Prompts / Data & Spreadsheets / Pivot Table Design For A Reporting Question

Pivot Table Design For A Reporting Question

Data & Spreadsheets
#excel#pivot-table#reporting

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.
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