excel-to-branded-html-dashboard

name	Excel to Branded HTML Dashboard
description	Convert an Excel workbook stored in SharePoint into a self-contained, branded HTML dashboard that surfaces key data, tables, and summaries as readable web content. Use when a user asks to "turn a spreadsheet into a dashboard", "publish Excel data as a webpage", "create an HTML report from a workbook", "make our data visible without Excel", or "convert a spreadsheet to a branded page".

1. Locate the Excel file.

   • If the user specifies a file name or URL, retrieve it directly.
   • If the user is vague, search the current site or library for .xlsx files and present up to five recent matches for selection. Do not proceed until a specific file is confirmed.

2. Inspect the workbook structure before extracting content:

   • List all worksheets by name and tab color (if set)
   • Identify named ranges, Excel Tables (ListObjects), and chart objects
   • Note any sheets that appear to be raw data dumps vs. summary or report sheets (signal: a summary sheet often has fewer rows, more labels, and merged cells)
   • Ask the user which sheets to include if more than three sheets are present, unless one sheet is clearly named "Dashboard", "Summary", or "Report" — in that case default to that sheet and note the assumption

3. Extract content from each included sheet:

   • Summary cells and KPIs: single-value cells with adjacent labels (e.g., "Total Revenue: $1.2M") → extract as headline metric tiles
   • Excel Tables: extract headers and all data rows → render as HTML <table> with sortable column headers
   • Named ranges with labels: treat as labeled data blocks → render as definition lists or key-value pairs
   • Charts: note the chart title, type (bar, line, pie, etc.), and the data range it references → render as a descriptive card with the chart title and a plain-text summary of the data (do not attempt to reproduce the chart visually)
   • Free-form text cells: include headings and notes that appear to be commentary or instructions; omit formula-only cells

4. Determine branding signals in this order of preference:

   • Tab colors set on the included sheets (use as accent colors)
   • The SharePoint site's theme colors if accessible
   • If neither is available, use a clean neutral palette (white background, #323130 text, #0078D4 accent) and note this in the output
   • Prompt the user for a primary hex color only if they have explicitly said they want custom branding; otherwise proceed with the best available signal

5. Map workbook content to dashboard layout:

   • Workbook title or file name → page header
   • Each included sheet → a named <section> with a heading matching the sheet tab name
   • KPI/metric tiles → a horizontally arranged row of highlight cards at the top of each section
   • Tables → full-width below the KPI row
   • Chart description cards → placed adjacent to the table the chart references, or in a separate "Charts" subsection
   • Include a sticky top navigation bar with anchor links to each sheet section

6. Generate a self-contained HTML file:

   • Inline all CSS; do not reference external stylesheets or CDNs
   • Apply a responsive layout using CSS Grid or Flexbox
   • KPI tiles: bold value, smaller label, accent-colored top border
   • Tables: striped rows, sticky header row, horizontal scroll on narrow viewports
   • Mark the source file name and generated date in the page footer

7. Present the generated HTML to the user:

   • Show a concise preview summary: sheets included, number of tables, number of KPI tiles, any content skipped (e.g., charts rendered as text, sheets excluded)
   • Offer the HTML as a downloadable artifact or as inline code the user can copy

8. Do not:

   • Fabricate data values not present in the workbook
   • Include formulas, cell references, or Excel-specific syntax in the output
   • Modify or overwrite the original Excel file
   • Upload the HTML file to SharePoint without explicit user confirmation
   • Render personally identifiable information (names, email addresses, employee IDs) in a dashboard without first confirming the user intends this to be shared

9. If the workbook or any sheet is marked confidential (e.g., "CONFIDENTIAL", "INTERNAL ONLY" in a header row or sheet name), add a visible banner to the top of the generated HTML page reading: "This content is marked confidential. Review distribution before sharing."