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Excel Data Dashboard Builder

Builds a multi-chart, formula-driven Excel dashboard from CSV or tabular data

Source Download skill
Repository
iOfficeAI/OfficeCLI
Stars
32,939
Licence
Apache-2.0
Files
1 file

What it does

When this skill is installed, the agent builds a single Excel (.xlsx) file whose first tab is a dashboard with KPI cards, several charts, sparklines and conditional formatting, all driven by formulas that point at the underlying data. It follows a set of rules for layout and chart sources, and relies on the companion officecli-xlsx skill and the OfficeCLI command-line tool to write the file. The user gets a dashboard that updates when the source data changes, rather than a static spreadsheet with a chart pasted in.

Great for

  • Analysts or managers who want an executive or KPI dashboard built from a CSV export
  • Teams that need a recurring metrics workbook that recalculates when new rows are pasted in
  • Users who want charts linked to cell ranges rather than hardcoded numbers

Skip it if

  • Simple one-sheet budget trackers or small weekly reports; the skill itself says to use the basic xlsx skill instead
  • 3-statement, DCF or LBO financial models; the skill directs these to a separate financial-model skill
  • Situations needing a verified live data connection, since the skill works on files and does not itself connect to live sources

Try asking

  • “Build an executive KPI dashboard from this sales_2024.csv with revenue, orders and margin cards”
  • “Turn this CSV of support tickets into a metrics dashboard with three charts and conditional formatting”
  • “Create an analytics dashboard workbook where the KPI cards update when I paste new rows into the Data sheet”
Step-by-step guide: how to use Excel Data Dashboard BuilderInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the Apache-2.0 licence and an attribution note.

    officecli-data-dashboard.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip officecli-data-dashboard.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip officecli-data-dashboard.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Give the agent a clear CSV or table and state the audience, since the skill scales the number of KPIs and charts to the data size.
  • Open the resulting file in Excel or LibreOffice to check that charts render, as the skill warns hidden cells can appear blank.
  • Review the install step before running it: it downloads and executes a remote install script on your machine.

What's inside

  • SKILL.md

Redistributed unmodified from iOfficeAI/OfficeCLI under the Apache-2.0 licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.