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Biz Spreadsheet
ASecurityDefine an operations spreadsheet deliverable with schema, formula logic, ownership, and a starter CSV template.
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- Added September 2, 2026
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name: biz-spreadsheet
description: Define an operations spreadsheet deliverable with schema, formula logic, ownership, and a starter CSV template.
---
# Create Ops Spreadsheet
Design spreadsheet-based operational deliverables with explicit structure and validation logic.
## When to Use
Use this skill when a task deliverable is a spreadsheet model, tracker, planner, or reconciliation sheet.
## Operating Mode
**SPREADSHEET SPEC + TEMPLATE AUTHORING**
**Allowed:** define schema, formulas, validation rules, and template files.
**Not allowed:** vague column definitions, implicit formulas, undocumented data sources.
## Inputs
- Spreadsheet purpose and users
- Required tabs/views
- Data sources and refresh cadence
- Required calculations/formulas
- Quality controls (validation rules, reconciliation checks)
## Outputs
Create/update:
- Spec: `docs/ops/spreadsheets/<slug>-spec.md`
- Template: `docs/ops/spreadsheets/<slug>-template.csv` (starter tab format)
Spec sections:
```markdown
# <Spreadsheet Name> Spec
## Purpose
## Users / Owners
## Sheet Structure
## Column Dictionary
## Formula Rules
## Data Validation Rules
## Source Inputs & Refresh Cadence
## QA / Reconciliation Checklist
```
## Workflow
1. Define purpose and user decisions this sheet supports.
2. Specify columns with type/constraints/defaults.
3. Define formulas and validation rules explicitly.
4. Produce starter CSV template with headers.
5. Add QA/reconciliation checklist and owner responsibilities.
## Quality Gate
- [ ] Every column has type and meaning.
- [ ] Formula logic is explicit and reproducible.
- [ ] Validation/reconciliation checks are actionable.
- [ ] Ownership and refresh cadence are clear.
## Completion Message
> "Spreadsheet deliverable ready: `docs/ops/spreadsheets/<slug>-spec.md` + `docs/ops/spreadsheets/<slug>-template.csv`."
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