GPT - Pivot Builder

Section header image mobile

Delve into the seamless integration of Coefficient's Pivot Builder with Google Sheets for effortless pivot table creation. Uncover the transformative potential of this intelligent collaboration, simplifying data summarization and analysis for users of all levels. 

Using Pivot Builder

Pivot Builder Guide

FAQs for Pivot Builder

Using Pivot Builder

🎥 Check out our Pivot Builder video, here

1. Open the Coefficient Sidebar and click GPT Copilot.

Screenshot 2023-12-13 at 11.16.28 AM.png

2. Select "Pivot Builder" from the list of options.

Screenshot 2023-12-13 at 3.10.16 PM.png

3. Select the Range of your data, and input your prompt in the "Describe the Pivot" field provided. Then click, "Build".

Screenshot 2023-12-13 at 3.31.20 PM.png


4. Confirm where you would like the pivot inserted in your sheet. You will need to select the cell for the pivot to be inserted. 

Screenshot 2023-12-13 at 3.33.01 PM.png

4. Your pivot table will then populate in the cell you designated. AMAZING!Screenshot 2023-12-13 at 3.37.28 PM.png

5. Once your pivot table is generated in your sheet, the sidebar will update with a "History" of the pivot prompts used within that sheet. You can copy the prompt and reuse it or delete it. "Jump to cell" will take you directly to the pivot table's location. 



ℹ️ NOTE: Provide feedback on this feature by selecting the "thumbs-up" or "thumbs-down" at the bottom of each historical prompt. Our team loves feedback. 💙

Screenshot 2023-12-13 at 3.42.39 PM.png

Pivot Builder Guide

ℹ️ For more examples of how to use Pivot Builder with Coefficient, click here

ℹ️ For more information on how Pivot Tables work in spreadsheets, click here


FAQs for Pivot Builder

Do you have any suggestions on how to describe the pivot table I wish to create using Pivot Builder?

Absolutely! Here are a few suggestions from the team to help you: 

  1. Be clear and specific: Provide clear instructions about the data and desired outcome. State the purpose of the pivot table and the specific variables or columns you want to use. For example, "Create a pivot table to analyze the sales data by product category and region."
  2. Define the structure of the pivot table: State how you want the pivot table to be organized. Specify the rows, columns, and values to include. For example, "Organize the pivot table with 'Product Category' in the rows and 'Region' in the columns. Display the 'Sales Amount' as the values."
  3. Include additional instructions: If there are any specific calculations, filters, or sorting requirements for the pivot table, provide those instructions as well. For example, "Include a sum calculation for the 'Sales Amount' values. Sort the 'Product Category' in descending order based on the total sales."
  4. Avoid ambiguous terms: Use precise and unambiguous terms to prevent any confusion. Avoid generic terms like "this" or "that" and use specific column names or references instead.

Remember that GPT 4 Turbo may interpret your prompt based on context and prior knowledge. While it aims to be helpful, it's always good practice to review the generated pivot table and make adjustments as needed.

How can I edit my pivot table? 

Open the pivot builder editor in Google Sheets by selecting the "Edit" button located at the bottom-left of your pivot table. Then make the necessary edits. 

Screenshot 2023-12-13 at 3.51.55 PM.png

ℹ️ For more information on how Pivot Tables work in spreadsheets, click here

ℹ️ For more information on Google Sheets Pivot Tables, click here


How can I revise my prompt to have my Pivot Table show totals? 

The current version of Pivot Builder does not support showing totals on the generated pivot table. To show totals on a row of columns, navigate to the pivot builder editor and select the option to show totals.

Which GPT model does the Pivot Builder use?

The Pivot Builder uses GPT 4 Turbo, as it offers superior language processing capabilities, enabling it to generate highly accurate and contextually relevant outputs.

Was this article helpful? 0 out of 0 found this helpful