@luquimbo/bi-superpowers 1.0.0

package/library/templates/excel/data-entry-form.md

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+# Data Entry Form Template
+
+## Overview
+
+A structured Excel workbook for standardized data collection with validation, error prevention, and automated data processing. Ideal for surveys, inventory tracking, order entry, or any repetitive data input scenario.
+
+---
+
+## Target Audience
+
+- Data Entry Operators
+- Field Researchers
+- Inventory Managers
+- Sales Representatives
+- HR Administrators
+
+---
+
+## Workbook Structure
+
+### Sheet 1: Data Entry Form
+
+**Purpose:** User-friendly input interface
+
+| Section | Position | Content |
+|---------|----------|---------|
+| Header | A1:F3 | Form title, instructions, required fields indicator |
+| Entry ID | A5:B5 | Auto-generated unique identifier |
+| Date/Time | A6:B6 | Auto-populated current date/time |
+| User | A7:B7 | Dropdown of authorized users |
+| Form Fields | A9:F30 | Input fields with labels and validation |
+| Submit Button | D32 | Macro button to process entry |
+| Clear Button | E32 | Reset form to blank |
+| Status | F32 | Submission confirmation |
+
+### Sheet 2: Data Table
+
+**Purpose:** Structured storage of all entries
+
+| Column | Header | Source |
+|--------|--------|--------|
+| A | EntryID | Auto-generated |
+| B | SubmitDate | Timestamp |
+| C | SubmittedBy | User selection |
+| D+ | Field columns | Each form field has a column |
+| Last | ValidationStatus | Pass/Fail indicator |
+
+### Sheet 3: Lookups
+
+**Purpose:** Reference data for dropdowns and validation
+
+| Table | Content |
+|-------|---------|
+| Users | Authorized user list |
+| Categories | Product/service categories |
+| Regions | Geographic regions |
+| Status Options | Available status values |
+| Custom Lists | Any other dropdown sources |
+
+### Sheet 4: Validation Rules
+
+**Purpose:** Define business rules
+
+| Column | Header | Example |
+|--------|--------|---------|
+| A | Field Name | "Email" |
+| B | Validation Type | "Format" |
+| C | Rule | "Contains @" |
+| D | Error Message | "Please enter a valid email" |
+
+### Sheet 5: Settings
+
+**Purpose:** Form configuration
+
+| Setting | Value |
+|---------|-------|
+| Form Title | "Customer Intake Form" |
+| Required Fields | List of mandatory fields |
+| Auto-increment prefix | "ENT-" |
+| Date format | "YYYY-MM-DD" |
+| Email notifications | On/Off |
+
+---
+
+## Form Field Types
+
+### Text Input
+
+```
+Label: [Customer Name]
+Input Cell: Merged cells B10:D10
+Validation: Text length > 0
+Format: Proper case on exit
+```
+
+### Number Input
+
+```
+Label: [Quantity]
+Input Cell: B12
+Validation: Whole number, >= 0
+Format: #,##0
+```
+
+### Date Input
+
+```
+Label: [Order Date]
+Input Cell: B14
+Validation: Date between StartDate and TODAY()
+Format: YYYY-MM-DD
+Default: =TODAY()
+```
+
+### Dropdown Selection
+
+```
+Label: [Category]
+Input Cell: B16
+Validation: List from Lookups!Categories
+Allow blank: No
+```
+
+### Dependent Dropdown
+
+```
+Label: [Subcategory]
+Input Cell: B18
+Validation: List = INDIRECT(B16 & "_List")
+Dependent on: Category selection
+```
+
+### Email Input
+
+```
+Label: [Email Address]
+Input Cell: B20
+Validation: Custom formula checking for @ and .
+Error: "Enter valid email format"
+```
+
+### Phone Input
+
+```
+Label: [Phone Number]
+Input Cell: B22
+Validation: Text length = 10 or format XXX-XXX-XXXX
+Format: Apply phone format on exit
+```
+
+### Multi-line Text
+
+```
+Label: [Comments]
+Input Cell: B24:D26 (merged)
+Validation: Text length <= 500
+Wrap text: Yes
+```
+
+### Checkbox (Yes/No)
+
+```
+Label: [Opt-in for Newsletter]
+Input Cell: B28
+Validation: List "Yes,No"
+Default: "No"
+```
+
+---
+
+## Key Formulas
+
+### Auto-Generate Entry ID
+
+```excel
+// In Entry ID cell
+=Settings!Prefix & TEXT(COUNTA(DataTable[EntryID])+1, "00000")
+
+// Example result: ENT-00042
+```
+
+### Auto-Populate Timestamp
+
+```excel
+// In Date/Time cell (static on submit via macro)
+=NOW()
+
+// For display only (updates)
+=TEXT(NOW(), "YYYY-MM-DD HH:MM:SS")
+```
+
+### Validation Check Formula
+
+```excel
+// Check if all required fields are filled
+=AND(
+    LEN(CustomerName) > 0,
+    LEN(Email) > 0,
+    ISNUMBER(Quantity),
+    Category <> ""
+)
+
+// Named as "AllFieldsValid"
+```
+
+### Email Validation
+
+```excel
+=AND(
+    ISNUMBER(SEARCH("@", Email)),
+    ISNUMBER(SEARCH(".", Email, SEARCH("@", Email))),
+    LEN(Email) - LEN(SUBSTITUTE(Email, "@", "")) = 1
+)
+```
+
+### Phone Validation
+
+```excel
+// For 10-digit number
+=AND(
+    LEN(SUBSTITUTE(SUBSTITUTE(Phone, "-", ""), " ", "")) = 10,
+    ISNUMBER(SUBSTITUTE(SUBSTITUTE(Phone, "-", ""), " ", "") + 0)
+)
+```
+
+### Dependent Dropdown Source
+
+```excel
+// INDIRECT for dependent list
+=INDIRECT(CategoryCell & "SubList")
+
+// Or using FILTER (365)
+=FILTER(Lookups[Subcategory], Lookups[Category] = CategoryCell)
+```
+
+### Duplicate Check
+
+```excel
+// Check if value already exists in data table
+=IF(
+    COUNTIF(DataTable[Email], EmailInput) > 0,
+    "Duplicate entry detected",
+    "OK"
+)
+```
+
+---
+
+## Data Validation Rules
+
+### Required Field Indicator
+
+```
+Cell format: Bold label with asterisk (*)
+Conditional format: Red border if empty on submit attempt
+```
+
+### Validation Settings by Type
+
+| Field Type | Validation | Settings |
+|------------|------------|----------|
+| Text | Text length | Min: 1, Max: 100 |
+| Number | Whole number | Between 0 and 999999 |
+| Currency | Decimal | >= 0 |
+| Date | Date | Between StartDate and EndDate |
+| Dropdown | List | Source: named range |
+| Email | Custom | =EmailValidationFormula |
+| Phone | Custom | =PhoneValidationFormula |
+
+### Error Alert Configuration
+
+```
+Style: Stop (prevents invalid entry)
+Title: "Invalid Input"
+Message: Field-specific error message
+```
+
+### Input Message Configuration
+
+```
+Show input message: Yes
+Title: Field name
+Message: "Enter [description]. Format: [example]"
+```
+
+---
+
+## Conditional Formatting
+
+### Required Fields
+
+```
+Apply to: All required input cells
+Rule: =LEN(CellRef) = 0
+Format: Light red fill
+```
+
+### Valid Entry Indicator
+
+```
+Apply to: Entry validation cell
+Rule: =AllFieldsValid = TRUE
+Format: Green checkmark icon
+```
+
+### Error Highlighting
+
+```
+Apply to: Field with error
+Rule: Custom formula based on validation
+Format: Red border, light red fill
+```
+
+### Submitted Entries
+
+```
+Apply to: Data table rows
+Rule: =SubmitDate <> ""
+Format: Light gray fill (indicates processed)
+```
+
+---
+
+## VBA Macros (Optional)
+
+### Submit Entry Macro
+
+```vba
+Sub SubmitEntry()
+    ' Validate all fields
+    If Not Range("AllFieldsValid").Value Then
+        MsgBox "Please complete all required fields.", vbExclamation
+        Exit Sub
+    End If
+
+    ' Find next empty row in data table
+    Dim nextRow As Long
+    nextRow = Sheets("DataTable").Cells(Rows.Count, 1).End(xlUp).Row + 1
+
+    ' Copy values to data table
+    With Sheets("DataTable")
+        .Cells(nextRow, 1).Value = Range("EntryID").Value
+        .Cells(nextRow, 2).Value = Now()
+        .Cells(nextRow, 3).Value = Range("UserName").Value
+        ' ... copy all form fields
+    End With
+
+    ' Clear form
+    Call ClearForm
+
+    ' Confirmation
+    Range("Status").Value = "Entry submitted successfully!"
+End Sub
+```
+
+### Clear Form Macro
+
+```vba
+Sub ClearForm()
+    ' Clear all input cells
+    Range("CustomerName").ClearContents
+    Range("Email").ClearContents
+    Range("Phone").ClearContents
+    Range("Category").ClearContents
+    ' ... clear all fields
+
+    ' Reset Entry ID
+    Range("EntryID").Calculate
+
+    ' Clear status
+    Range("Status").ClearContents
+
+    ' Set focus to first field
+    Range("CustomerName").Select
+End Sub
+```
+
+### Auto-format on Entry
+
+```vba
+Private Sub Worksheet_Change(ByVal Target As Range)
+    ' Proper case for name fields
+    If Not Intersect(Target, Range("CustomerName")) Is Nothing Then
+        Application.EnableEvents = False
+        Target.Value = WorksheetFunction.Proper(Target.Value)
+        Application.EnableEvents = True
+    End If
+
+    ' Format phone number
+    If Not Intersect(Target, Range("Phone")) Is Nothing Then
+        Application.EnableEvents = False
+        Dim phone As String
+        phone = Replace(Replace(Target.Value, "-", ""), " ", "")
+        If Len(phone) = 10 Then
+            Target.Value = Left(phone, 3) & "-" & Mid(phone, 4, 3) & "-" & Right(phone, 4)
+        End If
+        Application.EnableEvents = True
+    End If
+End Sub
+```
+
+---
+
+## Form Layout Best Practices
+
+### Visual Hierarchy
+
+```
++------------------------------------------+
+| FORM TITLE                    [Logo]     |
+| Instructions and required fields note    |
++------------------------------------------+
+| Entry ID: ENT-00042    Date: 2024-01-15  |
++------------------------------------------+
+|                                          |
+| * Customer Name: [___________________]   |
+|                                          |
+| * Email:        [___________________]    |
+|                                          |
+|   Phone:        [___________________]    |
+|                                          |
+| * Category:     [Dropdown_______v]       |
+|                                          |
+|   Subcategory:  [Dependent_____v]        |
+|                                          |
+|   Comments:                              |
+|   [________________________________]     |
+|   [________________________________]     |
+|                                          |
+|        [Clear]    [Submit]               |
+|                                          |
+| Status: Ready for entry                  |
++------------------------------------------+
+* Required fields
+```
+
+### Cell Formatting
+
+| Element | Format |
+|---------|--------|
+| Labels | Bold, right-aligned, gray background |
+| Input cells | White background, border |
+| Required indicator (*) | Red color |
+| Buttons | Centered, button formatting |
+| Status | Italic, color-coded by result |
+
+---
+
+## Protection and Security
+
+### Sheet Protection Settings
+
+```
+Protected elements:
+- Labels and headers
+- Formulas
+- Structure (rows/columns)
+- Objects (buttons, shapes)
+
+Unprotected:
+- Input cells only
+- Allow cell selection
+```
+
+### Workbook Protection
+
+```
+- Protect workbook structure
+- Prevent sheet deletion/addition
+- Password protect VBA code
+```
+
+### Data Protection
+
+```
+- Regular backup to secondary location
+- Version control for template changes
+- Audit trail of submissions (timestamp + user)
+```
+
+---
+
+## Error Prevention
+
+### Input Masks
+
+Use custom number formats:
+```
+Phone: @@@-@@@-@@@@
+Date: YYYY-MM-DD
+Currency: $#,##0.00
+```
+
+### Helper Text
+
+Show in adjacent cell or as comment:
+```
+"Format: FirstName LastName"
+"Example: john.doe@company.com"
+```
+
+### Real-time Feedback
+
+Adjacent cell with IFERROR validation:
+```excel
+=IF(EmailValidation, UNICHAR(10004), UNICHAR(10006))
+// Shows checkmark or X
+```
+
+---
+
+## Implementation Checklist
+
+- [ ] Define all form fields and data types
+- [ ] Create Lookups sheet with reference data
+- [ ] Build form layout with proper formatting
+- [ ] Configure data validation for each field
+- [ ] Set up conditional formatting for errors
+- [ ] Create Data Table with headers matching form
+- [ ] Build validation formulas
+- [ ] (Optional) Write VBA macros for Submit/Clear
+- [ ] Apply sheet and workbook protection
+- [ ] Test with sample data including edge cases
+- [ ] Document instructions for users
+- [ ] Create user training materials
+
+---
+
+## Related Resources
+
+- [Text Functions](../../snippets/excel-formulas/text-functions.md)
+- [Data Validation Best Practices](../../snippets/excel-formulas/lookups.md)
+- [Dynamic Arrays for Dependent Dropdowns](../../snippets/excel-formulas/dynamic-arrays.md)

package/library/templates/power-bi/README.md

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+# Power BI Templates
+
+Comprehensive dashboard specifications and implementation guides for common Power BI use cases.
+
+## Available Templates
+
+| Template | Description | Complexity |
+|----------|-------------|------------|
+| [Sales Dashboard](./sales-dashboard.md) | Revenue tracking, product analysis, customer insights | Medium |
+| [Finance Report](./finance-report.md) | P&L, budget variance, financial KPIs | High |
+| [KPI Scorecard](./kpi-scorecard.md) | Balanced scorecard, strategic metrics tracking | Medium |
+
+## What's Included
+
+Each template specification includes:
+
+- **Data Requirements** - Required and optional tables, columns, relationships
+- **Recommended Measures** - Pre-built DAX formulas ready to copy
+- **Page Structure** - Visual layout and content recommendations
+- **Visual Specifications** - Colors, formatting, conditional formatting rules
+- **Interactivity** - Cross-filtering, drillthrough, bookmarks
+- **Implementation Checklist** - Step-by-step verification
+
+## How to Use
+
+1. **Review the specification** - Understand data requirements and measures needed
+2. **Prepare your data model** - Ensure tables and relationships match the template
+3. **Copy DAX measures** - Implement recommended measures in your model
+4. **Build pages** - Follow the visual layout specifications
+5. **Apply formatting** - Use colors and conditional formatting as specified
+6. **Test interactions** - Verify cross-filtering and drillthrough work correctly
+
+## Template Categories
+
+### Operational
+- Sales Dashboard - Day-to-day sales operations
+
+### Financial
+- Finance Report - Month-end financial reporting
+- KPI Scorecard - Strategic performance monitoring
+
+### Coming Soon
+- HR Analytics - Workforce metrics and retention
+- Supply Chain - Inventory and logistics
+- Marketing Analytics - Campaign performance
+
+## Customization
+
+These templates are starting points. Customize based on:
+
+- Your specific KPIs and metrics
+- Industry terminology
+- Corporate branding and colors
+- Data availability
+- User preferences
+
+## Related Resources
+
+- [Power BI Themes](../../styles/power-bi/) - Ready-to-use JSON themes
+- [DAX Snippets](../../snippets/dax/) - Formula patterns
+- [Data Models](../data-models/) - Star schema templates
+- [Project Kickoff Skill](../../skills/project-kickoff/) - Interactive project planning
+
+## Contributing
+
+To contribute a new template:
+
+1. Use an existing template as a reference for structure
+2. Include all required sections (Data, Measures, Pages, Visuals)
+3. Provide working DAX code examples
+4. Test with sample data before submitting
+5. Submit a PR with the template markdown file