FP&A Intelligence Workbook

Generate a comprehensive 10-sheet FP&A intelligence workbook with auto-detected insights, recommendations, and professional Excel formatting.

This is the most powerful financial analysis skill — it answers real business questions, not just data dumps. All data is pulled via MCP tools and the workbook is built locally with openpyxl. No server-side rendering.

Excel Context — Routing Preamble

Before any data pull, establish whether this skill is running in a live Excel context (Claude for Excel with the Datarails Add-In loaded) and route accordingly.

Detect — never infer from the user's wording. A sheet list containing __dr_agent means the add-in is loaded. Confirm with the agent.get_session probe, which you run by executing Office.js through the execute_office_js tool (see the Excel Context Contract in CLAUDE.md, §Transport) — it is not an MCP tool and has no MCP equivalent. A failed probe is a normal detection result, not an error: it means "no bridge here", which is the expected outcome in Claude Code. Do not surface it, do not retry it, and do not apply this skill's connection-error or Connectors-UI guidance to it — that guidance is about datarails-finance-os connector calls only. A successful probe means Excel context, on either transport. The bridge serves two add-in tracks and their session payloads differ: Flex (Office.js task pane) exposes isLoggedIn; the COM desktop add-in — the majority of live workbooks — exposes isConnected instead, and isConnected: false is not a login failure, an error, or a reason to stop or send the user anywhere. It merely means the workbook isn't connected to a Datarails file, which matters only to drilldown_* / create_dynamic_range (the bridge skill gates those itself). Only Flex's explicit isLoggedIn: false means sign-in is needed.

Route by the target of the request, not by whether a workbook is open.

• Org / server data — which tables, models and fields exist, aggregations, raw rows, distinct values, metrics, profiling — always the datarails-finance-os MCP connector, even in Excel. The bridge cannot answer these.
• Workbook actions — refresh, drill a cell, insert a DR function, read what a cell returns, publish, submit — always the add-in bridge. Never a native Excel recalc (calculate(), F9): it does not pull Datarails data and silently yields stale values.

In a live Excel context this skill cannot produce its file deliverable. Its generation steps depend on the Bash tool, which that surface does not provide. Say so plainly and offer the real alternatives — a scoped answer in chat, or re-running this skill from Claude Code where file output works. Never improvise another route to a file, never hand back a partial artifact, and never silently substitute a different deliverable: writing into someone's live workbook instead of giving them the file they asked for is a different and irreversible outcome, not a smaller version of the same one.

If you do write DR formulas into the workbook, writing and refreshing are one atomic step. Write to a new sheet, fire refresh_selected_cells_ribbon scoped to that range — a new-sheet block is one contiguous range, so one scoped call covers any cell count — then read the range back. refresh_ribbon is not the tool for this: it repulls every DR cell in the file and can silently move numbers elsewhere in the user's model. It is reserved for the one case the scoped command can't cover — scattered inserts across multiple sheets, per excel-context's refresh-after-insert rule — and even then only with the user's explicit OK, after snapshotting the DR ranges you can bound, reporting each changed cell in them before → after with the compared ranges named, and saying plainly that cells beyond them may also have updated. If the user declines the whole-workbook refresh, fall back to scoped refresh_selected_cells_ribbon calls sheet-by-sheet — slower, but nothing outside the written cells moves. A freshly written DR formula reads Missing / Loading… / #BUSY! until an agent refresh lands, so never quote a value you have not read back after a successful refresh, and never present a figure fetched from the MCP connector as though it were the cell's value. /dr-get-formula is the full authority for DR.GET workbooks.

If the user asks you to elaborate on a DR-backed figure — "explain", "break down", "what's driving this", "why is X" — and the figures in scope are DR formula cells, offer the add-in's drill-down instead of silently re-deriving the number through the MCP connector. A drill resolves the exact filters behind that cell; a hand-rebuilt query only approximates them.

What Makes This Different

Arguments

Workflow

Step 1: Verify Connection

If a datarails-finance-os connector call fails with an authentication or connection error, tell the user:

The Datarails connector isn't connected. Click the "+" button next to the prompt, select Connectors, find Datarails, and click Connect.

Then STOP — do not retry until the user has reconnected.

(A failed agent.get_session probe is not this case — that is normal Excel-context detection, handled by the routing preamble above, and never a reason to send the user to Connectors UI.)

Step 2: Discover the financials table, its fields, and (if present) a KPI table

If you already discovered these earlier in THIS conversation, reuse them — skip to Step 3. Discovery is cheap but not free; do it once per conversation, then carry the values forward.

1. list_data_models. Pick the financials table: the one whose name (or alias) matches /financial|cube|p&?l|ledger|gl/i; if none match, the largest by row count. Note both its numeric id (<financials_table_id>) and its alias (<financials_alias>; the alias may be empty). Prefer the alias path when an alias exists — friendlier field names, far fewer tokens. Also note any KPI / metrics table — name (or alias) matches /kpi|metric|saas/i — as <kpis_table_id> / <kpis_alias> if one exists. If you found a KPI/metrics table, the SaaS Metrics sheet pulls from it; otherwise build it from whatever metrics live in the financials table.

2. Fields. If the table has an alias, list_aliased_fields(<financials_alias>); otherwise get_fields_by_id(<financials_table_id>) (capture each field's numeric id — the by-id tools address fields by id). Bind these by case-insensitive match on the field alias/name (respecting the noted type) — bind only those the sheets use:

   • <amount_field> — numeric: ^amount$ → transaction_amount → value
   • <scenario_field> — categorical: ^scenario$ → ^version$
   • <month_field> — date/period: reporting_date → posting_date → ^month$ → ^date$
   • <account_l1_field> — dr_acc_l1 → account_l1 → account_group_l1
   • <account_l2_field> — dr_acc_l2 → account_l2 → account_group_l2
   • <vendor_field> — ^vendor$ → vendor_name → supplier (Vendor Analysis sheet)
   • <cost_center_field> — cost_center → department → dr_cost_center (Cost Center P&L sheet)

Alias coverage is per field, not per table. A table having an alias does not mean its fields are aliased — real orgs often expose only a handful of aliased fields (e.g. ~5 of ~185 on a mapped financials table), and the load-bearing fields (amount, scenario, account groups, dates) are frequently not among them. Treat the alias/by-id choice per field: get_fields_by_id(<id>) returns every field with its numeric id and its alias (empty if none). Address a field by alias (via the *_by_alias tools) when it has one, else by numeric id (via the *_by_id tools). By-id always works — never abandon the query because the aliased set is thin.

If <kpis_table_id> exists, list_aliased_fields(<kpis_alias>) (or get_fields_by_id(<kpis_table_id>)) and bind:

• <metric_name_field> — ^metric$ → metric_name → kpi_name
• <quarter_field> — ^quarter$ → quarter → the KPI table's date field
• <kpi_value_field> — numeric: ^value$ → ^amount$

If <amount_field> or <scenario_field> has no clear match, ask the user which field to use. A missing <vendor_field> or <cost_center_field> just omits that sheet — don't block on it.

3. Find the account grain and the category values the insight rules and filters need. Call start_distinct_values_by_alias(<financials_alias>, <account_l1_field>) (or start_distinct_values_by_id(<financials_table_id>, <account_l1_field_id>)) → poll the matching get_distinct_values_result_by_alias/_by_id with the handle until ready (async-fetch pattern; pass limit to the result tool), and the same for <account_l2_field>. Per the data-scope preamble below, pick the P&L grain: the level whose values partition into revenue/COGS/opex-like buckets — if the top level's values are balance-sheet-equation buckets rather than P&L flows, the P&L line items live one level deeper. Rebind <account_l1_field> to that P&L-grain level (and <account_l2_field> to the next level down, when one exists) so every category pull, filter, and sheet downstream uses the discovered grain. If a distinct call errors, fall back to get_data_by_alias(<financials_alias>, select=[<account_l1_field>], limit=500) (or the by-id twin) and collect the distinct values. Match:

   • <revenue_value> ← /revenue|sales|income/i
   • <cogs_value> ← /cogs|cost of goods|cost of sales|direct cost/i
   • <opex_value> ← /operating|opex|expense|sg&a/i

   If a category has several candidates, pick the broadest one at the P&L grain; if genuinely ambiguous, ask the user once. Scope every P&L pull in Step 3 to these buckets — never present balance-sheet (asset/liability/equity-like) totals as revenue or expenses.

Aggregation-field failures are handled reactively, not pre-probed (see Step 3).

Async fetch — aggregations and distinct values run as start → poll. start_aggregation_by_id/_by_alias and start_distinct_values_by_id/_by_alias take the same arguments as the retired blocking calls (dimensions/metrics/filters; table id + field id, or alias + field alias) and return immediately with {"status": "pending", "handle": {...}}. Echo that handle back verbatim to the matching get_aggregation_result_by_* / get_distinct_values_result_by_* tool: a {"status": "running", "retry_after_seconds": N} response means poll again with the same handle after ~N seconds (≈5s) — it is not an error, and large jobs may take several polls; when ready, the result arrives in the familiar shape (for distinct values, pass limit to the result tool). An expired/unknown-handle error means restart with the start_* tool. Transitional fallback: if the start_* tools aren't available on the connector (older server), the blocking twins get_aggregated_data_by_* / get_distinct_values_by_* still work with the same arguments.

Data-scope discovery — run before any aggregate (reuse anything already discovered this conversation).

1. Scenario domain. Pull distinct values of the scenario field (start_distinct_values_by_alias/_by_id → poll the matching result tool) — never assume a scenario name exists (Budget frequently doesn't; many orgs carry only {Actuals, Forecast}). For budget/plan questions, if no budget-like scenario exists, look for a planning-version-like field (alias/name matching /plan|version|cycle|budget/i) and use its versions as the plan side; if neither exists, say so and offer a comparison across the scenarios that do exist.
2. Account grain. Pull distinct values of each account-hierarchy level field (L0/L1/L2-like). Use the level whose values partition P&L flows into revenue/COGS/opex-like buckets — on many orgs the top level is the balance-sheet equation (ASSET/LIABILITY/EQUITY/INCOME) and P&L line items live one level deeper. For P&L work, scope to P&L flows and exclude balance-sheet buckets; never present asset/liability/equity totals as revenue or expenses.
3. Period scope. Discover the date field's range (distinct values of the reporting-month field, or MIN and MAX in two separate calls — one aggregation per field per call). Default every P&L question to the latest complete fiscal year (or trailing 12 closed months) — never an unscoped all-time total: financials tables are multi-year cumulative and mix balance-sheet stock with P&L flow. Label every output with the period + scenario it covers.
4. Reading GROUP BY responses. Each response returns exactly one row per requested group — no subtotal rows and no grand-total row mixed into the data list; grand totals arrive in a separate top-level totals field beside the rows ({"data": [...], "totals": {...}}), computed across all groups, not just the returned prefix. For a grand total, read totals — never sum the rows when the response carries truncated: true (summing the returned prefix silently under-counts; dev repro: 474 of 31,455 rows summed to 21% of the true total). totals combines the per-group results rather than re-scanning the rows, so it is exact exactly when the aggregation is decomposable: SUM (sum of the group sums), COUNT (sum of the group counts), MIN, and MAX. It is WRONG for AVG (unweighted mean of the group averages) and COUNT_UNIQUE (sum of the per-group distinct counts, so a value recurring across groups is counted once per group) — true average = SUM total ÷ COUNT total (two calls: a field may be aggregated at most once per request); true distinct count = the distinct-values tools. Treat every aggregation type not named exact above — UNIQUE_VALUES included, whose cross-group de-duplication is unverified (the COUNT_UNIQUE behaviour above is evidence the engine may not de-duplicate across groups at all) — as not decomposable: derive it from complete rows or the distinct-values tools, never from totals. totals is absent on dimension-less aggregations (the single returned row IS the total) and may be absent on responses cached before the rollout (cache TTL ≤ 7 days) — only in those two cases is a total obtained by summing complete (untruncated) rows. Null groups arrive explicitly labeled [null] and are real groups; read null counts from that bucket. Defensive filter: keep only rows in which every requested dimension key is present — a roll-up row omits one or more keys entirely, whereas a genuine null is present with the value [null]. On a correct response this is a no-op; it guards against a stale cached response still carrying legacy subtotal and grand-total rows, each of which equals the whole total and would inflate any sum. When COUNT-ing rows per group, aggregate a different field than the GROUP BY dimension itself — a same-field COUNT of the grouped dimension can 500.
5. Truncated results. Any data tool may return {"data": [...], "truncated": true, "total_rows": N, "returned_rows": M, "guidance": "..."} when the result exceeds the response size limit (~50 KB). The data prefix is incomplete — never compute totals, shares, or trends from it, and never present it as the full result. On aggregations the top-level totals field is unaffected by truncation (computed across all groups, not just the returned prefix) — read grand totals from it instead of re-fetching. Narrow the query (fewer dimensions, more filters, fewer selected columns — or a business metric for a named KPI) and re-fetch only when the rows themselves are needed beyond the cap; with totals present, a SUM/COUNT/MIN/MAX grand total never requires a re-fetch or chunking by dimension (AVG, COUNT_UNIQUE and UNIQUE_VALUES never read totals — true average = SUM total ÷ COUNT total from two calls; true distinct count = the distinct-values tools). A truncated response without totals (pre-rollout cache) cannot answer a grand-total question from its prefix. Re-run the aggregation once — a fresh run may miss the stale entry and return totals. If the re-run still carries no totals, stop re-running and fall back to narrowing or chunking by dimension until the responses are complete, then sum those rows. Never total the prefix.

Step 3: Fetch Data via MCP

Run these data pulls in parallel where possible. Use the aggregation start→poll tools first (start_aggregation_by_alias when the table has an alias, else start_aggregation_by_id — you can start several jobs, then poll their handles); fall back to row fetches (get_data_by_alias / get_data_by_id) only if aggregation fails outright.

Aggregation call shapes:

• Alias path: start_aggregation_by_alias(alias=<financials_alias>, dimensions=[<field_aliases>], metrics=[{"field": <amount_field>, "agg": "SUM"}], filters=[...]) → poll get_aggregation_result_by_alias(handle) until ready (async-fetch pattern).
• By-id path: start_aggregation_by_id(table_id=<financials_table_id>, dimensions=[<field_ids>], metrics=[{"field_id": <amount_field_id>, "agg": "SUM"}], filters=[...]) → poll get_aggregation_result_by_id(handle) until ready (async-fetch pattern).

Default scope (data-scope preamble): filter every P&L pull to a single scenario — the actuals-like value from the discovered scenario domain unless the user asked for another — and to --year (or, when --year was omitted, the latest complete fiscal year / trailing 12 closed months from the discovered date range). Carry the period + scenario into every sheet label.

Reading responses (preamble rule 4): every row is a real group and no total row is appended to the rows — grand totals and share denominators read from the response's top-level totals field (exact even when the rows are truncated; never sum a truncated prefix). But most pulls below are multi-dimensional (e.g. [account_l1, month]), so a row is not a time-series point — aggregate to the intended grain first: by month alone for company-level trends, by group + month for per-account or per-department trends (per-grain series and subtotals come from complete rows — totals is the overall grand total, not a series). Only then compute totals, shares, MoM/YoY deltas and the σ anomaly rule. Skipping that step compares different accounts as adjacent periods and repeats the same month. Read null counts only from the explicit [null] bucket.

1. Monthly P&L — aggregate on the financials table grouped by [<account_l1_field>, <month_field>], summed by <amount_field>. Scope --year either by an advanced date filter on <month_field> (see below) or by keeping <month_field> as a dimension and filtering client-side.
2. Monthly P&L by L2 — same, grouped by [<account_l1_field>, <account_l2_field>, <month_field>]. Used for top-20 expense drilldown and cost center P&L.
3. Vendor spend — only if <vendor_field> was found: aggregate grouped by [<vendor_field>], summed by <amount_field>, filtered to the <opex_value> accounts (from Step 2.3) for --year.
4. Cost center spend — only if <cost_center_field> was found: aggregate grouped by [<cost_center_field>, <month_field>].
5. KPIs — only if <kpis_table_id> was found: aggregate on it grouped by [<metric_name_field>, <quarter_field>], summed by <kpi_value_field>, for the year and one prior. For named-KPI questions you can also discover canonical KPIs via list_business_metrics (flat list — id, name, category, dimensions) and compute their values from the aggregated financials/KPI table here.
6. Anomalies — profile_numeric_fields for baseline MIN/MAX/AVG/COUNT per numeric field. This tool does NOT return outliers, std dev, or percentiles — it returns baseline aggregates. There is no server-side anomaly tool; compute outlier flags client-side using the σ-rule below applied to the monthly P&L time series pulled in step 1.

Scoping by year (date filter): date ranges now filter directly via an advanced filter — no epoch workaround. Pass {"name": <month_field>, "values": {"type": "advanced", "val": [{"condition": "total_range", "value": ["<jan1_epoch>", "<dec31_epoch>"]}]}} (by-alias) or the {"field_id": <month_field_id>, ...} form (by-id); epoch seconds go in as strings. Keeping <month_field> as a dimension and filtering client-side still works and is optional.

If an aggregation call fails on a dimension field with a 500: that field isn't usable as a dimension for this client. Re-inspect the Step 2 schema for a sibling account-level field from the discovered schema (orgs often carry in-between levels, or a name variant like account_group_l1) and retry with it. If the alias call errors, retry the by-id twin. If no sibling works, tell the user which field failed.

Step 4: Calculate Insights

Apply these detection rules and rank results by severity:

Materiality thresholds: only surface a finding if the affected line is ≥ 5% of the relevant total. Variance alerts trigger at 10% MoM change. Concentration risk triggers at 10% single-vendor share.

Budget-dependent rules (e.g. cost center over budget) apply only when a budget-like scenario or planning-version field was discovered (data-scope preamble, item 1); otherwise skip them — never fabricate a budget baseline.

For each insight, generate:

• A one-sentence finding
• Quantified impact ($ amount and % of relevant total)
• A specific recommendation (what to investigate / what action to take)

Step 5: Build the Workbook Locally

Generate the xlsx with openpyxl. Do not call any server-side workbook generation tool — they have been removed.

If openpyxl is not available in the local environment:

• In Claude Code: pip install openpyxl (one time).
• In Claude.ai web / ChatGPT: openpyxl is preinstalled in the analysis/code interpreter sandbox.

Write a single Python script and execute it via Bash. The script reads a JSON payload of the analyzed data and writes the xlsx.

10 Sheets to Generate

Order matters — the dashboard is sheet 1, raw data is sheet 10.

Render only KPIs you can source. A KPI may come from (a) the org's metric catalog — list_business_metrics (ungated) for discovery; the get_business_metric_* data tools are feature-gated and may be absent, and USER-kind metrics often return empty — or (b) aggregation over the discovered P&L grain (revenue, expense buckets, gross/operating margin when COGS/OpEx-like buckets exist). SaaS/unit-economics metrics (ARR, MRR, churn, LTV, CAC, burn, runway, NRR) are not derivable from a P&L table — include them only if discovered as populated metrics; otherwise omit the card/slide entirely. Never render a placeholder, estimate, or fabricated value for a KPI you could not source.

1. Insights Dashboard — Top 5 findings with severity color, current period KPIs (Revenue, Gross Margin, OpEx from the discovered P&L grain; Burn and Runway only if sourced per the KPI-honesty rule above — omit those cards otherwise), and the ranked recommendations list.
2. Expense Deep Dive — Top 20 expense accounts: amount, % of total OpEx, MoM Δ%, YoY Δ%. Color the % cells with a green→red color scale.
3. Variance Waterfall — Current period vs. prior period: contribution to total variance line by line. Use a bar chart.
4. Trend Analysis — 12-month rolling P&L: Revenue, COGS, Gross Profit, OpEx, Net Income. One line per metric, secondary axis for margin %.
5. Anomaly Report — Outlier rows identified by applying the σ-based rule to the monthly P&L series. Use profile_numeric_fields for the field-level baselines that feed the computation (there is no server-side anomaly tool — the findings are computed client-side). Severity column, drill-down hint per row.
6. Vendor Analysis — Top 20 vendors: spend, % of OpEx, MoM Δ. Concentration risk flag column. Pie chart for top-10.
7. SaaS Metrics — only the SaaS/unit-economics metrics actually sourced per the KPI-honesty rule (e.g. ARR, NRR, CAC, LTV when they exist as populated metrics in the KPI table or metric catalog). Quarterly columns; YoY column at right. Omit the sheet entirely when none are sourced.
8. Sales Performance — Rep-level: bookings, win rate, ACV, ramp status. Cohort table by hire quarter. Only if a sales/bookings-like table or populated metrics were discovered; omit the sheet otherwise (KPI-honesty rule).
9. Cost Center P&L — Department × month grid with totals row and YoY column. Conditional formatting on Δ%.
10. Raw Data — Long-form pivot-ready dataset (the monthly L1×L2 frame). No formatting — just headers + data.

Each sheet must include a generation timestamp footer and the period + scenario analyzed (data-scope preamble: label every output).

Datarails Brand Styling

When generating the Excel, apply Datarails brand styling:

Font: Poppins (fall back to Calibri if unavailable). Weights: 400 regular, 600 semibold, 700 bold.

Colors:

Layout rules:

• Content starts at column B (column A is a narrow gutter).
• Rows 1-6: header banner with navy background, white title text, white subtitle.
• Gridlines OFF on every sheet. Freeze panes at B7.
• Footer as last row with generation date and "Datarails FP&A Intelligence Workbook".
• Every cell must have font, fill, alignment, and number format set.

Number formats: _(* #,##0_);_(* (#,##0);_(* "-"_);_(@_) (default), $#,##0 (dollars), $#,##0.0,,"M" (millions), 0.0% (percent).

Variance coloring: any cell showing a delta/change uses green (2ECC71) if favorable, red (E74C3C) if unfavorable.

DR.GET Formulas — Authoring Contract

If asked to add live / refreshable Datarails formulas (DR.GET) to a generated workbook, the only valid form is:

=DR.GET(Value, "[DimensionName]", CellRef, "[DimensionName]", CellRef, ...)

• Never transliterate an MCP/API call into a formula. DR.GET takes no table, field, or aggregation arguments — =DR.GET(Value,"financials","Amount","SUM",...) is invented syntax that the Datarails Add-in cannot parse or refresh.
• Dimension names go in square brackets inside quotes ("[Scenario]"). Dimension values are always cell references, never hardcoded strings.
• Date cells referenced by formulas hold end-of-month date serials computed from the calendar — never raw epoch timestamps from API responses (epochs land a day early with a time component and never match).
• Before writing any formula, create the workbook-scoped defined name Value referring to the string constant "Value" (wb.defined_names.add(DefinedName("Value", attr_text='"Value"'))) — otherwise Excel autocorrects the bare token to its built-in VALUE() and the formula breaks.
• Bare =DR.GET(...) only — never wrapped in IFERROR/IF/ROUND.
• Every rule here applies to the retrieval/period family — DR.GET, DR.QTD, DR.YTD, DR.MTD share one form (=DR.QTD(Value, "[Dim]", CellRef, ...)), one cell-reference discipline, one Value defined-name requirement, one no-wrapping rule. "DR.GET" in this contract means that family. Helper functions with their own documented signatures (e.g. DR.INCLUDE, DR.RANGE) are not covered here — author those only from their own documentation, never by analogy with this form.
• In a live Excel context, writing DR formulas and refreshing them is one atomic step — a freshly written DR cell reads Missing until an agent refresh lands, and only read-back values may be quoted. The Excel-context routing preamble (or the skill's own Step 0 workflow) owns that procedure; this contract owns the formula text.

The get-formula skill (/dr-get-formula) is the full reference — parameter cells, validated dimension values, report layouts. Prefer it for whole formula workbooks; apply this contract when adding any retrieval/period DR formula (DR.GET/DR.QTD/DR.YTD/DR.MTD) to a workbook here.

Step 6: Output

After writing the file, surface it to the user:

• Claude.ai web / ChatGPT: present the xlsx as a downloadable artifact.
• Claude Code: print the absolute path and a one-line summary of what was generated.

Always include in the summary:

• Output file path
• Period + scenario analyzed
• Number of insights surfaced (by severity)
• Top recommendation

Why This Matters

This workbook answers the Top 10 Business Questions:

1. Where is the money going? — Top 20 expense drivers
2. What changed vs last month? — MoM variance waterfall
3. Which cost centers are over budget? — Variance by department
4. Are we efficient? — OpEx as % of Revenue, Gross Margin
5. What's unusual? — Auto-detected anomalies
6. Who are our biggest vendors? — Top 10 vendor spend
7. How are sales reps performing? — Win rates, ARR by rep
8. What's our burn situation? — Runway, burn multiple
9. What should we investigate? — Exception report
10. What actions to take? — Automated recommendations

Questions 7 and 8 depend on sales/SaaS data existing in the org — when none was discovered, the workbook omits those sheets rather than fabricating answers (KPI-honesty rule).

Performance

• Small datasets (1-2 years): ~1-2 minutes
• Large datasets (3+ years): ~3-5 minutes

Aggregation-first strategy keeps round-trips small. Pagination is the fallback only when aggregation fails outright.

Troubleshooting

"Not authenticated" error

• Connect via Connectors UI ("+" → Connectors → Datarails → Connect).

No table matches the financials pattern (Step 2)

• List the tables you found and ask the user which one holds their P&L / financial data, then continue.

openpyxl not available locally

• Claude Code: pip install openpyxl.
• Claude.ai / ChatGPT analysis tools have it preinstalled — if it's missing, the sandbox is unavailable; tell the user the skill needs a code-execution-capable client.

Aggregation fails on a field

• Swap to a sibling field from the Step 2 schema and retry (see Step 3). If no sibling works, tell the user which field failed.

Missing data in sheets

• Re-check the fields bound in Step 2; a sheet whose source field (<vendor_field>, <cost_center_field>, KPI table) wasn't found — or whose KPIs couldn't be sourced (KPI-honesty rule) — is omitted by design.

Related Skills

• /dr-extract — Basic data extraction (P&L + KPIs only, faster).
• /dr-insights — Executive PowerPoint + Excel combo.
• /dr-anomalies-report — Focused on data quality issues.
• /dr-reconcile — P&L vs KPI validation.