Requirements for Outputs

Create, edit, and analyze Excel spreadsheets with formulas, formatting, and error-free calculations.

- Supports reading, creating, and modifying .xlsx, .xlsm, .csv, and .tsv files using pandas for data analysis and openpyxl for formulas and formatting

- Automatically recalculates all formulas and scans for Excel errors (#REF!, #DIV/0!, #VALUE!, #N/A, #NAME?) using LibreOffice integration

- Enforces industry-standard color coding and number formatting for financial models (blue for inputs, black for formulas, green for internal links, red for external links)

- Includes comprehensive documentation requirements for hardcoded values and assumption-based formula construction to maintain dynamic, updateable spreadsheets

Requirements for Outputs

All Excel files

Professional Font

- Use a consistent, professional font (e.g., Arial, Times New Roman) for all deliverables unless otherwise instructed by the user

Zero Formula Errors

- Every Excel model MUST be delivered with ZERO formula errors (#REF!, #DIV/0!, #VALUE!, #N/A, #NAME?)

Preserve Existing Templates (when updating templates)

- Study and EXACTLY match existing format, style, and conventions when modifying files

- Never impose standardized formatting on files with established patterns

- Existing template conventions ALWAYS override these guidelines

Financial models

Color Coding Standards

Unless otherwise stated by the user or existing template