Excel Analysis Expert
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About this skill
Problem Addressed
Operations, finance, sales, and management teams often have an Excel sheet but cannot turn fields, metrics, and anomalies into a decision. The request is also vague: “analyze this” without audience, definitions, source data, or destination. This skill narrows that gap into a usable draft rather than waiting for a perfect prompt.
How It Works
It is organized around Chinese business-table workflows and supports data cleaning, metric diagnostics, pivot analysis, anomaly detection, and report generation. A typical flow is:
- Confirm the goal, materials, and use case;
- Produce a first version from supplied context, such as field issues, decomposition dimensions, pivot-table design, anomaly rules, or a monthly-report structure;
- Mark assumptions, missing parameters, and adjustment options;
- In multi-turn edits, revise specific parts and list key parameters for complex tasks before expanding.
Boundaries and Notes
It works best when data is provided or accessible and the output is intended for WeChat, documents, spreadsheets, or project tools. It cannot bypass login, captcha, or platform risk controls; cannot read unauthorized data; and should not replace legal, medical, tax, or investment advice. Treat its output as an analysis draft, not a final business decision.
Use Cases
- When operations has multi-channel order details, clean duplicates, blanks, and bad fields, then output cleaning rules.
- When finance reviews monthly sales changes, decompose metrics by channel and month, then list likely causes.
- When sales investigates suspicious orders, generate anomaly rules, flagged records, and next checks.
- When managers prepare a business monthly report, generate key metrics, trend notes, and action suggestions.
Best For
- Operations owners who need order details cleaned into an analyzable definition
- Managers doing monthly business reviews who need metric changes turned into actions
- Finance reviewers checking sales orders who need suspicious orders and anomaly rules
- Sales owners tracking funnel performance who need channel-by-month decomposition
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