excel
Advanced Excel and spreadsheet analytics techniques
When & Why to Use This Skill
This Claude skill provides advanced Excel and spreadsheet analytics capabilities, enabling users to master complex data manipulation and professional reporting. It covers high-level functions such as Power Query for data transformation, sophisticated lookups (XLOOKUP, INDEX-MATCH), and dynamic pivot table construction to turn raw data into actionable insights.
Use Cases
- Financial Modeling: Building robust financial statements and performing trend analysis using advanced formulas and conditional formatting.
- Data Cleaning & ETL: Utilizing Power Query to automate the process of importing, transforming, and merging datasets from multiple sources.
- Business Intelligence Dashboards: Creating interactive reports and dynamic charts that automatically update based on pivot table data.
- Error Troubleshooting: Identifying and resolving complex spreadsheet errors like #REF! or #N/A and optimizing slow-calculating workbooks for better performance.
| name | excel |
|---|---|
| description | Advanced Excel and spreadsheet analytics techniques |
| version | "2.0.0" |
| sasmp_version | "2.0.0" |
| bonded_agent | 01-data-analytics-foundations |
| bond_type | SECONDARY_BOND |
| atomic | true |
| retry_enabled | true |
| max_retries | 3 |
| backoff_strategy | exponential |
| type | string |
| required | false |
| enum | [formulas, pivots, power_query, charts, all] |
| default | all |
| logging_level | info |
| metrics | [formula_complexity, pivot_usage, automation_level] |
Excel Analytics Skill
Overview
Master advanced Excel techniques for professional data analysis and reporting.
Topics Covered
- Pivot tables and advanced filtering
- VLOOKUP, XLOOKUP, INDEX-MATCH
- Power Query and data transformation
- Excel formulas for analysis
- Charts and conditional formatting
Learning Outcomes
- Master advanced Excel functions
- Build dynamic pivot tables
- Create automated reports
- Transform data with Power Query
Error Handling
| Error Type | Cause | Recovery |
|---|---|---|
| #REF! error | Broken cell reference | Check and update references |
| #N/A error | Lookup not found | Use IFERROR wrapper |
| Slow calculation | Too many formulas | Convert to values, optimize |
| File corruption | Crash during save | Enable AutoRecover, use cloud backup |
Related Skills
- foundations (for core concepts)
- visualization (for chart design)
- reporting (for automated delivery)