中文|English
一个把 Excel 工作簿、配套文档、旧版汇报材料转成财务风格 PPT 的开源 skill。它不是泛用型 PPT 美化器,而是一套更贴近融资汇报、经营分析、预算复盘、银行渠道进展汇报的内容工作流。
An open skill for turning Excel workbooks, supporting documents, and legacy reporting materials into finance-style presentation decks. It is not a generic slide beautifier, but a workflow designed for financing reports, operating reviews, budget reviews, and bank/channel progress decks.
这个项目解决的是“财务 PPT 不是普通 PPT”这个问题。
很多设计型 skill 擅长做风格化页面,但财务汇报真正难的是:
- 先把 Excel 里的总表、分类表、明细表、进展表读清楚
- 统一金额单位、千分位、精度和总计口径
- 决定哪些数据适合做总览,哪些必须分页做明细
- 把“像提示词”的文案和 AI 总结腔去掉
- 最后才进入视觉包装
This project exists because financial decks are not the same as generic slide decks.
Design-oriented skills are often strong at styling, but finance decks usually require:
- reading total, segment, detail, and progress sheets correctly
- normalizing units, separators, precision, and totals
- deciding what belongs in summary slides vs. detail pages
- removing prompt-like or AI-sounding wording
- applying visual styling only after the reporting logic is stable
适合以下类型的汇报:
- 融资情况汇报
- 经营分析汇报
- 预算复盘
- 银行 / 渠道进展汇报
- 管理层经营汇报
- 任何“数据密度高、表格多、口径严、需要低噪音文案”的 PPT
Typical use cases:
- financing reports
- operating reviews
- budget reviews
- bank or channel progress decks
- management reporting decks
- any data-heavy PPT where numbers, tables, totals, pagination, and low-noise wording matter more than generic slide design
guizang-ppt-skill 这类视觉 skill 很适合观点型、演讲型、杂志感页面,但并不天然适合财务汇报。
财务 PPT 通常还需要额外规则:
- 金额默认统一到
万元 - 数字按千分位展示
- 表格需要
总计 - 明细过长时要自动分页
- 进展文案以事实和动作表达为主
- 表格优先,不强行卡片化
guizang-ppt-skill and similar visual skills are excellent for editorial, talk-driven, and magazine-like slides, but finance reporting needs extra rules:
- amounts usually normalized to
万元 - thousands separators for displayed numbers
- explicit
总计rows in tables - safe pagination for long detail pages
- factual progress and action wording
- table-first presentation where needed
这个项目把财务 PPT 拆成三层:
-
grill-me负责锁定范围、结构、删页、重点和决策分支 -
finance-ppt-from-excel负责把 Excel / 文档转成财务汇报内容系统 -
视觉输出层,例如
guizang-ppt-skill负责把已经结构化好的内容渲染成 HTML / PDF / PPT 风格成品
This project treats a finance deck as a three-layer system:
-
grill-medecision-locking layer for scope, structure, deletions, and emphasis -
finance-ppt-from-excelworkflow layer for converting Excel and documents into a finance reporting system -
visual output layer such as
guizang-ppt-skillrendering layer for turning structured content into a styled deliverable
重要说明|Important:
-
finance-ppt-from-excel才是主工作流 -
guizang-ppt-skill在这里不是主逻辑引擎 -
它只负责最后一层视觉输出,而且必须做财务化改写
-
finance-ppt-from-excelis the main workflow layer -
guizang-ppt-skillis not the main finance logic engine here -
it should be used only as the final visual layer, after finance-specific adaptation
推荐顺序:
- 锁定汇报任务
- 检查 workbook 和配套文档
- 建立数据映射
- 统一财务展示规则
- 生成页面结构
- 做文案降噪
- 对明细页分页
- 最后再贴视觉风格
- 导出 HTML / PDF / PPT
Recommended sequence:
- lock the reporting task
- inspect the workbook and supporting documents
- build a data map
- normalize financial display rules
- generate the page structure
- reduce wording noise
- paginate detail pages
- apply the visual layer
- export HTML / PDF / PPT
推荐组合方式:
grill-me用来先锁定结构和决策finance-ppt-from-excel用来读 Excel、做口径统一、生成财务汇报内容guizang-ppt-skill用来在最后一层做 HTML/PPT 风格输出
Recommended combination:
- use
grill-meto lock structure and decisions first - use
finance-ppt-from-excelto read Excel, normalize finance rules, and build the reporting content - use
guizang-ppt-skillonly for final deck rendering
示例提示词|Example prompt:
[$grill-me] [$finance-ppt-from-excel] [$guizang-ppt-skill]
基于当前 Excel 工作簿和配套文档,做一份融资情况汇报 HTML PPT。
要求:
1. 先按 grill-me 的方式锁定页面结构、删页和重点项目
2. 再按 finance-ppt-from-excel 的规则统一金额单位、千分位、总计和明细分页
3. 文案以数据呈现和事实进展为主,去掉提示词感和 AI 总结腔
4. 最后再用 guizang-ppt-skill 做视觉输出,但保留财务汇报的表格可读性
5. 同时准备可导出的 PDF / PPT 版本
使用原则|Usage rule:
-
先做财务逻辑,后做视觉包装
-
先锁结构,再调样式
-
如果 workbook 和现有 deck 冲突,以最新 Excel 数据为准,除非用户明确指定别的口径
-
finance logic first, visual styling second
-
structure first, polish second
-
if the workbook conflicts with an existing deck, prefer the latest Excel data unless the user explicitly says otherwise
finance-ppt-from-excel/
├── SKILL.md
├── README.md
├── LICENSE
└── references/
├── data-normalization.md
├── detail-page-rules.md
├── guizang-finance-adaptation.md
└── page-structures.md
-
references/data-normalization.md财务数字展示规则:单位、精度、千分位、总计、特殊文本值Financial display rules for units, separators, precision, totals, and special text values
-
references/page-structures.md财务类和融资类汇报的默认页面结构Default page structures for financing and operating-review decks
-
references/detail-page-rules.md明细页分页、压缩和可读性规则Pagination and readability rules for detail-heavy finance pages
-
references/guizang-finance-adaptation.md如何把guizang-ppt-skill改成适合财务汇报的输出层Rules for adapting
guizang-ppt-skillinto a finance-compatible output layer
-
数据优先,不先做风格
-
表格优先,不盲目卡片化
-
文案降噪,不写提示词式总结
-
口径统一,避免数字表达混乱
-
事实优先,进展页尽量写动作和状态
-
data first, style later
-
tables first when the content demands it
-
low-noise wording over decorative copy
-
normalized financial display rules
-
factual progress and action wording over generic summaries
MIT