Pivot Table Excel: a Tokeny case study
Auto-organize large datasets into pivot tables with charts and conditional highlighting. Follow the recorded task, execution screenshots, actual files and verification notes.
By the Tokeny team · Windows · Tokeny 1.7.8 · gpt-6-sol
Prepare the inputs
Create a separate workspace in Tokeny, download and unpack the sample inputs, then select a model that supports tools. The sample uses synthetic data or the public sources named in the article.
- sales.csv
Send the task to Tokeny
The original task was executed in Chinese. Copying these instructions reproduces the same task; the results below include an English report.
将销售数据按渠道与产品交叉汇总为 Excel 数据透视报表，附原始数据、图表和高亮。清楚说明输出是否包含 Excel 原生可刷新的 PivotTable；若只有静态汇总不可称为原生透视对象。 交付文件：pivot-report.xlsx、pivot-notes.md。 验收要点： - 交叉合计 5064 元 - 官网进阶课 2388 元 - 说明静态汇总与原生透视表的区别 这是使用合成演示输入或指定公开资料的真实操作案例。请先读取工作空间输入，再实际生成文件并自检。所有写入、脚本与临时服务限于当前工作空间；临时服务只监听 127.0.0.1，执行后关闭；不触达外部收件人、不发布、不付款、不更改系统设置，不调用子智能体。需要公开资料时可读取给定 URL。只启用完成任务必需的工具。另写 report.md（中文）和 report.en.md（英文），简洁、完整，包含输入、处理步骤、真实结果、检查方式和局限；失败或未验证部分如实记录，不能宣称成功。最终回复用中文列出产物、关键结果与待核实项。 排版检查：Word 主标题仅出现一次，标题为黑色且与后续正文或表格保持同页；Excel 表头和长文字不能被窄列截断，合理设置列宽、换行、行高；HTML 在 390px 视口不能整页横向溢出。报告没有固定字数要求，不要为字数反复改写。
Follow-up instructions after review (1)
独立渲染显示 pivot-report.xlsx 的“交叉汇总”第 13、14 行说明被截断，B 列宽度与行高不足。请将这两行的说明内容合并到 B:D，保留 A 列标签，设置自动换行、顶部对齐和足够行高，使完整说明可见。保持所有数据、图表和“静态汇总，非原生 PivotTable”的边界说明，更新报告记录本次排版修正。无需重做分析。
The recorded run used an isolated demonstration workspace. Review the commands and file paths before approving operations in your own workspace.
What actually ran
The task was submitted through the Tokeny input box. An online model read the inputs and executed tools. This run covers the local sample task and its actual files. Results and checks are recorded below.
Results and verification
Input
- File:
sales.csv - 6 valid records; fields are date, channel, product, quantity, and unit_price; one blank row was ignored.
- Synthetic demo input covering 2026-10-01 to 2026-10-03.
Processing
- Read sales.csv -> calculate quantity x unit_price -> aggregate by channel and product -> write raw data, static cross-tab, charts, and highlights -> reopen the workbook for verification.
- Generated
pivot-report.xlsxwith sheets原始数据,交叉汇总, and图表与说明. - Sales amount is calculated as quantity multiplied by unit price, then aggregated by channel and product.
Actual results
- Cross-tab grand total: 5064 CNY (acceptance target: 5064 CNY).
- Official-site advanced course: 2388 CNY (acceptance target: 2388 CNY).
- The workbook includes a column chart, a channel-share pie chart, conditional formatting, and highlighted acceptance cells.
- Column widths, wrapping, frozen panes, and currency formats were applied to keep headers and long text readable.
Checks
- Reopened the generated XLSX and compared the acceptance cells with an independent calculation.
- Checked the XLSX package for
pivotTables/parts and related relationships. - Checked the chart parts and the three expected worksheets.
Layout correction
- Based on the render check, merged B:D for rows 13 and 14 on
交叉汇总, while keeping the labels in column A. - Enabled wrapping and top alignment for B:D and increased column widths and row heights so the
native PivotTable statusandcheck methodexplanations are fully visible. - This was a layout-only correction; data, charts, and the boundary that the workbook is a static summary rather than a native PivotTable were not changed.
Limitations
- This file does not contain an Excel-native refreshable PivotTable. The cross-tab is a static value summary written by the script; changing
原始数据will not refresh it. It must not be described as a native PivotTable. - A native PivotTable must be recreated with Excel or a tool that writes PivotTable definitions and caches, then refresh-tested in Excel.
Download and inspect the outputs
The archive contains the files created during this run. Use these checks when adapting the example to your own data.
- Reconcile the reported results against the downloadable sample inputs.
- Open the generated files and check the contents relevant to your task.
- Review the limitations and any unverified steps in the report.