Agent skill · data analytics · sundial-org
excel-weekly-dashboard
Designs refreshable Excel dashboards (Power Query + structured tables + validation + pivot reporting). Use when you need a repeatable weekly KPI workbook that updates from files with minimal manual work.
Why this skill is useful
Provides specific Power Query steps and validation rules for creating structured, refreshable Excel dashboards that the AI wouldn't reliably generate on its own.
What it needs
About 3k tokens when loaded. Last updated 2026-03-07. 639 stars on the source repository.
What this skill does
Excel weekly dashboards at scale PURPOSE Designs refreshable Excel dashboards (Power Query + structured tables + validation + pivot reporting). WHEN TO USE TRIGGERS: Build me a Power Query pipeline for this file so it refreshes weekly with no manual steps. Turn this into a structured table with validation lists and clean data entry rules. Create a pivot-driven weekly dashboard with slicers for year and ISO week. Fix this Excel model so refresh does not break when new columns appear. Design a reusable KPI pack that updates from a folder of CSVs. DO NOT USE WHEN… You need advanced forecasting/valuation modeling (this skill is for repeatable reporting pipelines). You need a BI tool build (Power BI/Tableau) rather than Excel. You need web scraping as the primary ingestion method. INPUTS REQUIRED: Source data file(s): CSV, XLSX, DOCX-exported tables, or PDF-exported tables (provided by user). Definition of ‘week’ (ISO week preferred) and the KPI fields required. OPTIONAL: Data dictionary / column definitions. Known “bad data” patterns to validate (e.g., blank PayNumber, invalid dates). Existing workbook to refactor. EXAMPLES: Folder of weekly CSV exports: exports/2026-W02/.csv Single XLSX dump with changing columns month to month OUTPUTS If asked for plan only (default): a step-by-step build plan + Power Query steps + sheet layout + validation rules. If explicitly asked to generate artifacts: workbookspec.md (workbook structure and named tables) powerquerysteps.pq (M code template) refresh-checklist.md (from assets/) Success = refresh works after adding a new week’s files without manual edits, and validation catches bad rows. WORKFLOW 1. Identify source type(s) (CSV/XLSX/DOCX/PDF-export) and the stable business keys (e.g., PayNumber). 2. Define the canonical table schema: required columns, types, allowed values, and “unknown” handling. 3. Design ingestion with Power Query: Prefer Folder ingest + combine, with defensive “missing column” handling. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills sundial-org/excel-weekly-dashboard