excel-author

Create Excel workbooks with formatting conventions and balance checks.

3|1|Updated May 19, 2026
One-click install
npx skills add https://github.com/Quill-Agent/Quill-Agent --skill excel-author-quill-agent
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: excel-author
Source: https://github.com/Quill-Agent/Quill-Agent/tree/main/optional-skills/finance/excel-author
Command: npx skills add https://github.com/Quill-Agent/Quill-Agent --skill excel-author-quill-agent

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the creation of Excel workbooks with predefined conventions and checks, ensuring auditable, flexible, and reviewable outputs for financial models and audit outputs.

Core Features & Use Cases

  • Conventions Enforcement: Enforces banker-grade conventions like blue, black, and green cell colors, formulas over hardcodes, and named ranges.
  • Balance Checks: Includes a dedicated 'Checks' tab for balance sheet balances, cash flow ties, and sum-of-parts checks.
  • Named Ranges: Utilizes named ranges for cross-sheet references.
  • Sensitivity Tables: Supports the creation of sensitivity tables with full recalculation formulas.
  • Recalculating Before Delivery: Offers a step-by-step guide to recalculating formulas before delivery.
  • Model Layout Planning: Provides a planning guide for the layout of financial models.
  • Use Case: For an investment analyst, this Skill can be used to automate the creation of financial models, ensuring accuracy and consistency in calculations.

Quick Start

Use the excel-author skill to create a financial model workbook named 'model.xlsx' based on the provided input data.

Frequently Asked Questions about excel-author

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate Excel workbook creation for financial modeling?

You can automate Excel workbook creation for financial modeling by using openpyxl to apply strict formatting conventions, enforce formulas over hardcodes, and generate reviewable audit outputs automatically.

What are banker-grade conventions for spreadsheet automation?

Banker-grade conventions for spreadsheet automation include using blue, black, and green cell colors to distinguish inputs and formulas, utilizing named ranges, and enforcing calculations over hardcoded values for auditability.

How do I add balance checks to an Excel financial model?

You add balance checks to an Excel financial model by generating a dedicated Checks tab that automatically validates balance sheet balances, cash flow ties, and sum-of-parts calculations.

Does openpyxl support generating sensitivity tables in Excel?

Yes, openpyxl supports generating sensitivity tables in Excel by programmatically creating table structures and embedding full recalculation formulas to ensure accurate data outputs.

Can I use openpyxl to enforce named ranges for cross-sheet references?

Yes, you can use openpyxl to enforce named ranges for cross-sheet references, ensuring that your financial models maintain consistent calculations and robust auditability across multiple worksheets.

What is the best way to plan the layout of an automated financial model?

The best way to plan the layout of an automated financial model is to follow a dedicated planning guide that structures conventions, balance checks, and sensitivity tables before generating the workbook.