Section 4: Excel/Google Sheets, data analysis and reporting
Scenario 37: Creating a factory production summary with a PivotTable and chart
Level: Intermediate · Tools: Google Sheets, Gemini in Google Sheets and Google Sheets PivotTable
Who and in what situation
Selin, who is responsible for production tracking at a factory in Sakarya, creates a weekly operations summary from columns for line, product, shift and production quantity. Her manager wants to see both the line and product group in the same file.
How it is done today
Selin filters the data, calculates totals manually, updates the chart and checks that new rows are included in the summary range.
How to do it with AI
- She checks that all columns in the source range have headers. She selects Insert > Pivot table from the menu. [82]
- In the PivotTable editor, she uses the Add options next to Rows, Columns and Values to add the line to rows, the product group to columns and the production quantity to values. [82]
- In the Ask Gemini panel, she requests the same data with the prompt “create a PivotTable showing total production by line and product group.” Gemini supports PivotTable and chart actions. [70]
- She compares the output with the source total, then requests a chart showing monthly changes and checks the axes.
Example prompt
Summarize {the production table} as a PivotTable with lines in rows, product groups in columns and production quantities as summed values. Suggest a chart showing changes by month. First, list any missing headers or blank cells that could affect the total.Evidence and real-world example
No published independent case study was found for this factory use case. Google’s official PivotTable page documents Insert > Pivot table, the Rows/Columns/Values fields and the header requirement; the Sheets Gemini page documents PivotTable and chart actions. [70] [82]
Points to consider
Google says that Gemini outputs may be inaccurate. [70] Before sharing, check the source range, the date filter and the raw records for one line. If the source data is accessible to users from external domains, also take into account the warning that Gemini content may be visible to external users. [70]
Sources for this scenario
- Collaborate with Gemini in Google Sheets (support.google.com)
- Create and use pivot tables (support.google.com)