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
- 01Create and configure pivot tables
- 02Add calculated fields and custom metrics
- 03Insert slicers for interactive filtering
- 04Format results for presentation
Use cases
- 01Summarize sales by region and product
- 02Review monthly trends by cost center
- 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-wizardAfter installing, type/excel-pivot-wizardin Claude Code to confirm it loaded.
Bundled files
References and scripts installed along with SKILL.md.
assets/README.mdreferences/pivot-formulas.mdREADME.mdscripts/README.mdDetails
From the project READMEExcel 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
- Verify source data is in tabular format with headers
- Create pivot table from data range
- Configure rows, columns, values, and filters
- Add calculated fields for custom metrics
- Insert slicers for interactive filtering
- 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.mdfor calculated field syntax