| 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.
