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XLSX — Excel Workbook Creation, Editing & Analysis

Builds Excel workbooks with live formulas and professional formatting, then verifies every formula with a LibreOffice recalculation pass.

Docs & OfficeIntermediate33,0303,248AI score 8/10Last updated: Aug 9, 2026

What it does

This skill kicks in whenever the deliverable is a spreadsheet file (.xlsx, .xlsm, .xltx, or CSV/TSV destined for Excel). Claude writes formulas, formatting, and multi-sheet structures with openpyxl, moves bulk data with pandas, and previews existing sheets with markitdown.

The standout piece is verification. openpyxl writes formulas without cached values, so the bundled scripts/recalc.py runs the file through LibreOffice, rewrites it in place, and returns JSON with total_formulas, total_errors, and the exact cells that failed. The skill forbids shipping a workbook while errors_found is reported — and warns that a clean recalc proves formulas evaluate, not that they're correct.

It also encodes hard-won practical rules: which post-2007 functions need the _xlfn. prefix, which array functions (XLOOKUP, FILTER, UNIQUE, SORT, SEQUENCE) to avoid entirely, merged-cell write rules, keep_vba=True for macros, external-link data loss, and a full finance-model style guide (blue inputs, black formulas, $#,##0, percentages stored as fractions).

Who it's for

  • Financial analysts building forecasts, DCFs, and budget models
  • Accountants and planners who need live formulas instead of hardcoded numbers
  • Data folks turning raw CSVs into polished, shareable Excel deliverables
  • Anyone tired of AI-generated spreadsheets full of #NAME? cells

Examples

  1. Build a model: "Create a 5-year revenue forecast with growth rates in dedicated assumption cells." → Blue input cells, black formula cells, $#,##0 currency formats, verified by recalc.
  2. Edit an existing file: "Update only the yellow input cells in this budget workbook." → Existing formulas and conventions are preserved untouched.
  3. Clean and export: "Merge these three CSVs into a multi-sheet workbook and add SUMIFS totals at the bottom of each sheet."

· · · Install guide · · ·

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 skills/xlsx folder from the GitHub repo K-Dense-AI/scientific-agent-skills into my ~/.claude/skills/k-dense-ai-xlsx/.
When it's done, tell me in one line what this skill can do.

Install with a command instead

git clone https://github.com/K-Dense-AI/scientific-agent-skills.git /tmp/sas && mkdir -p ~/.claude/skills && cp -r /tmp/sas/skills/xlsx ~/.claude/skills/

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

  1. Open your terminal.
  2. Create the skills directory: mkdir -p ~/.claude/skills
  3. Clone the repository: git clone https://github.com/K-Dense-AI/scientific-agent-skills.git /tmp/sas
  4. Copy just this skill: cp -r /tmp/sas/skills/xlsx ~/.claude/skills/
  5. Check prerequisites: Python 3.8+ and LibreOffice. Verify with soffice --version (macOS: brew install --cask libreoffice; Ubuntu: sudo apt install libreoffice).
  6. Install Python packages if any import fails: pip install openpyxl pandas markitdown
  7. Restart Claude Code and try a prompt like "Build me an Excel model projecting 5 years of revenue."
  8. Review LICENSE.txt inside the skill folder — it is proprietary — before any commercial use.