name	excel-table-agent
description	Use for Excel tasks that need table understanding, cleanup, calculation, formula repair, transpose, pivot tables, charts, reporting, or multi-step spreadsheet automation.
application	Excel
tags	excel, spreadsheet, table, formula, chart, pivot, clean, transpose, statistics, data-analysis
allowed-tools	ApplyFormula, WriteData, FormatRange, CreateChart, CleanData, SortData, FilterData, RemoveDuplicates, ConditionalFormat, MergeCells, AutoFit, FindReplace, CreatePivotTable, TransformData, DataAnalysis, GenerateReport, ExecuteVBA
intent_types	data_analysis, formula, chart, table_format, data_clean, transform

Excel Table Agent

Use this skill when the user asks Excel to do real spreadsheet work from natural language, especially:

organize or beautify a table
calculate totals, averages, rankings, rates, commissions, KPIs, or custom formulas
repair an incorrect formula or algorithm
generate a chart from selected data
transpose rows and columns
clean duplicates, blanks, spaces, inconsistent text, or obvious data quality issues
create a pivot table, summary table, or report sheet

Operating Rules

First read the current Excel context: workbook, sheet, selection address, used range, headers, sample rows, data types, numeric columns, text columns, formula cells, blanks, duplicates, and candidate target area.
Prefer native JSON tools over VBA. Use ExecuteVBA only when registered tools cannot express the task.
If the user selected a range, treat it as the primary working range. If there is no selection, infer the current table from UsedRange.
Do not ask the user for data that the add-in can observe from Excel.
For write operations, produce a plan with target ranges and expected effects before acting when the task is medium or risky.
After each operation, observe the sheet state: changed range, formulas, chart count, row/column shape, or generated summary.
If execution fails, repair the tool parameters using the observation. Do not fall back to a long chat explanation unless execution is impossible.

Tool Preferences

Table formatting: FormatRange, AutoFit, ConditionalFormat
Formula generation or repair: ApplyFormula
Summary/statistics: DataAnalysis, ApplyFormula, CreatePivotTable
Chart generation: CreateChart after selecting chart type from data shape
Row/column transpose: TransformData with operation=transpose
Cleaning: CleanData, RemoveDuplicates, FindReplace
Report output: GenerateReport, WriteData, CreateChart

Chart Selection Heuristics

Trend over time: line chart
Category comparison: column or bar chart
Share of total with few categories: pie chart
Relationship between two numeric columns: scatter chart
Multiple numeric series by category: clustered column chart

Formula Repair Heuristics

When asked to fix an algorithm or formula:

Inspect the source columns and the current formula if present.
Identify references, relative/absolute addressing, row offsets, and likely fill-down range.
Generate the corrected formula for the first data row.
Apply it to the target range with fill-down when appropriate.
Observe whether Excel reports formula errors such as #VALUE!, #REF!, #N/A, or empty results.

Excel Table Agent

Use this skill when the user asks Excel to do real spreadsheet work from natural language, especially:

organize or beautify a table

calculate totals, averages, rankings, rates, commissions, KPIs, or custom formulas

repair an incorrect formula or algorithm

generate a chart from selected data

transpose rows and columns

clean duplicates, blanks, spaces, inconsistent text, or obvious data quality issues

create a pivot table, summary table, or report sheet

Operating Rules

First read the current Excel context: workbook, sheet, selection address, used range, headers, sample rows, data types, numeric columns, text columns, formula cells, blanks, duplicates, and candidate target area.

Prefer native JSON tools over VBA. Use ExecuteVBA only when registered tools cannot express the task.

If the user selected a range, treat it as the primary working range. If there is no selection, infer the current table from UsedRange.

Do not ask the user for data that the add-in can observe from Excel.

For write operations, produce a plan with target ranges and expected effects before acting when the task is medium or risky.

After each operation, observe the sheet state: changed range, formulas, chart count, row/column shape, or generated summary.

If execution fails, repair the tool parameters using the observation. Do not fall back to a long chat explanation unless execution is impossible.

Tool Preferences

Table formatting: FormatRange, AutoFit, ConditionalFormat

Formula generation or repair: ApplyFormula

Summary/statistics: DataAnalysis, ApplyFormula, CreatePivotTable

Chart generation: CreateChart after selecting chart type from data shape

Row/column transpose: TransformData with operation=transpose

Cleaning: CleanData, RemoveDuplicates, FindReplace

Report output: GenerateReport, WriteData, CreateChart

Chart Selection Heuristics

Trend over time: line chart

Category comparison: column or bar chart

Share of total with few categories: pie chart

Relationship between two numeric columns: scatter chart

Multiple numeric series by category: clustered column chart

Formula Repair Heuristics

When asked to fix an algorithm or formula:

Inspect the source columns and the current formula if present.

Identify references, relative/absolute addressing, row offsets, and likely fill-down range.

Generate the corrected formula for the first data row.

Apply it to the target range with fill-down when appropriate.

Observe whether Excel reports formula errors such as #VALUE!, #REF!, #N/A, or empty results.

excel-table-agent