Create and manage PivotTables

Agent can create, review, refresh, sort, filter, and adjust pivot tables.

Use this workflow when you want an Excel summary that can be refreshed, filtered, and adjusted later. Pivot tables work best when the source range has clear headers and consistent column types.

When to use this workflow

Use this workflow when you want Agent to summarize structured data in Excel.

Agent can help with:

• Creating a pivot table from a source range.

• Listing existing pivot tables.

• Adding or removing fields.

• Setting filters.

• Sorting and refreshing pivot tables.

• Adjusting the layout.

Example prompts

• "Create a pivot table from the selected range with Region as rows and Revenue as values."

• "Refresh all pivot tables in this workbook."

• "Filter this pivot table to show only FY2025."

• "Add Product as a column field and sort revenue descending."

• "Inspect this source table and recommend a pivot table layout."

Recommended steps

1. Select the source range or identify the source sheet and range.

2. Ask Agent to check headers and data types if the source data is unfamiliar.

3. Tell Agent which fields should be rows, columns, values, and filters.

4. Confirm where the pivot table should be created.

5. Review the pivot table and ask Agent to adjust fields if needed.

Safer pivot table prompts

• "Preview the pivot table layout before creating it."

• "Create the pivot table on a new sheet named Revenue Pivot."

• "Do not overwrite existing sheets or ranges."

• "After creating it, summarize which fields were used."

Tip

If you are unsure which fields to use, ask Agent to inspect the source data and recommend a pivot table layout first.