excel-generator

# Excel Generator Skill Generate professional, Bloomberg-terminal-aesthetic Excel workbooks using Python + openpyxl. ## When to Use - User asks to build an Excel file, spreadsheet, dashboard, tracker, or report - User wants to convert data into a formatted Excel workbook - User needs a business template (inventory, finance, project tracking, HR, etc.) ## How to Use ### Step 1: Understand the Request Ask (or infer) from the user: - What type of workbook? (inventory, financial model, dashboard, tracker, etc.) - What data/sheets are needed? - Any specific metrics, KPIs, or calculations? ### Step 2: Generate the Workbook Run the Python generator script: ```bash cd /Users/synapsefirm/.openclaw/workspace && python3 scripts/excel_generator.py \ --type "[workbook_type]" \ --output "excel-projects/[filename].xlsx" \ --title "[Title]" ``` Or write a custom Python script using openpyxl with the style constants below. ### Step 3: Style Constants (Bloomberg Aesthetic) Always use these colors for consistency: ```python NAVY = "0D1B2A" # Primary headers NAVY_MID = "1B3A5C" # Sub-headers STEEL = "2D5986" # Accents ICE = "E8F0F8" # Alternating rows GOLD = "C9A84C" # Section dividers GREEN_SAFE = "217346" # OK/positive status AMBER = "B8560A" # Warning status CRIMSON = "A50000" # Danger/negative status WHITE = "FFFFFF" ``` ### Step 4: Standard Sheet Structure Every workbook should include: 1. **Dashboard** — KPI cards + summary table (always first sheet) 2. **Data sheets** — specific to the workbook type 3. **Raw Data** (if applicable) — source data tab ### Step 5: Deliver - Save to `/Users/synapsefirm/.openclaw/workspace/excel-projects/[filename].xlsx` - For client delivery: create a password-protected version with `Formly2026!` as default password - Tell the user the file location and what's included ## Workbook Templates Available ### Inventory System Sheets: Dashboard, Stock (with barcode input), Raw Materials, Projects, Deliveries, Suppliers, Offcuts, Analytics, Barcode Guide Key features: Auto status formulas (✅ OK / ⚠️ LOW / 🔴 OUT), SUMIF analytics, conditional formatting ### Financial Dashboard Sheets: Dashboard, P&L, Cash Flow, Budget vs Actual, KPIs Key features: Variance calculations, sparklines, YTD comparisons ### Project Tracker Sheets: Dashboard, Tasks (Kanban), Timeline, Resources, Budget Key features: RAG status, completion %, budget tracking ### HR/Headcount Sheets: Dashboard, Roster, Org Chart data, Compensation, Time Off Key features: Department rollups, cost calculations ### Sales Pipeline Sheets: Dashboard, Pipeline, Won/Lost, Forecasting, Rep Performance Key features: Weighted pipeline, close rate tracking ## Example Prompts This Skill Handles - "Build me an inventory tracking spreadsheet" - "Create a financial dashboard for my SaaS" - "Make an Excel tracker for my construction projects" - "I need a sales pipeline spreadsheet" - "Generate a HR headcount report template" ## Output Quality Standards - Minimum 3 sheets per workbook - Always include a Dashboard as Sheet 1 - Freeze panes on all data sheets - Alternating row colors (ICE/WHITE) - Bold navy headers with white text - All number columns right-aligned with proper formatting ($, %, commas) - Column widths sized to content