| name | excel-pivot-wizard |
| description | Create advanced Excel pivot tables with calculated fields and slicers.
Use when building data summaries or creating interactive dashboards.
Trigger with phrases like 'excel pivot', 'create pivot table', 'data summary'.
|
| allowed-tools | Read, Write, Edit, Grep, Glob, Bash(cmd:*) |
| version | 1.0.0 |
| author | Jeremy Longshore <jeremy@intentsolutions.io> |
| license | MIT |
| compatible-with | claude-code, codex, openclaw |
| tags | ["business","dashboard","excel-pivot"] |
Excel Pivot Wizard
Overview
Creates advanced pivot tables with calculated fields, slicers, and dynamic dashboards for data analysis and reporting.
Prerequisites
- Excel or compatible spreadsheet software
- Tabular data with headers
- Clear understanding of analysis dimensions and measures
Instructions
- Verify source data is in tabular format with headers
- Create pivot table from data range
- Configure rows, columns, values, and filters
- Add calculated fields for custom metrics
- Insert slicers for interactive filtering
- Format and style for presentation
Output
- Configured pivot table with appropriate aggregations
- Calculated fields for derived metrics
- Interactive slicers for filtering
- Dashboard-ready formatting
Error Handling
| Error | Cause | Solution |
|---|
| Field not found | Changed source data | Refresh data connection |
| Calculated field error | Invalid formula | Check field names match exactly |
| Slicer not updating | Disconnected report | Reconnect slicer to pivot |
Examples
Example: Sales Dashboard
Request: "Create a pivot summarizing sales by region and product"
Result: Pivot with region rows, product columns, revenue values, and date slicer
Example: Financial Analysis
Request: "Build a pivot showing monthly trends by cost center"
Result: Time-series pivot with calculated YoY growth fields
Resources
