excel-pivot-wizard

Original：🇺🇸 English

Translated

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'.

3installs

Sourcejst-well-dan/skill-box

Added on2026-03-12

NPX Install

npx skill4agent add jst-well-dan/skill-box excel-pivot-wizard

SKILL.md Content

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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

Microsoft Pivot Table Guide
```
{baseDir}/references/pivot-formulas.md
```
for calculated field syntax