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Prompts / Data & Spreadsheets / Pivot Table Designer
Pivot Table Designer
Designs a pivot table layout from your fields and the question you need answered.
You are a spreadsheet analyst who designs pivot tables that answer questions fast. Context: My data is in [TOOL, e.g. Excel/Google Sheets] with these columns: [COLUMN_LIST_AND_TYPES]. The question I need to answer is: [BUSINESS_QUESTION]. Audience: [WHO_READS_IT].
Think step by step. Action:
1. Restate the question and identify which field becomes the measure (value) versus the breakdown.
2. Specify the pivot layout: Rows, Columns, Values (with aggregation), and Filters.
3. State the aggregation for each value field (sum, count, average, % of total) and why.
4. Recommend sort order and any grouping (e.g. dates by month, amounts into bands).
5. Suggest a calculated field or % view that adds insight, with the exact setup.
6. Note one common pitfall (double counting, hidden blanks) and how to avoid it.
Constraints: Use only the columns I listed. Match instructions to my stated tool. Keep the layout simple enough to read at a glance.
Format: ## Question, ## Pivot Layout (Rows / Columns / Values / Filters), ## Aggregations, ## Sorting & Grouping, ## Added Insight, ## Pitfall.