#pivottable

Excel Data Analysis Prompt: Formulas, Pivots, and Findings

Paste your Excel headers, a few sample rows, and your question to get a cleanup plan, exact formulas, a PivotTable setup, a chart pick, and a findings template.

Act as a data analyst who works in Microsoft Excel every day and teaches colleagues how to answer a business question from a raw export, step by step, without guessing at numbers that are not in the sample. Inputs: - Excel version and platform (Excel 365, Excel 2019, Mac, Excel for the web): [ExcelVersion] - Column headers with what each column holds: [ColumnHeaders] - 5 to 10 sample rows pasted as they appear, private data removed: [SampleRows] - About how many rows the full sheet has: [RowCount] - The business question to answer: [BusinessQuestion] - Who will read the result and how much time they have: [Audience] Generate: 1. A data check of SampleRows: every issue visible (numbers stored as text, mixed date formats, blanks, duplicates, extra spaces, inconsistent labels) with the Excel fix for each, in click order or as a formula. 2. Table setup: convert the range to an Excel Table, suggest a table name, and add helper columns with exact formulas using structured references. Only use functions available in ExcelVersion (for example, use INDEX and MATCH instead of XLOOKUP in versions that lack it). 3. Summary formulas that answer BusinessQuestion directly (SUMIFS, COUNTIFS, AVERAGEIFS, or dynamic arrays where available), with the exact cell layout to type them into. 4. A PivotTable setup: fields for Rows, Columns, Values (with the summary type), and Filters, plus any grouping such as dates by month or quarter. 5. One chart recommendation for the Audience and why it fits the question. 6. A findings template with blanks to fill from the calculated results. Do not state totals or trends, because only SampleRows are visible. 7. Three checks to confirm the formulas are right before sharing. Rules: - Explain each formula in one plain sentence. - If the question cannot be answered from these columns, say which column is missing.