Pivot Table Design Helper

Design the right pivot table layout for your analysis question

🧪 Tested by a human Intermediate 👤 Analyst 👤 Finance 👤 Manager
I need to answer this business question from my data: [QUESTION — e.g. Which region had the highest sales growth last quarter?]. My data has these columns: [LIST COLUMNS]. Design: (1) The pivot table layout (rows, columns, values, filters), (2) What aggregation to use (sum, count, average), (3) Any calculated fields needed, (4) Recommended chart to visualise the result.

Works on

⭐ M365 Copilot (Best)

Copy & Open in

Prompt is copied to your clipboard when you click

Tips for Best Results

  • Start with the question you want to answer not the data you have
  • Use slicers for interactive filtering
  • Refresh the pivot when source data changes

📎 More Prompts

Budget vs Actual Tracker

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Set up a budget tracker with monthly columns for budget and actual, auto-calculated variance, conditional formatting, YTD totals, forecast, and dashboard summary.
⭐ M365 🟢 GPT 🟠 Claude

Build a Complex Formula

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Create a formula that [DESCRIBE WHAT YOU NEED — e.g., calculates the priority score based on severity (High=3, Medium=2, Low=1) multiplied by the number of days open, then sorts into Critical/High/Medium/Low tiers]. Explain how the formula works step by step so I can modify it later.
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Create an Insightful Chart

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Create a chart that best shows [WHAT YOU WANT TO VISUALISE — trends over time / comparison between categories / distribution of values] from this data. Choose the most appropriate chart type. Add clear labels, a title, and a legend. Then explain in one sentence what the chart tells us.
⭐ M365
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