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Skillv1.0.0

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

by jeremylongshore(0) 0 installs
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About

Imported from jeremylongshore/tons-of-skills-marketplace (skills/.curated/excel-pivot-wizard/SKILL.md). Install upstream with npx skills add jeremylongshore/tons-of-skills-marketplace --skill excel-pivot-wizard. Copyright stays with the author (MIT).

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

Use it

Copy one of these into your project. Installing also returns the manifest and these snippets.

yaml
targets:
  - https://api.opensmartroute.ai/api/v1/registry/jeremylongshore-tons-of-skills-marketplace-excel-pivot-wizard/manifest   # or paste the manifest below

Manifest

An Open Capability Manifest: the router reads it to know what this does, what it costs and when to pick it.

jeremylongshore-tons-of-skills-marketplace-excel-pivot-wizard.ocm.jsonjson
{
  "ocm": "1",
  "id": "jeremylongshore-tons-of-skills-marketplace-excel-pivot-wizard",
  "kind": "skill",
  "name": "excel-pivot-wizard",
  "description": "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'.",
  "publisher": "jeremylongshore",
  "version": "1.0.0",
  "capabilities": {
    "domains": [
      "data_analysis"
    ],
    "tags": [
      "skill-md",
      "business",
      "dashboard",
      "excel-pivot",
      "skills-sh"
    ],
    "languages": [
      "en"
    ]
  },
  "quality_prior": 0.6,
  "examples": [
    "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'."
  ],
  "primary": false,
  "metadata": {
    "source": {
      "provider": "skills.sh",
      "repository": "https://github.com/jeremylongshore/tons-of-skills-marketplace",
      "path": "skills/.curated/excel-pivot-wizard/SKILL.md",
      "ref": "HEAD",
      "url": "https://github.com/jeremylongshore/tons-of-skills-marketplace/blob/HEAD/skills/.curated/excel-pivot-wizard/SKILL.md",
      "key": "jeremylongshore/tons-of-skills-marketplace/skills/.curated/excel-pivot-wizard/SKILL.md"
    },
    "compatibility": "Designed for Claude Code",
    "allowed_tools": [
      "Read,",
      "Write,",
      "Edit,",
      "Grep,",
      "Glob,",
      "Bash(cmd:*)"
    ],
    "license": "MIT"
  },
  "instructions": "# Excel Pivot Wizard\n\n## Overview\n\nCreates advanced pivot tables with calculated fields, slicers, and dynamic dashboards for data analysis and reporting.\n\n## Prerequisites\n\n- Excel or compatible spreadsheet software\n- Tabular data with headers\n- Clear understanding of analysis dimensions and measures\n\n## Instructions\n\n1. Verify source data is in tabular format with headers\n2. Create pivot table from data range\n3. Configure rows, columns, values, and filters\n4. Add calculated fields for custom metrics\n5. Insert slicers for interactive filtering\n6. Format and style for presentation\n\n## Output\n\n-",
  "cost": {
    "context_tokens": 390
  }
}

Fetch it by URL: GET /api/v1/registry/jeremylongshore-tons-of-skills-marketplace-excel-pivot-wizard/manifest?version=1.0.0

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