xlsx

name	xlsx
description	Creates, edits, and analyzes spreadsheet files (.xlsx, .xlsm, .csv) with formulas, formatting, data analysis, and visualization. TRIGGER when: user needs to create or modify a spreadsheet, run formula-based calculations, analyze tabular data, or build financial models in Excel/CSV format. DO NOT TRIGGER when: user is working with PDF documents — use the pdf skill instead.
license	Proprietary. LICENSE.txt has complete terms

MANDATORY DESIGN SYSTEM v2 (anti-slop)

Outputs from this skill must look designed, not generated. Default openpyxl styling (Calibri 11, visible gridlines, Sheet1 tabs, unformatted numbers) is a neon sign reading "an LLM made this". The design system below prevents that. This section supersedes any conflicting guidance below it.

The pipeline (use this, not raw openpyxl)

Build every xlsx through the builder API in build_xlsx.py. It auto-applies a theme, names the first sheet, hides gridlines, sets freeze panes + column widths, and registers NamedStyles so every cell you write is typographically on-brand.

from build_xlsx import (
    new_workbook, new_sheet, write_title_banner, write_section_header,
    write_table, write_total_row, write_kpi_band,
    write_note, write_source, set_column_widths, apply_freeze,
    save_and_validate, load_template,
)

wb = new_workbook(theme='ib')                  # QA-1: theme applied
ws = wb.active
r = write_title_banner(ws, 'Project Atlas', subtitle='FY23–FY28')
r = write_section_header(ws, 'Revenue', row=r)
write_table(
    ws, f'B{r}',
    headers=['Line Item', 'FY23A', 'FY24A', 'FY25E'],
    data=[
        ['Subscription', 1000, '=C{i}*(1+0.20)'.format(i=r+1), '=D{i}*(1+0.20)'.format(i=r+1)],
        ['Services',      200, '=C{i}*(1+0.10)'.format(i=r+2), '=D{i}*(1+0.10)'.format(i=r+2)],
    ],
    num_format='currency',
    total=True,
)
save_and_validate(wb, '/tmp/atlas.xlsx')        # QA-2/3/4: recalc + lint + forbidden sweep

save_and_validate() chains wb.save() → recalc.py → validate_xlsx.py and raises on failure. Never call wb.save() directly — you'll ship unchecked output.

Theme picker

Pass theme= to new_workbook(). Default is ib.

Theme	Pick when…	Body font	Feel
ib	Financial models, valuations, investor data, exhibits	Arial 10	Macabacus/BIWS analyst deck
engineering	Parameter sheets, BOMs, calculation books, spec/actual	Consolas 10	EPC calculation sheet
korean_corp	국내 결재문서, 내부 보고서, 브랜드 문서	Pretendard 10	국내 대기업 문서
saas	Product dashboards, KPI decks, board metrics	Aptos 10	Notion/Linear export

All four themes are registered in theme.py. theme.py['ib']['palette'] is the authoritative color source.

FORBIDDEN patterns (immediate fail in validate_xlsx.py)

❌ DO NOT	✅ DO INSTEAD
Raw Font(), PatternFill(), Border() calls	cell.style = style_name('ib', 'header') via the builder
wb.save(...) without validator	save_and_validate(wb, path)
Leaving Sheet / Sheet1 as a tab name	new_workbook(first_sheet='Cover') then new_sheet(...)
Visible gridlines on any sheet	set_sheet_layout() hides them — don't override
Numeric cells with General format	num_format= on write_table or theme['number_formats']
Hardcoded calculated values	Excel formulas referencing an Assumptions sheet
TBD, FIXME, revolutionary, synergy in cells	Quantified language with a Source: note
Rainbow fills (10+ distinct colors)	Stick to the theme palette: ≤8 fills per workbook
Currency symbol on every row	Top of column + total row only

FORBIDDEN_TERMS.json lists the hard and soft term lists; validate_xlsx.py scans every cell against them.

QA phase gates (every task must clear all four)

Gate	What it checks	How it runs
QA-1	Theme is applied, named styles registered	new_workbook(theme=...) — fails loud
QA-2	Zero formula errors	recalc.py via save_and_validate()
QA-3	Style lint passes (slop_score ≤ 10)	validate_xlsx.py via save_and_validate()
QA-4	No forbidden-term hits	validate_xlsx.py forbidden_terms section

save_and_validate() chains all four and raises RuntimeError on any failure.

Quick-start recipes

Financial model from the shipped skeleton

from build_xlsx import load_template, save_and_validate
wb = load_template('financial-model-skeleton', theme='ib')
# fill Assumptions!C5..C9 then formulas propagate on recalc
save_and_validate(wb, '/tmp/my-model.xlsx')

Data report from scratch

from build_xlsx import new_workbook, write_title_banner, write_table, save_and_validate
wb = new_workbook(theme='ib', first_sheet='Report')
r = write_title_banner(wb.active, 'Q3 Regional Revenue', subtitle='2026-04-12')
write_table(wb.active, f'B{r}', headers=['Region','Q1','Q2','Q3'],
            data=[['AMER',1200,1280,1330],['EMEA',900,950,1010],['APAC',600,680,770]],
            num_format='currency', total=True)
save_and_validate(wb, '/tmp/q3.xlsx')

Engineering parameter sheet

from build_xlsx import new_workbook, write_title_banner, write_section_header, write_table, save_and_validate
wb = new_workbook(theme='engineering', first_sheet='Parameters')
r = write_title_banner(wb.active, 'Heat Exchanger E-101', subtitle='Rev B')
r = write_section_header(wb.active, 'Process parameters', row=r)
write_table(wb.active, f'B{r}',
            headers=['Parameter','Unit','Spec','Actual','Δ'],
            data=[['Flow','kg/h',12000,11850,'=E{i}-D{i}'.format(i=r+1)]],
            num_format='number_decimal')
save_and_validate(wb, '/tmp/e101.xlsx')

Files shipped with this skill

• theme.py — 4 themes + NamedStyle registration. Single source of truth.
• build_xlsx.py — builder API. The ONLY supported entry point.
• validate_xlsx.py — style linter + slop score + forbidden-term scan.
• FORBIDDEN_TERMS.json — forbidden/soft terms the linter checks.
• recalc.py — LibreOffice-based formula recalc (unchanged from v1).
• templates/*.xlsx — 4 skeletons: financial-model, data-report, dashboard, engineering-sheet.
• templates/_build_templates.py — regenerates the skeletons from build_xlsx.
• references/ — design-system specs, anti-slop checklist, number-format cookbook, sources.

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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 standardized formatting on files with established patterns
• Existing template conventions ALWAYS override these guidelines

Financial models

Superseded by theme.py['ib']['palette']. The rules below are preserved for reference and still valid, but the authoritative source is the ib theme loaded via new_workbook(theme='ib'). When the two conflict, trust theme.py.

Color Coding Standards

Unless otherwise stated by the user or existing template

Industry-Standard Color Conventions

• Blue text (RGB: 0,0,255): Hardcoded inputs, and numbers users will change for scenarios
• Black text (RGB: 0,0,0): ALL formulas and calculations
• Green text (RGB: 0,128,0): Links pulling from other worksheets within same workbook
• Red text (RGB: 255,0,0): External links to other files
• Yellow background (RGB: 255,255,0): Key assumptions needing attention or cells that need to be updated

Number Formatting Standards

Required Format Rules

• Years: Format as text strings (e.g., "2024" not "2,024")
• Currency: Use $#,##0 format; ALWAYS specify units in headers ("Revenue ($mm)")
• Zeros: Use number formatting to make all zeros "-", including percentages (e.g., "$#,##0;($#,##0);-")
• Percentages: Default to 0.0% format (one decimal)
• Multiples: Format as 0.0x for valuation multiples (EV/EBITDA, P/E)
• Negative numbers: Use parentheses (123) not minus -123

Formula Construction Rules

Assumptions Placement

• Place ALL assumptions (growth rates, margins, multiples, etc.) in separate assumption cells
• Use cell references instead of hardcoded values in formulas
• Example: Use =B5*(1+$B$6) instead of =B5*1.05

Formula Error Prevention

• Verify all cell references are correct
• Check for off-by-one errors in ranges
• Ensure consistent formulas across all projection periods
• Test with edge cases (zero values, negative numbers)
• Verify no unintended circular references

Documentation Requirements for Hardcodes

• Comment or in cells beside (if end of table). Format: "Source: [System/Document], [Date], [Specific Reference], [URL if applicable]"
• Examples:
  • "Source: Company 10-K, FY2024, Page 45, Revenue Note, [SEC EDGAR URL]"
  • "Source: Company 10-Q, Q2 2025, Exhibit 99.1, [SEC EDGAR URL]"
  • "Source: Bloomberg Terminal, 8/15/2025, AAPL US Equity"
  • "Source: FactSet, 8/20/2025, Consensus Estimates Screen"

XLSX creation, editing, and analysis

Overview

A user may ask you to create, edit, or analyze 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 analyzing data

Data analysis with pandas

For data analysis, visualization, and basic operations, use pandas which provides powerful data manipulation capabilities:

import pandas as pd

# Read Excel
df = pd.read_excel('file.xlsx')  # Default: first sheet
all_sheets = pd.read_excel('file.xlsx', sheet_name=None)  # All sheets as dict

# Analyze
df.head()      # Preview data
df.info()      # Column info
df.describe()  # Statistics

# Write Excel
df.to_excel('output.xlsx', index=False)

Excel File Workflows

CRITICAL: Use Formulas, Not Hardcoded Values

Always use Excel formulas instead of calculating values in Python and hardcoding them. This ensures the spreadsheet remains dynamic and updateable.

❌ WRONG - Hardcoding Calculated Values

# Bad: Calculating in Python and hardcoding result
total = df['Sales'].sum()
sheet['B10'] = total  # Hardcodes 5000

# Bad: Computing growth rate in Python
growth = (df.iloc[-1]['Revenue'] - df.iloc[0]['Revenue']) / df.iloc[0]['Revenue']
sheet['C5'] = growth  # Hardcodes 0.15

# Bad: Python calculation for average
avg = sum(values) / len(values)
sheet['D20'] = avg  # Hardcodes 42.5

✅ CORRECT - Using Excel Formulas

# Good: Let Excel calculate the sum
sheet['B10'] = '=SUM(B2:B9)'

# Good: Growth rate as Excel formula
sheet['C5'] = '=(C4-C2)/C2'

# Good: Average using Excel function
sheet['D20'] = '=AVERAGE(D2:D19)'

This applies to ALL calculations - totals, percentages, ratios, differences, etc. The spreadsheet should be able to recalculate when source data changes.

Common Workflow

1. Choose tool: pandas for data, openpyxl for formulas/formatting
2. Create/Load: Create new workbook or load existing file
3. Modify: Add/edit data, formulas, and formatting
4. Save: Write to file
5. Recalculate formulas (MANDATORY IF USING FORMULAS): Use the recalc.py script

   python recalc.py output.xlsx
   

6. Verify and fix any errors:
   • The script returns JSON with error details
   • If status is errors_found, check error_summary for specific error types and locations
   • Fix the identified errors and recalculate again
   • Common errors to fix:
     • #REF!: Invalid cell references
     • #DIV/0!: Division by zero
     • #VALUE!: Wrong data type in formula
     • #NAME?: Unrecognized formula name

Creating new Excel files

# Using openpyxl for formulas and formatting
from openpyxl import Workbook
from openpyxl.styles import Font, PatternFill, Alignment

wb = Workbook()
sheet = wb.active

# Add data
sheet['A1'] = 'Hello'
sheet['B1'] = 'World'
sheet.append(['Row', 'of', 'data'])

# Add formula
sheet['B2'] = '=SUM(A1:A10)'

# Formatting
sheet['A1'].font = Font(bold=True, color='FF0000')
sheet['A1'].fill = PatternFill('solid', start_color='FFFF00')
sheet['A1'].alignment = Alignment(horizontal='center')

# Column width
sheet.column_dimensions['A'].width = 20

wb.save('output.xlsx')

Editing existing Excel files

# Using openpyxl to preserve formulas and formatting
from openpyxl import load_workbook

# Load existing file
wb = load_workbook('existing.xlsx')
sheet = wb.active  # or wb['SheetName'] for specific sheet

# Working with multiple sheets
for sheet_name in wb.sheetnames:
    sheet = wb[sheet_name]
    print(f"Sheet: {sheet_name}")

# Modify cells
sheet['A1'] = 'New Value'
sheet.insert_rows(2)  # Insert row at position 2
sheet.delete_cols(3)  # Delete column 3

# Add new sheet
new_sheet = wb.create_sheet('NewSheet')
new_sheet['A1'] = 'Data'

wb.save('modified.xlsx')

Recalculating formulas

Excel files created or modified by openpyxl contain formulas as strings but not calculated values. Use the provided recalc.py script to recalculate formulas:

python recalc.py <excel_file> [timeout_seconds]

Example:

python recalc.py output.xlsx 30

The script:

• Automatically sets up LibreOffice macro on first run
• Recalculates all formulas in all sheets
• Scans ALL cells for Excel errors (#REF!, #DIV/0!, etc.)
• Returns JSON with detailed error locations and counts
• Works on both Linux and macOS

Formula Verification Checklist

Quick checks to ensure formulas work correctly:

Essential Verification

• Test 2-3 sample references: Verify they pull correct values before building full model
• Column mapping: Confirm Excel columns match (e.g., column 64 = BL, not BK)
• Row offset: Remember Excel rows are 1-indexed (DataFrame row 5 = Excel row 6)

Common Pitfalls

• NaN handling: Check for null values with pd.notna()
• Far-right columns: FY data often in columns 50+
• Multiple matches: Search all occurrences, not just first
• Division by zero: Check denominators before using / in formulas (#DIV/0!)
• Wrong references: Verify all cell references point to intended cells (#REF!)
• Cross-sheet references: Use correct format (Sheet1!A1) for linking sheets

Formula Testing Strategy

• Start small: Test formulas on 2-3 cells before applying broadly
• Verify dependencies: Check all cells referenced in formulas exist
• Test edge cases: Include zero, negative, and very large values

Interpreting recalc.py Output

The script returns JSON with error details:

{
  "status": "success",           // or "errors_found"
  "total_errors": 0,              // Total error count
  "total_formulas": 42,           // Number of formulas in file
  "error_summary": {              // Only present if errors found
    "#REF!": {
      "count": 2,
      "locations": ["Sheet1!B5", "Sheet1!C10"]
    }
  }
}

Best Practices

Library Selection

• pandas: Best for data analysis, bulk operations, and simple data export
• openpyxl: Best for complex formatting, formulas, and Excel-specific features

Working with openpyxl

• Cell indices are 1-based (row=1, column=1 refers to cell A1)
• Use data_only=True to read calculated values: load_workbook('file.xlsx', data_only=True)
• Warning: If opened with data_only=True and saved, formulas are replaced with values and permanently lost
• For large files: Use read_only=True for reading or write_only=True for writing
• Formulas are preserved but not evaluated - use recalc.py to update values

Working with pandas

• Specify data types to avoid inference issues: pd.read_excel('file.xlsx', dtype={'id': str})
• For large files, read specific columns: pd.read_excel('file.xlsx', usecols=['A', 'C', 'E'])
• Handle dates properly: pd.read_excel('file.xlsx', parse_dates=['date_column'])

Code Style Guidelines

IMPORTANT: When generating Python code for Excel operations:

• Write minimal, concise Python code without unnecessary comments
• Avoid verbose variable names and redundant operations
• Avoid unnecessary print statements

For Excel files themselves:

• Add comments to cells with complex formulas or important assumptions
• Document data sources for hardcoded values
• Include notes for key calculations and model sections