I have my pivot table for mentors and mentees matching however, I would like to make matches automatically. For instance, Josie is a mentor and Max is a mentee with same faculty, program, and interests. I'm new to pivot tables but I wanted to know if pivot tables offer an option to show automatic matches or perhaps any suggestion for a formula would also be helpful so that I could use to show Josie and Max as a match.
Note: this is just for example but I will have a bigger data that it is why I want the automatic matches.
Pivot table
Table:
I am not sure what you are trying to achieve is easily possible with pivots. I would suggest you use the org chart concept.
There are plenty of templates online which would allow you to build org chart for example https://www.youtube.com/watch?v=adoGOvKTzmM
Related
I'm trying to learn about pivot tables and ran into some useful sample data to test my knowledge, especially in A/B testing.
I have about 20,000 data sets like the above table. I want to use a pivot table to see filter certain parameters, kind of like an A/B test.
Lets say I implemented some changes to an audience, selected by:
Odd Number user ID
Date of Registration after September 30th, 2017
only IOS and NOT Android with App version after 5.
I want to see if people under the above filters bought our feature ("Yes" or "No") and compare it to the people that this specific feature wasn't rolled out to and see if the feature had some impact.
Using Pivot Tables, I'd be nice to measure this, filtering out the people that fit the criteria versus the people that don't, and see if the sum of feature bought has some difference.
Is Pivot Table the right idea to measure this? Can someone provide some help on how I can approach this?
I guess assuming this is a pivot table, the flexibility to see if the user's bitcoin or the specific phone model had impact could be useful too.
Thanks!
Yes, a Pivot Table is a good way to tackle this. The cool thing about PivotTables is that they are easy to copy. So whip one up, put the UserID in the Values area, change the aggregation to Count, and then make multiple copies of the PivotTable. Then go make changes to different filters, and compare the counts.
Plenty of PivotTable tutorial on YouTube. Suggest you add "Mike Girvin" or "ExcelIsFun" to your google search terms, as Mike has hundreds of great videos on YouTube.
I was analyzing some data using Pivot Tables and noticed something strange.
I am attaching below the screenshots for details.
The first image if of the data, I have filtered it for a particular Brewery
The second image is of the rows and values selected in Pivot table
And the third image is of the analysis spit out by excel.
My question is shouldn't the count of category for '(512) Brewing Companybe4` which is the distinct values of category as seen from the second image?
If not then how come I can get the unique count of categories using the pivot table.?
Thanks
one way of doing it is to pull the category field just below Brewery one while keeping Category also in the values
This will help you to have the count you are looking for, one thing that may bother you are th subtotals that will appear for each Brewery, but this can be easy fixed by right clicking on them and select "Remove Subtotal..."
Hope this helps, if not let me know
Kind regards
It seems so silly, but I am trying to set up my pivot table, and it doesnt seem to be my strongest side.
The following picture demonstrates what I am after:
... so basically in the data there is a currency string, however it seems as if I cant get this string to be represented in the matix - only in either the row labels or columns labels, which makes the table very unstructured. Is there a way to match the security (row label) with its denominated currency ?
this part of my source table:
... where CCY is the currency column I would like within the pivot table and not as a pivot row or column label.
/ Phillip
Make the pivot as a classic pivot, you will see how the above person sees it.
Classic pivot is your answer of putting in text strings inside pivot. It somehow aligns better.
Right click on pivot --> Pivot table option --> Display --> Check the box which says "Classic Pivot table layout".
Take a backup of the excel copy before you switch to classic pivot. Some say it's irreversible
Include the currency-field in the Pivot table, like this:
This is exactly what I am after #MatsLind however this is what I receive when doing this:
so my question is why is our results different ?
Please let me know if I am totally off, but end goal should preferably be the following image:
.. however with this sorting (1.Security , 2.CCY) I am not allowed to sort the value within the pivot table. If I make the follwing sorting (1.CCY, 2.Security):
then I am allowed to sort the data within the pivot table, but I would prefer the former layout.
Can't add comments due to lack of reputation but this ain't an answer exactly.. Maybe..
From what I see in the below image, it looks like you have the row CCY on top and then security. If you want it like the top image, change the hierarchy.
Go to field list and under rows, drag and place the Security on top of CCY, youre pivot will look like above picture.
But you're speaking of sorting, it looks like the above picture has been sorted with the grand total column.. I didn't follow you completely on the sorting peice..
Edit: I understood the problem now, what values exactly are you trying to sort?
I have multiple spreadsheets that all have different data. I tried multiple consolidation ranges but it didn't let me select the data I wanted.
I have 2 columns in each spreadsheet (many) with the same table title that I want to use (they are not in the same place in each sheet, and are only one of many columns - this cannot be changed). I still want to combine them without manually copying them as this takes too much time.
I have "Quality" and "Date". For "Quality" I have "Good" and "Bad". I want to be able to create a pivot where I can select "Quality: Good/Bad" as the report filter, then show the dates in the first column below and a count on the right (so I can see if there has been any new "Bad" ones for example in the later dates, like "Ah, a new date has appeared, and there is two new bad ones).
Can this even be done? I have twisted and turned and not come up with anything but errors.
Pivot tables will only take data form one source.
If you're desperate to use Powerpivot, then your options are either to:
A: Create a "master" table that pulls all the data into one place
B: use Powerpivot, as it can use data from more than one source.
Difficulty here is of course learning a completely new program and syntax (dax is similar but very different to Excel's formulaic language)
If you go down the powerpivot route, I found ExcelIsFun's tutorials on youtube incredibly useful.
I have two tables: one of customers ("Donor"), and one of transactions ("Trans"). In Donor, I want a "Total" column that sums all the transactions by a particular Donor ID, which I would calculate in a standard Excel table thus:
=SUMIF(Trans[Donor ID],[#ID],Trans[Amt])
Simple! How do I do the same thing with a DAX formula? I thought
=CALCULATE(SUM(Trans[Amt]),Trans[Donor ID]=[ID])
would do it, but I get the error
Column "ID" cannot be found or may not be used in this expression.
Strangely, when I use
=CALCULATE(SUM(Trans[Amt]),Trans[Donor ID]=3893)
I do get the total for ID 3893.
Eschewing CALCULATE, I did find that this works:
=SUMX(FILTER(Trans, Trans[Donor ID]=[ID]),[Amt])
...but it only allows the one filter, and I'll need to be able to add more filters, but:
=SUMX(CALCULATETABLE(Trans, Trans[Donor ID]=[ID]),[Amt])
...(which I understand is like FILTER but allows for multiples) does not work.
Can you identify what I'm doing wrong?
After putting together a quick model that looks like this:
I've confirmed that this DAX forumla works as a Calculated Column in the Donor table:
=CALCULATE(SUM(Trans[Amt]), FILTER(Trans, Trans[Donor] = Donor[DonorKey]))
The key here is to make sure that the relationship between the two tables is correctly configured, and then make sure to use the combination of CALCULATE() and FILTER() -- filtering the trans table based on the current donor context.