| name | xlsx |
| description | Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualisation. Use when working with spreadsheets (.xlsx, .xlsm, .csv, .tsv) for creating new spreadsheets with formulas and formatting, reading or analysing data, modifying existing spreadsheets while preserving formulas, data analysis and visualisation, or recalculating formulas. Do NOT use for plain CSV/TSV manipulation when no formulas, formatting, or multi-sheet workbook structure is needed - plain text tooling is faster. Do NOT use for BigQuery or warehouse-scale SQL analysis. |
Requirements for Outputs
All Excel Files
Zero Formula Errors
- Every Excel model MUST be delivered with ZERO formula errors (#REF!, #DIV/0!, #VALUE!, #N/A, #NAME?)
Preserve Existing Templates (when updating templates)
- Study and EXACTLY match existing format, style, and conventions when modifying files
- Never impose standardised formatting on files with established patterns
- Existing template conventions ALWAYS override these guidelines
Financial Models
For financial models, DCFs, and valuations - read references/financial-model-standards.md for colour coding, number formatting, formula construction rules, and documentation requirements.
XLSX Creation, Editing, and Analysis
Overview
A user may ask you to create, edit, or analyse the contents of an .xlsx file. You have different tools and workflows available for different tasks.
Important Requirements
LibreOffice Required for Formula Recalculation: You can assume LibreOffice is installed for recalculating formula values using the recalc.py script. The script automatically configures LibreOffice on first run.
Reading and Analysing Data
Data analysis with pandas
For data analysis, visualisation, and basic operations, use pandas which provides powerful data manipulation capabilities:
