officedev/office-add-in-samples/international-purchase-planner

International Purchase Planner

Convert complete vendor quotes with the latest exchange rates and classify each converted quote against its budget.

Reference resources

Before running the script, consult:

• resources/workbook-data-guardrails.md
• resources/excel-vs-agent-execution.md

Workflow

1. Confirm that the current context is Excel.
2. Confirm that the workbook contains a valid table named Settings.
3. Run scripts/prepare-purchase-comparison.js.
4. Report the quote table name, reporting currency, warning threshold, and number of processed rows.

Workbook output

The script must use the first qualifying quote table in workbook order. It must add or update these calculated columns:

• Exchange rate
• Converted quote
• Budget status

The script must insert formulas, not static results. After calculation finishes, it must format numeric output, apply status-based conditional formatting, and autofit each output column to its header and calculated values. It must not create a summary or modify source columns.

Copilot chat output

Report:

• the name of the processed table;
• the reporting currency;
• the warning threshold; and
• the number of processed quote rows.

If no table qualifies or Settings is invalid, report the exact error returned by the script.

Common pitfalls to avoid

• Do not process any table other than the first qualifying table in workbook order.
• Do not infer or prompt for settings.
• Do not process incomplete or incorrectly typed quote data.
• Do not replace formulas with static values.
• Do not run the Office.js script outside Excel.