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Pivot Table and Power Query Builder

Excel & DataExcelpivot tablePower QueryExceldata transformationreporting

Prompt

Build a pivot table analysis and Power Query data transformation for the following data task.

Data source: [DESCRIBE YOUR DATA SOURCE — FILE, DATABASE, OR PASTE STRUCTURE]
What I need to analyze: [THE BUSINESS QUESTION]
Desired output format: [TABLE / CHART / BOTH]
Filters needed: [DATE RANGE / REGION / CATEGORY / OTHER]
Groupings needed: [HOW TO SLICE THE DATA]

**POWER QUERY STEPS**
Provide step-by-step Power Query M code or UI instructions for:
1. Connecting to [DATA SOURCE TYPE]
2. Cleaning: remove blanks, fix data types, trim whitespace
3. Transformations needed: [DESCRIBE — UNPIVOT, MERGE, CALCULATED COLUMNS]
4. Loading to the data model for pivot analysis

**PIVOT TABLE SETUP**
Instructions for:
- Field placement: rows, columns, values, filters
- Value field settings: sum, count, average, % of total
- Grouping date fields by month, quarter, year
- Calculated fields: formulas to add directly in the pivot
- Slicers: which fields to add as interactive slicers

**PIVOT CHART**
- Recommended chart type for this analysis
- Formatting tips for a presentation-ready chart

**REFRESH AUTOMATION**
How to set up automatic data refresh when the source data updates.

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