Skills for “excel”

…URL/token、判断链接类型/真实 token/标题，或导入 Word/Markdown/Excel/CSV/PPTX/.base 为 docx/sheet/bitable/slides 时使用；doubao.com 云空间 URL/token 也按资源路径和 token 路由，不回退 WebFetch。不负责：文档内容编辑（走 lark-doc）、表格/Base 表内数据操作（走…

…Excel/CSV 与飞书表格的导入导出。当用户需要创建或编辑表格、统计汇总与可视化、表格美化、公式计算（含 Excel 公式迁移）、金融/财务建模（DCF、三张表、预算、Sensitivity 等）时使用。多维表格（Base/bitable）请改用…

Internal step of carta-reporting: saves a report as an Excel file. Exports Carta report data to a branded Excel file. Invoked by carta-reporting or carta-reporting-markdown when the user requests Excel output. Also the…

Read Excel (.xlsx, .xls) files into a Spark DataFrame from an AIDP notebook. Use when the user mentions Excel, .xlsx, .xls, or has spreadsheet files in a Volume / Object Storage bucket. Two paths — the…

Build a custom cap table report as a table, Excel file or interactive page. Covers filtered, sorted or multi-column tables of grants, vesting schedules of all grants ("show me vesting schedules" with no person named),…

MANDATORY when an Excel/XLSX task's source content is an uploaded PDF — including when the PDF's text or tables are already extracted and visible in the conversation. Covers: 'convert this pdf to excel/xlsx', 'pull the…

…templating: merge JSON data into a DOCX (Word), XLSX (Excel), PPTX (PowerPoint), ODT, ODS, HTML, Markdown or PDF template, plus text/XML formats such as CSV, TXT, SVG and IDML. Use this skill to design, validate,…

…once it is already enabled). Use instead: carta-valuations-excel when the user is working in Claude for Excel (a workbook is open) — this skill's dashboard and bulk-create UI don't run…

Builds multi-entity consolidating financial reports in Excel: consolidating P&L (income statement), balance sheet, and trial balance — individually or all three together. Resolves the firm, entities, reporting period,…

ManCo (management company) budgeting in Excel for Carta Fund Admin firms. TRIGGER: build/create/draft a budget, pull/import the budget, add/refresh actuals, Budget/Actual/Variance, sub-account drill-down,…

…"exit waterfall skill", "waterfall for [Company] in Excel". Firm context only; access is controlled server-side. This skill MODELS a portfolio company's exit waterfall (who gets paid on exit). It is NOT for a…

…live data fetching via the Chronograph MCP OR an uploaded Excel model, metric formatting, AI-generated or model-sourced commentary, and rendering a fully styled HTML…