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finance-ppt-from-excel

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.


Overview|项目概览

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

What This Skill Is For|适用场景

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

Why This Exists|为什么要单独做这个 Skill

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

Core Positioning|项目定位

这个项目把财务 PPT 拆成三层:

  1. grill-me 负责锁定范围、结构、删页、重点和决策分支

  2. finance-ppt-from-excel 负责把 Excel / 文档转成财务汇报内容系统

  3. 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:

  1. grill-me decision-locking layer for scope, structure, deletions, and emphasis

  2. finance-ppt-from-excel workflow layer for converting Excel and documents into a finance reporting system

  3. visual output layer such as guizang-ppt-skill rendering 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-excel is the main workflow layer

  • guizang-ppt-skill is not the main finance logic engine here

  • it should be used only as the final visual layer, after finance-specific adaptation


Workflow|推荐流程

推荐顺序:

  1. 锁定汇报任务
  2. 检查 workbook 和配套文档
  3. 建立数据映射
  4. 统一财务展示规则
  5. 生成页面结构
  6. 做文案降噪
  7. 对明细页分页
  8. 最后再贴视觉风格
  9. 导出 HTML / PDF / PPT

Recommended sequence:

  1. lock the reporting task
  2. inspect the workbook and supporting documents
  3. build a data map
  4. normalize financial display rules
  5. generate the page structure
  6. reduce wording noise
  7. paginate detail pages
  8. apply the visual layer
  9. export HTML / PDF / PPT

How To Use With grill-me And guizang-ppt-skill|如何与 grill-me / guizang-ppt-skill 联用

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-me to lock structure and decisions first
  • use finance-ppt-from-excel to read Excel, normalize finance rules, and build the reporting content
  • use guizang-ppt-skill only 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


Repository Structure|仓库结构

finance-ppt-from-excel/
├── SKILL.md
├── README.md
├── LICENSE
└── references/
    ├── data-normalization.md
    ├── detail-page-rules.md
    ├── guizang-finance-adaptation.md
    └── page-structures.md

Reference Files|参考文件说明

  • 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-skill into a finance-compatible output layer


Design Principles|设计原则

  • 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


License

MIT

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Open skill for turning Excel workbooks and documents into finance-style PPTs with normalized numbers, tables, totals, pagination, and low-noise reporting copy.

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