Microsoft Excel BI Agent

Excel BI workbooks are not just code.

A real workbook can contain formulas, VBA, Power Query M, Power Pivot measures, CUBE references, named ranges, external links, buttons, hidden process sheets, and delivery-only copies. This project turns those risks into reusable agent workflows.

Safer workbook edits

Explicit workflows for formulas, VBA, buttons, hidden sheets, workbook links, and workbook structure.

BI-layer awareness

Specialist skills for Power Query, Power Pivot DAX, MDX/CUBE, ADO/SQL, and semantic model boundaries.

Delivery-ready output

Freeze formulas, remove dependencies, clean process sheets, and verify client-ready Excel files.

12Excel BI skills

3agent surfaces

0fake npm commands

CIpublic checks

Use it when workbook risk matters.

The pack is for agent work where a simple code edit is not enough: workbook state, BI layers, hidden dependencies, and delivery cleanup all affect the outcome.

Debug a broken BI layer

Route Power Query, DAX, MDX/CUBE, ADO/SQL, or workbook-structure problems to the right specialist workflow.

Separate structure from runtime

Keep public structural checks distinct from Windows Excel COM, VBA, Power Query refresh, and Power Pivot proof.

Ship a cleaner package

Use artifact hygiene, install checks, and release visibility before publishing a workbook-facing skill pack.

12 production skills for Excel BI agents.

Use the router for broad tasks, or invoke a specialist skill when the workbook layer is clear.

VBA and workbook automation

excel-vba-workbook-engineering exports/imports modules, checks buttons, preserves formulas, and validates Excel behavior where possible.

Power Query M

power-query-m-engineering handles query edits, refresh completion, dependency lineage, error localization, and performance timing.

Power Pivot / DAX / MDX

power-pivot-dax-modeling and mdx-cubevalue-extraction cover measures, contexts, members, CUBE formulas, and Data Model boundaries.

ADO / SQL access

excel-ado-sql-data-access covers workbook SQL, ADODB, ADOMD, provider strings, parameters, and recordset handling.

QA and delivery

excel-workbook-qa-auditor and excel-deliverable-publisher make risk review and clean `.xlsx` publishing repeatable.

Cross-agent distribution

Generated mirrors support Codex, Claude, and OpenCode from one canonical .agents/skills/ source.

Install once, reuse across agents.

Choose marketplace install for Codex users, local install for teams that want to inspect or customize, and manual scripts for controlled enterprise distribution.

Codex marketplace

codex plugin marketplace add 90le/microsoft-excel-bi-agent
codex plugin add microsoft-excel-bi-agent-pack@microsoft-excel-bi-agent

Local one-command install

git clone https://github.com/90le/microsoft-excel-bi-agent.git
cd microsoft-excel-bi-agent
node tools/install.mjs

The project does not advertise `npx` yet because no npm package has been published. Current stable one-command install is node tools/install.mjs.

Latest release

v0.2.2 is the current stable release. It adds deterministic sanitized regression coverage and an opt-in local evidence workflow without changing the 12 skill IDs or Excel feature scope. See the compatibility matrix.

Public checks

Skills, docs, task recipes, official-doc indexes, artifact hygiene, and installer checks run without desktop Excel.

Runtime boundary

Excel COM, VBA, Power Query refresh, and Power Pivot proof still require Windows desktop Excel.