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xlsx

Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm, .xltx) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also applies to .csv/.tsv when the user wants spreadsheet output. Do NOT use for Word documents, HTML reports, standalone Python scripts, database pipelines, or Google Sheets API work.

backend/cli/skills/document-parsing/xlsx/SKILL.md

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Nov 6, 2026
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# XLSX creation, editing, and analysis

| Task | Approach |
|---|---|
| **Create** or **edit** with formulas/formatting | `openpyxl` — see gotchas below |
| **Bulk data** in or out | `pandas` (`read_excel`, `to_excel`) |
| **Quick look** at a sheet | `markitdown file.xlsx` — `## SheetName` per sheet; reads `.xlsm` too. No cell coordinates, so don't plan edits from it |
| **Read** a model (formulas *and* values) | two `load_workbook` passes — see gotchas |

> `openpyxl`, `pandas`, and `markitdown` are preinstalled — do not run `uv pip install` first; write the script and import directly. Only if an import fails (or the `markitdown` command is missing): `uv pip install` the missing package.

> Script paths below are relative to this skill's directory.

## Requirements for every output