---
name: spreadsheet-builder
description: Create structured spreadsheets, data tables, dashboards, and CSV exports from vault data
title: Spreadsheet & Data Builder
category: work
status: active
metadata:
  triggers:
  - create spreadsheet
  - build spreadsheet
  - create table
  - data export
  - create dashboard
  - excel file
  - csv export
---
## Instructions

Create structured data in spreadsheet format:

1. **Understand the data**:
   - What data is being organized (financial, project, contact, task)?
   - Source: vault files, user input, or integration data
   - Purpose: tracking, reporting, analysis, sharing

2. **Design the structure**:
   - **Headers**: clear column names, units in parentheses where needed
   - **Data types**: text, numbers, dates, currency, percentages
   - **Formulas**: SUM, AVERAGE, COUNT where appropriate
   - **Sheets**: separate concerns (raw data vs summary vs charts)

3. **Common spreadsheet types**:
   - **Budget tracker**: categories, planned, actual, variance
   - **Project tracker**: tasks, assignee, status, due date, progress
   - **Contact list**: name, company, email, phone, last contact, notes
   - **Invoice log**: invoice #, client, amount, date, status, paid date
   - **Time tracker**: date, project, hours, rate, total
   - **Comparison matrix**: options as columns, criteria as rows, scores

4. **Save** — Write to `output/FILENAME.md` (as markdown table) and export as .xlsx/.csv

## Rules

- Always include a header row
- Sort by the most useful column (dates descending, names ascending)
- Include totals/subtotals for numeric columns
- Date format: YYYY-MM-DD (universal)
- Currency: include symbol, 2 decimal places
- For large datasets: include a summary sheet with key metrics
- Validate data types (don't mix text and numbers in a column)