Data Dashboard Skill

Create professional, formula-driven Excel dashboards from CSV or tabular data. The output is a single .xlsx file with a data sheet and a Dashboard sheet -- charts linked to live data, KPIs powered by formulas, and conditional formatting for visual insight.

BEFORE YOU START (CRITICAL)

Every time before using officecli, run this check:

if ! command -v officecli &> /dev/null; then
    echo "Installing officecli..."
    curl -fsSL https://raw.githubusercontent.com/iOfficeAI/OfficeCli/main/install.sh -o /tmp/officecli_install.sh && bash /tmp/officecli_install.sh && rm -f /tmp/officecli_install.sh
    # Windows: irm https://raw.githubusercontent.com/iOfficeAI/OfficeCli/main/install.ps1 -OutFile "$env:TEMP\officecli_install.ps1"; & "$env:TEMP\officecli_install.ps1"
else
    CURRENT=$(officecli --version 2>&1 | grep -oE '[0-9]+\.[0-9]+\.[0-9]+' | head -1)
    LATEST=$(curl -fsSL https://api.github.com/repos/iOfficeAI/OfficeCLI/releases/latest | grep '"tag_name"' | sed -E 's/.*"v?([0-9.]+)".*/\1/')
    if [ "$CURRENT" != "$LATEST" ]; then
        echo "Upgrading officecli $CURRENT -> $LATEST..."
        curl -fsSL https://raw.githubusercontent.com/iOfficeAI/OfficeCli/main/install.sh -o /tmp/officecli_install.sh && bash /tmp/officecli_install.sh && rm -f /tmp/officecli_install.sh
    else
        echo "officecli $CURRENT is up to date"
    fi
fi
officecli --version

Use When

• User wants to create a dashboard from CSV data or tabular data
• User asks for KPI reports, analytics summaries, or metrics dashboards
• User wants to visualize data in Excel with charts, sparklines, and conditional formatting
• User mentions "CSV to Excel", "executive dashboard", or "data visualization"

What This Skill Produces

A single .xlsx file with:

The Dashboard sheet is active on open. All formulas recalculate on open.

Core Concepts

Formula-Driven KPIs

Every KPI value on the Dashboard is a formula referencing the data sheet. Never hardcode calculated values. When the underlying data changes, KPIs update automatically.

Cell Range References for Charts

Every chart series references data sheet cells directly (series1.values="Sheet1!B2:B13"). Charts stay in sync with data. Never use inline data unless aggregation is impossible in Excel formulas.

Chart Presets

Use preset=dashboard on charts for datasets with 10+ rows. For datasets with fewer than 10 rows, use preset=minimal. See the complexity table in A.3 of creating.md for the authoritative mapping -- when any other text in this skill conflicts with that table, the table wins. Presets are DeferredAddKeys -- they work on add only, NOT on set. A single preset replaces 5-8 manual styling properties with one consistent look.

Data-Size-Aware Complexity

The number of KPIs, charts, sparklines, and CF rules scales with the input data size. A 5-row dataset gets 1 chart and no sparklines. A 200-row dataset gets 3-5 KPIs, 2-3 charts, sparklines, and multiple CF rules.

Workflow Overview

Phase 1: Analyze the Input Data

Count rows and columns. Identify column types (date, numeric, categorical). Determine the primary dimension (X-axis). Look up the data-size-to-complexity table.

Phase 2: Plan Before Building

Decide how many KPIs, which chart types, which CF rules, and chart layout positions. Write out the plan before executing any commands.

Phase 3: Build the Workbook

Follow the 11-step workflow: create + import, column widths, Dashboard sheet, KPIs, sparklines, charts, conditional formatting, tab colors, polish, raw-set, validate.

Phase 4: QA

Run the QA checklist. Fix issues. Re-validate.

Phase 5: Deliver

Deliver the .xlsx file. Tell the user the Dashboard sheet opens first and formulas recalculate automatically.

Full Guide

Read creating.md and follow it step by step. It contains the complete workflow, decision tables, command templates, a full runnable example, and the QA checklist.

Quick Reference: Key Warnings

References

• creating.md -- Complete dashboard creation guide (the main skill file)
• xlsx SKILL.md -- General xlsx reading, editing, and QA reference