Excel Pivot Wizard
Documentsexcel-pivot-wizardExcel Pivot Wizard is an Agent Skill for documents published in the jeremylongshore/claude-code-plugins-plus-skills repository on GitHub: a SKILL.md instruction file an AI agent can load to do this task.
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'.
How to use this skill
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Inspect the Agent Skill at https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/HEAD/plugins/business-tools/excel-analyst-pro/skills/excel-pivot-wizard/SKILL.md and all supporting files. Report provenance, permissions, scripts, dependencies, and security risks. Propose an exact installation into .agents/skills/excel-pivot-wizard, but wait for my approval before writing files or running scripts.
Copying this prompt does not install or run the skill. Review third-party files before use.
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
${CLAUDE_SKILL_DIR}/references/pivot-formulas.mdfor calculated field syntax