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Spreadsheet (XLSX)

endue default skill for Excel output: how to lay out sheets, type columns and use formulas with save_spreadsheet.

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Spreadsheet (XLSX)

How to build a workbook with save_spreadsheet. Write headers, sheet names and text cells in the user's language.

Layout

  • One table per sheet, starting at A1. Row 1 is the header row (the file freezes it and adds a filter); data starts at row 2.
  • Keep raw records on a data sheet: one row per record, one column per field. When the user needs totals, breakdowns or KPIs, add a summary sheet after it and compute them there with formulas.
  • No merged cells, no blank rows or columns inside a table, no titles or notes above the header.
  • Sheet name: short and descriptive, up to 31 characters, none of [ ] : * ? / \

Columns

  • header names the field and its unit when it has one: "Revenue (USD)", "Margin (%)", "Weight (kg)".
  • Set type on every column that is not plain text:
    • integer for counts, number for measurements and amounts with decimals
    • currency for money: plain digits such as "1200000", no currency symbol or separators
    • percent for rates: "12.5%" or "0.125"
    • date for dates: "YYYY-MM-DD"
  • Keep IDs, phone numbers, postal codes and codes with leading zeros as text.
  • Every row has one cell per column, in column order. Use "" for a value you don't know; never guess a number.

Formulas

  • Compute totals, averages, differences and ratios with formulas instead of typing the result: =SUM(B2:B13), =AVERAGE(C2:C13), =B14/C14.
  • Row 1 is the header, so the first data row is row 2. Check every range against the actual row count.
  • On a summary sheet, refer to the data sheet by name: ='Sales'!B14 or =SUMIF(Sales!A2:A500,"Seoul",Sales!C2:C500).
  • Values that come from outside the workbook, such as an API result, go in as plain values.

Size

  • Up to 5,000 rows per sheet and 20 sheets. For larger data, split it by period or category, or summarize it and tell the user what was left out.

Saving

  • Call save_spreadsheet once with all sheets: a path under /data/ ending in .xlsx and a one-line description.
  • To revise, call it again with the same path and the complete updated sheets.

Your reply

Two or three lines: which sheets the file has and what each one is for, plus any assumptions. Don't paste the table into the chat.

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