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…

…any data file to another format: CSV, Parquet, JSON, Excel, GeoJSON, and more. Use when the user says "convert to parquet", "save as xlsx", "export as JSON", "make this a CSV", "turn into parquet", or any…

…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…

…"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…

Read any data file (CSV, JSON, Parquet, Avro, Excel, spatial, SQLite) or remote URL (S3, HTTPS). Use when user references a data file, asks "what's in this file", or wants to preview/profile a dataset. Not for source…

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,…

…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…