Lecture 12: Excel Automation Skill Development

Master Excel scenario Skill development, achieve automated operations like data cleaning, report generation, format conversion, make tedious spreadsheet work easy and efficient.

1. Scenario Analysis

1.1 User Pain Points

In daily office work, Excel processing is one of the most time-consuming tasks:

Painful data cleaning: Data collected from various departments has inconsistent formats, requiring manual organization, deduplication, and empty value filling
Tedious report制作: Weekly/monthly reports with the same format need to be repeated, copying and pasting is error-prone
Difficult format conversion: Need to convert Excel to PDF, CSV and other formats, many operation steps
Complex data merging: Multiple sheets need to be merged by conditions, VLOOKUP formulas are headache
Inefficient batch processing: Hundreds of files need uniform format modification, manual operation is unrealistic

1.2 Typical Application Scenarios

Scenario	Requirements	Skill Value
Sales Report	Summarize regional sales data, generate visualization charts	One-click generation, auto update
Financial Report	Merge multiple account tables, calculate summary data	Reduce manual calculation errors
HR Statistics	Statistics on attendance, performance, salary data	Automated data processing
Inventory Management	Track inventory changes, alert low stock items	Real-time monitoring, auto alerts
Data Migration	Convert old system data to new system format	Batch conversion, format validation

2. Core Function Design

2.1 Skill Function List

A complete Excel automation Skill should have the following functions:

📊 Excel Smart Assistant
├── Data Cleaning
│   ├── Remove duplicate rows
│   ├── Fill empty values
│   ├── Format normalization
│   └── Mark abnormal data
├── Report Generation
│   ├── Pivot tables
│   ├── Chart generation
│   ├── Conditional formatting
│   └── Auto summary
├── Format Conversion
│   ├── Excel ↔ CSV
│   ├── Excel ↔ PDF
│   ├── Excel ↔ JSON
│   └── Batch conversion
├── Data Merging
│   ├── Multi-table merge
│   ├── Conditional summary
│   ├── Data comparison
│   └── Difference report
└── Batch Processing
    ├── Batch rename
    ├── Batch format adjustment
    ├── Batch formula fill
    └── Batch protection settings

2.2 User Interaction Flow

User Input → Intent Recognition → Parameter Extraction → Execute Operation → Return Result
   ↓           ↓           ↓           ↓           ↓
"Help me merge  Recognize    Extract file    Call merge    Return merged
these 3 sheets" as merge    paths and       function      file
                 operation  rules