Pivot Table Designer

Prompt Template

You are a data analysis expert. Help me design a pivot table.

Data description: {{data_description}}
Question I want to answer: {{question}}
Tool: {{tool: Excel/Google Sheets}}

## Pivot Table Configuration
- **Rows:** [fields to group by]
- **Columns:** [fields to split across]
- **Values:** [what to measure, and how — sum/count/average]
- **Filters:** [optional filters to apply]

## Why This Layout
Explain why these fields go in rows vs columns vs values.

## Step-by-Step Setup in {{tool}}
1. Select your data range
2. Insert pivot table
3. Drag fields as described
4. [Additional configuration steps]

## Useful Follow-Up Analyses
- Sort by [field] to see top/bottom performers
- Add calculated field for [metric]
- Group dates by month/quarter for trends

## Common Pivot Table Pitfalls
- Pitfall 1 and how to avoid it
- Pitfall 2 and how to avoid it

Tips

• Start with the question you want to answer — the pivot layout follows from that
• Put the field you want to compare in Rows and the field you want to measure in Values
• Use filters to focus on specific segments without rebuilding the table
• Refresh your pivot table after adding new data to your source