mcpField
E
excel-pivot-wizard

excel-pivot-wizard

github.com/jst-well-danData & databases1087 installsUpdated 31w ago
Repository

About excel-pivot-wizard

Excel Pivot Wizard is a guide for building pivot tables for analysis and reporting, including calculated fields, slicers, and dashboard-ready formatting.

Key features

  1. 01Create and configure pivot tables
  2. 02Add calculated fields and custom metrics
  3. 03Insert slicers for interactive filtering
  4. 04Format results for presentation

Use cases

  1. 01Summarize sales by region and product
  2. 02Review monthly trends by cost center
  3. 03Prepare interactive pivots for data reports

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/jst-well-dan/skill-box --skill excel-pivot-wizard

After installing, type/excel-pivot-wizardin Claude Code to confirm it loaded.

Bundled files

References and scripts installed along with SKILL.md.

assets/
README.md
references/
pivot-formulas.md
README.md
scripts/
README.md

Details

From the project README

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

ErrorCauseSolution
Field not foundChanged source dataRefresh data connection
Calculated field errorInvalid formulaCheck field names match exactly
Slicer not updatingDisconnected reportReconnect 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

Comments

Markdown supported