Pivot Tables
Designs pivot tables and explains the field layout.
AI Prompt Generator
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What this tool does
Designs pivot tables and explains the field layout.
When to use it
You need to summarize large datasets quickly.
Prompt template
Help me build a pivot table from [data] that shows [metric] by [dimension]. List rows, columns, values and filters to use.
Example
Revenue by product category and quarter.
Common mistakes to avoid
- Vague about the metric
- Missing the grouping dimension
Best practices
- State the exact metric and grouping
- Ask for slicer suggestions
Frequently asked questions
Do I need Microsoft Copilot to use this Excel tool?
No. You can generate the prompt here and paste it into ChatGPT, Claude, Gemini or Copilot. Copilot adds live access to your Excel file, which is convenient but optional.
Will the AI change my original file?
No. FormelyAI only generates text prompts. You copy the result and apply it yourself, so you stay in control of your documents.