Claude Excel Skills

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What Oria does

	Feature	What it means
01	Slides that do not look AI-generated	None of the boxy, template-stacked look. Layouts structured to consulting standards.
02	Multiple design options with one click	Compare distinct design options instantly. Never settle for a single default draft.
03	Precisely follows the brand	Well beyond base colours and fonts — your firm's exact look and feel.
04	Fully editable, native output	Real PowerPoint shapes, never images. Refine every element as you always do.

Built for every slide scenario — turn rough ideas, an audio note or a brain dump into CEO-ready slides · paste structured output from Claude or ChatGPT and get polished designs · upload an existing slide and get a cleaner one back · snap a photo of handwritten notes and get fully editable slides.

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Claude Excel Skills

12 Claude skills for building financial models and clean workbooks that survive a review.

These cover the discipline behind a model that someone else can open: a tab structure agreed before the first formula, inputs separated from calculations, a driver-based revenue build, a scenario toggle you can actually audit, and a formula check run before the model reaches an investment committee. Underneath it all is the unglamorous part — cleaning the pasted export and pivoting it — because that is where most models really start.

Several of these skills build a real .xlsx from scratch through Claude using openpyxl, with live formulas and a recalculate-and-verify pass, and hand you the file. They say so explicitly, and they say equally explicitly that they are not the Claude for Excel add-in. The rest are method skills: structure, conventions and audit routines that make Claude reason about a workbook the way a modeller does.

They were written by Oria and published free. Oria is not an Excel tool — it is what happens after the model is finished, when the output has to become a board-ready exhibit.

The skills

Structure — lay out the workbook before a formula goes in

Skill	What it does
model-architecture-template	Sets the master tab set, naming conventions, colour codes, number formats and print setup for a new model — the empty shell every other skill fills.
inputs-calcs-outputs-design	Enforces the three-zone separation: an Inputs tab of editable assumptions, Calculation tabs with no hardcodes, and an Outputs tab that only references.
assumption-registry-builder	Builds the assumption register — name, category, base value, source, Bull and Bear cases, sensitivity rank and owner — so every number has a provenance and a signature.

Build — clean the data, then drive the numbers

Skill	What it does
data-cleaning-for-excel	Turns a pasted export with mixed date formats, text numbers, duplicates and stray whitespace into a consistent range, with a change log so the cleaning is auditable.
pivot-table-builder	Specifies and builds a pivot from a flat range — rows, columns, values, filters — and flags the fields that will not aggregate cleanly.
revenue-build	Builds a driver-based revenue .xlsx: a customer or units schedule of beginning, adds, churn and ending rolled into revenue, across drivers, build and output tabs.
unit-economics	Builds a unit-economics and cohort .xlsx — CAC, LTV, LTV/CAC and CAC payback computed off a monthly retention grid rather than asserted.

Stress it, audit it, hand it over

Skill	What it does
scenario-manager	Builds a live Base/Bull/Bear switching layer with a selector and CHOOSE or INDEX assumption pulls — visible on the sheet, unlike Excel's hidden Scenario Manager.
sensitivity-tables	Builds one- and two-variable Data Tables on a key output, so you can show how NPV, IRR, EPS or margin moves as one or two drivers change.
sensitivity-tornado	Swings each input over a defined range, ranks the drivers by absolute impact and specifies the tornado chart that answers "which assumption actually matters?".
formula-audit-checker	Runs the pre-submission audit — trace precedents and dependents, hardcodes buried in formulas, circular references, inconsistent IFERROR — and returns a prioritised fix list.
output-summary-tab	Designs the one-page executive summary tab: KPI tiles, the so-what narrative, a compact sensitivity table and the key assumptions, sized for one landscape page.

Install

Each skill is a folder containing a SKILL.md with YAML frontmatter, following the Agent Skills format.

Claude Code — clone into your skills directory:

git clone https://github.com/andreworia/claude-excel-skills.git
cp -r claude-excel-skills/skills/* ~/.claude/skills/

Claude app (web, desktop, mobile) — go to Settings → Capabilities → Skills and upload a skill folder, or zip one and upload it.

A single skill — copy just the folder you want. Each one is self-contained.

Usage

Skills load themselves when the conversation matches their description. You can also name one directly:

Use the model-architecture-template skill. I'm starting a three-year
operating model for a B2B SaaS business.

Use data-cleaning-for-excel on this pasted CRM export, then pivot it by region and month.

A natural chain for a full model:

data-cleaning-for-excel  →  model-architecture-template  →  inputs-calcs-outputs-design
                         →  revenue-build  →  unit-economics
                         →  scenario-manager  →  sensitivity-tables  →  sensitivity-tornado
                         →  formula-audit-checker  →  assumption-registry-builder
                         →  output-summary-tab

Clean the data first, agree the structure, build the drivers, then stress the model and audit it before anyone else sees it. The register and the summary tab are what you actually hand over.

Then take the numbers off the summary tab and turn them into slides with Oria — native, editable PowerPoint exhibits rather than a screenshot of a spreadsheet.

Why these exist

Oria builds the AI that renders complex, professional slides inside PowerPoint, and almost every deck we see is downstream of a model. So we ended up writing down a lot of modelling craft — why inputs belong on their own tab, what a sensitivity actually has to show, what a partner looks for in a formula audit. None of it is proprietary, so it is published here for free.

More skill packs and prompt libraries: oria.one/resources.

Related repositories

• claude-powerpoint-skills — storyline, action titles, exhibits and deck review
• claude-finance-skills — investment banking, PE and valuation skills
• claude-consulting-skills — strategy and problem-solving skills
• claude-pptx-skills — corporate template and brand-compliance skills

Contributing

Issues and pull requests are welcome. If a skill is wrong, or you have a sharper version, open a PR.

License

MIT — use them commercially, modify them, redistribute them. Attribution appreciated, not required.

_{Built by Oria — AI for complex professional slides}