Analyze Excel spreadsheets, create pivot tables, generate charts, and perform data analysis. Use when analyzing Excel files, spreadsheets, tabular data, or .xlsx files.
Installation
Details
Usage
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name: Excel Analysis description: Analyze Excel spreadsheets, create pivot tables, generate charts, and perform data analysis. Use when analyzing Excel files, spreadsheets, tabular data, or .xlsx files.
Excel Analysis
Quick start
Read Excel files with pandas:
import pandas as pd
# Read Excel file
df = pd.read_excel("data.xlsx", sheet_name="Sheet1")
# Display first few rows
print(df.head())
# Basic statistics
print(df.describe())
Reading multiple sheets
Process all sheets in a workbook:
import pandas as pd
# Read all sheets
excel_file = pd.ExcelFile("workbook.xlsx")
for sheet_name in excel_file.sheet_names:
df = pd.read_excel(excel_file, sheet_name=sheet_name)
print(f"\n{sheet_name}:")
print(df.head())
Data analysis
Perform common analysis tasks:
import pandas as pd
df = pd.read_excel("sales.xlsx")
# Group by and aggregate
sales_by_region = df.groupby("region")["sales"].sum()
print(sales_by_region)
# Filter data
high_sales = df[df["sales"] > 10000]
# Calculate metrics
df["profit_margin"] = (df["revenue"] - df["cost"]) / df["revenue"]
# Sort by column
df_sorted = df.sort_values("sales", ascending=False)
Creating Excel files
Write data to Excel with formatting:
import pandas as pd
df = pd.DataFrame({
"Product": ["A", "B", "C"],
"Sales": [100, 200, 150],
"Profit": [20, 40, 30]
})
# Write to Excel
writer = pd.ExcelWriter("output.xlsx", engine="openpyxl")
df.to_excel(writer, sheet_name="Sales", index=False)
# Get worksheet for formatting
worksheet = writer.sheets["Sales"]
# Auto-adjust column widths
for column in worksheet.columns:
max_length = 0
column_letter = column[0].column_letter
for cell in column:
if len(str(cell.value)) > max_length:
max_length = len(str(cell.value))
worksheet.column_dimensions[column_letter].width = max_length + 2
writer.close()
Pivot tables
Create pivot tables programmatically:
import pandas as pd
df = pd.read_excel("sales_data.xlsx")
# Create pivot table
pivot = pd.pivot_table(
df,
values="sales",
index="region",
columns="product",
aggfunc="sum",
fill_value=0
)
print(pivot)
# Save pivot table
pivot.to_excel("pivot_report.xlsx")
Charts and visualization
Generate charts from Excel data:
import pandas as pd
import matplotlib.pyplot as plt
df = pd.read_excel("data.xlsx")
# Create bar chart
df.plot(x="category", y="value", kind="bar")
plt.title("Sales by Category")
plt.xlabel("Category")
plt.ylabel("Sales")
plt.tight_layout()
plt.savefig("chart.png")
# Create pie chart
df.set_index("category")["value"].plot(kind="pie", autopct="%1.1f%%")
plt.title("Market Share")
plt.ylabel("")
plt.savefig("pie_chart.png")
Data cleaning
Clean and prepare Excel data:
import pandas as pd
df = pd.read_excel("messy_data.xlsx")
# Remove duplicates
df = df.drop_duplicates()
# Handle missing values
df = df.fillna(0) # or df.dropna()
# Remove whitespace
df["name"] = df["name"].str.strip()
# Convert data types
df["date"] = pd.to_datetime(df["date"])
df["amount"] = pd.to_numeric(df["amount"], errors="coerce")
# Save cleaned data
df.to_excel("cleaned_data.xlsx", index=False)
Merging and joining
Combine multiple Excel files:
import pandas as pd
# Read multiple files
df1 = pd.read_excel("sales_q1.xlsx")
df2 = pd.read_excel("sales_q2.xlsx")
# Concatenate vertically
combined = pd.concat([df1, df2], ignore_index=True)
# Merge on common column
customers = pd.read_excel("customers.xlsx")
sales = pd.read_excel("sales.xlsx")
merged = pd.merge(sales, customers, on="customer_id", how="left")
merged.to_excel("merged_data.xlsx", index=False)
Advanced formatting
Apply conditional formatting and styles:
import pandas as pd
from openpyxl import load_workbook
from openpyxl.styles import PatternFill, Font
# Create Excel file
df = pd.DataFrame({
"Product": ["A", "B", "C"],
"Sales": [100, 200, 150]
})
df.to_excel("formatted.xlsx", index=False)
# Load workbook for formatting
wb = load_workbook("formatted.xlsx")
ws = wb.active
# Apply conditional formatting
red_fill = PatternFill(start_color="FF0000", end_color="FF0000", fill_type="solid")
green_fill = PatternFill(start_color="00FF00", end_color="00FF00", fill_type="solid")
for row in range(2, len(df) + 2):
cell = ws[f"B{row}"]
if cell.value < 150:
cell.fill = red_fill
else:
cell.fill = green_fill
# Bold headers
for cell in ws[1]:
cell.font = Font(bold=True)
wb.save("formatted.xlsx")
Performance tips
- Use
read_excelwithusecolsto read specific columns only - Use
chunksizefor very large files - Consider using
engine='openpyxl'orengine='xlrd'based on file type - Use
dtypeparameter to specify column types for faster reading
Available packages
- pandas - Data analysis and manipulation (primary)
- openpyxl - Excel file creation and formatting
- xlrd - Reading older .xls files
- xlsxwriter - Advanced Excel writing capabilities
- matplotlib - Chart generation
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