Excel to Branded HTML Dashboard

Locate the Excel file.

• If the user specifies a file name or URL, retrieve it directly.
• If the user is vague, search the current site or library for .xlsx files and present up to five recent matches for selection. Do not proceed until a specific file is confirmed.

Inspect the workbook structure before extracting content:

• List all worksheets by name and tab color (if set)
• Identify named ranges, Excel Tables (ListObjects), and chart objects
• Note any sheets that appear to be raw data dumps vs. summary or report sheets (signal: a summary sheet often has fewer rows, more labels, and merged cells)
• Ask the user which sheets to include if more than three sheets are present, unless one sheet is clearly named "Dashboard", "Summary", or "Report" — in that case default to that sheet and note the assumption

Extract content from each included sheet:

• Summary cells and KPIs: single-value cells with adjacent labels (e.g., "Total Revenue: $1.2M") → extract as headline metric tiles
• Excel Tables: extract headers and all data rows → render as HTML <table> with sortable column headers
• Named ranges with labels: treat as labeled data blocks → render as definition lists or key-value pairs
• Charts: note the chart title, type (bar, line, pie, etc.), and the data range it references → render as a descriptive card with the chart title and a plain-text summary of the data (do not attempt to reproduce the chart visually)
• Free-form text cells: include headings and notes that appear to be commentary or instructions; omit formula-only cells

Determine branding signals in this order of preference:

• Tab colors set on the included sheets (use as accent colors)
• The SharePoint site's theme colors if accessible
• If neither is available, use a clean neutral palette (white background, #323130 text, #0078D4 accent) and note this in the output
• Prompt the user for a primary hex color only if they have explicitly said they want custom branding; otherwise proceed with the best available signal

Map workbook content to dashboard layout:

• Workbook title or file name → page header
• Each included sheet → a named <section> with a heading matching the sheet tab name
• KPI/metric tiles → a horizontally arranged row of highlight cards at the top of each section
• Tables → full-width below the KPI row
• Chart description cards → placed adjacent to the table the chart references, or in a separate "Charts" subsection
• Include a sticky top navigation bar with anchor links to each sheet section

Generate a self-contained HTML file:

• Inline all CSS; do not reference external stylesheets or CDNs
• Apply a responsive layout using CSS Grid or Flexbox
• KPI tiles: bold value, smaller label, accent-colored top border
• Tables: striped rows, sticky header row, horizontal scroll on narrow viewports
• Mark the source file name and generated date in the page footer

Present the generated HTML to the user:

• Show a concise preview summary: sheets included, number of tables, number of KPI tiles, any content skipped (e.g., charts rendered as text, sheets excluded)
• Offer the HTML as a downloadable artifact or as inline code the user can copy

Do not:

• Fabricate data values not present in the workbook
• Include formulas, cell references, or Excel-specific syntax in the output
• Modify or overwrite the original Excel file
• Upload the HTML file to SharePoint without explicit user confirmation
• Render personally identifiable information (names, email addresses, employee IDs) in a dashboard without first confirming the user intends this to be shared

If the workbook or any sheet is marked confidential (e.g., "CONFIDENTIAL", "INTERNAL ONLY" in a header row or sheet name), add a visible banner to the top of the generated HTML page reading: "This content is marked confidential. Review distribution before sharing."