Use AI to plan and critique the analysis, not to replace the PivotTable. The prompt structure below uses RCCO: Role, Context, Constraint, Output.
RoleTell the agent what kind of analyst it should act as.
ContextState the business question and relevant fields.
ConstraintLimit conclusions until the PivotTable has been inspected.
OutputSpecify the exact planning or critique format you need.
Plan→Build in Excel→Verify→Interpret
Verification rule: inspect the PivotTable before accepting an AI explanation. A pattern in a pivot supports an observation, not a causal claim.