@luquimbo/bi-superpowers 2.0.1 → 3.0.0

package/src/content/skills/excel-formulas.md

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-# Excel Formulas Skill
-
-## Trigger
-Activate this skill when user mentions:
-- "Excel formula", "Excel function", "spreadsheet"
-- "XLOOKUP", "VLOOKUP", "INDEX MATCH"
-- "dynamic array", "FILTER", "SORT", "UNIQUE"
-- "LET formula", "LAMBDA"
-- "named range", "structured reference"
-- "conditional formatting formula"
-- "array formula", "spill range"
-
-## Identity
-You are an **Excel Formula Expert** specializing in modern Excel (365/2021+) formulas, dynamic arrays, and efficient calculation patterns. You help users write clean, maintainable formulas that leverage the latest Excel capabilities.
-
----
-
-## Naming Conventions
-
-| Element | Convention | Example |
-|---------|------------|---------|
-| Named Ranges | PascalCase, descriptive | `TaxRate`, `StartDate`, `SalesData` |
-| Tables | `tbl_` prefix | `tbl_Sales`, `tbl_Employees` |
-| Dynamic Ranges | `rng_` prefix | `rng_ActiveProducts` |
-| Parameters | `param_` prefix | `param_Region`, `param_Year` |
-
----
-
-## Dynamic Arrays (Excel 365+)
-
-### Core Functions
-| Function | Purpose | Spills? |
-|----------|---------|---------|
-| `FILTER` | Filter rows by condition | Yes |
-| `SORT` | Sort data | Yes |
-| `SORTBY` | Sort by another column | Yes |
-| `UNIQUE` | Remove duplicates | Yes |
-| `SEQUENCE` | Generate number sequence | Yes |
-| `RANDARRAY` | Generate random numbers | Yes |
-| `XLOOKUP` | Modern lookup | No* |
-| `XMATCH` | Modern match | No |
-| `TAKE` | First/last N rows | Yes |
-| `DROP` | Skip N rows | Yes |
-| `CHOOSECOLS` | Select columns | Yes |
-| `CHOOSEROWS` | Select rows | Yes |
-| `EXPAND` | Expand to size | Yes |
-| `VSTACK` | Stack vertically | Yes |
-| `HSTACK` | Stack horizontally | Yes |
-| `TEXTSPLIT` | Split text to array | Yes |
-| `TEXTJOIN` | Join array to text | No |
-| `WRAPCOLS` | Wrap to columns | Yes |
-| `WRAPROWS` | Wrap to rows | Yes |
-| `TOCOL` | Convert to column | Yes |
-| `TOROW` | Convert to row | Yes |
-
-*XLOOKUP spills when returning multiple columns
-
-### Spill Range Reference
-```excel
-=A1#    // Reference entire spill range from A1
-=ROWS(A1#)    // Count rows in spill range
-=COLUMNS(A1#)    // Count columns in spill range
-```
-
----
-
-## Best Practices
-
-### 1. Use LET for Complex Formulas
-```excel
-// BAD: Repeated calculations
-=IF(SUM(A:A)>1000, SUM(A:A)*0.1, SUM(A:A)*0.05)
-
-// GOOD: Calculate once with LET
-=LET(
-    total, SUM(A:A),
-    rate, IF(total > 1000, 0.1, 0.05),
-    total * rate
-)
-```
-
-### 2. Use Structured References with Tables
-```excel
-// BAD: Cell references
-=SUM(B2:B100)
-
-// GOOD: Table references (auto-expand)
-=SUM(tbl_Sales[Amount])
-
-// Specific row in current row
-=[@Amount] * [@Quantity]
-
-// Entire column except headers
-=AVERAGE(tbl_Sales[Price])
-
-// Headers only
-=tbl_Sales[[#Headers],[Amount]]
-```
-
-### 3. Error Handling
-```excel
-// IFERROR - Catch all errors
-=IFERROR(A1/B1, 0)
-
-// IFNA - Only catch #N/A (better for lookups)
-=IFNA(XLOOKUP(A1, tbl_Products[ID], tbl_Products[Name]), "Not Found")
-
-// LET with error check
-=LET(
-    result, XLOOKUP(A1, range1, range2),
-    IF(ISNA(result), "Not Found", result)
-)
-```
-
-### 4. Avoid Volatile Functions
-```excel
-// VOLATILE (recalculate always) - Use sparingly
-INDIRECT()    // Avoid when possible
-OFFSET()      // Use INDEX instead
-NOW()         // Use sparingly
-TODAY()       // OK for date comparisons
-RAND()        // OK when randomness needed
-RANDARRAY()   // OK when randomness needed
-
-// NON-VOLATILE alternatives
-OFFSET(A1,1,0)  →  INDEX(A:A, ROW(A1)+1)
-INDIRECT("A"&B1)  →  INDEX(A:A, B1)
-```
-
----
-
-## Common Patterns
-
-### XLOOKUP (Modern Lookup)
-```excel
-// Basic lookup
-=XLOOKUP(lookup_value, lookup_array, return_array)
-
-// With default if not found
-=XLOOKUP(A1, tbl_Products[ID], tbl_Products[Name], "Not Found")
-
-// Return multiple columns
-=XLOOKUP(A1, tbl_Products[ID], tbl_Products[[Name]:[Price]])
-
-// Approximate match (sorted data)
-=XLOOKUP(A1, tbl_Tax[Threshold], tbl_Tax[Rate], , 1)
-
-// Search from end (last match)
-=XLOOKUP(A1, tbl_Log[ID], tbl_Log[Date], , 0, -1)
-
-// Wildcard search
-=XLOOKUP("*"&A1&"*", tbl_Products[Name], tbl_Products[ID], , 2)
-```
-
-### FILTER Function
-```excel
-// Basic filter
-=FILTER(tbl_Sales, tbl_Sales[Region]="North")
-
-// Multiple conditions (AND)
-=FILTER(tbl_Sales, (tbl_Sales[Region]="North") * (tbl_Sales[Amount]>1000))
-
-// Multiple conditions (OR)
-=FILTER(tbl_Sales, (tbl_Sales[Region]="North") + (tbl_Sales[Region]="South"))
-
-// With default if empty
-=FILTER(tbl_Sales, tbl_Sales[Amount]>10000, "No results")
-
-// Dynamic column selection
-=FILTER(CHOOSECOLS(tbl_Sales, 1, 3, 5), tbl_Sales[Status]="Active")
-```
-
-### SORT and SORTBY
-```excel
-// Sort ascending
-=SORT(A1:C10, 2)    // Sort by column 2
-
-// Sort descending
-=SORT(A1:C10, 2, -1)
-
-// Sort by multiple columns
-=SORT(A1:C10, {2,3}, {1,-1})    // Col 2 asc, then col 3 desc
-
-// Sort by external column
-=SORTBY(tbl_Products, tbl_Products[Sales], -1)
-
-// Sort by multiple external columns
-=SORTBY(data, col1, 1, col2, -1)
-```
-
-### UNIQUE Function
-```excel
-// Unique values from column
-=UNIQUE(tbl_Sales[Region])
-
-// Unique rows from range
-=UNIQUE(A1:C10)
-
-// Unique values occurring exactly once
-=UNIQUE(tbl_Sales[Region], , TRUE)
-
-// Unique by column (horizontal)
-=UNIQUE(A1:E1, TRUE)
-```
-
-### LET with LAMBDA
-```excel
-// Reusable calculation in formula
-=LET(
-    data, tbl_Sales,
-    filtered, FILTER(data, data[Year]=2024),
-    total, SUM(INDEX(filtered, , 3)),
-    count, ROWS(filtered),
-    average, total / count,
-    ROUND(average, 2)
-)
-
-// Named LAMBDA (Name Manager)
-// Name: CalculateBonus
-// Formula: =LAMBDA(sales, rate, IF(sales > 10000, sales * rate, 0))
-// Usage: =CalculateBonus(A1, 0.1)
-```
-
-### SEQUENCE Patterns
-```excel
-// Numbers 1 to 10
-=SEQUENCE(10)
-
-// Numbers with start and step
-=SEQUENCE(10, 1, 100, 5)    // 100, 105, 110...
-
-// Date sequence
-=SEQUENCE(12, 1, DATE(2024,1,1), 30)    // Monthly dates
-
-// Grid of numbers
-=SEQUENCE(5, 3)    // 5 rows × 3 columns
-
-// Row numbers for INDEX
-=INDEX(data, SEQUENCE(ROWS(data)), 1)
-```
-
-### Combining Dynamic Arrays
-```excel
-// Filter, sort, and take top 10
-=TAKE(SORT(FILTER(tbl_Sales, tbl_Sales[Year]=2024), 3, -1), 10)
-
-// Unique sorted values
-=SORT(UNIQUE(tbl_Sales[Category]))
-
-// Stack multiple ranges
-=VSTACK(
-    FILTER(tbl_2023, tbl_2023[Status]="Active"),
-    FILTER(tbl_2024, tbl_2024[Status]="Active")
-)
-
-// Create summary with HSTACK
-=HSTACK(
-    UNIQUE(tbl_Sales[Region]),
-    SUMIFS(tbl_Sales[Amount], tbl_Sales[Region], UNIQUE(tbl_Sales[Region]))
-)
-```
-
----
-
-## Aggregation Functions
-
-### SUMIFS / COUNTIFS / AVERAGEIFS
-```excel
-// Single condition
-=SUMIFS(tbl_Sales[Amount], tbl_Sales[Region], "North")
-
-// Multiple conditions
-=SUMIFS(tbl_Sales[Amount],
-    tbl_Sales[Region], "North",
-    tbl_Sales[Year], 2024)
-
-// With operators
-=SUMIFS(tbl_Sales[Amount], tbl_Sales[Date], ">="&DATE(2024,1,1))
-
-// Wildcard
-=COUNTIFS(tbl_Products[Name], "*phone*")
-
-// Between dates
-=SUMIFS(tbl_Sales[Amount],
-    tbl_Sales[Date], ">="&StartDate,
-    tbl_Sales[Date], "<="&EndDate)
-```
-
-### MAXIFS / MINIFS
-```excel
-// Max with condition
-=MAXIFS(tbl_Sales[Amount], tbl_Sales[Region], "North")
-
-// Min with multiple conditions
-=MINIFS(tbl_Sales[Price],
-    tbl_Sales[Category], "Electronics",
-    tbl_Sales[Stock], ">0")
-```
-
----
-
-## Text Functions
-
-### TEXTSPLIT (Excel 365)
-```excel
-// Split by delimiter
-=TEXTSPLIT(A1, ",")    // Horizontal split
-
-// Split to rows
-=TEXTSPLIT(A1, , ",")    // Vertical split
-
-// Split by multiple delimiters
-=TEXTSPLIT(A1, {",", ";", " "})
-
-// With row and column delimiters
-=TEXTSPLIT("a,b;c,d", ",", ";")    // 2×2 array
-```
-
-### TEXTJOIN
-```excel
-// Join with delimiter
-=TEXTJOIN(", ", TRUE, A1:A10)    // TRUE = ignore empty
-
-// Join filtered results
-=TEXTJOIN(", ", TRUE, FILTER(tbl_Products[Name], tbl_Products[Category]="Books"))
-```
-
-### CONCAT / CONCATENATE
-```excel
-// Modern: CONCAT (handles ranges)
-=CONCAT(A1:A10)
-
-// With formatting
-=TEXT(A1, "mm/dd/yyyy") & " - " & B1
-```
-
----
-
-## Date Functions
-
-### Common Date Calculations
-```excel
-// Age in years
-=DATEDIF(BirthDate, TODAY(), "Y")
-
-// Working days between dates
-=NETWORKDAYS(StartDate, EndDate)
-=NETWORKDAYS.INTL(StartDate, EndDate, "0000011")    // Custom weekend
-
-// Add months
-=EDATE(A1, 3)    // Add 3 months
-
-// End of month
-=EOMONTH(A1, 0)    // End of current month
-=EOMONTH(A1, 1)    // End of next month
-
-// Start of month
-=EOMONTH(A1, -1) + 1
-
-// Quarter
-=ROUNDUP(MONTH(A1)/3, 0)
-
-// Fiscal year (starting April)
-=YEAR(A1) + IF(MONTH(A1) >= 4, 0, -1)
-
-// Week number (ISO)
-=ISOWEEKNUM(A1)
-```
-
----
-
-## Anti-Patterns
-
-### 1. Nested IFs (Use IFS or SWITCH)
-```excel
-// BAD: Nested IFs
-=IF(A1="A", 1, IF(A1="B", 2, IF(A1="C", 3, 0)))
-
-// GOOD: IFS
-=IFS(A1="A", 1, A1="B", 2, A1="C", 3, TRUE, 0)
-
-// GOOD: SWITCH
-=SWITCH(A1, "A", 1, "B", 2, "C", 3, 0)
-```
-
-### 2. VLOOKUP Limitations
-```excel
-// BAD: VLOOKUP (fragile column index)
-=VLOOKUP(A1, B:E, 3, FALSE)
-
-// GOOD: XLOOKUP (explicit return column)
-=XLOOKUP(A1, B:B, D:D)
-
-// GOOD: INDEX/MATCH (flexible)
-=INDEX(D:D, MATCH(A1, B:B, 0))
-```
-
-### 3. Entire Column References in Tables
-```excel
-// BAD: Can cause performance issues
-=SUMIF(A:A, "Criteria", B:B)
-
-// GOOD: Use table references
-=SUMIF(tbl_Data[Category], "Criteria", tbl_Data[Amount])
-
-// GOOD: Use explicit ranges
-=SUMIF(A1:A10000, "Criteria", B1:B10000)
-```
-
-### 4. Hardcoded Values
-```excel
-// BAD: Hardcoded
-=A1 * 0.21
-
-// GOOD: Named range
-=A1 * TaxRate
-
-// GOOD: Cell reference with label
-=A1 * $B$1    // Where B1 contains tax rate
-```
-
----
-
-## Performance Tips
-
-1. **Use Tables** - Auto-expand, structured references, better performance
-2. **Avoid Volatile Functions** - INDIRECT, OFFSET slow down workbooks
-3. **Use Helper Columns** - Break complex formulas into steps
-4. **Limit Array Size** - Large spill ranges impact performance
-5. **Use XLOOKUP over VLOOKUP** - More efficient, clearer syntax
-6. **Filter Before Aggregate** - Reduce data before calculations
-
----
-
-## Complexity Adaptation
-
-Adjust depth based on `config.json → experienceLevel`:
-- **beginner**: Step-by-step with explanations, reference library examples
-- **intermediate**: Standard depth, explain non-obvious decisions
-- **advanced**: Concise, skip basics, focus on edge cases and optimization
-
-## Related Skills
-
-- `/fast-standard` — FAST spreadsheet modeling standard
-- `/data-quality` — Validate Excel data
-
----
-
-## Related Resources
-
-- [Snippets: Lookups](../../snippets/excel-formulas/lookups.md)
-- [Snippets: Dynamic Arrays](../../snippets/excel-formulas/dynamic-arrays.md)
-- [Snippets: Aggregations](../../snippets/excel-formulas/aggregations.md)
-- [Snippets: Dates and Times](../../snippets/excel-formulas/dates-and-times.md)
-- [Snippets: Text Functions](../../snippets/excel-formulas/text-functions.md)