I have results from a survey. The first pivot table breaks down the responses by age group and language.
The third pivot table counts how many of the respondents have access to a computer, tablet, cell phone. For example, 13 Chinese respondents age 18-49 have access to a computer, which is 50% of the 26 total Chinese/18-49 respondents. And then 16 of Chinese/18-49 have access to a tablet, which is 62% of the total Chinese/18-49 respondents, and so on.
I manually calculated/used a formula (=IF($B5="", "", J5/$B5 for Chinese/18-49 w/ Computers) the percentages in the last table, but is there a way to do it via pivot table?
I've tried looking at the Analyze -> Fields, Items & Sets tool but can't figure this out.
I'd like to do it by pivot table so that it can refresh if there are any new survey results, like one with a new language.
Thank you!
Related
I need some help with an Excel Project that's giving me headaches. I succeeded to achieve everything I wanted but the result is too heavy for Excel and it crashes all the time. I'm over-using the INDEX and MATCH functions on large tables (50 000+ lines) and Excel doesn't like it. I'm looking for a way to do the same thing in a lighter way for Excel.
Here's what I achieved : I created a report that helps me analyzing my employees's performance VS their billing targets. To create such a report, I used a Pivot Table.
That Pivot Table needs this information as its source :
Each sales that every employee made (amount in $ and date)
The hourly rate of each employee (which changes for every period, see TABLE1 below)
The billing target for each employees (which changes for every period, see TABLE1 below)
Here's my setup. I have 3 tables :
TABLE1 (See attached image) - A table where I manually input data for each of my employees (hourly rate and billing target). Their billing target and hourly rate change every period. So, each period has a different line and I indicate the first day of the period and the last day of the period.
TABLE2 (See attached image) - Table that contains sales data exported from another software I use. Each line represents an amount sold by an employee to a customer on a specific date. This table is pretty heavy and contains more than 50 000 lines. Moreover, the last 2 columns of this table use Index and Match functions to get the right hourly rate and the right billing target from TABLE1. That means that each of those 50 000 lines uses the INDEX and MATCH functions twice… This part is too heavy for Excel and I need a workaround.
Moreover, TABLE2 is getting refreshed every few days with new data coming from my other software (an ERP). So the solution I need to find must take that into account and must be permanent (I try to avoid steps that will have to be done everytime I refresh TABLE2 with new data).
TABLE3 - A Pivot Table that uses TABLE2 as its data source. I use the slicer to select the name of an employee and a timeline to specify which months I want to display. Then the Pivot Table shows my employee's statistics grouped by months. The main statistic is the amount of "billed hours" for each employee, which is in reality the amount of sales made by that employee, divided by their hourly rate on a specific date.
My thoughts :
It is absurd that TABLE2 uses that many INDEX and MATCH functions. For example, if Employee1 made 500 sales between 2020-07-01 and 2020-07-31 (the same month, thus the same period, thus the same hourly rate and billing target), there will be 500 different lines that will use INDEX and MATCH to get the same hourly rate and billing target from TABLE1. That leads to a lot of duplicated calculation and a lot of duplicated data.
Would it be possible for a Pivot Table Calculated Field to use INDEX and MATCH in its formula? And would it be lighter for Excel to do so?
Another way would be to add, at the bottom of TABLE2, 12 lines per year (1 for each month) for every employee where I would write their hourly rate and the billing target. That way, the Pivot Table would be able to display an hourly rate and a billing target for each month, for each employee. That solution would work and would be lighter for Excel, but it would create a high risk of making mistakes while manually inputting the data.
I'm open to all suggestions including VBA!
Thank you very much for your precious time!
EDIT : FORMULA
As requested, here's my INDEX AND MATCH formula that is in TABLE2 and gets the hourly rate from TABLE1 :
=INDEX(TAB_Employee_Data[[#All];[Hourly_Rate]];MATCH([#[Date (Cell)]]; IF(TAB_Employee_Data[[#All];[Name]]=[#[Employee(Cell)]];TAB_Employee_Data[[#All];[First day of the period]]);1))
TAB_Employee_Data is the tab that contains "TABLE1".
I translated the names of the fields since all my work is in French.
This formula does the following : it searches the name of an employee in TABLE1 and finds the period which fits the date of a line in TABLE2.
Also, to work properly, I need to sort the lines of TABLE1 in chronological order.
TABLE 1 :
TABLE 2:
I have an excel file with 30 time cards, each on their own worksheet, where the only identifier is the worksheet name (ie the employee name). Each worksheet has a first column of account numbers, followed by columns for hours worked for each day of the month, and then total.
From these individual employee tabs I make a Totals worksheet(using =SUM('Adams:White'!B1) and then fill left and fill down. . .)
I then make a pivot on the Totals data and get summary data for the department. (ie we spent 100 hours total on account# 12345) - no problem.
My Question is: How do I write a formula(s) to find which employees contributed to the hours spent on account# 12345. The specific output I would want is a table with a column heading of "12345", and then only the names of those who worked on that account below the heading. (Or all names, sorted, with a second column of how many hours they worked on "12345").
Thanks!
Steve
Since you are feeding your data set into a pivot table, you will need to ensure each record (row) in your data set is reportable. i.e. if Adam and Jane worked on account 12345 for a total of 7 hours and your record in your data set (table) is only one row with the account listed and the total number of hours, it will be difficult and extremely bad practice to attempt to report this by staffer (how do you know that the 7 hours is made up of Adam and Jane, or it could be 14 part-time workers that each put in half an hour).
You have two approaches. One: you could consolidate the data into a master data tab and from there you could have each sheet (Adam, Jane, White) be a report off the master table to show performance by staffer.
Two: Make use of power pivot, if you have Excel 2013+ installed. Here you would create a link for each table by account. Now you would have each rep's hours contributed as a field in the power pivot connection.
Please let me know which of the two seems a better choice and I can assist from there.
So I started using Pivot Tables a few weeks ago, but I'm pretty decent at Excel otherwise. I hit an issue that should be an easy fix and I don't see it. I have a document that is tracking Key Performance Indicators for my warehouse packing department. I have 2 tabs in the document that matter (Input Log, and Analysis).
Input log is basically copied from a report generated from my warehouse system. Gives me a USER, DATE, HRS WORKED, ORDERS PACKED, ITEMS PACKED. Using a pivot table I want to see the average hours worked by week for each user.
Currently I can only see the Sum of the hours works and the daily average. How do I also see the weekly average?
[InputLogData][2]
I was able to get the workbook hosted on google drive Packing KPI Workbook
If you create the pivot table, but select to "add to data model",
you will see, in the "Value Fields Settings" selection, a Distinct Count item.
You can then do a Distinct Count of the WE column, and add a column to divide the total hours worked by User, by the total number of Weeks. (See the formula in D4: =B4/C4 )
EDIT: If you want to have the results within the Pivot Table itself, you can add a few calculated columns to your input log.
WE per User is the Unique number of weeks each user works. This formula is an array formula and must be entered by holding down ctrl + shift while hitting enter. Excel will place braces {...} around the formula seen in the formula bar:
=SUM(--(FREQUENCY(IF(User=D2,WE),WE)>0))
Hrs Worked This Wk is the hours worked in the week by the user. This is not really needed, but is in there for when I was troubleshooting the calculations.
=SUMIFS(Hrs_Worked,WE,A2,User,D2)
This will be used to calculate the average for the AvgHrs/Wk column:
=SUMPRODUCT((User='Input Log'!$D2)*Hrs_Worked/WE_Per_User)
This can then be used to create the Pivot Table:
In the Pivot Table, the
Total Hrs is the SUM of Hrs Worked
Hrs-Daily is the Average of Hrs Worked,
Weekly Hrs is the Average of AvgHrs/Wk
I am trying to make a pivot table that has a list of inventory on one axis and customers on another axis. With this table I could replace all non-'1' values in the table with 1s and then use the column count to determine the total number of items purchased by each customer. However, Excel claims that there's far too much information and that it wouldn't be able to complete the task. Is there another way to do this that doesn't involve pivot tables?
I have created some pivot tables which shows sales of PC from different brands for multiple years. for example 2013 PC sales of dell,HP,Apple etc...
Now I want to compare these sales but I just want to compare top 10 results...I am trying to create a table which will show only the top ten values from the pivot table. I dont want to filter the pivot table to top 10 values.
Thanks and Regards
If you have to create your output as a table without filtering the pivot table, you can use cube functions. Create a cubeset that is all PC brands and order them by PC Sales. Create cubrankedmember functions for positions 1 through 10. Then write a cubevalue formula next to each cuberankedmember to retrieve the associated value. If you want to post a little more about your data model, I could write more specific cube function formulas.