How does the AI commentary feature work?

The skill analyzes the magnitude of variances and suggests potential business drivers—such as pricing pressure or timing shifts—and recommends specific follow-up actions.

Can I customize the materiality thresholds for flagging?

Yes, you can specify custom percentage thresholds (e.g., 10%) or absolute dollar amounts (e.g., $50,000) to trigger specific warning or critical flags.

Does it handle revenue and expense variances differently?

Yes, the skill applies proper financial sign conventions: higher revenue is marked as favorable (Green), while higher expenses are marked as unfavorable (Red).

Can it generate a multi-month trend analysis?

Yes, if you provide data for multiple periods, the skill will automatically create a Trend Analysis sheet showing variance percentages over time.

What data formats does the Excel Variance Analyzer support?

The skill can process data from Excel files, CSV files, or tables pasted directly into the chat interface for both budget and actual figures.

Excel Variance Analyzer

Name: Excel Variance Analyzer
Author: jeremylongshore

byjeremylongshore

•

883

분석 및 모니터링

Automates budget vs. actual financial variance analysis in Excel with visual flagging, performance commentary, and executive summaries.

소개

Excel Variance Analyzer is a specialized Claude Code skill designed for FP&A and financial reporting professionals to streamline budget-to-actual comparisons. It automatically ingests financial data, calculates absolute and percentage variances, and applies materiality thresholds with visual status flags. Beyond simple math, it generates high-level executive summaries and intelligent commentary on performance drivers, transforming raw financial spreadsheets into actionable business insights for monthly or quarterly reviews.

주요 기능

Professional Excel formatting including conditional coloring and numeric standardizing
AI-generated executive summaries highlighting top 5 favorable and unfavorable drivers
Automated Budget vs. Actual calculation and sign-convention management
Multi-period trend analysis with directional icons (Improving/Worsening)
Configurable materiality flagging (Red/Yellow/Green) based on % or dollar thresholds
883 GitHub stars

사용 사례

Preparing monthly financial reporting packages for department heads
Investigating specific budget overruns in departments like Marketing or Operations
Creating quarterly business review (QBR) summaries for leadership teams

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add jeremylongshore/claude-code-plugins-plus-skills excel-variance-analyzer

For use in Claude.ai and ChatGPT

Download Skill

GitHub

소개