# Office Spreadsheet Workflow

> Workflow guidance for Codex agents creating, editing, analyzing, visualizing, validating, or formatting Microsoft Excel, XLSX, CSV, TSV, Office spreadsheet, and Google Sheets-targeted files through available spreadsheet tools or MCP/plugin integrations. Use for Excel models, tables, dashboards, formulas, charts, data cleaning, research data workbooks, financial models, trackers, and Chinese requests about Excel, xlsx, biaoge, shuju fenxi, gongshi, or tubiao.

- Skill: `xiangdong-415/office-spreadsheet-workflow` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add xiangdong-415/office-spreadsheet-workflow`
- Raw SKILL.md: https://api.skillmd.com/api/skills/xiangdong-415/office-spreadsheet-workflow/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Data & Analytics
- Author: Xiangdong-415 (https://skillmd.com/u/xiangdong-415)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/xiangdong-415/office-spreadsheet-workflow

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# Office Spreadsheet Workflow

## Purpose

Use this skill to guide spreadsheet work through available Excel-compatible tools, Office MCP servers, spreadsheet plugins, or local artifact builders. It does not include proprietary MCP code.

## First Check

Before changing a workbook:

- Identify the source format: `.xlsx`, `.xls`, `.csv`, `.tsv`, Google Sheets, or generated workbook.
- Determine whether formulas, charts, pivots, validation rules, comments, or macros matter.
- Preserve existing formulas and formatting unless the user asks for a rebuild.
- Decide whether the task needs calculation verification.

## Workflow

1. Understand the workbook goal.
   - Data entry, cleaning, analysis, dashboard, model, tracker, chart pack, or template.

2. Design workbook structure.
   - Put summary or dashboard sheets first.
   - Keep source data, assumptions, calculations, checks, and outputs separated for nontrivial models.
   - Use tables, named ranges, and consistent formatting where useful.

3. Build or edit.
   - Prefer available Office/MCP/plugin tools.
   - Keep formulas auditable and editable.
   - Avoid hardcoding calculated values unless the user explicitly wants static output.

4. Validate.
   - Check formula errors, missing references, inconsistent ranges, and obvious outliers.
   - Verify charts point to the intended data.
   - For analytical workbooks, add checks or reconciliation rows when helpful.

5. Deliver.
   - Export the final `.xlsx` or target format.
   - Summarize what changed and note any assumptions.

## Common Tasks

- Clean and format raw CSV data into an Excel workbook.
- Build a research-data workbook with formulas and charts.
- Create a KPI dashboard.
- Add formulas, conditional formatting, dropdowns, or charts.
- Audit formulas and highlight likely issues.
- Convert Excel-ready output to Google Sheets when supported.

## Quality Checklist

- Formulas calculate correctly and use the intended ranges.
- Formatting improves readability without hiding data.
- Charts are labeled and not misleading.
- Workbook structure is understandable to another person.
- Source data and derived calculations are distinguishable.
- No accidental overwrite of user data.