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    "name": "Excel weekly dashboards at scale",
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    "primaryDoc": "SKILL.md",
    "sections": [
      {
        "title": "PURPOSE",
        "body": "Designs refreshable Excel dashboards (Power Query + structured tables + validation + pivot reporting)."
      },
      {
        "title": "WHEN TO USE",
        "body": "TRIGGERS:\n\nBuild me a Power Query pipeline for this file so it refreshes weekly with no manual steps.\nTurn this into a structured table with validation lists and clean data entry rules.\nCreate a pivot-driven weekly dashboard with slicers for year and ISO week.\nFix this Excel model so refresh does not break when new columns appear.\nDesign a reusable KPI pack that updates from a folder of CSVs.\n\n\nDO NOT USE WHEN…\n\nYou need advanced forecasting/valuation modeling (this skill is for repeatable reporting pipelines).\nYou need a BI tool build (Power BI/Tableau) rather than Excel.\nYou need web scraping as the primary ingestion method."
      },
      {
        "title": "INPUTS",
        "body": "REQUIRED:\n\nSource data file(s): CSV, XLSX, DOCX-exported tables, or PDF-exported tables (provided by user).\nDefinition of ‘week’ (ISO week preferred) and the KPI fields required.\n\n\nOPTIONAL:\n\nData dictionary / column definitions.\nKnown “bad data” patterns to validate (e.g., blank PayNumber, invalid dates).\nExisting workbook to refactor.\n\n\nEXAMPLES:\n\nFolder of weekly CSV exports: exports/2026-W02/*.csv\nSingle XLSX dump with changing columns month to month"
      },
      {
        "title": "OUTPUTS",
        "body": "If asked for plan only (default): a step-by-step build plan + Power Query steps + sheet layout + validation rules.\nIf explicitly asked to generate artifacts:\n\nworkbook_spec.md (workbook structure and named tables)\npower_query_steps.pq (M code template)\nrefresh-checklist.md (from assets/)\nSuccess = refresh works after adding a new week’s files without manual edits, and validation catches bad rows."
      },
      {
        "title": "WORKFLOW",
        "body": "Identify source type(s) (CSV/XLSX/DOCX/PDF-export) and the stable business keys (e.g., PayNumber).\nDefine the canonical table schema:\n\nrequired columns, types, allowed values, and “unknown” handling.\n\n\nDesign ingestion with Power Query:\n\nPrefer Folder ingest + combine, with defensive “missing column” handling.\nNormalize column names (trim, case, collapse spaces).\n\n\nDesign cleansing & validation:\n\nCreate a Data_Staging query (raw-normalized) and Data_Clean query (validated).\nAdd validation columns (e.g., IsValidPayNumber, IsValidDate, IssueReason).\n\n\nBuild reporting layer:\n\nPivot table(s) off Data_Clean\nSlicers: Year, ISOWeek; plus operational dimensions\n\n\nAdd a “Refresh Status” sheet:\n\nlast refresh timestamp, row counts, query error flags, latest week present\n\n\nSTOP AND ASK THE USER if:\n\nrequired KPIs/columns are unspecified,\nthe source files don’t include any stable key,\nweek definition/timezone rules are unclear,\nPDF/DOCX tables are not reliably extractable without a provided export."
      },
      {
        "title": "OUTPUT FORMAT",
        "body": "When producing a plan, use this template:\n\nWORKBOOK PLAN\n- Sheets:\n  - Data_Staging (query output)\n  - Data_Clean (query output + validation flags)\n  - Dashboard (pivots/charts)\n  - Refresh_Status (counts + health checks)\n- Canonical Schema:\n  - <Column>: <Type> | Required? | Validation\n- Power Query:\n  - Query 1: Ingest_<name> (Folder/File)\n  - Query 2: Clean_<name>\n  - Key transforms: <bullets>\n- Validation rules:\n  - <rule> -> <action>\n- Pivot design:\n  - Rows/Columns/Values\n  - Slicers\n\nIf asked for artifacts, also output:\n\nassets/power-query-folder-ingest-template.pq (adapted)\nassets/refresh-checklist.md"
      },
      {
        "title": "SAFETY & EDGE CASES",
        "body": "Read-only by default: provide a plan + snippets unless the user explicitly requests file generation.\nNever delete or overwrite user files; propose new filenames for outputs.\nPrefer “no silent failure”: include row-count checks and visible error flags.\nFor PDF/DOCX sources, require user-provided exported tables (CSV/XLSX) or clearly mark extraction risk."
      },
      {
        "title": "EXAMPLES",
        "body": "Input: “Folder of weekly CSVs with PayNumber/Name/Date.”\nOutput: Folder-ingest PQ template + schema + Refresh Status checks + pivot dashboard plan.\n\n\nInput: “Refresh breaks when new columns appear.”\nOutput: Defensive missing-column logic + column normalization + typed schema plan."
      }
    ],
    "body": "Excel weekly dashboards at scale\nPURPOSE\n\nDesigns refreshable Excel dashboards (Power Query + structured tables + validation + pivot reporting).\n\nWHEN TO USE\nTRIGGERS:\nBuild me a Power Query pipeline for this file so it refreshes weekly with no manual steps.\nTurn this into a structured table with validation lists and clean data entry rules.\nCreate a pivot-driven weekly dashboard with slicers for year and ISO week.\nFix this Excel model so refresh does not break when new columns appear.\nDesign a reusable KPI pack that updates from a folder of CSVs.\nDO NOT USE WHEN…\nYou need advanced forecasting/valuation modeling (this skill is for repeatable reporting pipelines).\nYou need a BI tool build (Power BI/Tableau) rather than Excel.\nYou need web scraping as the primary ingestion method.\nINPUTS\nREQUIRED:\nSource data file(s): CSV, XLSX, DOCX-exported tables, or PDF-exported tables (provided by user).\nDefinition of ‘week’ (ISO week preferred) and the KPI fields required.\nOPTIONAL:\nData dictionary / column definitions.\nKnown “bad data” patterns to validate (e.g., blank PayNumber, invalid dates).\nExisting workbook to refactor.\nEXAMPLES:\nFolder of weekly CSV exports: exports/2026-W02/*.csv\nSingle XLSX dump with changing columns month to month\nOUTPUTS\nIf asked for plan only (default): a step-by-step build plan + Power Query steps + sheet layout + validation rules.\nIf explicitly asked to generate artifacts:\nworkbook_spec.md (workbook structure and named tables)\npower_query_steps.pq (M code template)\nrefresh-checklist.md (from assets/) Success = refresh works after adding a new week’s files without manual edits, and validation catches bad rows.\nWORKFLOW\nIdentify source type(s) (CSV/XLSX/DOCX/PDF-export) and the stable business keys (e.g., PayNumber).\nDefine the canonical table schema:\nrequired columns, types, allowed values, and “unknown” handling.\nDesign ingestion with Power Query:\nPrefer Folder ingest + combine, with defensive “missing column” handling.\nNormalize column names (trim, case, collapse spaces).\nDesign cleansing & validation:\nCreate a Data_Staging query (raw-normalized) and Data_Clean query (validated).\nAdd validation columns (e.g., IsValidPayNumber, IsValidDate, IssueReason).\nBuild reporting layer:\nPivot table(s) off Data_Clean\nSlicers: Year, ISOWeek; plus operational dimensions\nAdd a “Refresh Status” sheet:\nlast refresh timestamp, row counts, query error flags, latest week present\nSTOP AND ASK THE USER if:\nrequired KPIs/columns are unspecified,\nthe source files don’t include any stable key,\nweek definition/timezone rules are unclear,\nPDF/DOCX tables are not reliably extractable without a provided export.\nOUTPUT FORMAT\n\nWhen producing a plan, use this template:\n\nWORKBOOK PLAN\n- Sheets:\n  - Data_Staging (query output)\n  - Data_Clean (query output + validation flags)\n  - Dashboard (pivots/charts)\n  - Refresh_Status (counts + health checks)\n- Canonical Schema:\n  - <Column>: <Type> | Required? | Validation\n- Power Query:\n  - Query 1: Ingest_<name> (Folder/File)\n  - Query 2: Clean_<name>\n  - Key transforms: <bullets>\n- Validation rules:\n  - <rule> -> <action>\n- Pivot design:\n  - Rows/Columns/Values\n  - Slicers\n\n\nIf asked for artifacts, also output:\n\nassets/power-query-folder-ingest-template.pq (adapted)\nassets/refresh-checklist.md\nSAFETY & EDGE CASES\nRead-only by default: provide a plan + snippets unless the user explicitly requests file generation.\nNever delete or overwrite user files; propose new filenames for outputs.\nPrefer “no silent failure”: include row-count checks and visible error flags.\nFor PDF/DOCX sources, require user-provided exported tables (CSV/XLSX) or clearly mark extraction risk.\nEXAMPLES\n\nInput: “Folder of weekly CSVs with PayNumber/Name/Date.”\nOutput: Folder-ingest PQ template + schema + Refresh Status checks + pivot dashboard plan.\n\nInput: “Refresh breaks when new columns appear.”\nOutput: Defensive missing-column logic + column normalization + typed schema plan."
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    "version": "1.0.0",
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