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version: "1.0.1" name: document-xlsx description: "Create/edit .xlsx spreadsheets with formulas, charts, and data validation. Use when asked to generate Excel reports, models, or exports." allowed-tools: Bash, Read, Write, Glob, Grep
Document XLSX Skill — Quick Reference
This skill enables creation, editing, and analysis of Excel spreadsheets programmatically. Claude should apply these patterns when users need to generate data reports, financial models, automate Excel workflows, or process spreadsheet data.
Modern Best Practices (Jan 2026):
- Treat spreadsheets as software: clear inputs/outputs, auditability, and versioning.
- Protect data integrity: control totals, validation, and traceability to sources.
- Accessibility: labels, contrast, structure; use Excel's Accessibility Checker; meet procurement/regulatory requirements when distributing externally.
- If distributing in the EU or regulated contexts, follow applicable accessibility requirements (often aligned with EN 301 549 / WCAG).
- Ship with a review loop and an owner (avoid "mystery models").
- Security: treat untrusted input/workbooks as hostile (formula injection, external links, hidden content, macros).
Quick Reference
| Task | Tool/Library | Language | When to Use | |
|---|---|---|---|---|
| Create XLSX | ExcelJS | Node.js | Reports, data exports | |
| Create XLSX | openpyxl | Python | Read/write, modify existing files | |
| Create XLSX | XlsxWriter | Python | Write-only, rich formatting, charts | |
| Data analysis | pandas + openpyxl | Python | DataFrame to Excel with formatting | |
| Read XLSX | xlsx (SheetJS) | Node.js | Parse spreadsheets | |
| Charts | openpyxl/XlsxWriter | Python | Embedded visualizations | |
| Styling | ExcelJS/openpyxl | Both | Conditional formatting | |
| Automation | xlwings | Python | Excel installed, interactive workflows |
Guardrails and Caveats
- Formula calculation: libraries write formulas; Excel computes results when opened. If you need computed values server-side, calculate in code and write values (or use a dedicated formula engine).
- Pivot tables: programmatic creation is limited. Prefer pandas summaries (pivot tables as data) or Excel automation (xlwings/Office Scripts/VBA) if you truly need native pivots.
- Macros: openpyxl can preserve existing VBA (
keep_vba=True) but does not author macros; never generate or execute macros from untrusted input. - Spreadsheet injection: never put untrusted strings into
formulafields; write them as text values and validate/sanitize user-provided data used in exports.
Core Operations
Create Spreadsheet (Node.js - exceljs)
typescript
import ExcelJS from 'exceljs';const workbook = new ExcelJS.Workbook();const sheet = workbook.addWorksheet('Sales Report');// Headers with stylingsheet.columns = [{ header: 'Product', key: 'product', width: 20 },{ header: 'Quantity', key: 'qty', width: 12 },{ header: 'Price', key: 'price', width: 12 },{ header: 'Total', key: 'total', width: 15 },];// Style header rowsheet.getRow(1).font = { bold: true };sheet.getRow(1).fill = {type: 'pattern',pattern: 'solid',fgColor: { argb: 'FF4472C4' }};// Add dataconst data = [{ product: 'Widget A', qty: 100, price: 10 },{ product: 'Widget B', qty: 50, price: 25 },];data.forEach((item, index) => {sheet.addRow({product: item.product,qty: item.qty,price: item.price,total: { formula: `B${index + 2}*C${index + 2}` }});});// Add totals rowconst lastRow = sheet.rowCount + 1;sheet.addRow({product: 'TOTAL',total: { formula: `SUM(D2:D${lastRow - 1})` }});// Currency formattingsheet.getColumn('price').numFmt = '$#,##0.00';sheet.getColumn('total').numFmt = '$#,##0.00';await workbook.xlsx.writeFile('report.xlsx');
Create Spreadsheet (Python - openpyxl)
python
from openpyxl import Workbookfrom openpyxl.styles import Font, PatternFillwb = Workbook()ws = wb.activews.title = 'Sales Report'# Headersheaders = ['Product', 'Quantity', 'Price', 'Total']for col, header in enumerate(headers, 1):cell = ws.cell(row=1, column=col, value=header)cell.font = Font(bold=True, color='FFFFFF')cell.fill = PatternFill(start_color='4472C4', end_color='4472C4', fill_type='solid')# Datadata = [('Widget A', 100, 10),('Widget B', 50, 25),('Widget C', 75, 15),]for row_idx, (product, qty, price) in enumerate(data, 2):ws.cell(row=row_idx, column=1, value=product)ws.cell(row=row_idx, column=2, value=qty)ws.cell(row=row_idx, column=3, value=price)ws.cell(row=row_idx, column=4, value=f'=B{row_idx}*C{row_idx}')# Totals rowtotal_row = len(data) + 2ws.cell(row=total_row, column=1, value='TOTAL')ws.cell(row=total_row, column=4, value=f'=SUM(D2:D{total_row-1})')# Number formattingfor row in range(2, total_row + 1):ws.cell(row=row, column=3).number_format = '$#,##0.00'ws.cell(row=row, column=4).number_format = '$#,##0.00'wb.save('report.xlsx')
Read and Analyze (Python - pandas)
python
import pandas as pd# Read Excel filedf = pd.read_excel('data.xlsx', sheet_name='Sheet1')# Analysissummary = df.groupby('Category').agg({'Sales': 'sum','Quantity': 'mean'}).round(2)# Write to Excel with formattingwith pd.ExcelWriter('analysis.xlsx', engine='openpyxl') as writer:df.to_excel(writer, sheet_name='Raw Data', index=False)summary.to_excel(writer, sheet_name='Summary')# Auto-adjust column widthsfor sheet in writer.sheets.values():for column in sheet.columns:max_length = max(len(str(cell.value)) for cell in column)sheet.column_dimensions[column[0].column_letter].width = max_length + 2
Add Charts (Python)
python
from openpyxl.chart import BarChart, Referencechart = BarChart()chart.title = 'Sales by Product'chart.x_axis.title = 'Product'chart.y_axis.title = 'Sales'# Data range (assumes column D contains the series and row 1 is headers)max_row = ws.max_rowdata_ref = Reference(ws, min_col=4, min_row=1, max_row=max_row, max_col=4)categories = Reference(ws, min_col=1, min_row=2, max_row=max_row)chart.add_data(data_ref, titles_from_data=True)chart.set_categories(categories)chart.shape = 4ws.add_chart(chart, 'F2')
Conditional Formatting
python
from openpyxl.formatting.rule import ColorScaleRule, FormulaRulefrom openpyxl.styles import PatternFill# Color scale (heatmap)ws.conditional_formatting.add('D2:D100',ColorScaleRule(start_type='min', start_color='FF0000',end_type='max', end_color='00FF00'))# Highlight cells above thresholdred_fill = PatternFill(start_color='FFCCCC', fill_type='solid')ws.conditional_formatting.add('D2:D100',FormulaRule(formula=['D2>1000'], fill=red_fill))
Common Formulas Reference
| Purpose | Formula | Example | |
|---|---|---|---|
| Sum | =SUM(range) | =SUM(A1:A10) | |
| Average | =AVERAGE(range) | =AVERAGE(B2:B100) | |
| Count | =COUNT(range) | =COUNT(C:C) | |
| Conditional sum | =SUMIF(range,criteria,sum_range) | =SUMIF(A:A,"Widget",B:B) | |
| Lookup | =VLOOKUP(value,range,col,FALSE) | =VLOOKUP(A2,Data!A:C,3,FALSE) | |
| If | =IF(condition,true,false) | =IF(B2>100,"High","Low") | |
| Percentage | =value/total | =B2/SUM(B:B) |
Decision Tree
text
Excel Task: [What do you need?]├─ Create new spreadsheet?│ ├─ Simple data export → pandas to_excel()│ ├─ Formatted report → exceljs or openpyxl│ └─ With charts → openpyxl charts module│├─ Read/analyze existing?│ ├─ Data analysis → pandas read_excel()│ ├─ Preserve formatting → openpyxl load_workbook()│ └─ Fast parsing → xlsx (SheetJS)│├─ Modify existing?│ ├─ Add data → openpyxl (preserves formatting)│ └─ Update formulas → openpyxl│└─ Complex features?├─ Pivot tables → pandas summary tables or xlwings (native pivots)├─ Data validation → openpyxl DataValidation└─ Macros → preserve only; use xlwings for Excel automation
Do / Avoid (Jan 2026)
Do
- Separate Inputs / Calculations / Outputs (tabs or clear sections).
- Keep assumptions explicit (value + unit + source + date).
- Add control totals and reconciliation checks for imported data.
Avoid
- Hardcoded constants inside formulas without a documented assumption.
- Hidden rows/columns that change results without documentation.
- Sharing sheets with customer PII or secrets.
What Good Looks Like
- Structure: clear Inputs/Assumptions, Calculations, and Outputs separation (tabs or sections).
- Integrity: no
#REF!, broken named ranges, or hardcoded constants hidden in formulas. - Traceability: every key output ties back to labeled inputs (units + source + date).
- Checks: control totals, reconciliations, and error flags that fail loudly.
- Review: independent review pass using
assets/spreadsheet-model-review-checklist.md.
Optional: AI / Automation
Use only when explicitly requested and policy-compliant.
- Generate first-pass formulas/charts; humans verify correctness and edge cases.
- Draft documentation tabs (assumptions, glossary); do not invent source data.
Navigation
Resources
- references/excel-formulas.md — Formula reference and patterns
- references/excel-formatting.md — Styling, conditional formatting
- references/excel-charts.md — Chart types and customization
- references/excel-data-validation.md — Dropdowns, input constraints, cascading validation
- references/excel-pivot-tables.md — Pivot workarounds, summary patterns, pandas
- references/excel-security-protection.md — Sheet protection, formula injection prevention
- data/sources.json — Library documentation links
Templates
- assets/financial-report.md — Financial statement template
- assets/data-dashboard.md — Dashboard with charts
- assets/spreadsheet-model-review-checklist.md — Model QA checklist (assumptions, formulas, traceability)
Related Skills
- ../document-pdf/SKILL.md — PDF generation from data
- ../ai-ml-data-science/SKILL.md — Data analysis patterns
- ../data-sql-optimization/SKILL.md — Database to Excel workflows
Fact-Checking
- Use web search/web fetch to verify current external facts, versions, pricing, deadlines, regulations, or platform behavior before final answers.
- Prefer primary sources; report source links and dates for volatile information.
- If web access is unavailable, state the limitation and mark guidance as unverified.