Results for “workbook”

Author the Salesforce Configuration Workbook — the structured, reviewable handoff document an admin uses to execute a feature across Objects/Fields, Page Layouts, Profiles/PSGs, Sharing, Validation, Automation, List Views, Reports, Integrations, and Data. Triggers: 'salesforce configuration workbook', 'admin handoff document', 'implementation workbook'. NOT for object design itself (use admin/custom-field-creation, admin/lookup-and-relationship-design, agents/object-designer/AGENT.md), NOT for permission set design (use admin/permission-set-architecture, agents/permission-set-architect/AGENT.md), NOT for Flow construction (use skills/flow/* and agents/flow-builder/AGENT.md), and NOT for the deployment manifest (use skills/devops/metadata-api-retrieve-deploy). More triggers: workbook row schema, recommended_agent, recommended_skills, row_id, source_req_id, RTM linkage block, not-in-scope-this-release, descope ledger, version-lock the workbook, check_workbook.py.

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Create, edit, and clean spreadsheet files, including Excel workbooks and CSV data. Build formulas and formatting with openpyxl, a Python library, then recalculate and validate workbooks to check for formula errors and file problems.

• Create a workbook with formulas and formatting
• Edit an existing spreadsheet
• Restructure messy CSV or TSV data

Convert Excel workbooks into Markdown tables organized by sheet, preparing their contents for reading, summarizing, searching, or extracting data. The bundled script also extracts embedded pictures and processes folders of workbooks, including subfolders when requested.

• Preparing an Excel budget for summarization
• Converting workbooks before searching or extracting values
• Batch converting Excel files across folders

Update or create Excel workbooks with checks against the requested structure. Identify the correct file before editing, then reread the saved workbook to verify sheet names, populated columns, row counts, and selected sample counts.

• Identify the correct workbook among similarly named files
• Verify required sheets and columns after editing
• Check selected sample counts and required selection criteria

Create or modify Excel workbooks, then independently check the saved file with Python. Verify required sheets, columns, populated cells, row counts, and sample selections against the requested structure before reporting the work as complete.

• Creating Excel workbooks from reference data
• Identifying the correct workbook before editing
• Checking required sheets, columns, and row counts

Create formula-based Excel valuation workbooks for public companies using discounted cash flow, a method that converts future cash flows into present value. Include per-share estimates, assumption sensitivities, source records, and checks that flag model limitations.

• Build a DCF valuation workbook for a public company
• Refresh a valuation with updated assumptions
• Compare values across capital costs and growth rates

Read, create, and edit Excel workbooks, including formulas, formatting, charts, and multiple sheets. Clean CSV or TSV tables and prepare spreadsheet deliverables, with guidance on choosing fixed calculated values or formulas that update later.

• Clean inconsistent CSV or TSV tables
• Build Excel reports with totals and charts
• Update an existing workbook while keeping its formatting

Create, inspect, and update Excel workbooks, including CSV imports, formulas, charts, and pivot tables that summarize data. Build budgets, dashboards, or trackers with readable formatting, input validation, and checks for formula errors.

• Converting CSV or TSV data into formatted Excel workbooks
• Building budgets and forecasts with adjustable assumptions
• Creating dashboards with charts and pivot tables

Gather web information and turn it into an Excel workbook with explicit checks. Handles search failures through delegated research, records sources and missing data, and verifies the saved workbook against requested requirements.

• Compiling competitor prices into a verified Excel workbook
• Organizing market data with sources and collection times
• Continuing research after repeated search failures

Create or edit Excel workbooks with checks for sheet names, row counts, formulas, and merged cells. Reopen the saved file and verify each requirement, recording explicit results rather than relying on a completion summary.

• Create an Excel workbook from a detailed specification
• Verify row counts and formulas after editing
• Identify the correct workbook among similar files

Create and edit Excel workbooks by running a complete Python script through the shell. Covers multiple sheets, data entry, formatting, formulas, and saving files when other file-reading or code-execution tools fail.

• Create an Excel report with multiple sheets
• Apply data and formatting in one script
• Update cells in an existing XLSX file

Compare a listed company with relevant peers using valuation multiples, ratios linking price or company value to financial measures. Produce reports or editable workbooks covering peer selection, implied prices, data quality, and valuation assumptions.

• Select comparable companies and explain peer choices
• Assess valuation premiums and discounts
• Build an Excel or Sheets valuation workbook

Update copies of public-company Excel models using financial disclosures and mapped input cells. Deliver an updated workbook or review workbook, with source references, change logs, unresolved items, and implications for estimates and valuation where the model supports them.

• Refresh a company model after earnings
• Map financial disclosures to model input cells
• Review changes and their source evidence

Build an Excel workbook comparing similar companies by revenue, margins, and valuation multiples, which relate company value to sales or earnings. Include formulas, medians, quartiles, and documented sources to support investment or acquisition analysis.

• Compare a company's valuation with its peers
• Prepare company comparisons for acquisition reviews
• Benchmark industry growth and profitability

Create financial Excel workbooks with Python, using formulas, color-coded inputs, source comments, and consistency checks. Build models that reviewers can trace and users can adjust by changing assumptions.

• Build a financial model with traceable inputs
• Compare valuations under different assumptions
• Prepare a workbook for another person's review

Build an Excel workbook for discounted cash flow valuation, which estimates company value from future cash flows. Include revenue forecasts, cash flow calculations, scenario comparisons, and tables showing how changing assumptions affects the estimated share value.

• Building an Excel workbook for company valuation
• Comparing conservative, base, and optimistic scenarios
• Checking valuation changes under different assumptions

Create, inspect, and edit Excel workbooks using Python helper scripts. Build formatted reports with multiple sheets, formulas, and charts, update existing tables, adjust references during structural changes, and convert data between Excel and CSV.

• Creating formatted Excel reports with charts
• Inspecting workbook data and formulas
• Adding rows or changing a table's structure

Create, edit, and inspect spreadsheets for reusable budgets, models, and trackers. Check formulas and dependent totals, preserve unrelated data, and deliver an editable workbook or a link to the updated native spreadsheet.

• Build a monthly headcount budget
• Investigate an incorrect quarterly total
• Fix formulas and highlight changed cells

Create, edit, and clean spreadsheet files, including Excel workbooks and CSV data. Add formulas, formatting, and charts, preserve existing workbook conventions, and recalculate formulas with error checks before delivering the spreadsheet.

• Clean messy CSV data into a spreadsheet
• Edit an Excel workbook while preserving its formatting
• Create a financial model with recalculating formulas

Create, edit, and analyze spreadsheet data in XLSX, CSV, or TSV formats, including workbook formulas and charts. The workflow emphasizes clear table headers, formulas that can be reviewed, and verification of key cells and totals after reopening.

• Create a table with clear headers
• Edit and analyze XLSX, CSV, or TSV data
• Review workbook formulas and charts

Generate an Excel workbook file in an agent session without an open Office app. Use Python and openpyxl to organize inputs, formulas, and checks, then save the .xlsx file and return its relative path.

• Creating an Excel file without opening Office
• Keeping model inputs and calculations on separate sheets
• Adding a sheet for financial consistency checks

Create and edit Excel workbooks for data analysis, reports, and financial models. Build formulas that update with inputs, organize sheets, add charts and interactive pivot tables, and recalculate the workbook to check for formula errors.

• Create an Excel report with charts
• Build a financial model with adjustable assumptions
• Summarize data in interactive pivot tables

Create and edit spreadsheets for budgets and editable tables, including targeted cell updates and added records. Save in ODS by default, or use XLSX when Excel compatibility or supported embedded charts are needed.

• Creating a budget spreadsheet
• Turning CSV or Markdown tables into spreadsheet cells
• Updating cells or adding records to an existing workbook

Create, edit, repair, and convert spreadsheet files, including Excel workbooks and CSV data. Clean messy tables, add formulas and formatting, preserve existing template styles, and recalculate formulas to check for errors before delivery.

• Clean messy CSV data into a spreadsheet
• Add formulas and columns to an existing workbook
• Update a workbook while preserving its template