Excel Generator

Generate professional Bloomberg-style Excel workbooks from natural language descriptions. Creates multi-sheet workbooks with dashboards, KPI cards, charts, conditional formatting, and data tables. Use when asked to build Excel files, spreadsheets, dashboards, trackers, or reports.

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:

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:

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