excel formula assistant

    2

    Transform natural language requests into paste-ready Excel formulas, Pivot Table steps, or pandas scripts.

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    excel formula assistant

    Example session with this skill installed

    I have a sales tracker with columns: Date, Region, Product, Quantity, Unit Price, Total. I need to: (1) calculate the weighted average price per region, (2) show which month had the highest revenue, and (3) flag any rows where Quantity * Unit Price doesn't match Total. Give me formulas I can paste directly.

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    • Compiled the excel formula assistant
    • Generated the document

    Complete Solution: Sales Tracker Analysis

    Summary

    Three tasks delivered: a SUMPRODUCT-based weighted average by region, a MAXIFS formula to find the top-revenue month, and a simple comparison formula to flag calculation mismatches. All formulas assume standard headers in row 1.

    1. Weighted Average Price Per Region

    Assuming data starts at A2:G[n], paste this in any cell (e.g., H2):

    =SUMPRODUCT((B2:B1000="East")*(D2:D1000)*(E2:E1000))/SUMIF(B2:B1000,"East",D2:D1000)
    

    Replace "East" with your target region name. This multiplies quantity by unit price per row, sums those products, then divides by total quantity for that region — giving you the true weighted average, not a simple AVERAGE of Unit Price.

    If you want a summary table instead (all regions at once), create a helper column I2:I[n]:

    =D2*E2   /* Revenue per row */
    

    Then use

    =SUMPRODUCT((B$2:B$1000=B2)*(I$2:I$1000))/SUMIF(B$2:B$1000,B2,D$2:D$1000)
    

    Drag down — each row shows its region's weighted average for easy comparison.

    2. Month with Highest Revenue

    If Date is column A and Total is column G, use this to get the top month's name:

    =INDEX(TEXT(A$2:A$1000,"YYYY-MM"),MATCH(MAX(SUMIF(TEXT(A$2:A$1000,"YYYY-MM"),TEXT(A$2:A$1000,"YYYY-MM"),G$2:G$1000)),SUMIF(TEXT(A$2:A$1000,"YYYY-MM"),TEXT(A$2:A$1000,"YYYY-MM"),G$2:G$1000),0))
    

    This returns something like "2024-03". If you just want the dollar amount:

    =MAX(SUMIF(TEXT(A$2:A$1000,"YYYY-MM"),TEXT(A$2:A$1000,"YYYY-MM"),G$2:G$1000))
    

    3. Flag Calculation Mismatches

    In column H2, paste this:

    =IF(ABS(D2*E2-G2)>0.01,"CHECK","OK")
    

    The 0.01 tolerance handles floating-point rounding. Any row marked "CHECK" means the manual Total column disagrees with Qty×Price — either a typo was made or the Total uses a discount code. Filter H to show only "CHECK" rows and audit them.

    Verification Steps

    1. Check one weighted average against a pivot table grouping by Region
    2. Cross-check the top revenue month against a monthly bar chart
    3. Spot-check flagged rows against original invoices

    Note: SUMPRODUCT/SUMIF with entire-column references (B2:B1000) works on Microsoft 365 and Excel 2021+. For Google Sheets, replace ARRAYFORMULA wrappers and use QUERY() instead.

    excel-formula-assistant.pdf

    PDF · document

    Generated

    Example file from a real run - the skill writes it into your workspace.

    Connects securely to your tools. The creator never sees your data.

    What you get

    Generate complex SUMIFS and XLOOKUP formulas for specific sheet layouts.Create step-by-step instructions for building analytical Pivot Tables.Convert spreadsheet logic into runnable Python/pandas code for large datasets.Debug and fix common spreadsheet errors like #N/A, #REF!, and #VALUE!.

    About this skill

    The problem

    Users struggle with complex Excel syntax, leading to broken formulas, #N/A errors, and incorrect reporting. Relying on forum snippets often fails because the ranges don't match your specific sheet layout.

    What it does

    • Generates paste-ready Excel and Google Sheets formulas tailored to your specific column headers and data ranges.
    • Provides click-by-click pivot table walkthroughs for users who prefer visual data manipulation over manual coding.
    • Writes clean Python/pandas scripts for processing datasets too large or messy for standard spreadsheet engines.
    • Explains every formula parameter and logical step to ensure you can adapt the logic for future variations.
    • Includes specific verification methods to cross-check results and ensure data integrity.

    Frameworks & tools

    Microsoft Excel (Office 365, 2021, and legacy versions), Google Sheets, and Python (pandas, openpyxl).

    Why this beats prompting it yourself

    Generic prompts often return formulas using the wrong version of Excel or invented functions. This skill explicitly checks version compatibility, maps logic to your actual cell coordinates, and provides a multi-path solution (Formula vs. Pivot vs. Code) that generic LLMs typically skip.

    Use cases

    • Matching values between two massive sheets using XLOOKUP or INDEX/MATCH.
    • Aggregating sales data by multiple criteria like department, region, and month.
    • Cleaning and deduplicating customer lists with over 200,000 rows using pandas.
    • Fixing broken nested IF statements or handling #VALUE! errors in legacy workbooks.

    Known limitations

    Requires an accurate description of your sheet layout (headers and ranges) to generate working formulas. Python scripts require a local environment with pandas installed.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
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      Download the ZIP

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      Unzip into your skills folder

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      Ask your agent to use it

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