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Excel Pivot Table Planner

Plan the rows, columns, values, and filters for a PivotTable that answers a specific business question.

VettedUpdated June 2026
The prompt
Help me design an Excel PivotTable.

Business question I need to answer: {{question}}
Columns available in my data: {{columns}}

Provide:
1. Which field goes in Rows, Columns, Values, and Filters.
2. The aggregation to use for each value (sum, count, average, etc.).
3. Any helper column I should add first, with its formula.
4. How to read the finished table to answer the question.
Did it work? Rate this prompt

Variables

questionBusiness question
columnsAvailable columns

Example output

Rows: Product Category. Columns: Quarter. Values: Sum of Revenue. Filters: Region. Helper column: =TEXT(OrderDate,"yyyy") & " Q" & ROUNDUP(MONTH(OrderDate)/3,0) to build the Quarter label. Read it by scanning each category row across quarters to spot seasonal trends.

Details

Author

AI Khazna

License

—

Security

Vetted

Type

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