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excel-author

Generate auditable financial Excel workbooks with openpyxl using banker-grade conventions.

Updated Aug 22, 2026
Search Tags:#financial modeling#Excel#openpyxl#spreadsheet#xlsx#DCF#sensitivity analysis
One-click install
npx skills add https://github.com/vivekgoquest/hermes-agent-stable --skill excel-author-vivekgoquest
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: excel-author
Source: https://github.com/vivekgoquest/hermes-agent-stable/tree/main/optional-skills/finance/excel-author
Command: npx skills add https://github.com/vivekgoquest/hermes-agent-stable --skill excel-author-vivekgoquest

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve? Building financial models in Excel by hand leads to silent errors: hardcoded values where formulas should be, undocumented assumptions, and no way for a reviewer to audit the work. This Skill produces .xlsx files headlessly via openpyxl that follow strict banker-grade conventions so any reviewer can immediately distinguish inputs from calculations. ## Core Features & Use Cases - Auditable color conventions: Blue fonts for hardcoded inputs, black for live formulas, green for cross-sheet links, plus cell comments documenting the source of every hardcoded number. - Formula-first modeling: Every derived cell is written as a live Excel formula, with named ranges for cross-sheet references and a dedicated Checks tab that surfaces TRUE/FALSE balance validations. - Sensitivity tables and recalculation: Builds odd-sized sensitivity grids with a highlighted base-case center cell, and includes a script to recalculate formulas via headless LibreOffice before delivery. - Use Case: Ask the agent to build a DCF model for a company. It creates an Inputs tab with sourced assumptions, a DCF tab of live formulas, a Checks tab verifying the model ties out, and a 5x5 WACC/terminal-growth sensitivity table, saved to ./out/model.xlsx. ## Quick Start Use the excel-author skill to build a DCF valuation workbook for Acme Corp with sourced inputs, live formulas, a checks tab, and a WACC sensitivity table saved to ./out/acme-dcf.xlsx.

Frequently Asked Questions about excel-author

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

FAQPage Schema
How do I create an Excel financial model with openpyxl in Python?▼

Install openpyxl 3.0 or later, then write inputs as hardcoded values with blue fonts and all derived cells as formula strings like "=D19*(1+$B$8)". Save the workbook with wb.save() to an output path such as ./out/model.xlsx.

How to recalculate openpyxl formulas without opening Excel?▼

openpyxl writes formula strings but never computes them, so data_only reads return None. Run LibreOffice headless with --convert-to xlsx, or use the included recalc.py script, to force calculation and resave the workbook in place.

What are the blue black green font conventions in financial models?▼

Blue marks hardcoded inputs a human entered, black marks live formulas, and green marks links to other sheets or external files. This lets a reviewer instantly distinguish assumptions from computed values when auditing the model.

Does openpyxl support named ranges and cell comments?▼

Yes. Define named ranges via wb.defined_names with DefinedName objects pointing to absolute cell references, and attach comments with openpyxl.comments.Comment. Both survive saving and are readable in Excel.

When should I not use openpyxl for Excel generation?▼

Avoid it when a user has a live Excel session with an Office MCP available, when exporting pure tabular data without formulas (use csv or pandas.to_excel), or when building interactive dashboards that belong in a BI tool.

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