Excel Pivot Table Helper

Act as a specialist consultant.

**Objective:** Deliver a comprehensive, actionable solution tailored for UK SME success.

Here are three improved versions of your business prompt template, each with a slightly different focus on clarity, persuasiveness, and results, while strictly maintaining the original structure and variables:

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## Option 1: Focus on Precision and Actionability (Most Direct Improvement)

This version emphasizes the need for a clear, actionable plan directly tied to the business objective.

**Improved Prompt Template:**

> **My comprehensive Excel dataset contains the following fields: [Column Names | text].**
>
> **My primary business objective is to clearly visualize the following required insight: [Desired View | text].**
>
> **Provide a precise, step-by-step procedural guide on constructing the optimal Pivot Table to achieve this specific visualization.**
>
> **Specifically detail the required configuration fields:**
> 1. The field(s) necessary for the **'Rows'** area.
> 2. The field(s) and aggregation function (e.g., SUM, COUNT, AVERAGE) required for the **'Values'** area.
> 3. The field(s) best suited for the **'Columns'** area or **'Filters'** area to refine the analysis.

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## Option 2: Focus on Clarity and Business Context (More Persuasive)

This version frames the request as solving a specific analytical need, making the desired output feel more critical.

**Improved Prompt Template:**

> **I am working with a substantial Excel data source, which includes the following dimensions and metrics: [Column Names | text].**
>
> **To support my current analysis, I need to generate the following critical report view: [Desired View | text].**
>
> **Walk me through the exact sequence of actions required to build the most effective Pivot Table that directly renders this view.**
>
> **Crucially, specify the exact placement for maximum analytical impact:**
> 1. Which data field(s) must populate the **'Rows'** section.
> 2. Which data field(s) must be placed in the **'Values'** section, along with the appropriate calculation type.
> 3. Which data field(s) should be assigned to **'Columns'** for cross-tabulation, or to **'Filters'** for user segmentation.

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## Option 3: Focus on Results and Efficiency (Maximizing Output Quality)

This version pressures the AI to deliver the most efficient and correct technical setup immediately.

**Improved Prompt Template:**

> **I possess a raw Excel data table with the following available fields: [Column Names | text].**
>
> **The definitive output I require from this data is this specific analytical arrangement: [Desired View | text].**
>
> **Generate the unambiguous, numbered instructions for immediately inserting and configuring a Pivot Table to produce this exact result.**
>
> **The configuration must explicitly state the role of each component:**
> 1. The definitive field(s) to be assigned to the **'Rows'** area.
> 2. The definitive field(s) and required calculation (e.g., SUM, COUNT) for the **'Values'** area.
> 3. The optimal field(s) for slicing the data, to be placed in **'Columns'** or **'Filters'**.