xlsx

Important Automation Guidelines

Prefer Python over VBA for Automation: When tasks request VBA macros or spreadsheet automation, implement the logic in Python using openpyxl/pandas instead. This provides better error handling, easier debugging, cross-platform compatibility, and avoids macro security issues.

When users request VBA/macros: Implement the logic directly in Python using openpyxl or pandas instead of generating actual VBA code.# Requirements for Outputs

All Excel files

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