# xlsx

A skill for creating, editing and recalculating Excel workbooks with live formulas, formatting and charts. Useful when the agent has to produce or modify a spreadsheet file.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 1300 installs · ★ 174
- Author: appautomaton
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/appautomaton/document-SKILLs/tree/HEAD/xlsx/SKILL.md
- Updated: 2026-10-15
- HTML: https://affpapa.org/en/nevibecode/skills/appautomaton-xlsx

## What it does

The skill covers what you cannot see from the code alone: a recalculation step that reports what is actually broken in a workbook, and the openpyxl and LibreOffice behaviours that quietly corrupt files.

It ships a `recalc.py` script. Run it by absolute path from the user's working directory so relative paths to their files keep working: `uv run <skill>/scripts/recalc.py model.xlsx`. It recalculates in LibreOffice, writes the values back and prints JSON. Exit status 0 means clean, 1 means problems, 2 means it could not run. Recalculation needs LibreOffice (`soffice`) installed.

For any workbook you deliver, use openpyxl: it keeps formulas, formatting, charts, data validation and comments. pandas is fine for analysis and bulk reads, but its writer keeps only values. Load `.xlsm` with `keep_vba=True` or the macros are gone on save. One more trap: `data_only=True` reads cached values, and saving a workbook opened that way replaces every formula with its last value for good. Worth checking your code before you open someone else's file that way.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add appautomaton/document-SKILLs --skill xlsx -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/xlsx/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/xlsx/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add appautomaton/document-SKILLs --skill xlsx -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/xlsx/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add appautomaton/document-SKILLs --skill xlsx -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/xlsx/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install appautomaton/document-SKILLs xlsx
```

2. **Manually: put the files in place**
- File: `.github/skills/xlsx/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add appautomaton/document-SKILLs --skill xlsx -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/appautomaton/document-SKILLs --path xlsx
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/xlsx/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add appautomaton/document-SKILLs --skill xlsx -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/appautomaton/document-SKILLs/tree/HEAD/xlsx/SKILL.md

## When to use it
- build an Excel workbook with formulas instead of hardcoded numbers
- recalculate a file and see which formulas error out
- turn CSV or TSV data into a formatted sheet
- read values and formulas out of an existing workbook
- keep macros intact while editing an .xlsm file

## Example prompts
- build an xlsx workbook with monthly revenue and a total formula
- recalculate model.xlsx and show me what broke
- read the formulas in report.xlsx and explain how it is structured

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: eb12bb3f7ba9652b.

BEGIN THIRD-PARTY FILE eb12bb3f7ba9652b
````text
---
name: xlsx
description: Create, edit, analyze, and recalculate Excel workbooks (.xlsx, .xlsm) with live formulas, formatting, and charts. Use when a task produces or modifies a spreadsheet file, turns CSV/TSV data into one, or needs values, formulas, or formatting read from one.
---

# Excel workbooks

You already know openpyxl and pandas. This skill adds what you can't see from the code: a recalculation step that reports what is actually wrong in the workbook, and the behaviours of openpyxl and LibreOffice that silently break files.

## Running scripts

`<skill>` is the directory containing this file. Run bundled scripts by absolute path from the user's working directory, so relative paths to their files keep working:

```bash
uv run <skill>/scripts/recalc.py model.xlsx
```

Run Python you write with its dependencies declared, either `uv run --with openpyxl script.py` or a PEP 723 header. Recalculation needs LibreOffice (`soffice`).

## Choosing a tool

- **openpyxl** for any workbook you deliver: formulas, formatting, charts, validation, comments. It keeps charts, images, comments, data validation and conditional formatting of files it loads. It drops what it does not model, such as shapes, text boxes, slicers and form controls, so check before editing a workbook that has them.
- **pandas** for analysis and bulk reads. Its writer keeps only values, so never use it to edit a workbook someone will keep working in.
- For `.xlsm`, load with `load_workbook(path, keep_vba=True)`, or the macros are lost on save.

## Formulas, not values

Anything derived belongs in the sheet as a formula, so the workbook stays correct when its inputs change. Compute in Python only what has no spreadsheet form, then write it as a labelled input.

```python
ws["B10"] = "=SUM(B2:B9)"          # not ws["B10"] = df["Sales"].sum()
ws["C5"] = "=(C4-C2)/C2"           # growth, from the cells it depends on
ws["D3"] = "=B3*(1+$B$1)"          # assumptions live in their own cells
```

## Checking the output

openpyxl writes formulas without values, so a file is not finished until it has been recalculated. Run this after every save that touched formulas, and fix what it reports before delivering:

```bash
uv run <skill>/scripts/recalc.py model.xlsx
```

It recalculates in LibreOffice, writes the values back into the file, and prints JSON. The exit status is 0 when clean, 1 when there are problems, and 2 when it could not run.

| Field | Meaning and fix |
|---|---|
| `errors` | Error values by type, e.g. `{"#DIV/0!": {"count": 3, "locations": ["Model!C7", …]}}`, with at most 50 locations per type. Fix the formulas at those cells. |
````
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First 2650 of 5927 bytes. © appautomaton · MIT · https://github.com/appautomaton/document-SKILLs/tree/HEAD/xlsx/SKILL.md

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