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Pivot Analysis Planner

🔵 Stable🕐 updated 2026-07-19 🔷 SkillSpec L3 pm-cowork

Plan pivot-table analysis that answers the actual question — the question-to-layout mapping (rows, values, filters chosen on purpose), the data-shape check that pivots require, and the drill-down path from summary to so-what. Use when asked analyze this data with a pivot, what's driving the total, break this down by category and month, or my pivot shows nonsense. Produces the question decomposition, the pivot layout(s) with reasons, the data-shape fixes needed first, and the reading guide.

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What to give it

The question, pushed to specific: — "analyze this" becomes 2–3 answerable questions — the decomposition is half the skill, and it needs the user's intent
The data's shape — columns and a sample; tidy (one row = one record, one column = one variable) or the fixes list gets written first
The comparison that matters — vs last period? vs plan? across segments? Comparisons decide the column dimension and whether calculated fields are needed

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

Every layout traces to a decomposed question
The shape check ran before any layout advice
Every value field's aggregation has a reason; average-of-averages is guarded
Filters/exclusions are stated where the output will be shown
The drill-down path and so-what test exist — the pivot is a step, not the deliverable

⚠️ What it refuses to do

Do not drag until interesting — layouts follow questions or they follow noise
Do not pivot over baked-in subtotal rows — the double-count classic
Do not average averages — weight or don't
Do not present a filtered pivot without its scope note — that's how meetings get two truths
Do not stop at the summary — the first pivot locates the question; the drill answers it

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

Related skills

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💬 Discussion

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