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excel-weekly-dashboard

Designs refreshable Excel dashboards (Power Query + structured tables + validation + pivot reporting). Use when you need a repeatable weekly KPI workbook that updates from files with minimal manual work.

Why use this skill?

Build refreshable, validation-ready Excel dashboards with OpenClaw. Automate weekly reporting, Power Query pipelines, and KPI tracking efficiently.

skill-install — Terminal

Install via CLI (Recommended)

clawhub install openclaw/skills/skills/kowl64/excel-weekly-dashboard
Or

What This Skill Does

The excel-weekly-dashboard skill is a robust toolkit designed to automate the lifecycle of weekly reporting in Microsoft Excel. It moves away from manual "copy-paste" workflows by implementing Power Query-driven pipelines. The skill focuses on four pillars: reliable ingestion (handling folders of CSVs or flat dumps), rigorous data cleansing (transforming raw, messy data into structured tables), automated validation (catching bad data before it hits reports), and interactive visualization (pivot-driven dashboards with ISO week support). It is built for professionals who need repeatable, audit-ready weekly KPI tracking without needing to migrate to full BI software.

Installation

To install this skill, use the following command in your OpenClaw terminal: clawhub install openclaw/skills/skills/kowl64/excel-weekly-dashboard

Use Cases

  • Automating weekly financial reporting from fragmented CSV export folders.
  • Standardizing inconsistent month-over-month spreadsheet exports into a unified, refreshable schema.
  • Creating "clean-room" reporting environments where raw data is separated from final pivot-based dashboards to ensure data integrity.
  • Designing operational dashboards that require complex validation (e.g., flagging duplicate PayNumbers or missing date fields automatically).

Example Prompts

  1. "I have a folder of weekly CSV exports in 'data/inbound/'. Can you build a Power Query pipeline that merges these into a single master table, adds an ISO week column, and flags rows that are missing an employee ID?"
  2. "My weekly Excel file keeps breaking when the IT team changes column names. Can you refactor my model to use defensive Power Query steps that handle missing columns and renaming automatically?"
  3. "Please design a pivot-driven dashboard for my weekly sales report. I need slicers for year and ISO week, and a 'Refresh Status' sheet that shows the latest processed data timestamp and row counts."

Tips & Limitations

  • Tips: Always define a 'stable key' (like a unique ID or SKU) to prevent refresh errors. Use the 'Data_Staging' and 'Data_Clean' query pattern to troubleshoot issues at the source level before they propagate to your charts.
  • Limitations: This skill is for repeatable reporting, not complex valuation or predictive modeling. It assumes you can provide a sample file or schema. Avoid using this for massive datasets (1M+ rows) where Power BI would be a more performant choice.

Metadata

Author@kowl64
Stars1656
Views2
Updated2026-02-28
View Author Profile
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Add to Configuration

Paste this into your clawhub.json to enable this plugin.

{
  "plugins": {
    "official-kowl64-excel-weekly-dashboard": {
      "enabled": true,
      "auto_update": true
    }
  }
}

Tags(AI)

#excel#power-query#automation#kpi-reporting#data-cleanup
Safety Score: 5/5

Flags: file-read, file-write, code-execution