home / skills / jwynia / agent-skills / xlsx-generator

This skill generates and manipulates Excel XLSX files from templates or scratch using JSON specs.

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SKILL.md
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---
name: xlsx-generator
description: "Create and manipulate Excel XLSX files programmatically. Use when the user needs to generate spreadsheets, modify XLSX templates, extract spreadsheet content, or automate Excel workflows. Supports both template-based generation (for branding compliance) and from-scratch creation. Keywords: Excel, XLSX, spreadsheet, workbook, worksheet, data, report, template, financial, analysis."
license: MIT
compatibility: Requires Deno with --allow-read, --allow-write permissions
metadata:
  author: agent-skills
  version: "1.0"
  type: generator
  mode: generative
  domain: documents
---

# XLSX Generator

## When to Use This Skill

Use this skill when:
- Creating Excel spreadsheets programmatically from data or specifications
- Populating branded templates with dynamic content while preserving formatting
- Extracting cell data, formulas, and structure from existing XLSX files
- Finding and replacing placeholder text like `{{TITLE}}` or `${date}` in cells
- Automating spreadsheet generation workflows (reports, data exports, financial statements)

Do NOT use this skill when:
- User wants to open/view spreadsheets (use native Excel or viewer)
- Complex pivot tables or charts are required (limited support)
- Working with older .xls format (XLSX only)
- Real-time collaborative editing is needed

## Prerequisites

- Deno installed (https://deno.land/)
- Input XLSX files for template-based operations
- JSON specification for scratch generation

## Quick Start

### Two Modes of Operation

1. **Template Mode**: Modify existing branded templates
   - Analyze template to find placeholders and structure
   - Replace `{{PLACEHOLDERS}}` with actual values

2. **Scratch Mode**: Create spreadsheets from nothing using JSON specifications

## Instructions

### Mode 1: Template-Based Generation

#### Step 1a: Analyze the Template

Extract cell inventory to understand what can be replaced:

```bash
deno run --allow-read scripts/analyze-template.ts financial-template.xlsx > inventory.json
```

**Output** (inventory.json):
```json
{
  "filename": "financial-template.xlsx",
  "sheetCount": 3,
  "sheets": [
    {
      "name": "Summary",
      "rowCount": 25,
      "colCount": 8,
      "usedRange": "A1:H25",
      "cells": [
        { "address": "A1", "row": 1, "col": 1, "value": "{{REPORT_TITLE}}", "type": "string" },
        { "address": "B3", "row": 3, "col": 2, "value": "{{DATE}}", "type": "string" },
        { "address": "C5", "row": 5, "col": 3, "value": null, "type": "number", "formula": "SUM(C6:C20)" }
      ]
    }
  ],
  "placeholders": [
    { "tag": "{{REPORT_TITLE}}", "location": "Summary!A1", "sheet": "Summary", "address": "A1" },
    { "tag": "{{DATE}}", "location": "Summary!B3", "sheet": "Summary", "address": "B3" }
  ],
  "hasFormulas": true
}
```

#### Step 1b: Create Replacement Specification

Create `replacements.json`:
```json
{
  "textReplacements": [
    { "tag": "{{REPORT_TITLE}}", "value": "Q4 2024 Financial Report" },
    { "tag": "{{DATE}}", "value": "December 15, 2024" },
    { "tag": "{{COMPANY}}", "value": "Acme Corporation", "sheets": ["Summary", "Cover"] }
  ],
  "cellUpdates": [
    { "sheet": "Data", "address": "B5", "value": 1250000 },
    { "sheet": "Data", "address": "B6", "value": 750000 }
  ]
}
```

#### Step 1c: Generate Output

```bash
deno run --allow-read --allow-write scripts/generate-from-template.ts \
  financial-template.xlsx replacements.json output.xlsx
```

### Mode 2: From-Scratch Generation

#### Step 2a: Create Specification

Create `spec.json`:
```json
{
  "title": "Sales Report",
  "author": "Finance Team",
  "sheets": [
    {
      "name": "Sales Data",
      "data": [
        ["Product", "Q1", "Q2", "Q3", "Q4", "Total"],
        ["Widget A", 10000, 12000, 15000, 18000, null],
        ["Widget B", 8000, 9000, 11000, 13000, null],
        ["Widget C", 5000, 6000, 7000, 8000, null]
      ],
      "cells": [
        { "address": "F2", "formula": "SUM(B2:E2)" },
        { "address": "F3", "formula": "SUM(B3:E3)" },
        { "address": "F4", "formula": "SUM(B4:E4)" }
      ],
      "columns": [
        { "col": "A", "width": 15 },
        { "col": "B", "width": 10 },
        { "col": "C", "width": 10 },
        { "col": "D", "width": 10 },
        { "col": "E", "width": 10 },
        { "col": "F", "width": 12 }
      ],
      "freezePane": "A2",
      "autoFilter": "A1:F4"
    }
  ]
}
```

#### Step 2b: Generate Spreadsheet

```bash
deno run --allow-read --allow-write scripts/generate-scratch.ts spec.json output.xlsx
```

## Examples

### Example 1: Monthly Sales Report

**Scenario**: Generate a monthly sales report from template.

**Steps**:
```bash
# 1. Analyze template for replaceable content
deno run --allow-read scripts/analyze-template.ts sales-template.xlsx --pretty

# 2. Create replacements.json with monthly data
# 3. Generate report
deno run --allow-read --allow-write scripts/generate-from-template.ts \
  sales-template.xlsx replacements.json November-Sales.xlsx
```

### Example 2: Data Export with Formulas

**Scenario**: Create a spreadsheet with calculated totals.

**spec.json**:
```json
{
  "sheets": [{
    "name": "Expenses",
    "data": [
      ["Category", "January", "February", "March", "Total"],
      ["Office", 1500, 1600, 1400, null],
      ["Travel", 3000, 2500, 4000, null],
      ["Software", 500, 500, 500, null],
      ["Total", null, null, null, null]
    ],
    "cells": [
      { "address": "E2", "formula": "SUM(B2:D2)" },
      { "address": "E3", "formula": "SUM(B3:D3)" },
      { "address": "E4", "formula": "SUM(B4:D4)" },
      { "address": "B5", "formula": "SUM(B2:B4)" },
      { "address": "C5", "formula": "SUM(C2:C4)" },
      { "address": "D5", "formula": "SUM(D2:D4)" },
      { "address": "E5", "formula": "SUM(E2:E4)" }
    ]
  }]
}
```

### Example 3: Multi-Sheet Workbook

**Scenario**: Create a workbook with summary and detail sheets.

**spec.json**:
```json
{
  "title": "Q4 Report",
  "sheets": [
    {
      "name": "Summary",
      "data": [
        ["Department", "Budget", "Actual", "Variance"],
        ["Sales", 500000, 520000, null],
        ["Marketing", 200000, 195000, null]
      ],
      "cells": [
        { "address": "D2", "formula": "C2-B2" },
        { "address": "D3", "formula": "C3-B3" }
      ]
    },
    {
      "name": "Sales Detail",
      "data": [
        ["Month", "Revenue", "Cost", "Profit"],
        ["October", 180000, 120000, null],
        ["November", 170000, 115000, null],
        ["December", 170000, 110000, null]
      ],
      "cells": [
        { "address": "D2", "formula": "B2-C2" },
        { "address": "D3", "formula": "B3-C3" },
        { "address": "D4", "formula": "B4-C4" }
      ]
    }
  ]
}
```

## Script Reference

| Script | Purpose | Permissions |
|--------|---------|-------------|
| `analyze-template.ts` | Extract cells, formulas, placeholders from XLSX | `--allow-read` |
| `generate-from-template.ts` | Replace placeholders in templates | `--allow-read --allow-write` |
| `generate-scratch.ts` | Create XLSX from JSON specification | `--allow-read --allow-write` |

## Specification Reference

### Sheet Options

| Property | Type | Description |
|----------|------|-------------|
| `name` | string | Sheet name |
| `data` | array | 2D array of cell values starting at A1 |
| `cells` | array | Individual cell specifications |
| `rows` | array | Row-based data specifications |
| `columns` | array | Column width and visibility settings |
| `merges` | array | Merged cell ranges |
| `freezePane` | string | Freeze panes at this cell (e.g., "A2") |
| `autoFilter` | string | Auto-filter range (e.g., "A1:F10") |

### Cell Options

| Property | Type | Description |
|----------|------|-------------|
| `address` | string | Cell address (e.g., "A1", "B2") |
| `value` | mixed | Cell value (string, number, boolean, null) |
| `formula` | string | Formula without = sign |
| `format` | string | Number format (e.g., "#,##0.00") |
| `type` | string | Force type: "string", "number", "boolean", "date" |

### Column Options

| Property | Type | Description |
|----------|------|-------------|
| `col` | string | Column letter (e.g., "A", "B", "AA") |
| `width` | number | Column width in characters |
| `hidden` | boolean | Hide column |

### Template Replacement Options

| Property | Type | Description |
|----------|------|-------------|
| `tag` | string | Placeholder to find (e.g., "{{TITLE}}") |
| `value` | mixed | Replacement value |
| `sheets` | array | Limit to specific sheets |
| `range` | string | Limit to cell range (e.g., "A1:D10") |

## Common Issues and Solutions

### Issue: Placeholders not being replaced

**Symptoms**: Output XLSX still contains `{{PLACEHOLDER}}` tags.

**Solution**:
1. Run `analyze-template.ts` to verify exact tag text and location
2. Check that placeholder is in a string cell, not a formula
3. Verify sheet filter in replacement spec

### Issue: Formulas showing as text

**Symptoms**: Formulas display as text instead of calculating.

**Solution**:
- Ensure formula doesn't start with "=" in spec (it's added automatically)
- Check cell type is not forced to "string"

### Issue: Numbers formatted as text

**Symptoms**: Numbers have green triangle indicating text storage.

**Solution**:
- Use numeric values in spec, not quoted strings
- For template replacement, if entire cell is placeholder and replacement is number, it converts automatically

### Issue: Column widths not applied

**Symptoms**: Columns have default width despite specification.

**Solution**:
- Ensure column letters are uppercase
- Verify column spec is in array format

## Limitations

- **XLSX only**: Does not support legacy .xls or .xlsb formats
- **No macros**: Cannot create or preserve VBA macros
- **Limited charting**: No native chart creation support
- **No pivot tables**: Cannot create pivot tables programmatically
- **Basic styling**: Limited cell formatting options
- **No conditional formatting**: Cannot set conditional format rules
- **Formula recalc**: Formulas are stored but not recalculated (Excel recalculates on open)

## Related Skills

- **pptx-generator**: For creating PowerPoint presentations
- **docx-generator**: For creating Word documents
- **csv-processor**: For simpler CSV data processing

Overview

This skill creates and manipulates Excel XLSX files programmatically. It supports populating branded templates, generating workbooks from JSON specifications, extracting cell inventories, and automating report or data-export workflows. It is implemented in TypeScript and runs with Deno.

How this skill works

The skill operates in two modes: Template Mode reads an existing XLSX, extracts placeholders and cell metadata, and replaces tags or updates cells per a replacement spec; Scratch Mode builds workbooks from a JSON spec including sheets, data arrays, formulas, column widths, merges, and freeze panes. Scripts are provided for analyzing templates, generating from templates, and creating spreadsheets from scratch; formulas are stored without the leading = and Excel recalculates on open.

When to use it

  • Generate branded reports or invoices by filling template placeholders
  • Export data programmatically into spreadsheets with formulas and layout
  • Create multi-sheet workbooks (summary + detail) from structured JSON
  • Extract cell inventory, placeholders, and formulas from existing XLSX files
  • Automate periodic spreadsheet generation (financials, monthly reports)

Best practices

  • Run analyze-template first to capture exact placeholder tags and cell types
  • Supply numeric values as numbers (not quoted strings) to avoid text formatting issues
  • Limit replacements by sheet or range in replacement spec to avoid unintended changes
  • Keep formulas in spec without a leading '=' so the generator adds it correctly
  • Use uppercase column letters and correct ranges when specifying column widths and filters

Example use cases

  • Populate a branded financial template with month, title, and numeric data to create a client-ready report
  • Generate a sales report from a JSON spec with per-row SUM formulas and freeze panes for headers
  • Export database query results into a multi-sheet workbook with calculated totals and formatted column widths
  • Analyze a contractor-provided template to produce an inventory.json of placeholders and formulas before automation

FAQ

Can this skill create pivot tables or charts?

No. Pivot tables and native chart creation are not supported; produce data and formulas, then add charts manually in Excel.

Will formulas recalculate after generation?

Formulas are written into cells without a leading '='; Excel recalculates on open. The generator does not evaluate formulas itself.