office-excel
Create, inspect, and edit Excel / XLSX workbooks with reliable formulas, dates, data types, formatting, validations, pivots, charts, templates, and recalculation. Use for spreadsheet deliverables, workbook cleanup, CSV-to-XLSX conversion, formula models, and Excel-compatible reporting.
What this skill does
Office Excel
When to Use
Use when the main artifact is an Excel workbook, .xlsx, .xlsm, .xls, .csv, .tsv, or spreadsheet-like deliverable.
Use especially when formulas, dates, number formats, merged cells, workbook structure, validation rules, print settings, or cross-platform behavior matter.
Do not use for general data analysis unless the output must be a spreadsheet artifact.
Workflow
- Classify the job: inspect, clean data, create workbook, edit template, add formulas, preserve formatting, export CSV, or prepare delivery.
- Choose the tool by job:
- Use
pandasfor tabular analysis, reshaping, joins, aggregation, and CSV-like tasks. - Use
openpyxlor workbook-native tooling when formulas, styles, sheets, comments, merged cells, validations, or template preservation matter.
- Back up existing workbooks before editing. Avoid flattening formulas by accidentally saving value-only reads.
- Preserve workbook structure: sheet order, widths, hidden rows/columns, merged areas, freezes, filters, named ranges, validations, conditional formatting, print settings, comments, and visual conventions.
- Protect data types before Excel changes them. Store long identifiers, phone numbers, ZIP codes, and leading-zero values as text when appropriate.
- Keep live calculations in formulas when the recipient should be able to audit or update the workbook.
- Before delivery, check representative formulas, copied ranges, denominators, named ranges,
#REF!,#DIV/0!,#VALUE!,#NAME?, stale cached values, clipped labels, wrapped text, and print layout.
Return Format
For a new workbook, return the .xlsx path and summarize sheets, formulas, assumptions, and formatting.
For edits, return the modified workbook path, backup path if created, and a change summary. Mention whether formulas, styles, validations, and print settings were preserved.
For inspections, return key sheets, detected risks, formula/status issues, and recommended fixes.
For failures, state the workbook feature that blocked automation and the safest fallback.
External Dependencies
- Excel, LibreOffice, or another spreadsheet viewer is recommended for final visual and recalculation checks.
- Python libraries such as
pandasandopenpyxlmay be used when available. openpyxlpreserves formulas but does not calculate them. Use a spreadsheet engine for current calculated values when needed.
Limits and Known Issues
- Excel stores dates as serial numbers and has 1900/1904 date-system quirks.
- Excel truncates numeric precision after 15 digits.
- Mixed text-number columns, scientific notation, automatic date parsing, and stripped leading zeros are common data corruption risks.
- Dynamic array functions and newer functions such as
FILTER,XLOOKUP,SORT, andSEQUENCEmay fail in older viewers. - Hidden sheets, named ranges, validations, and conditional formatting can carry business logic invisible in a quick skim.
Examples
User: "Turn this CSV into an Excel workbook with formulas and a summary sheet."
Handling: read with explicit dtypes, create sheets, write formulas instead of hardcoded derived results, format inputs/outputs distinctly, and check formulas before delivery.
User: "Update this budget workbook but keep the template formatting."
Handling: create a backup, inspect sheets and styles, edit only requested cells/ranges, preserve formulas and validations, then verify copied formulas and visible layout.
Files in this skill
- SKILL.md
How to use in Orkas
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创建、检查和编辑 Excel / XLSX 工作簿，可靠处理公式、日期、类型、格式、数据验证、透视表、图表、模板和重算。适合“做一个 Excel 财务报表”“把 CSV 整理成带公式的 xlsx”“修改工作簿并保留格式”；触发词：excel、xlsx、xls、csv、tsv、表格、工作簿、公式、电子表格、透视表
该技能的功能
Office Excel
When to Use
Use when the main artifact is an Excel workbook, .xlsx, .xlsm, .xls, .csv, .tsv, or spreadsheet-like deliverable.
Use especially when formulas, dates, number formats, merged cells, workbook structure, validation rules, print settings, or cross-platform behavior matter.
Do not use for general data analysis unless the output must be a spreadsheet artifact.
Workflow
- Classify the job: inspect, clean data, create workbook, edit template, add formulas, preserve formatting, export CSV, or prepare delivery.
- Choose the tool by job:
- Use
pandasfor tabular analysis, reshaping, joins, aggregation, and CSV-like tasks. - Use
openpyxlor workbook-native tooling when formulas, styles, sheets, comments, merged cells, validations, or template preservation matter.
- Back up existing workbooks before editing. Avoid flattening formulas by accidentally saving value-only reads.
- Preserve workbook structure: sheet order, widths, hidden rows/columns, merged areas, freezes, filters, named ranges, validations, conditional formatting, print settings, comments, and visual conventions.
- Protect data types before Excel changes them. Store long identifiers, phone numbers, ZIP codes, and leading-zero values as text when appropriate.
- Keep live calculations in formulas when the recipient should be able to audit or update the workbook.
- Before delivery, check representative formulas, copied ranges, denominators, named ranges,
#REF!,#DIV/0!,#VALUE!,#NAME?, stale cached values, clipped labels, wrapped text, and print layout.
Return Format
For a new workbook, return the .xlsx path and summarize sheets, formulas, assumptions, and formatting.
For edits, return the modified workbook path, backup path if created, and a change summary. Mention whether formulas, styles, validations, and print settings were preserved.
For inspections, return key sheets, detected risks, formula/status issues, and recommended fixes.
For failures, state the workbook feature that blocked automation and the safest fallback.
External Dependencies
- Excel, LibreOffice, or another spreadsheet viewer is recommended for final visual and recalculation checks.
- Python libraries such as
pandasandopenpyxlmay be used when available. openpyxlpreserves formulas but does not calculate them. Use a spreadsheet engine for current calculated values when needed.
Limits and Known Issues
- Excel stores dates as serial numbers and has 1900/1904 date-system quirks.
- Excel truncates numeric precision after 15 digits.
- Mixed text-number columns, scientific notation, automatic date parsing, and stripped leading zeros are common data corruption risks.
- Dynamic array functions and newer functions such as
FILTER,XLOOKUP,SORT, andSEQUENCEmay fail in older viewers. - Hidden sheets, named ranges, validations, and conditional formatting can carry business logic invisible in a quick skim.
Examples
User: "Turn this CSV into an Excel workbook with formulas and a summary sheet."
Handling: read with explicit dtypes, create sheets, write formulas instead of hardcoded derived results, format inputs/outputs distinctly, and check formulas before delivery.
User: "Update this budget workbook but keep the template formatting."
Handling: create a backup, inspect sheets and styles, edit only requested cells/ranges, preserve formulas and validations, then verify copied formulas and visible layout.
技能包含的文件
- SKILL.md
如何在 Orkas 中使用
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