Excel Skill

Generate Excel workbooks (.xlsx) with industry-specific templates for finance, FMCG, e-commerce, and internet/SaaS scenarios. Use this skill when the user wants to (1) create an Excel template with formulas, formatting, and charts; (2) build a dashboard or report; (3) analyze data with pivot tables or Power Query; (4) automate Excel generation in Python via openpyxl; (5) audit AI-generated openpyxl code for common pitfalls (formula-as-string, data_only flag misuse). Provides progressive-disclosure access to formulas, pivot tables, Power Query, charts, openpyxl, pandas-excel, and 4 industry tem

9 stars 2 forksDocuments & Office Files

Install

skills CLI (Claude Code, Cursor, Codex and more)

npx skills add gaaiyun/excel-skill --skill excel-skill

Manual install

git clone --depth 1 https://github.com/gaaiyun/excel-skill.git /tmp/excel-skill
mkdir -p ~/.claude/skills
cp -r /tmp/excel-skill/. ~/.claude/skills/excel-skill

Personal skills live in ~/.claude/skills. Use .claude/skills in a project folder to share a skill with your team.

From the SKILL.md

# Excel Skill

Generate Excel files / formulas / pivot tables / dashboards correctly the first time.

## When to Use This Skill

Yes:
- Creating .xlsx files with formulas, formatting, validation, charts
- Industry-specific templates: finance (DCF, three-statement), FMCG (sales vs target, RTM), e-commerce (GMV, RFM, funnel), internet (DAU/MAU, LTV/CAC, A/B test)
- Pivot tables and Power Query workflows
- Python automation of Excel generation (openpyxl, pandas-to-excel)
- Auditing AI-generated openpyxl code for common pitfalls
- Recalculating formulas in openpyxl-generated files (via LibreOffice macro)
- Style / formatting standards for professional reports

No:
- Real-time data integration (use Power BI / Tableau / Metabase instead)
- Complex statistical modeling (use Python pandas / R directly, then export)
- Pure data wrangling without Excel deliverable (use pandas)

## Detect User Intent First

| Pattern | Trigger keywords | Action |
|---|---|---|
| **Generate template** | "做一个/帮我生成 X 模板" / "create template for Y" | Pick from `templates/` matching industry, run `scripts/generate_*.py` |
| **Formula question** | "怎么写 X 公式" / "VLOOKUP / INDEX / SUMIFS" | Load `references/01-formulas-cheatsheet.md` |
| **Pivot table** | "透视表 / pivot table / 数据汇总" | Load `references/02-pivot-tables.md` |
| **Power Query** | "Power Query / 数据清洗 / M 语言" | Load `references/03-power-query.md` |
| **Dashboard / chart** | "Dashboard / 仪表盘 / 图表 / 配色" | Load `references/07-charts-and-formatting.md` |

Read the full skill on GitHub

Details

Skill name: excel-skill
Repository: gaaiyun/excel-skill
License: MIT
Repo updated: 31 May 2026

FAQ

What does the Excel Skill skill do?

How do I install the Excel Skill skill?

skills CLI (Claude Code, Cursor, Codex and more): npx skills add gaaiyun/excel-skill --skill excel-skill. Skills go in ~/.claude/skills (personal) or .claude/skills (project), and Claude loads them automatically when a task matches the description.

Is Excel Skill popular?

It lives in gaaiyun/excel-skill, which has 9 GitHub stars and 2 forks.

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