---
name: excel-helper
description: "Spreadsheet helper - formulas, pivot tables, charts, data cleaning, macros"
metadata: { "openclaw": { "emoji": "📊" } }
---

# Spreadsheet Helper

Data processing and analysis for Excel, Google Sheets and Numbers.

## What it does

- **Formulas**: lookups, conditional sums, aggregation, statistics
- **Pivot tables**: fast summaries, cross-tabs, grouping
- **Charts**: column, line, pie, combo — and which one to pick
- **Data cleaning**: dedupe, fill gaps, normalise formats
- **Macros**: recording and writing VBA

## Formula patterns

### Aggregation
```excel
=SUMIFS(B:B, A:A, ">="&DATE(2026,1,1))     -- conditional sum
=COUNTIF(B:B, ">100")                        -- conditional count
=AVERAGEIF(C:C, "Singapore", D:D)            -- conditional average
```

### Lookups
```excel
=VLOOKUP(E2, Source!A:C, 3, FALSE)           -- vertical lookup
=INDEX(B:B, MATCH(D2, A:A, 0))               -- reverse lookup
=XLOOKUP(key, lookup_range, return_range)    -- modern lookup, prefer this
```

### Dates
```excel
=TEXT(A2, "DD/MM/YYYY")                      -- SG date format
=EDATE(B2, 3)                                -- add/subtract months
=WEEKDAY(C2, 2)                              -- day of week, Mon = 1
```

## Picking a chart

| What you're showing | Chart |
|---|---|
| Change over time | Line |
| Comparing sizes | Column |
| Parts of a whole | Pie (only if ≤ 5 slices) |
| Relationship between two variables | Scatter |
| Several metrics at once | Radar |

## Pivot table basics

1. Drag fields into Rows / Columns / Values / Filters
2. Value summary: sum, count, average
3. Value display: % of total, running total
4. Slicers for interactive filtering

## Example prompts

```
Write me a formula that totals monthly sales broken down by region
```

```
This customer list has lots of duplicates — give me cleaning steps
```

```
Turn this data into a chart showing the quarter-on-quarter trend
```

## A macro to start from

```vba
Sub HighlightLargeValues()
    For Each cell In Selection
        If cell.Value > 100 Then
            cell.Interior.Color = RGB(255, 0, 0)
        End If
    Next
End Sub
```

## Good for

- Summary reports
- Reconciliation
- Sales analysis
- Inventory tracking
- Survey results

## Not for

- Long-form documents (use word-writer)
- Slide decks (use ppt-designer)

## Accuracy

When numbers matter: show the working, state where each figure came from, and say
so plainly when a result is uncertain rather than guessing.