> For the complete documentation index, see [llms.txt](https://docs.stackai.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.stackai.com/getting-started/learning/stackai-building-challenges/4.-fill-an-excel-template.md). # 4. Fill an Excel Template ## Challenge overview Build a workflow that fills a standard Excel template from a financial database. The workflow must preserve the template exactly. ### Scenario > We use a standardized Excel template that must be populated with financial data from our internal database. > > The intended workflow is that the user provides a list of ticker symbols. > > The system automatically retrieves all relevant investment data for each ticker from the database and inserts it into the correct fields within the template. > > The final output must be a fully completed Excel file that strictly follows the template’s structure. > > It is absolutely critical that all data is accurate and placed in the exact required cells without altering the template’s formatting or layout. ### Sample files {% file src="/files/N77R1vWOkjUOhceldof4" %} {% file src="/files/s7uJNMJopuoTR9iD8T8u" %} ### Example inputs * `AAPL, MSFT` * `AMZN` * `AAPL, MSFT, AMZN, GOOG` * `Apple and Google` * `AAPL google` * `AAPL, MSFT, AMZN, GOOG, NVDA, META, NFLX, JPM, XOM, JNJ, V, UNH, KO, AVGO` ### What to build Your workflow should: 1. Accept flexible ticker input. 2. Normalize the request into a ticker list. 3. Pull data directly from the provided database. 4. Write the data into the correct cells in the template. 5. Return a completed Excel file. ### Validation target Use this expected output as a check. | Ticker | Company Name | Stock Price ($) | Market Cap ($B) | Strategy | Sector | Seller | Volume | | ------ | ------------------------------- | --------------: | --------------: | ------------------------------------------------------ | ----------------------------------- | ----------------------------------------- | ------: | | AAPL | Apple Inc. | 198.45 | 3,120 | Long — Core Growth Allocation | Technology — Consumer Electronics | Morgan Stanley Institutional Desk | 125,000 | | MSFT | Microsoft Corporation | 412.78 | 3,065 | Long — Strategic Core Technology Allocation | Information Technology | Goldman Sachs Institutional Equities Div. | 98,500 | | AMZN | Amazon.com, Inc. | 178.62 | 1,925 | Long — Global E-Commerce & Cloud Infrastructure Growth | Consumer Discretionary / Technology | JP Morgan Securities LLC | 142,000 | | GOOGL | Alphabet Inc. (Google) | 152.37 | 1,910 | Long — Digital Infrastructure & AI Expansion | Communication Services / Technology | Goldman Sachs Institutional Desk | 210,000 | | NVDA | NVIDIA Corporation | 742.18 | 1,825 | Long — AI Infrastructure Momentum | Technology — Semiconductors | Citadel Securities LLC | 48,000 | | META | Meta Platforms, Inc. | 512.64 | 1,290 | Long — Digital Ads & AI Productization | Communication Services | Morgan Stanley Equity Desk | 36,500 | | NFLX | Netflix, Inc. | 678.11 | 302 | Hold — Streaming Cash Flow Compounder | Communication Services — Media | Goldman Sachs Institutional Desk | 12,250 | | JPM | JPMorgan Chase & Co. | 214.09 | 620 | Long — Quality Financials / Carry | Financials — Banks | Barclays Capital Inc. | 55,000 | | XOM | Exxon Mobil Corporation | 118.73 | 505 | Income — Energy Dividend Core | Energy — Integrated Oil & Gas | Wells Fargo Securities | 90,000 | | JNJ | Johnson & Johnson | 162.47 | 392 | Defensive — Healthcare Quality | Health Care — Pharmaceuticals | BofA Securities | 41,000 | | V | Visa Inc. | 298.32 | 610 | Long — Payments Network Growth | Financials — Payments | Jefferies LLC | 28,750 | | UNH | UnitedHealth Group Incorporated | 557.88 | 520 | Long — Managed Care Leader | Health Care — Managed Care | JP Morgan Securities LLC | 15,600 | | KO | The Coca-Cola Company | 64.91 | 281 | Income — Staples Defensive | Consumer Staples — Beverages | UBS Securities LLC | 120,000 | | AVGO | Broadcom Inc. | 1,386.55 | 640 | Long — Semis + Infrastructure Software | Technology — Semiconductors | Deutsche Bank Securities | 6,800 | ### Key considerations {% hint style="info" %} * Preserve exact sheet names, cell positions, column order, and formatting. * Prevent hallucinated values. * Make the database the source of truth. * Handle different input styles for tickers and company names. {% endhint %} ### Extension * Support a different uploaded Excel template on each run. ### Helpful docs * [StackAI Computer](/workflow-builder/apps/stackai-computer.md) * [Fill in Excel Sheets with AI](/getting-started/tutorials-and-examples/fill-in-excel-sheets-with-ai.md) * [Excel](/workflow-builder/apps/excel.md) * [Files Node](/workflow-builder/inputs/files-node.md) * [Template Node](/workflow-builder/outputs/template-node.md) --- # Agent Instructions This documentation is published with GitBook. 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