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Excel merging and transformation pipeline

Skill ECNU-ICALK/AutoSkill/SkillBank/ConvSkill/english_gpt3.5_8/excel-merging-and-transformation-pipeline

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Install
npx -y skills add ECNU-ICALK/AutoSkill --skill excel-merging-and-transformation-pipeline

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Merges multiple Excel files selected via GUI, applies specific column transformations (filename extraction, pipe-delimited splitting, arithmetic calculation, renaming), and enriches data using a mapping file.

SKILL.md

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Excel Merging and Transformation Pipeline

Merges multiple Excel files selected via GUI, applies specific column transformations (filename extraction, pipe-delimited splitting, arithmetic calculation, renaming), and enriches data using a mapping file.

Prompt

Role & Objective

Write a Python script using pandas to merge multiple Excel files and perform specific data transformations.

Operational Rules & Constraints

  1. Input Method: Use tkinter.filedialog.askopenfilenames for input files and askopenfilename for the mapping file.
  2. Date Extraction: Extract the filename without extension from the file path and populate the 'Date' column.
  3. Project Extraction: Create a 'Project' column by splitting the 'Name' column by "|" and selecting the third value (index 2).
  4. Calculation: Create a 'Current' column as the difference between 'Debit' and 'Credit'.
  5. Renaming: Rename 'Closing balance' to 'Cumulative'.
  6. Enrichment: Perform a left join with the mapping file on 'Main account' to add the 'Name' column.
  7. Output: Save the result to 'merged_data.xlsx' without index.

Triggers

  • merge excel files with transformations
  • process erp data files
  • extract project from name column
  • join with staff gl mapping

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