plugins/vertical-plugins/financial-analysis/skills/clean-data-xls/SKILL.md
Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis. Triggers on "clean this data", "clean up this sheet", "normalize this data", "fix formatting", "dedupe", "standardize this column", "this data is messy".
npx skillsauth add anthropics/financial-services-plugins clean-data-xlsInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Clean messy data in the active sheet or a specified range.
Excel.run(async (context) => {...})). Read via range.values, write helper-column formulas via range.formulas = [["=TRIM(A2)"]]. The in-place vs helper-column decision still applies.A1:F200), use it| Issue | What to look for |
|---|---|
| Whitespace | leading/trailing spaces, double spaces |
| Casing | inconsistent casing in categorical columns (usa / USA / Usa) |
| Number-as-text | numeric values stored as text; stray $, ,, % in number cells |
| Dates | mixed formats in the same column (3/8/26, 2026-03-08, March 8 2026) |
| Duplicates | exact-duplicate rows and near-duplicates (case/whitespace differences) |
| Blanks | empty cells in otherwise-populated columns |
| Mixed types | a column that's 98% numbers but has 3 text entries |
| Encoding | mojibake (é, ’), non-printing characters |
| Errors | #REF!, #N/A, #VALUE!, #DIV/0! |
Show a summary table before changing anything:
| Column | Issue | Count | Proposed Fix | |---|---|---|---|
=TRIM(A2), =VALUE(SUBSTITUTE(B2,"$","")), =UPPER(C2), =DATEVALUE(D2)), write the formula in an adjacent helper column rather than computing the result in Python and overwriting the original. This keeps the transformation transparent and auditable.tools
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testing
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tools
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tools
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