Examples require the libraries they import, including markdown for Markdown-to-PDF. They are recipes to adapt and test, not a preinstalled document service. Use a validated output basename in a user-chosen directory; never interpolate an untrusted title/project name into a filesystem path.
MS Office Suite — Document Generation Skill
Generate professional-grade documents: Excel workbooks, Word docs, PowerPoint decks, and PDFs. Optimized for CPA-quality financial reports.
Dependencies
Install per-project in pyproject.toml (or standalone venv):
toml
[project.optional-dependencies]
reports = [
"python-docx>=1.1.0",
"openpyxl>=3.1.0",
"python-pptx>=0.6.23",
"reportlab>=4.0",
"weasyprint>=62.0",
"matplotlib>=3.8.0",
]
Standalone install: uv pip install python-docx openpyxl python-pptx reportlab weasyprint matplotlib
Output Conventions
- Reports go to
<project>/reports/ directory - Filename:
<project>-<report-type>-<YYYY-MM-DD>.{pdf,xlsx,docx,pptx} - Always generate both source format AND PDF (e.g., XLSX + PDF)
- Include generation timestamp in document footer
Excel Workbooks (openpyxl)
Cost Comparison Matrix
python
from datetime import date
from pathlib import Path
from openpyxl import Workbook
from openpyxl.styles import Font, PatternFill, Alignment, Border, Side, numbers
from openpyxl.chart import BarChart, Reference
from openpyxl.utils import get_column_letter
def create_cost_workbook(project_name: str, data: dict) -> str:
"""Generate a multi-sheet cost comparison workbook.
Args:
project_name: e.g. "example-project"
data: {
"tiers": ["Starter", "Growth", "Scale"],
"providers": ["AWS", "Azure", "GCP", "OCI", "Hetzner"],
"costs": {
"Starter": {"AWS": {"compute": 25, "db": 15, "storage": 5, ...}, ...},
...
},
"revenue": {"conservative": 500, "base": 2000, "optimistic": 5000}
}
"""
wb = Workbook()
# Style constants
header_font = Font(name="Calibri", size=11, bold=True, color="FFFFFF")
header_fill = PatternFill(start_color="2F5496", end_color="2F5496", fill_type="solid")
money_fmt = '#,##0.00'
thin_border = Border(
left=Side(style='thin'), right=Side(style='thin'),
top=Side(style='thin'), bottom=Side(style='thin')
)
# Sheet 1: Summary comparison
ws = wb.active
ws.title = "Summary"
# ... build summary with totals per tier per provider
# Sheet per tier: detailed line items
for tier in data["tiers"]:
ws = wb.create_sheet(title=tier)
# Row headers: cost categories (compute, db, storage, network, CDN, DNS, SSL, monitoring, backup)
# Columns: one per provider
# Bottom rows: monthly total, annual total, break-even months
# Sheet: ROI Analysis
ws = wb.create_sheet(title="ROI Analysis")
# Three scenarios: conservative, base, optimistic
# Rows: monthly revenue, monthly cost (per tier), net margin, break-even month
# Charts: bar chart comparing tiers, line chart for cumulative P&L
# Sheet: Hidden Costs
ws = wb.create_sheet(title="Hidden Costs")
# Data transfer, DNS, SSL certs, log retention, backup storage, support plans
Path("reports").mkdir(exist_ok=True)
path = f"reports/{project_name}-cloud-cost-{date.today()}.xlsx"
wb.save(path)
return path
Key openpyxl Patterns
python
# Conditional formatting — highlight cheapest provider per row
from openpyxl.formatting.rule import CellIsRule
ws.conditional_formatting.add(
f"B2:{get_column_letter(col_count)}{row_count}",
CellIsRule(operator="equal", formula=["MIN($B2:$F2)"],
fill=PatternFill(bgColor="C6EFCE"))
)
# Auto-fit column widths (approximate)
for col in ws.columns:
max_len = max(len(str(cell.value or "")) for cell in col)
ws.column_dimensions[col[0].column_letter].width = min(max_len + 2, 30)
# Freeze panes (headers always visible)
ws.freeze_panes = "B2"
# Number formatting
for row in ws.iter_rows(min_row=2, min_col=2):
for cell in row:
cell.number_format = money_fmt
Chart Generation
python
# Bar chart comparing providers
chart = BarChart()
chart.type = "col"
chart.title = f"{tier} Tier — Monthly Cost by Provider"
chart.y_axis.title = "USD/month"
chart.y_axis.numFmt = '$#,##0'
data_ref = Reference(ws, min_col=2, max_col=col_count, min_row=1, max_row=row_count)
cats_ref = Reference(ws, min_col=1, min_row=2, max_row=row_count)
chart.add_data(data_ref, titles_from_data=True)
chart.set_categories(cats_ref)
chart.shape = 4
ws.add_chart(chart, "H2")
Word Documents (python-docx)
Executive Summary / Memo
python
from datetime import date, datetime
from pathlib import Path
from docx import Document
from docx.shared import Inches, Pt, Cm, RGBColor
from docx.enum.text import WD_ALIGN_PARAGRAPH
from docx.enum.table import WD_TABLE_ALIGNMENT
def create_memo(title: str, sections: list[dict]) -> str:
"""Generate a professional memo/report.
sections: [{"heading": "...", "body": "...", "table": [[...]], "bullet_points": [...]}]
"""
doc = Document()
# Title
title_para = doc.add_heading(title, level=0)
title_para.alignment = WD_ALIGN_PARAGRAPH.CENTER
# Metadata line
meta = doc.add_paragraph()
meta.alignment = WD_ALIGN_PARAGRAPH.CENTER
run = meta.add_run(f"Generated: {datetime.now().strftime('%Y-%m-%d %H:%M')} | CONFIDENTIAL")
run.font.size = Pt(9)
run.font.color.rgb = RGBColor(128, 128, 128)
doc.add_paragraph() # spacer
for section in sections:
doc.add_heading(section["heading"], level=1)
if "body" in section:
doc.add_paragraph(section["body"])
if "bullet_points" in section:
for point in section["bullet_points"]:
doc.add_paragraph(point, style="List Bullet")
if "table" in section:
rows, cols = len(section["table"]), len(section["table"][0])
table = doc.add_table(rows=rows, cols=cols, style="Light Shading Accent 1")
for i, row_data in enumerate(section["table"]):
for j, cell_val in enumerate(row_data):
table.rows[i].cells[j].text = str(cell_val)
# Footer
section = doc.sections[0]
footer = section.footer
footer_para = footer.paragraphs[0]
footer_para.text = f"Project — {title} — Page "
footer_para.alignment = WD_ALIGN_PARAGRAPH.CENTER
Path("reports").mkdir(exist_ok=True)
path = f"reports/{title.lower().replace(' ', '-')}-{date.today()}.docx"
doc.save(path)
return path
PDF Generation
Option 1: weasyprint (HTML/CSS → PDF) — best for styled reports
python
from weasyprint import HTML
def html_to_pdf(html_content: str, output_path: str, css: str = None):
"""Convert HTML string to PDF. Supports full CSS3."""
stylesheets = []
if css:
from weasyprint import CSS
stylesheets = [CSS(string=css)]
HTML(string=html_content).write_pdf(output_path, stylesheets=stylesheets)
# CPA report CSS
REPORT_CSS = """
@page { size: letter; margin: 1in; }
body { font-family: 'Helvetica Neue', Arial, sans-serif; font-size: 10pt; color: #333; }
h1 { color: #2F5496; border-bottom: 2px solid #2F5496; padding-bottom: 8px; }
h2 { color: #2F5496; margin-top: 24px; }
table { width: 100%; border-collapse: collapse; margin: 16px 0; }
th { background: #2F5496; color: white; padding: 8px 12px; text-align: left; }
td { padding: 6px 12px; border-bottom: 1px solid #ddd; }
tr:nth-child(even) { background: #f8f9fa; }
.money { text-align: right; font-family: 'Courier New', monospace; }
.disclaimer { font-size: 8pt; color: #888; margin-top: 32px; border-top: 1px solid #ddd; padding-top: 8px; }
.conservative { color: #c0392b; font-weight: bold; }
.assumption { background: #fff3cd; padding: 8px; border-left: 4px solid #ffc107; margin: 12px 0; }
"""
Option 2: reportlab — best for programmatic layouts with charts
python
from reportlab.lib.pagesizes import letter
from reportlab.lib import colors
from reportlab.lib.units import inch
from reportlab.platypus import SimpleDocTemplate, Table, TableStyle, Paragraph, Spacer, Image
from reportlab.lib.styles import getSampleStyleSheet, ParagraphStyle
def create_pdf_report(title: str, tables: list, charts: list, output_path: str):
doc = SimpleDocTemplate(output_path, pagesize=letter,
topMargin=0.75*inch, bottomMargin=0.75*inch)
styles = getSampleStyleSheet()
# Custom styles
styles.add(ParagraphStyle(name='ReportTitle', parent=styles['Title'],
textColor=colors.HexColor('#2F5496'), fontSize=18))
styles.add(ParagraphStyle(name='Disclaimer', parent=styles['Normal'],
textColor=colors.grey, fontSize=7))
elements = [Paragraph(title, styles['ReportTitle']), Spacer(1, 12)]
for table_data in tables:
t = Table(table_data["rows"], colWidths=table_data.get("widths"))
t.setStyle(TableStyle([
('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#2F5496')),
('TEXTCOLOR', (0, 0), (-1, 0), colors.white),
('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
('FONTSIZE', (0, 0), (-1, -1), 9),
('GRID', (0, 0), (-1, -1), 0.5, colors.grey),
('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.HexColor('#f8f9fa')]),
('ALIGN', (1, 1), (-1, -1), 'RIGHT'),
]))
elements.append(t)
elements.append(Spacer(1, 12))
# Embed matplotlib charts as images
for chart_path in charts:
elements.append(Image(chart_path, width=6*inch, height=3*inch))
elements.append(Spacer(1, 12))
doc.build(elements)
Matplotlib Charts for PDF Embedding
python
import matplotlib.pyplot as plt
import matplotlib.ticker as mticker
def cost_comparison_chart(providers: list, costs: dict, output_path: str):
"""Bar chart: providers on x-axis, cost categories stacked."""
fig, ax = plt.subplots(figsize=(8, 4))
categories = list(next(iter(costs.values())).keys())
x = range(len(providers))
bottom = [0] * len(providers)
colors = ['#2F5496', '#4472C4', '#5B9BD5', '#A5C8E1', '#D6E4F0', '#ED7D31', '#FFC000']
for i, cat in enumerate(categories):
values = [costs[p][cat] for p in providers]
ax.bar(x, values, bottom=bottom, label=cat, color=colors[i % len(colors)])
bottom = [b + v for b, v in zip(bottom, values)]
ax.set_xticks(x)
ax.set_xticklabels(providers)
ax.yaxis.set_major_formatter(mticker.StrMethodFormatter('${x:,.0f}'))
ax.set_ylabel('Monthly Cost (USD)')
ax.legend(bbox_to_anchor=(1.05, 1), loc='upper left', fontsize=8)
plt.tight_layout()
plt.savefig(output_path, dpi=150, bbox_inches='tight')
plt.close()
def breakeven_chart(months: range, revenue: dict, cost: float, output_path: str):
"""Line chart: cumulative revenue vs cost over time."""
fig, ax = plt.subplots(figsize=(8, 4))
for scenario, monthly in revenue.items():
cumulative = [monthly * m - cost * m for m in months]
style = '--' if scenario == 'conservative' else '-' if scenario == 'base' else ':'
ax.plot(months, cumulative, style, label=f'{scenario} (${monthly}/mo)')
ax.axhline(y=0, color='red', linestyle='-', alpha=0.3)
ax.yaxis.set_major_formatter(mticker.StrMethodFormatter('${x:,.0f}'))
ax.set_xlabel('Months')
ax.set_ylabel('Cumulative Profit/Loss')
ax.legend()
plt.tight_layout()
plt.savefig(output_path, dpi=150, bbox_inches='tight')
plt.close()
PowerPoint Decks (python-pptx)
python
from datetime import date
from pathlib import Path
from pptx import Presentation
from pptx.util import Inches, Pt, Emu
from pptx.dml.color import RGBColor
from pptx.enum.text import PP_ALIGN