FinanceFinancial Modelling Pivot Table Builder
Specifies and builds a pivot table from a flat data range, choosing rows, columns, values, and filters. Use it when you have raw tabular data and need a summary view without building it cell by cell.
AAndrew Oria·Finance·MIT
Library skill — the default version is maintained in GitHub; edits you make live in your own clone.
How does this work?
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ChatGPT opens a new chat with the skill loaded. If it's too long for a link, it's copied to your clipboard — just paste.
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Claude works the same way. To install it permanently, download the .zip and upload it under Claude → Settings → Capabilities → Skills (Pro/Team/Enterprise).
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Copy prompt copies the skill so you can paste it into any assistant, including Grok.
Pivot Table Builder
When to use
Use this when you have a flat data range, one row per record, and need a summarized view by
category, time period, or segment, and would rather describe the summary you want than
build the pivot table manually.
Instructions
- Confirm the data range is genuinely flat: one header row, no merged cells, no subtotal rows mixed into the data.
- Ask what question the summary needs to answer if it is not stated, since that decides which fields go where.
- Propose the pivot table layout: which field goes to Rows, which to Columns, which to Values (and the aggregation, sum, count, or average), and any Filters.
- Build the pivot table with that layout.
- Flag any field that will not aggregate cleanly, for example a text column dropped into Values by mistake.
Example prompts
- "Use the pivot-table-builder skill to summarize this sales data by region and month."
- "Build a pivot showing headcount by department and level from this raw HR export."
Output
A pivot table specification (rows, columns, values, filters) and the built pivot table on the worksheet, with a one-line note on what it answers.