- name
- excel-generator
- description
- 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:
- Dashboard — KPI cards + summary table (always first sheet)
- Data sheets — specific to the workbook type
- 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