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Add convert excel examples#133

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MarcSkovMadsen merged 2 commits into
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enhancement/convert-xlsx
Jan 29, 2026
Merged

Add convert excel examples#133
MarcSkovMadsen merged 2 commits into
mainfrom
enhancement/convert-xlsx

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Copilot AI review requested due to automatic review settings January 29, 2026 07:32
@MarcSkovMadsen MarcSkovMadsen merged commit 82de04e into main Jan 29, 2026
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Pull request overview

Adds a new documentation example for converting an Excel spreadsheet into a Panel app, and wires it into the docs navigation alongside minor Panel/Tabulator guidance updates.

Changes:

  • Added a new “Convert an Excel Spreadsheet” example page with a sample workbook and screenshots.
  • Updated MkDocs navigation to include the new example.
  • Expanded Tabulator guidance to prefer Tabulator-native formatters/editors.

Reviewed changes

Copilot reviewed 3 out of 7 changed files in this pull request and generated 4 comments.

Show a summary per file
File Description
src/holoviz_mcp/config/resources/skills/panel.md Adds Tabulator guidance about preferring Tabulator formatters/editors.
mkdocs.yml Adds the new Excel conversion example to the Examples nav.
docs/examples/convert-excel-app.md New end-to-end documentation walkthrough + embedded example code.
docs/assets/images/examples/convert-excel-app-image.png Screenshot used by the new example page.
docs/assets/data/stock_portfolio.xlsx Sample Excel workbook used by the new example.
docs/assets/data/convert-excel-app-picture.png Additional image asset added (currently appears unused).


- DO set `Tabulator.disabled=True` unless you would like the user to be able to edit the table.
- DO prefer [Tabulator Formatters](https://tabulator.info/docs/6.3/format) over Bokeh formatters and Pandas Styling.
- DO prefer [Tabulator Editors](https://tabulator.info/docs/6.3/edit) over Bokeh Editor types

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Add the missing trailing period to keep the Tabulator guidance bullets consistent with the surrounding style (the previous bullets in this section end with a period).

Suggested change
- DO prefer [Tabulator Editors](https://tabulator.info/docs/6.3/edit) over Bokeh Editor types
- DO prefer [Tabulator Editors](https://tabulator.info/docs/6.3/edit) over Bokeh Editor types.

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I had to help Claude install the dependencies and keep pandas<3

```bash
pip install panel watchfiles pandas

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The dependency note says to keep pandas<3, but the install command installs an unpinned pandas. Also, this example reads an .xlsx via pd.read_excel, which typically requires openpyxl to be installed; please update the install instructions to match the stated constraint and include the Excel engine dependency.

Suggested change
pip install panel watchfiles pandas
pip install "pandas<3" openpyxl panel watchfiles

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import pandas as pd
import panel as pn
from bokeh.models.widgets.tables import NumberFormatter

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This example uses Bokeh NumberFormatter for Tabulator formatting, but the skill guidance added in src/holoviz_mcp/config/resources/skills/panel.md:522 recommends preferring Tabulator formatters over Bokeh formatters. Consider updating the example to use Tabulator-native formatters (via Tabulator column configuration) so the docs don’t conflict.

Suggested change
from bokeh.models.widgets.tables import NumberFormatter

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Technical implementation:
- Ensure data validation for numeric inputs
- Preserve the Excel sheet's layout and structure
- Make the app responsive, professionally and user-friendly

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In the prompt text, "Make the app responsive, professionally and user-friendly" is grammatically awkward; consider changing it to "Make the app responsive, professional, and user-friendly" (or similar).

Suggested change
- Make the app responsive, professionally and user-friendly
- Make the app responsive, professional, and user-friendly

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