xlsx Skill for AI Agents

# XLSX Processing

Comprehensive toolkit for creating, editing, and analyzing Excel spreadsheets.

## Core Standards

- **Zero formula errors** in all Excel deliverables
- Industry-standard color coding for financial models

### Color Coding Convention

- Blue text (RGB: 0,0,255) - Inputs/assumptions
- Black text - Formulas and calculations
- Green text - Internal links
- Red text - External references

## Critical Workflow Rule

**Use formulas, never hardcoded values.**

Always use Excel formulas instead of calculating values in Python and hardcoding them. This maintains spreadsheet dynamism.

```python
# CORRECT - Use formula
cell.value = "=SUM(B2:B9)"

# INCORRECT - Hardcoded calculation
cell.value = calculated_sum
```

## Technical Requirements

### Recalculation

After creating/editing files with formulas, recalculate to verify:
- Values compute correctly
- No formula errors exist

### Number Formatting

- Years as text: "2024"
- Currency: $#,##0
- Zeros displayed as: "-"
- Percentages: 0.0%

### Documentation

Hardcoded values require source citations:
- Date of data
- Reference name
- URL when available

## Library Selection

- **openpyxl** - For formulas and formatting
- **pandas** - For data analysis and manipulation

## Formula Best Practices

1. Test 2-3 sample references before broader application
2. Use named ranges for clarity
3. Document complex formulas with comments
4. Verify formula integrity with checklist

## Template Preservation

Preserve existing templates over imposing standardized formatting. Respect the structure users have created.