Excel Auditor

Analyze unknown Excel files to understand purpose, audit formulas, detect errors, and generate documentation.

Core Workflow

1. Extract Structure

Run the structure extraction script on the uploaded file:

python scripts/extract_structure.py /mnt/user-data/uploads/<filename>.xlsx

This produces JSON with: sheets, named ranges, tables, external links, data validation rules, conditional formatting, and VBA presence.

2. Extract Formulas

Run formula extraction to build dependency graph:

python scripts/extract_formulas.py /mnt/user-data/uploads/<filename>.xlsx

This produces JSON with: all formulas, cell dependencies, calculation chains, and formula complexity metrics.

2b. Validate Extraction Output

Before proceeding, verify JSON output contains expected keys:

• Structure: sheets, named_ranges, tables, external_links, data_validation, conditional_formatting, vba_present
• Formulas: formulas, dependencies, calculation_chain, complexity_metrics

If keys are missing or malformed, note limitations in final report.

3. Semantic Analysis

With structure and formula data, perform semantic analysis:

Purpose Detection: Infer file purpose from:

• Sheet names and structure patterns
• Named range naming conventions
• Formula patterns (financial, statistical, lookup-heavy)
• Data shapes and header labels

Pattern Recognition: Match against known archetypes (see references/patterns.md):

• Financial models (DCF, budget, P&L)
• Operational trackers (inventory, scheduling, CRM)
• Reporting templates (dashboards, KPI rollups)
• Data transformation pipelines

4. Error Detection

Identify issues in order of severity:

5. Generate Report

Produce structured output using the template in references/report_template.md.

Output Formats

Default: Markdown report in chat On request: Generate .md or .docx file with full report On request: Annotated copy of Excel with comments on flagged cells

Handling Edge Cases

Very Large Files (>10MB):

• Sample analysis of first 1000 formulas
• Focus on structure and high-level patterns
• Note that full audit requires sampling

Password Protected:

• Cannot audit, inform user

VBA Present:

• Note VBA exists but cannot audit macro logic
• Flag as elevated risk for maintainability

Binary .xls Format:

• Attempt conversion or note limitations

Error Response Templates

When no issues found:

"This file appears well-structured with no formula errors detected. [summary of what it does]"

When issues found:

"I found [N] issues requiring attention. The most critical: [top issue]. Full audit below."

When file is severely broken:

"This file has significant structural issues that prevent complete analysis. [list blocking issues]"