name: analyzing-spreadsheets description: Processes Excel spreadsheet files (.xlsx, .xlsm, .csv). Creates workbooks, builds formulas, preserves formatting, analyzes tabular data, and validates financial models with zero-formula-error delivery. Use when working with spreadsheet files or tabular data analysis. Do NOT use for Word documents, PDFs, presentations, or database pipelines. user-invocable: false allowed-tools: Bash, Read, Write, Edit, Glob argument-hint: <file.xlsx | task>
XLSX Processing
Create, edit, analyze .xlsx files. LibreOffice required for formula recalculation via recalc.py.
Iron Rule
Zero formula errors at delivery. All formulas must compute — no #REF!, #DIV/0!, #VALUE!, #N/A, #NAME?. Always run recalc.py after writing formulas.
Decision Matrix
| Task | Tool | Reference |
|---|---|---|
| Data analysis, bulk ops, simple export | pandas | recipes.md |
| Formulas, formatting, Excel features | openpyxl | recipes.md |
| Financial model standards | — | financial-model.md |
| Recalculate formulas | recalc.py |
recipes.md |
Common Workflow
- Choose tool: pandas for data, openpyxl for formulas/formatting
- Create/Load workbook
- Modify data, formulas, formatting
- Save
- Recalculate (MANDATORY if formulas):
python recalc.py output.xlsx - Verify & fix errors — check JSON output, fix
#REF!/#DIV/0!/#VALUE!/#NAME?
Hard Constraints
- Use formulas, not hardcoded values — calculations stay dynamic. See recipes.md.
- Preserve existing templates — match existing format/style EXACTLY when updating; user template overrides defaults.
- Financial models — follow color/format conventions in financial-model.md.
Code Style
- Concise Python, no unnecessary comments or print statements.
- Excel files: comment cells with complex formulas, document hardcode sources.