excel-pivot-wizard
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'.
Best use case
excel-pivot-wizard is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
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'.
Teams using excel-pivot-wizard should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/excel-pivot-wizard/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How excel-pivot-wizard Compares
| Feature / Agent | excel-pivot-wizard | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
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'.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# 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
1. Verify source data is in tabular format with headers
2. Create pivot table from data range
3. Configure rows, columns, values, and filters
4. Add calculated fields for custom metrics
5. Insert slicers for interactive filtering
6. 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](https://support.microsoft.com/)
- `{baseDir}/references/pivot-formulas.md` for calculated field syntaxRelated Skills
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