excel-model
GitHub通过编写并运行openpyxl脚本生成包含实时公式的Excel模型。支持财务、预算等场景，确保输入变更自动重算，提供结构化数据与格式化输出。
触发场景
安装
npx skills add mohitagw15856/pm-claude-skills --skill excel-model -g -y
SKILL.md
Frontmatter
{
"name": "excel-model",
"description": "Build a real, formula-driven Excel (.xlsx) model — not a static table. Use when asked to build an Excel model, a financial model, a budget\/forecast spreadsheet, or any .xlsx with live formulas a user can edit. Produces an actual .xlsx file via a generated openpyxl script: an inputs\/assumptions sheet, calculation sheets with real cell formulas, and formatting — so changing an input recalculates the model. Requires a code-execution environment (Claude Code, the API code tool, or Claude.ai)."
}
Excel Model Skill
A model is only useful if it's live — change an assumption and everything recalculates. A markdown
table can't do that; a real .xlsx with cell formulas can. This skill builds an actual Excel workbook by
writing and running an openpyxl script: a clean inputs sheet, calculation sheets that reference
those inputs with real = formulas, and sensible formatting — so the user gets a file they can drive,
not a snapshot.
Environment: this produces a binary file, so it needs a place to run code — Claude Code, the Anthropic API code-execution tool, or Claude.ai (with the analysis/code tool). In the browser playground (no code execution), use the markdown output as the spec instead.
Required Inputs
Ask for these only if they aren't already provided:
- What the model is — financial model, budget, forecast, pricing model, scenario planner, etc.
- The inputs/assumptions — the driver variables (and rough values) the user will change.
- The outputs — what it should compute (revenue, burn, margins, totals, a P&L, etc.).
- Structure — periods (months/years), tiers/segments, and any required layout.
Process
- Design before coding — lay out the sheets (Inputs · Calculations · Output/Summary), and which cells are inputs vs. formulas. Confirm the calculation logic with the user if non-trivial.
- Write an
openpyxlscript that:- Puts all driver assumptions on an Inputs sheet (one source of truth), labelled and formatted.
- Builds calculation cells as real formulas referencing the input cells (e.g.
=Inputs!B2*Inputs!B3), never hard-coded results — so the model is live. - Adds formatting: headers, number/currency/percent formats, column widths, and light cell styling for readability.
- Saves to a clearly named
.xlsx.
- Run it, then state the formulas used and tell the user which cells to change to flex the model.
Output Format
- The generated
.xlsxfile (the deliverable). - A short README of the model: the sheets, the input cells to change, the key formulas in plain English, and any assumptions.
Quality Checks
- Calculations are live cell formulas, not pasted static values
- All driver assumptions live on one Inputs sheet and are referenced, not duplicated
- Numbers are formatted (currency/percent/thousands) and sheets are readable
- The script runs cleanly and the file opens in Excel/Sheets/Numbers
- The user is told exactly which cells to change to drive the model
Anti-Patterns
- Do not write computed results as static numbers — the whole point is that inputs recalculate
- Do not hard-code an assumption inside a formula — put it on the Inputs sheet and reference it
- Do not scatter inputs across sheets — one assumptions sheet, single source of truth
- Do not skip formatting — an unformatted grid of numbers is hard to trust or use
- Do not claim a file was produced if there was no code execution — fall back to a clear spec instead
Based On
Financial-modelling best practice (separate inputs from calculations, formula-driven, no hard-codes) implemented with openpyxl.
Programmatic Helper
This skill ships scripts/xlsx_tool.py — a zero-dependency (stdlib zip+XML) tool that produces real .xlsx files, so the model you design can be delivered as a working workbook, not a markdown table:
# Build a workbook from JSON (numbers stay numbers, "=B2*C2" becomes a live formula)
python3 scripts/xlsx_tool.py create model.xlsx --data '{"Model": [["Item","Qty","Price","Total"],["Widget",4,9.5,"=B2*C2"]]}'
# Fill {{placeholders}} in an existing template workbook
python3 scripts/xlsx_tool.py fill template.xlsx out.xlsx --values '{"month":"July","revenue":21000}'
Design the model first (per this skill), then emit the JSON and run create. Honest limits: default styling only, no charts — for formatted finals, open the generated file and style it, or use the playground's Excel export.
版本历史
- a38bc30 当前 2026-07-05 11:34
