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andreworia/pivot-table-builder

根據平面資料範圍建立樞紐分析表,指定列、欄、值與篩選條件。當您有原始表格資料,且需要摘要檢視但不想逐格建立時使用。

pivot-table-builder 是什麼?

此技能可自動化在 Excel 或類似試算表中建立樞紐分析表的流程。使用者只需提供一組平面資料(每列一筆記錄,無合併儲存格或小計列),並描述所需的摘要檢視(例如按類別、時間區間或區隔),技能便會建議並建立樞紐分析表。它會分析資料結構、詢問釐清問題、提出欄位配置(列、欄、值與篩選),並執行實際的樞紐分析表建置。此技能對於開發者、資料分析師或任何需要快速摘要大量明細資料,而不想手動拖放欄位或擔心資料不一致的試算表使用者而言,極為實用。支援的環境包括 Excel、Google Sheets 及能透過 API 或指令稿操作試算表的 AI 代理平台。

相容平台~Claude Code~Codex CLI~Cursor
npx skills add https://github.com/andreworia/claude-excel-skills/tree/main/skills/pivot-table-builder

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說明文件

樞紐分析表建立工具

使用時機

當您有一個平面資料範圍(每列一筆記錄),且需要依類別、時間區間或區隔進行摘要檢視,並且希望以描述所需摘要的方式,而非手動建立樞紐分析表時,使用此技能。

操作說明

  1. 確認資料範圍確實是平面格式:一個標題列、無合併儲存格、資料中未混入小計列。
  2. 若摘要所需回答的問題未明確指定,請詢問該問題,因為這會決定哪些欄位應放置於何處。
  3. 提出樞紐分析表的版面配置:哪個欄位放置於「列」、哪個欄位放置於「欄」、哪個欄位放置於「值」(以及彙總方式:加總、計數或平均),以及任何「篩選」條件。
  4. 依該版面配置建立樞紐分析表。
  5. 標記任何無法乾淨彙總的欄位,例如誤將文字欄位放入「值」區塊。

範例提示

  • "使用 pivot-table-builder 技能,按區域和月份摘要這份銷售資料。"
  • "從這份原始人力資源匯出資料,建立一個按部門和職等顯示員工人數的樞紐分析表。"

輸出結果

一份樞紐分析表規格(列、欄、值、篩選條件),以及在工作表上建立的樞紐分析表,並附上一行說明該表回答了什麼問題的備註。

Individual skills in this repo

This repo contains 11 individual skills — each has its own dedicated page.

andreworia/assumption-registry-builder

Creates a structured assumption register for any Excel model with columns for name, category, base value, source, Bull/Bear values, sensitivity rank, and owner, plus a formula for computing sensitivity rank from Data Table outputs.

andreworia/data-cleaning-for-excel

Turns pasted or exported data with mixed formats, blank rows, or duplicates into a clean, consistently formatted range ready for analysis. Use it right after pasting raw data into a worksheet.

andreworia/formula-audit-checker

Provides a systematic audit checklist for Excel model formula logic, hardcoded values, circular references, and error handling, with step-by-step instructions for using Excel's native auditing tools.

andreworia/inputs-calcs-outputs-design

Enforces the three-tab separation principle for any Excel model, producing a full design for a dedicated Inputs tab, one or more Calculations tabs, and a clean Outputs tab with a conventions checklist.

andreworia/model-architecture-template

Defines the master tab structure, naming conventions, color codes, number formats, and print area setup for any new strategy or finance Excel model, serving as the structural template before any content is added.

andreworia/output-summary-tab

Designs the executive summary tab of an Excel model with KPI tiles, a narrative block, a sensitivity summary, and an assumption log, formatted for print or screenshot use in a board pack.

andreworia/revenue-build

Builds a driver-based revenue forecast .xlsx with live formulas across separate drivers, build, and output tabs plus checks, rolling a customer or units schedule (beginning, adds, churn, ending) into revenue with Base/Bull/Bear scenario toggles. Use when someone needs a bottom-up revenue model, an ARR build, or a driver-based forecast for planning or a board deck. Do not trigger for editing an existing workbook through the Claude for Excel add-in.

andreworia/scenario-manager

Builds a Base/Bull/Bear scenario switching layer for a model in a .xlsx with a live selector, CHOOSE or INDEX assumption links, a side-by-side output comparison, and a recalc check, then delivers the workbook. Use when someone wants an auditable scenario toggle instead of Excel's hidden Scenario Manager. Do not trigger for editing an existing workbook through the Claude for Excel add-in.

andreworia/sensitivity-tables

Builds one- and two-variable sensitivity (Data Table) analysis on a model output in a .xlsx with live formulas and a recalc check, then delivers the workbook. Use when someone wants to see how an output (NPV, IRR, EPS, margin) moves as one or two inputs change. Do not trigger for editing an existing workbook through the Claude for Excel add-in.

andreworia/sensitivity-tornado

Ranks variable sensitivities to a key output and builds a tornado chart by swinging each input over a defined range, computing output impact, and producing a horizontal bar chart data structure.

andreworia/unit-economics

Builds a unit-economics and cohort .xlsx with live formulas across separate assumptions, cohort, and output tabs plus checks, computing CAC, LTV, LTV/CAC, and CAC payback from a monthly cohort retention grid. Use when someone needs unit economics, an LTV/CAC analysis, a payback model, or a cohort retention build. Do not trigger for editing an existing workbook through the Claude for Excel add-in.

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