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Excel Automation (create, parse, control)

Build professionally formatted Excel reports with openpyxl, crack open complex xlsm files openpyxl can't handle using stdlib zipfile+XML, and drive Excel on macOS via AppleScript.

Docs & OfficeIntermediate1,323212AI score 9/10Last updated: Aug 8, 2026

What it does

Three Excel capabilities bundled into one skill:

  • Create: openpyxl recipes using investment-banking color conventions (blue = input, black = formula, green = cross-sheet link), number format codes, and red-yellow-green color-scale conditional formatting for sensitivity tables.
  • Parse: when openpyxl errors or hangs on large .xlsm workbooks (>1MB, VBA-heavy), read the ZIP internals directly with zipfile + xml.etree — resolve sheet names through workbook.xml.rels, pull cell values via sharedStrings, and strip corrupted definedName entries containing "Formula removed".
  • Control: on macOS, use osascript to activate Excel, set zoom, scroll to a row/column, select ranges, and switch sheets — with a timeout wrapper pattern so a non-responsive Excel never hangs your session.

It also ships a tool-selection decision tree and a common-mistakes table (never trust the extension — run file <path> first).

Who it's for

  • Financial modelers wrestling with broker/bank xlsm files openpyxl refuses to open
  • Analysts generating polished Excel reports and dashboards from code
  • macOS users automating Excel demos, scrolling, and screenshots

Examples

  1. "Turn this revenue table into a formatted Excel report" → styled headers, currency/percent formats, color-coded inputs vs. formulas.
  2. "model.xlsm from the bank won't open" → list sheets, extract just the "DCF" tab, then run --fix to repair corrupted defined names.
  3. "Open Excel, jump to the DCF sheet, scroll to row 45 at 120% zoom" → timeout-guarded AppleScript sequence ready for a screenshot.

· · · Install guide · · ·

Try it now, no install

Paste this into Claude to use the skill without installing anything.

Read the instructions in this file and follow them to help me:
https://raw.githubusercontent.com/daymade/claude-code-skills/HEAD/excel-automation/SKILL.md

What I want: (describe your task here)

If Claude can't open the link, open it yourself and paste the contents instead.

If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.

Install in the Claude app (no terminal)
  1. Download the ZIP with the button below.
  2. In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
  3. Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
Download ZIP
Install in Claude Code

Let Claude do it — paste this into Claude Code

Install the skill I found on Claude Skill Mart.
Copy the excel-automation folder from the GitHub repo daymade/claude-code-skills into my ~/.claude/skills/excel-automation/.
When it's done, tell me in one line what this skill can do.

Install with a command instead

git clone https://github.com/daymade/claude-code-skills.git /tmp/ccs && mkdir -p ~/.claude/skills && cp -r /tmp/ccs/excel-automation ~/.claude/skills/

This is a third-party skill. Check the source repository before installing.

  1. Open a terminal (macOS recommended; create/parse features also work on Windows and Linux).
  2. Clone the repo: git clone https://github.com/daymade/claude-code-skills.git
  3. Make the skills folder: mkdir -p ~/.claude/skills
  4. Copy the skill in: cp -r claude-code-skills/excel-automation ~/.claude/skills/
  5. Install the uv Python runner: curl -LsSf https://astral.sh/uv/install.sh | sh (skip if already installed).
  6. Restart Claude Code and ask something like "create a formatted Excel report" or "parse this xlsm" — the skill triggers automatically.
  7. For window control, make sure Microsoft Excel is installed on macOS and grant your terminal Automation permission under System Settings → Privacy & Security.