excel-analysis

davila7/claude-code-templates · updated Apr 8, 2026

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$npx skills add https://github.com/davila7/claude-code-templates --skill excel-analysis
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summary

Read, analyze, and transform Excel spreadsheets with pandas, pivot tables, charts, and data cleaning.

  • Supports reading single or multiple sheets, filtering, grouping, aggregating, and calculating derived metrics on tabular data
  • Create pivot tables programmatically and generate bar, pie, and other chart visualizations using matplotlib
  • Write formatted Excel files with auto-adjusted column widths, conditional formatting, bold headers, and color fills using openpyxl
  • Merge and concaten
skill.md

Excel Analysis

Quick start

Read Excel files with pandas:

import pandas as pd

# Read Excel file
df = pd.read_excel("data.xlsx", sheet_name="Sheet1")

# Display first few rows
print(df.head())

# Basic statistics
print(df.describe())

Reading multiple sheets

Process all sheets in a workbook:

import pandas as pd

# Read all sheets
excel_file = pd.ExcelFile("workbook.xlsx")

for sheet_name in excel_file.sheet_names:
    df = pd.read_excel(excel_file, sheet_name=sheet_name)
    print(f"\n{sheet_name}:")
    print(df.head())

Data analysis

Perform common analysis tasks:

import pandas as pd

df = pd.read_excel("sales.xlsx")

# Group by and aggregate
sales_by_region = df.groupby("region")["sales"].sum()
print(sales_by_region)

# Filter data
high_sales = df[df["sales"] > 10000]

# Calculate metrics
df["profit_margin"] = (df["revenue"] - df["cost"]) / df["revenue"]

# Sort by column
df_sorted = df.sort_values("sales", ascending=False)

Creating Excel files

Write data to Excel with formatting:

import pandas as pd

df = pd.DataFrame({
    "Product": ["A", "B", "C"],
    "Sales": [100, 200, 150],
    "Profit": [20, 40, 30]
})

# Write to Excel
writer = pd.ExcelWriter("output.xlsx", engine="openpyxl")
df.to_excel(writer, sheet_name="Sales", index=False)

# Get worksheet for formatting
worksheet = writer.sheets["Sales"]

# Auto-adjust column widths
for column in worksheet.columns:
    max_length = 0
    column_letter = column[0].column_letter
    for cell in column:
        if len(str(cell.value)) > max_length:
            max_length = len(str(cell.value))
    worksheet.column_dimensions[column_letter].width = max_length + 2

writer.close()

Pivot tables

Create pivot tables programmatically:

import pandas as pd

df = pd.read_excel("sales_data.xlsx")

# Create pivot table
pivot = pd.pivot_table(
    df,
    values="sales",
    index="region",
    columns="product",
    aggfunc="sum",
    fill_value=0
)

print(pivot)

# Save pivot table
pivot.to_excel("pivot_report.xlsx")

Charts and visualization

Generate charts from Excel data:

import pandas as pd
import matplotlib.pyplot as plt

df = pd.read_excel("data.xlsx")

# Create bar chart
df.plot(x="category", y="value", kind="bar")
plt.title("Sales by Category")
plt.xlabel("Category")
plt.ylabel("Sales")
plt.tight_layout()
plt.savefig("chart.png")

# Create pie chart
df.set_index("category")["value"].plot(kind="pie", autopct="%1.1f%%")
plt.title("Market Share")
plt.ylabel("")
plt.savefig("pie_chart.png")

Data cleaning

Clean and prepare Excel data:

import pandas as pd

df = pd.read_excel("messy_data.xlsx")

# Remove duplicates
df = df.drop_duplicates()

# Handle missing values
df = df.fillna(0)  # or df.dropna()

# Remove whitespace
df["name"] = df["name"].str.strip()

# Convert data types
df["date"] = pd.to_datetime(df["date"])
df["amount"] = pd.to_numeric(df["amount"], errors="coerce")

# Save cleaned data
df.to_excel("cleaned_data.xlsx", index=False)

Merging and joining

Combine multiple Excel files:

import pandas as pd

# Read multiple files
df1 = pd.read_excel("sales_q1.xlsx")
df2 = pd.read_excel("sales_q2.xlsx")

# Concatenate vertically
combined = pd.concat([df1, df2], ignore_index=True)

# Merge on common column
customers = pd.read_excel("customers.xlsx")
sales = pd.read_excel("sales.xlsx")

merged = pd.merge
how to use excel-analysis

How to use excel-analysis on Cursor

AI-first code editor with Composer

1

Prerequisites

Before installing skills in Cursor, ensure your development environment meets these requirements:

  • Cursor installed and configured on your development machine
  • Node.js version 16.0+ with npm package manager (verify with node --version)
  • Active project directory or workspace where you want to add excel-analysis
2

Execute installation command

Execute the skills CLI command in your project's root directory to begin installation:

$npx skills add https://github.com/davila7/claude-code-templates --skill excel-analysis

The skills CLI fetches excel-analysis from GitHub repository davila7/claude-code-templates and configures it for Cursor.

3

Select Cursor when prompted

The CLI will show a list of available agents. Use arrow keys to navigate and space to select Cursor:

◆ Which agents do you want to install to?
│ ── Universal (.agents/skills) ── always included ────
│ • Amp
│ • Antigravity
│ • Cline
│ • Codex
│ ●Cursor(selected)
│ • Cursor
│ • Windsurf
4

Verify installation

Confirm successful installation by checking the skill directory location:

.cursor/skills/excel-analysis

Reload or restart Cursor to activate excel-analysis. Access the skill through slash commands (e.g., /excel-analysis) or your agent's skill management interface.

Security & Verification Notice

We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.

Skills execute code in your development environment. Always verify the publisher's identity, review recent commits, and test in isolated environments before production deployment.

List & Monetize Your Skill

Submit your Claude Code skill and start earning

GET_STARTED →

Use Cases

User Story & Requirements Generation

Create detailed user stories, acceptance criteria, and feature specs

Example

Generate user stories for 'password reset feature' with acceptance criteria, edge cases, and test scenarios

Reduce spec writing time by 50%, ensure comprehensive coverage

Competitive Analysis

Research competitors, compare features, identify gaps

Example

Analyze 5 competitor products, create feature comparison matrix, suggest differentiation opportunities

Complete competitive research in 2 hours instead of 2 days

Roadmap Prioritization

Evaluate features using frameworks (RICE, ICE, Kano) and create prioritized backlogs

Example

Score 20 feature ideas using RICE framework, generate prioritized roadmap with rationale

Make data-driven prioritization decisions faster

Stakeholder Communication

Draft PRDs, status updates, and stakeholder presentations

Example

Create executive summary of Q3 roadmap, monthly progress report, feature launch announcement

Save 3-5 hours/week on communication overhead

Implementation Guide

Prerequisites

  • Claude Desktop or compatible AI client
  • Access to product documentation and roadmap tools (Jira, Notion, etc.)
  • Understanding of product management frameworks (RICE, Jobs-to-be-Done, etc.)
  • Stakeholder contact information and communication channels

Time Estimate

30-60 minutes to see productivity improvements

Installation Steps

  1. 1.Install product management skill
  2. 2.Start with user story generation for known feature
  3. 3.Progress to competitive analysis: research 2-3 competitors
  4. 4.Use for roadmap prioritization: apply RICE/ICE scoring
  5. 5.Draft stakeholder communications and refine based on feedback
  6. 6.Build template library for recurring PM tasks
  7. 7.Share effective prompts with product team

Common Pitfalls

  • Not validating competitive research—verify facts before sharing
  • Accepting user stories without involving engineering team
  • Over-relying on frameworks without qualitative judgment
  • Not customizing outputs to company culture and communication style
  • Skipping stakeholder validation of generated requirements

Best Practices

✓ Do

  • +Validate research and competitive analysis with real data
  • +Collaborate with engineering when generating technical requirements
  • +Customize frameworks and templates to your company context
  • +Use skill for first drafts, refine with stakeholder input
  • +Document successful prompt patterns for PM tasks
  • +Combine AI efficiency with human judgment and intuition

✗ Don't

  • Don't publish competitive analysis without fact-checking
  • Don't finalize user stories without engineering review
  • Don't make prioritization decisions solely on AI scoring
  • Don't skip customer validation of generated requirements
  • Don't ignore company-specific context and culture

💡 Pro Tips

  • Provide context: company goals, constraints, customer feedback
  • Ask for alternatives: 'Show 3 ways to prioritize this roadmap'
  • Request stakeholder-specific formatting: 'Executive summary vs. engineering spec'
  • Use skill for 70% generation + 30% customization to company needs

When to Use This

✓ Use When

Use for user story writing, competitive research, roadmap prioritization, stakeholder communication, and PRD drafting. Best for reducing repetitive documentation and research work.

✗ Avoid When

Avoid for strategic product vision (requires deep customer empathy), pricing decisions (needs market and financial expertise), or when face-to-face customer discovery is more valuable than speed.

Learning Path

  1. 1Basic: user stories, feature specs, status updates
  2. 2Intermediate: competitive analysis, prioritization frameworks, PRDs
  3. 3Advanced: product strategy, go-to-market planning, OKR setting
  4. 4Expert: product vision, market positioning, business model innovation

Discussion

Product Hunt–style comments (not star reviews)
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general reviews

Ratings

4.769 reviews
  • Nikhil Park· Dec 28, 2024

    excel-analysis fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.

  • Arya Sharma· Dec 28, 2024

    excel-analysis reduced setup friction for our internal harness; good balance of opinion and flexibility.

  • Maya Okafor· Dec 16, 2024

    Keeps context tight: excel-analysis is the kind of skill you can hand to a new teammate without a long onboarding doc.

  • Pratham Ware· Dec 4, 2024

    excel-analysis fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.

  • Sofia Jain· Dec 4, 2024

    I recommend excel-analysis for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.

  • Sakshi Patil· Nov 23, 2024

    excel-analysis is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.

  • Daniel Chawla· Nov 23, 2024

    excel-analysis reduced setup friction for our internal harness; good balance of opinion and flexibility.

  • Soo Srinivasan· Nov 19, 2024

    excel-analysis is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.

  • Daniel Ghosh· Nov 19, 2024

    I recommend excel-analysis for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.

  • Arya Sethi· Nov 7, 2024

    We added excel-analysis from the explainx registry; install was straightforward and the SKILL.md answered most questions upfront.

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