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
• {baseDir}/references/pivot-formulas.md for calculated field syntax