officecli get "$FILE" "/namedrange[1]"        # workbook-level named range

Add --depth N to expand children; add --json for machine output. Full element list: officecli help xlsx.

Query across the workbook. CSS-like selectors. Use for systematic checks (formula coverage, error cells, empty headers) rather than hand-walking.

officecli query "$FILE" 'cell:has(formula)'       # every formula cell
officecli query "$FILE" 'cell:contains("#REF!")'  # broken references
officecli query "$FILE" 'cell[type=Number]'       # typed filter
officecli query "$FILE" 'Sheet1!B[value!=0]'      # sheet-scoped

Operators: =, !=, ~= (contains), >=, <=, [attr] (exists).

Merge cells shortcut. officecli query $FILE merge or mergedrange — both are aliases for mergeCell (1.0.60+). Returns every merged range in the workbook without hand-walking <mergeCell> entries.

When the data is big enough that a row-walk is useless, reach for Excel's own analytical elements:

• Build a pivot table with officecli add (--type pivottable) to group/aggregate without writing 20 SUMIFs. Attach a slicer (--type slicer) to give the reader a filter UI.
• Drop a sparkline (--type sparkline) in a row to show per-row trends — cheaper than one line chart per row and they print inline. type is a strict enum: line | column | stacked (plus aliases winloss / win-loss → stacked). Invalid type= values hard-fail on 1.0.58+ — no silent fallback to line anymore.
• Run officecli help xlsx pivottable, officecli help xlsx slicer, officecli help xlsx sparkline for the exact prop names.

Creating & Editing

Ninety percent of a build is cells, formulas, formatting, and one or two charts. The verbs: add (new element), set (change a prop), remove, move, swap, batch.

Cells and formulas

Set a value and its format in one call. Never write = at the start of a formula — the CLI strips it.

officecli set "$FILE" /Sheet1/B5 --prop formula="SUM(B2:B4)" --prop numFmt='$#,##0'
officecli set "$FILE" /Sheet1/C5 --prop formula="B5/A5" --prop numFmt="0.0%"

Structural properties (width, height, freeze, tabColor) live on row / col / sheet nodes:

officecli set "$FILE" "/Sheet1/col[A]" --prop width=20
officecli set "$FILE" "/Sheet1/row[1]" --prop height=22
officecli set "$FILE" "/Sheet1" --prop freeze=A2 --prop tabColor=1F4E79

Named ranges

Prefer named ranges over $B$6 in formulas. They self-document (GrowthRate beats $B$6) and they let you move the assumption cell without breaking formulas. Because ref values contain both ! and $, add them through a batch heredoc:

cat <<'EOF' | officecli batch "$FILE"
[
  {"command":"add","parent":"/","type":"namedrange","props":{"name":"GrowthRate","ref":"Sheet1!$B$6"}}
]
EOF

See officecli help xlsx namedrange for the full schema.

Batch JSON does NOT accept shell aliases. Inside batch props, always use the full dotted name — "font.color": "FF0000", "font.size": 14, never "color": "FF0000" (ambiguous: text vs fill). On a bare cell, even the shell form is rejected: --prop color=1F4E79 errors with ambiguous in cell context — use 'font.color' (text) or 'fill' (bg). Rule: in any batch JSON or cell prop, write font.color / fill explicitly. parent should be "/" for workbook-level elements and "/SheetName" for sheet-scoped; empty string is not equivalent.

Charts

Chart types live under officecli help xlsx chart — the enum is long (20+). Pick the right one for the message: column for category comparison, line for time series, pie only when slices are self-evidently proportional, scatter for correlation. Avoid exotic types unless they answer a specific question.

Three ways to feed chart data. Pick one per chart — mixing them at add-time is a common trap.

Form	Shape	When to use
(a) inline data	--prop data="Sales:100,200,300" --prop categories="Jan,Feb,Mar"	Tiny demo charts, numbers you will not edit. Source of truth lives in the chart XML, not a cell.
(b) 2D dataRange	--prop dataRange="Sheet1!A1:B4" (first col = categories, first row = header / series name)	Normal case. Must be 2-D — single column fails with "Chart requires data".
(c) dotted per-series	--prop series1.name=Sales --prop series1.values="Sheet1!B2:B4" --prop series1.categories="Sheet1!A2:A4"	Multi-series charts where each series points at non-contiguous ranges, or you want explicit series naming. series1.values alone (no categories) emits a chart with 1,2,3 as the x-axis.

The single-column trap. dataRange="Sheet1!B2:B13" looks like "value column" but the engine rejects it with Chart requires data. Either widen the range to include the category column (A2:B13), or switch to form (c) with explicit series1.categories.

Chart anchor and series are immutable after create. set chart[N] --prop anchor=... is rejected (UNSUPPORTED props: anchor); likewise new series cannot be appended. To resize, move, or add a series: officecli remove the chart, then officecli add with the new anchor / full series list. Also note: remove chart[1] shifts chart[2] → chart[1], and re-add appends at the end — to preserve chart order, remove all and rebuild in order.

Anchor sizing. No auto-fit. A column chart with 5-6 categories + 2 series needs roughly A5:L22 (12 cols × 18 rows) to show all labels uncut. Narrower and X-axis labels clip; wider and the chart can split across pages on print/export. If in doubt, start narrow, preview via view html (Read the returned HTML path), widen in increments. Page layout (below) is the other half of the fix.

Chart dataRange — always prefix with the sheet. Even when the chart lives on the same sheet, write dataRange="Summary!A17:C22", not A17:C22. The sheet-less form works inconsistently; the prefixed form is 100% reliable.

officecli adds extended chart types the classic Excel object model lacks: boxWhisker, waterfall, funnel, histogram, treemap, sunburst. Use them when the data calls for them. Known-bad: chartType=pareto (produces invalid XML — use column or boxWhisker).

NEVER put unreplaced template tokens in chart title / series name / legend / axis title. $fy$24, {var}, <TODO>, $VAR, {{placeholder}} render literally in the legend — validate passes, but a CFO sees $fy$24 where "FY2024" should be. Always bind to final text or a cell reference (title="FY2024 Revenue" or series1.name="Sheet1!A1").

Conditional formatting

Three common flavors, each with its own prop shape (consult officecli help xlsx cf):

• Color scales: cells shaded on a gradient by value — type=colorscale with minColor / midColor / maxColor.
• Data bars: in-cell bars showing magnitude — type=databar. ALWAYS set explicit min and max; defaults emit invalid XML (see Known Issues).
• Formula rules: highlight row when a condition is true — type=formulacf with formula="$C2>1000" and a fill/font.

Rule: apply CF sparingly. A workbook where every cell is colored tells the reader nothing.

Data validation

Input cells in trackers and templates MUST carry data validation. It's cheap and it stops entire classes of downstream bugs. Three list-source patterns — pick based on where the allowed values live.

(a) Inline list — allowed values are short and fixed in the rule itself.

officecli add "$FILE" /Sheet1 --type validation \
  --prop sqref="C2:C100" --prop type=list \
  --prop formula1="Yes,No,Maybe" \
  --prop showError=true --prop errorTitle="Invalid" --prop error="Select from list"

(b) Named range (preferred for cross-sheet lookups) — allowed values live in another sheet and may grow. Define the named range first, then reference it. Use a batch heredoc because ref contains ! and $:

cat <<'EOF' | officecli batch "$FILE"
[
  {"command":"add","parent":"/","type":"namedrange","props":{"name":"StatusList","ref":"Lookups!$A$2:$A$4"}},
  {"command":"add","parent":"/Sheet1","type":"validation","props":{"sqref":"B2:B100","type":"list","formula1":"=StatusList"}}
]
EOF

(c) Direct cross-sheet range — no named range, raw Lookups!$A$2:$A$4 inside formula1. Also needs a batch heredoc to keep ! and $ intact:

cat <<'EOF' | officecli batch "$FILE"
[
  {"command":"add","parent":"/Sheet1","type":"validation","props":{"sqref":"C2:C100","type":"list","formula1":"Lookups!$A$2:$A$4"}}
]
EOF

If you write the cross-sheet variant as --prop formula1=... on the shell, the ! gets shell-mangled into \! and the dropdown will silently fall back to no list. Verify with officecli get "$FILE" /Sheet1/validation[N] — formula1= must show a plain !, no backslash.

Other common type values: decimal, whole, date, textLength, custom. See officecli help xlsx validation for operators and the full prop list.

Other elements (one-liners)

• Tables (ListObjects) — add --type table with a range; gives auto-filter + structured refs. officecli help xlsx table.
• Comments — add --type comment; use for documenting hardcoded assumptions. officecli help xlsx comment.
• Sheet reordering — officecli move, not swap. swap only works on row/cell paths.

Chart Axis-by-Role

Editing a chart axis in place is cheaper than rebuilding the chart. Address axes by role (value = Y, category = X), not by index — the XML order isn't stable.

officecli get "$FILE" "/Sheet1/chart[1]/axis[@role=value]"
officecli set "$FILE" "/Sheet1/chart[1]/axis[@role=value]" --prop min=0 --prop max=100000
officecli set "$FILE" "/Sheet1/chart[1]/axis[@role=category]" --prop title="Month"

Safe props: title, min, max, majorGridlines, visible. Do NOT use labelRotation — it emits invalid XML today (see Known Issues).

QA (Required)

Assume there are problems. Your job is to find them.

Your first workbook is almost never correct. Treat QA as a bug hunt, not a confirmation step. If you found zero issues on first inspection, you were not looking hard enough. The formulas look fine until you check two of them against source cells.

Minimum cycle before "done"

1. officecli view "$FILE" issues — empty sheets, broken formulas, missing refs.
2. officecli view "$FILE" annotated (sample ranges) — values + types + warnings.
3. For every Excel error type, query it:

   officecli query "$FILE" 'cell:contains("#REF!")'
   officecli query "$FILE" 'cell:contains("#DIV/0!")'
   officecli query "$FILE" 'cell:contains("#VALUE!")'
   officecli query "$FILE" 'cell:contains("#NAME?")'
   officecli query "$FILE" 'cell:contains("#N/A")'
   

4. officecli validate "$FILE" — close any resident first (see Known Issues).
5. Visual pass — walk every sheet via the HTML preview. Run officecli view "$FILE" html and Read the returned HTML path. Each sheet renders with charts inline. Scan for ###, truncated titles, placeholder tokens ($fy$24, {var}, <TODO>), sliced charts, white-slice pie charts, empty chart anchors — STOP and fix before declaring done. "validate pass" is not delivery; "the preview looks like a real workbook" is delivery. For human preview, run officecli watch "$FILE" (user opens the live preview at their own discretion) or have them open the .xlsx directly in Excel / WPS / Numbers.
6. Print layout fix (wide tables / multi-chart sheets). When a sheet holds a chart or a wide table and the user will print it, set per-sheet page layout so it fits on one page:

   officecli set "$FILE" "/Summary" --prop orientation=landscape --prop fitToPage=true
   

   Outcome: each sheet's print layout is one page with no mid-chart splits. Apply to every sheet that holds a chart or a > 8-column table.
7. If anything failed, fix, then rerun the full cycle. One fix commonly creates another problem.

officecli view issues + view html are the structural QA pair: issues catches broken formulas and empty sheets; view html (Read the returned HTML path) catches ###, truncation, and token leakage. Chart fill colors / theme tints can vary across viewers — spot-check in the user's target viewer when color fidelity matters.

Formula verification checklist

• Pick 2-3 formulas at random. Run officecli get on each. Confirm the formula string is what you intended and cachedValue= is what you expect — arithmetic in your head.
• Cached value sanity on every summary cell. Any cell that aggregates (COUNTA / COUNTIF / SUMPRODUCT / INDEX&MATCH) must have a plausible cachedValue. If a progress tracker shows 199 / 199 / 100% on a blank template, the cache is lying — re-touch the formula via set (forces recompute) or manually set a correct cached value. Do NOT ship "validate passes but the numbers are fiction".
• Spot-check one cell per numeric column. % columns showing integer 0.0% throughout means the denominator is wrong or the numerator is cached stale — investigate one cell, fix the pattern.
• Ranges include every row: off-by-one on SUM(B2:B12) when data goes to B13 is the most common bug.
• Cross-sheet formulas (Sheet1!A1) contain no \!. If officecli get shows Sheet1\!A1, the ! was shell-corrupted — delete and re-enter via batch/heredoc.
• Named ranges (officecli get "$FILE" "/namedrange[1]") point at what their names claim.
• Every / denominator is guarded — IFERROR(x/y, 0) or IF(y=0, 0, x/y).
• Chart data vs source cells: for every chart with inline data, spot-check data points against officecli get of the source cells.
• Chart title / series name / legend contain no unreplaced tokens ($...$, {var}, <TODO>). Grep the chart via officecli get /Sheet1/chart[N].

Template QA

When editing a template, check for leftover placeholders — they look like content and slip past validate:

officecli query "$FILE" 'cell:contains("{{")'
officecli query "$FILE" 'cell:contains("xxxx")'
officecli query "$FILE" 'cell:contains("TBD")'

Fresh eyes

When you finish a workbook, open it fresh. Read view text / HTML preview top-to-bottom as if you are a new reviewer — look for formulas, numbers that look off, formatting inconsistency, missing data.

Honest limit

validate catches schema errors, not design errors. A workbook can pass validate with every number wrong. The checklist above — especially spot-checking formulas against source cells — is how you catch what validation can't.

Known Issues & Pitfalls

The cross-sheet ! trap (short)

Shells (bash history expansion, zsh splitting) and CLI arg parsing mangle ! in Sheet1!A1 into \!. A formula containing \! is silently broken — it renders as literal text and references nothing.

Fix. Use a batch heredoc with single-quoted delimiter (<<'EOF'), which disables all shell expansion:

cat <<'EOF' | officecli batch "$FILE"
[{"command":"set","path":"/Summary/B2","props":{"formula":"Revenue!B13"}}]
EOF

Verify. After writing, officecli get the cell; formula= must show a plain ! with no backslash.

CLI bug backlog (short)

Avoid these until fixed; they produce invalid XML or silent breakage.

• chartType=pareto — emits empty cx:axisId val=""; validate fails after close. Substitute column or boxWhisker.
• labelRotation on axis-by-role — inserts bad a:endParaRPr. Use title/min/max/majorGridlines/visible only.
• Data bar without explicit min/max — default cfvo val="" is invalid. Always pass --prop min=N --prop max=N.
• Line chart showMarker defaults to true — omitting the prop is NOT enough. The default emits markers, which in some viewers render as scatter dots (no connecting line). Always pass --prop showMarker=false explicitly on line charts. (Older validate bug c:marker unexpected child appears fixed in 1.0.57+.)
• Chart anchor and series are immutable after create — to resize/move/add-series: remove + add. remove chart[N] shifts subsequent indices down; re-add appends at end.
• validate while resident open — reports spurious tableParts / drawing errors. Always close first.
• Batch + resident for formulas — avoid. Observed deadlocks (CPU 99%, main pipe busy, kill -9 required) for cross-sheet formula batches even at 3-5 ops; the prior "≤ 12 ops safe" guideline is not reliable. Rule: cross-sheet formulas go through non-resident one-big-batch OR individual set (100% reliable). Pure value-set batches (no formulas) stay reliable at 50-80+ ops even in resident. Multiple officecli resident processes on the same machine also contend — if another agent/session is running resident, expect non-deterministic hangs.
• Conditional formatting naming asymmetry — the element name for --type is conditionalformatting; the path suffix is /cf[N]. Use officecli help xlsx conditionalformatting for schema, /cf[N] for paths.

Renderer caveats (cross-viewer color fidelity)

officecli view html is the right tool for structural QA (overflow, truncation, placeholder leakage, layout) — Read the returned HTML path. Some chart rendering details vary across the viewer the end user opens the file in. Observed divergences:

• Pie / doughnut fill colors may collapse to a single theme tint in some viewers (slices look "all white" or "all one color"). The file may be fine in the user's target viewer.
• Line chart / column chart series colors may drift from the workbook theme in some viewers.
• Form-control checkboxes may render as double-boxed in some viewers.

Before calling a color or chart "broken", open the file in the user's actual target viewer. If it looks correct there, the problem is viewer rendering, not data — do not chase it. The CLI's structural checks (###, truncation, placeholder text, layout) remain authoritative.

Escape layers (shell quoting is above; these are the extras)

The CLI does not interpret \$ / \t / \n — they land as literal characters. Shell-level rules are in L25-30. Two additional layers:

• JSON level (batch). Standard JSON escapes — "\n", "\t", "\"". A real backslash in the final string is "\\\\".
• Excel level. \n in a cell for line break → write "\n" inside JSON. In a shell-quoted prop it stays literal (Excel shows \n text). When in doubt, officecli get the cell and compare character-for-character.

Other common pitfalls

Pitfall	Fix
--name "foo"	All attrs go through --prop: --prop name="foo"
Guessing a prop name	officecli help xlsx <element> — don't improvise
--prop color=... on a cell	Ambiguous — use font.color (text) or fill (bg). Also applies inside batch JSON: always use full dotted names, never shell aliases
#FF0000 hex colors	Drop the #: FF0000
--index vs [N]	--index is 0-based (array); [N] paths are 1-based (XPath)
Unquoted [N] in zsh/bash	Quote every path: "/Sheet1/row[1]"
Sheet name with spaces	Quote full path: "/My Sheet/A1"
Year showing as 2,026	--prop type=string or numFmt="@"
Modifying a file open in Excel	Close it in Excel first
swap not reordering sheets	swap is for rows/cells. Use move --after / --before / --index for sheets
Cached values missing after write	New formulas get cached values when a human opens the file; validate accepts them either way