Sales Report From a Raw Export: Pivot Plan
Plan the pivots before building them.
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Plan a pivot-based sales report from a raw export. Columns in the export: [EXPORT_COLUMNS]. Questions the report must answer: [QUESTIONS]. Audience: [AUDIENCE]. Before building anything, list the checks to run on the raw data (blank cells, duplicate orders, dates stored as text, negative amounts, inconsistent product names). Then specify four pivot tables with rows, columns, values, filters, and the question each answers. Add calculated fields I may need, such as average order value, and the steps for grouping dates by month and quarter. Propose a one-page layout for the finished report with slicers and one chart per pivot. Include a refresh routine for next month and a note about common errors, such as a pivot range that does not include new rows. Add a short list of questions to ask the person who owns the data about how the export is produced and what may be missing, and a version note for each monthly refresh.
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