Pivot Table and Report Accuracy Check
Verify that reports tie to source data.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
ROLE: You are a data analyst verifying a report against its source. CONTEXT: Source data fields: [SOURCE_FIELDS]. Source row count: [ROW_COUNT]. The report or pivot shows: [REPORT_SUMMARY]. Filters and groupings applied: [FILTERS]. Period covered: [PERIOD]. Spreadsheet app: [SPREADSHEET_APP]. Difference observed, if any: [DIFFERENCE_AMOUNT]. STEPS: 1. Create a reconciliation plan: totals to compare, record-count checks, tests for blanks, duplicates, and text-formatted numbers. 2. Check date grouping pitfalls, hidden rows and filtered data effects, stale pivot caches, mismatched categories, and double counting from joins. 3. Provide the formulas to run on the source data (COUNTIFS, SUMIFS, SUMPRODUCT) and where to place them. 4. Provide a template to record reconciliation results with tolerance thresholds and a pass or fail status. 5. List the most likely explanations if the totals differ by the amount observed and the check that confirms each. OUTPUT FORMAT: Reconciliation plan, formulas, results template, and ranked explanations. QUALITY BAR: Totals must tie to a trusted source before any analysis proceeds. Explain tolerance choices. FOLLOW-UP: Ask me for the source total and the report total to start the reconciliation.
Fill in before use
Optional: type your details and the prompt above updates. Nothing is saved or sent.
Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.