'workbook' 검색 결과

Extract durable ktx wiki knowledge from staged Sigma data model specs and workbook summaries. Load for WorkUnits with unitKey sigma-data-models or sigma-workbooks.

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Use this skill any time a .xlsx file is involved -- as input, output, or both. This includes: creating spreadsheets, financial models, dashboards, or trackers; reading, parsing, or extracting data from any .xlsx file; editing, modifying, or updating existing workbooks; working with formulas, charts, pivot tables, or templates; importing CSV/TSV data into Excel format. Trigger whenever the user mentions 'spreadsheet', 'workbook', 'Excel', 'financial model', 'tracker', 'dashboard', or references a .xlsx/.csv filename.

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Audit Microsoft Excel (.xlsx) workbooks for formula density, external references, named ranges, hidden sheets, and data validation. Use when reviewing a financial model, sharing a workbook externally, or checking for data leakage.

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Brand-aware Excel engine. Use to (1) EXTRACT a company's brand from a .xlsx template into a reusable "Brand Profile", (2) COMPREHEND the template with the model (optional), (3) VERIFY it, (4) GENERATE a new on-brand .xlsx from a GridDocument fill manifest. Trigger on "extract our brand", "use our workbook template", "generate a branded workbook from our profile", or when a ./brand-kit exists. For one-off spreadsheet edits with no saved brand profile, use the normal xlsx skill instead. NOT for .docx (brand-docx), .pptx (brand-pptx), or PDFs.

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Inspect, profile, clean, reconcile, analyze, visualize, and verify spreadsheet data while preserving formulas, formatting, types, and source files. Use when working with .xlsx, .xlsm, .xls, .ods, .csv, or .tsv files; answering questions from a workbook; auditing formulas or data quality; comparing sheets or versions; producing pivots, charts, forecasts, or summary workbooks; repairing malformed tables; or validating that spreadsheet edits and calculations are accurate.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use this skill any time a .xlsx file is involved -- as input, output, or both. This includes: creating spreadsheets, financial models, dashboards, or trackers; reading, parsing, or extracting data from any .xlsx file; editing, modifying, or updating existing workbooks; working with formulas, charts, pivot tables, or templates; importing CSV/TSV data into Excel format. Trigger whenever the user mentions 'spreadsheet', 'workbook', 'Excel', 'financial model', 'tracker', 'dashboard', or references a .xlsx/.csv filename.

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Builds Excel charts, pivots, validation, exports, Office Scripts/Graph automation, and workbook audits. Use when automating workbooks; for plain edits prefer official xlsx skill.

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Use when designing or reasoning about an Agentforce Grid worksheet — the spreadsheet-like Agentforce workspace where rows are jobs and columns are sequential Data / AI / Action steps that process left to right — to run bulk record updates, generate insights, or test multi-turn AI conversations over CRM or Data Cloud (Data 360) data without Apex or Flow. Trigger keywords: Agentforce Grid, workbook, worksheet, grid column, data column, AI column, action column, bulk AI update, Flex Credits per row, metered compute. NOT for building the agent, its topics, or its actions themselves (use agentforce/* action and topic skills), NOT for single-record prompt design (use the prompt-builder skills), NOT for deployable metadata/Apex (Grid is a no-code Studio tool, not a metadata type), and NOT for AI governance/ethics policy (use admin/ai-ethics-and-governance-requirements).

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Excel 재무 모델을 바탕으로 수치의 출처를 표시한 PowerPoint 파일을 만듭니다. 회사 템플릿과 원본 통합 문서의 차트 이미지도 사용합니다.

• 재무 모델로 제안 자료를 만들 때
• 슬라이드 수치에 출처를 붙일 때
• 회사 템플릿으로 재무 자료를 만들 때

Excel과 CSV를 만들고 편집하며 흐트러진 표 데이터를 정리하고 형식을 변환합니다. 수식 재계산과 오류 확인, 서식 조정까지 거쳐 스프레드시트 파일로 완성합니다.

• 흐트러진 CSV를 표로 정리
• Excel에 수식과 차트 추가
• 작성용 템플릿 제작

Analyze Excel and CSV files to summarize statistics, filter records, compare groups, and join data across sheets or files. Export results as CSV, JSON, or Markdown tables for further work or sharing.

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• Compare monthly sales and top-selling products
• Combine order records with customer data
• Check missing values and statistical summaries

Extract text and tables from PDFs, create new documents, and reorganize pages. Use it to merge or split files, fill forms, add watermarks or password protection, and turn pages into images for visual inspection.

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• Extracting PDF tables into an Excel workbook
• Merging PDFs and splitting or rotating pages
• Filling application forms and checkboxes

Track multiple M&A, financing, or restructuring deals in an Excel workbook. Organize stages, milestones, deadlines, and assigned tasks, flag delays and risks, and prepare a weekly review covering developments and upcoming work.

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• Reviewing progress across multiple active deals
• Tracking bid deadlines and expected closing dates
• Managing assigned tasks and overdue items across deals

Model how an acquisition changes the buyer’s earnings per share. Compare purchase prices, cash and stock payment mixes, and synergy assumptions, then produce an Excel workbook and a one-page summary of the deal’s financial effects.

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• Estimating how an acquisition changes earnings per share
• Comparing cash and stock payment mixes
• Testing purchase premiums and synergy assumptions

Analyze customer profitability and revenue durability for SaaS, subscription, and other recurring businesses. Examine acquisition costs, retention, and revenue trends by customer group, then produce an Excel workbook, summary slide, and issues for further investigation.

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• Assessing recurring revenue quality in an investment target
• Tracking revenue by customer acquisition year
• Comparing acquisition costs with customer lifetime value

Extract text from PDFs, Office documents, images, spreadsheets, and text files through one tool. Results share a common JSON structure, supporting document summaries, contract checks, and spreadsheet previews, with optical character recognition for scanned content.

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• Summarizing papers and reports
• Checking key clauses in Word contracts
• Previewing every sheet in an Excel workbook

Create, edit, repair, and convert spreadsheet files, including Excel and CSV. This skill covers cleaning messy tables, adding formulas and charts, preserving existing formatting, and recalculating formulas to check for spreadsheet errors.

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• Cleaning messy CSV data into a spreadsheet
• Adding formulas and charts to an existing workbook
• Creating a financial model with editable assumptions

Reconcile accounting records with payment service payouts, identify discrepancies, possible duplicates, and missing receipts, then prepare a plain-English profit and loss summary with an Excel workbook and a one-page PDF for month-end review.

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• Reconcile monthly payment payouts with accounting records
• Find possible duplicates and missing receipts
• Prepare month-end documents for an accountant

Builds a 30/60/90-day cash flow forecast from accounting records, payment services, or CSV data. Uses historical payment timing to estimate uncertainty, flags specific cash risks, and delivers a chat summary, forecast page, and downloadable Excel workbook.

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• Check whether cash will cover the next payroll
• Review cash flow across three 30-day windows
• Identify invoices whose late payment could cause a shortfall

Create and review company procedures and operational guides, then audit internal wikis for outdated pages, missing owners, broken connections, and inconsistent terminology. Produce structured drafts, step checks, and a prioritized list of documents to improve.

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• Drafting procedures for employee onboarding
• Checking operational guides before use
• Prioritizing outdated wiki pages for revision

Process Excel workbooks and generate PDF reports by running Python scripts directly. Covers multiple sheets, data transformations, formatting, and error handling, with scripts saved as files for complex tasks.

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• Transform data across multiple Excel sheets
• Apply consistent formatting to spreadsheet reports
• Generate PDF reports from spreadsheet data

Process complex Excel files by running Python scripts directly through run_shell. Use pandas for data transformations and openpyxl for workbook editing, including multiple sheets, formulas, and formatting, with explicit saving and error reporting.

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• Processing multiple Excel sheets in one script
• Calculating new columns from spreadsheet data
• Formatting report headers and cells

Process Excel workbooks and generate PDF or Word documents by running Python scripts directly through run_shell. The skill covers multi-sheet edits, formatting, data transformations, document layout, and error handling for complex tasks that can exceed agent step limits.

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• Transform data across multiple Excel sheets
• Apply spreadsheet formulas and formatting
• Generate PDF checklists and reports with tables

Validate spreadsheet sources before running Python scripts to transform data, update multiple sheets, or apply formatting. Check required data first, try backup sources when needed, and report errors clearly if processing cannot proceed.

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• Checking required columns before processing Excel files
• Transforming data and saving a new workbook
• Updating formatting across multiple sheets