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.