Excel to Feishu Dashboard Workflow
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About this skill
The problem
Moving Excel, CSV, or TSV files into Feishu Base is not just about successful upload. Teams often hit mismatched field types, uncleaned dirty data, duplicate appends, accidental production changes, and dashboard metrics that cannot be audited. This skill targets data delivery workflows, requiring a closed loop from source inventory, business-goal confirmation, field mapping, dry-run, and final writes, with a verifiable evidence trail.
Workflow and capabilities
- Data inventory and cleaning: identify sheets, header rows, merged cells, formulas, blank rows, and subtotal rows, then report missing rates, duplicates, anomalies, and sensitive-field handling.
- Field modeling: generate a field
schemafrom sample values and business semantics, and maintain a mapping table covering source field, Feishu field, type, write format, and rules. - Feishu write gates: check
lark-cli,basecommands, login state, andbase_token; rundry-runor test-table writes before online writes, with explicit confirmation for high-risk actions. - Delivery acceptance: provide cleaned data, anomaly logs, quality reports, import logs, failed rows, local-vs-Feishu validation, and view or dashboard configuration plans.
Caveats: if the user has not authorized access to the target Feishu space, or production overwrite scope is unclear, the workflow should stop online writes and fall back to local deliverables. Components unsupported by the API or CLI become manual configuration checklists.
Use Cases
- Clean hotel daily Excel reports, import them into Feishu Base, and build revenue, occupancy, and channel dashboards
- Import customer lead CSV data into Feishu Base and create views by owner, status, and conversion stage
- Model sales TSV detail into Feishu tables, complete field mapping, append writes, and metric validation
- Clean local reporting data into a standard structure and deliver an anomaly list with import summary
Best For
- Operations owners handling business reporting: clean multiple daily sheets and import them into Feishu Base dashboards
- CRM or sales-operations leads: import CSV leads into Feishu tables with owner, status, and conversion views
- BI analysts delivering dashboards: build field schemas, run dry-runs, test writes, and acceptance reports
- Engineering leads auditing data imports: keep mapping tables, anomaly lists, and local-vs-Feishu validation
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