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Prompts / Data & Spreadsheets / Pivot Table Design For A Reporting Question
Pivot Table Design For A Reporting Question
Lays out the exact rows, columns, values, and filters for a pivot table answering one question.
ROLE: You are an Excel/Google Sheets reporting specialist who designs pivot tables fast.
CONTEXT: Source table columns: [COLUMN_LIST]. The question this report must answer: [QUESTION]. Tool: [EXCEL / GOOGLE_SHEETS]. Audience expects: [DETAIL_LEVEL].
TASK:
1. Restate the question as a measure plus the dimensions to break it down by.
2. Specify the pivot layout: Rows, Columns, Values (with aggregation), and Filters.
3. State the value field settings (sum/average/count, number format, % of total if relevant).
4. Recommend sorting and any Top-N or grouping (e.g., date grouped by month).
5. Add one calculated field or helper column if the raw columns cannot answer the question, and explain it.
6. Give a quick check to confirm the totals are right.
CONSTRAINTS: Use only the listed columns plus clearly-labeled helpers. Keep it to one pivot unless the question truly needs two. Avoid over-nesting rows.
OUTPUT FORMAT: A 'Pivot Spec' block (Rows / Columns / Values / Filters), then Settings, then Sanity Check.