excel-analysis▌
davila7/claude-code-templates · updated Apr 8, 2026
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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
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.mergehow to use excel-analysisHow to use excel-analysis on Cursor
AI-first code editor with Composer
1Prerequisites
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
2Execute 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-analysisThe skills CLI fetches excel-analysis from GitHub repository davila7/claude-code-templates and configures it for Cursor.
3Select 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│ • Windsurf4Verify installation
Confirm successful installation by checking the skill directory location:
.cursor/skills/excel-analysisReload 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.
Additional Resources
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.Install product management skill
- 2.Start with user story generation for known feature
- 3.Progress to competitive analysis: research 2-3 competitors
- 4.Use for roadmap prioritization: apply RICE/ICE scoring
- 5.Draft stakeholder communications and refine based on feedback
- 6.Build template library for recurring PM tasks
- 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▌
- 1Basic: user stories, feature specs, status updates
- 2Intermediate: competitive analysis, prioritization frameworks, PRDs
- 3Advanced: product strategy, go-to-market planning, OKR setting
- 4Expert: product vision, market positioning, business model innovation
Discussion
Product Hunt–style comments (not star reviews)- No comments yet — start the thread.
general reviewsRatings
4.7★★★★★69 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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