I would like to use the following excel (table) function in Power Query:
{=IF([#[Month_N]]=MIN(IF([Pers_ID]=[#[Pers_ID]];[Month_N]));TRUE;FALSE)}
It gives me for a distinct Pers_ID with the lowest Month_N number a TRUE and otherwise a FALSE.
Is there a way to do this in Power Query?
Reason: I would like to automate different steps in Excel via power query so I can start analyzing my data right away.
Assuming your table is added to Power Query as Table1:
Duplicate the Table1 query, renaming this new query as Table2
Add a step to the Table2 query in which you use the Group By feature, grouping on Pers_ID, with New column name=MinMonth, Operation=Minand Column=Month_N
Back in the Table1 query, Merge Queries (not as New) on Table 1 and Table2, choosing the Pers_ID column from both, Left Outer join.
Expand the Table2 column after this merge, selecting the MinMonth column only
Add a simple Calculated Column to check if the entry in the MinMonth column is equal to that in the Month_N column
Delete unwanted columns as required
Related
I have column ('CSAT') in a sheet that has numbers 1 and 0 in each cell. '1' represents 'Satisfied' and '0' represents 'Disatisfied'. I want to make a pivot from this sheet and have a new calculated field in it ('CSAT %') that will give me the score by dividing (Total 'Satisfied') count by (Total 'Dissatisfied + Total 'Satisfied') * 100.
I tried with COUNTIF but i dont think we can use this formula in pivot
Calculated Fields and Items in PivotTables are tricky. The main tripping point is understanding that Calculated Fields and Items operate on the totals, not on the individual values in the underlying data.
For example, if you created a new Field that was equal to Field1 * Field2 and data is being summarized by SUM, Excel doesn't multiply all of the respective values in each field and then sum the results. It first sums the fields for each category and then multiplies those results. What it's really doing is SUM(Field1) * SUM(Field2) for each category.
You can use some worksheet functions in the calculated fields, but you have to remember you're still operating on the totals. So if you created a new Field that was equal to Count(Field1) * Count(Field2), you're (almost) always just going to get an answer of 1. This is because the calculation is actually doing Count(SUM(Field1)) * Count(SUM(Field2)) for each category. The sum of each field is a single number, so the calculation is just doing 1*1 for each category.
So for this reason, you can't use aggregating functions like SUMIF or COUNTIF which need to look at each individual elements. Since you need to look at individual elements, you actually can't use a Calculated Field for your solution at all.
What you can do is use a Calculated Item!
The main catch here is you can't use any field in more than 1 location when calculated items are involved. Excel just throws an error message saying you're not allowed.
So if you have a category column as well as the CSAT column, you need to create another dummy column full of 1's to operate on.
You can then set up pivot table as follows:
Category field to Rows.
Dummy field to Data area, summarized by Sum
CSAT field to Columns
Click on the CSAT column headers in the pivot table and choose: PivotTable Tools > Fields, Items, & Sets > Calculated Item
Set Name for your new Item to CSAT%
Enter the formula: ='1'/('0'+'1')
On the CSAT field, hide items 1 and 0, so only the CSAT% field is visible
Result:
A couple of notes:
When entering fields and items in calculated fields and items, do so by placing the cursor where you want in the Formula then double clicking on the field/item name from the lists below. This will add brackets and quotes as required in the correct format.
Note that the formula doesn't need SUM around the item names, because calculated fields/items always work on the total of values. They are totalled according to how the data is summarized in the pivot table.
The dummy column was added with all values of 1 so that summing these values gives you the count, from which the percentage can be calculated using the formula specified.
Answer without using calculated fields:
Assuming you have categories in the row fields, you can put CSAT as a column field as well as a data field then choose to summarize values by Count and show values as a percentage of row totals:
After putting CSAT in column and data fields, right click on the data and select Summarize Values By > More Options...
First choose to Summarize Values By Count:
Then click Show Values As tab and select % of Row Total:
You'll then have percentage of 1's under the CSAT=1 column:
These are the individual data points of the data model:
These are the monthly salaries of the employees (obtained using the pivot table from the data model's data):
Each cell will then be used as the Lookup value which will be run through a table.
The lookup value is to be looked up in column A and column B of the table below and if it is matched (within the range), it will return the corresponding value under column C.
I am unable to find any index and match or vlookup functions in the power pivot functionality of excel using measures--which are used to get some analytics on aggregated values on report objects such as pivot tables.
I have found LOOKUPVALUE( <result_columnName>, <search_columnName>, <search_value>[, <search_columnName>, <search_value>]…) which is a DAX function however, the issue here is that I am doing a range lookup and as shown below, I don't know if you can have an array as an argument to the function.
Traditional calculated fields also do not allow arrays in the formulas.
Lookupvalue() only works on a single column lookups because it will return an empty cell if it cannot find a match as shown below:
But when it does find a match using the table below:
It will work just fine:
First, you need to create a measure for Pay:
Total Pay = SUM(Table1[Pay])
It's important to do it as a measure instead of just dropping 'Pay' into a pivot table (this is called an 'implicit measure' and is concidered a bad practice).
Then, let's say your table with pay ranges is named "Pay Ranges". Create another measure:
Returned Value =
CALCULATE(
VALUES('Pay Ranges'[Value To Return]),
FILTER( 'Pay Ranges',
[Total Pay] >= 'Pay Ranges'[Lower Bound] &&
[Total Pay] < 'Pay Ranges'[Upper Bound]
))
Make sure that all these formulas are Measures, not calculated columns.
Also, the formula relies on the correct construction of the ranges. If they overlap, you will get an error.
I am using Excel from Microsoft Office 365 ProPlus.
Here's a really simple data table.
I want to build a Pivot Table around it to look like this...
... except that the "what I want" column (which is the count of items in Column C divided by the count of items in Column B) should be a part of the pivot table.
I have tried all sorts of things using calculated fields, calculations on fields, etc., to add the "what I want" column and just cannot make it work.
Can anyone help?
Calculated Fields only operate on the Sum of the elements in the data tables. Wherever you see a Field Name in the formula for a Calculated Field, picture it as meaning the sum of all elements for that field (that match any other row/column criteria in the Pivot Table).
Putting "= B / C" actually means "= SUM(B) / SUM(C)" for elements of columns B and C that fit that section of the Pivot Table.
The only way to achieve your goal is with two helper columns:
B Count: =COUNT([#B])
C Count: =COUNT([#C])
The sum of these columns then give you the count of columns B and C, so you can use these helper columns to give you what you want:
The Data Field based on the Calculated Field then says "Sum of What U Want", but it will always just be the result of your calculation, even if you change how the field is summarized through Value Field Settings. You can manually rename the Data Field, but it still needs to be different to the Calculated Field name you chose earlier.
Click in the Pivot Table, then go to the Analyze tab, click on Fields, Items, & Sets, then select Calculated Field. Your formula is probably
= B / C
I have a Table, say TABLE-1 with 4 columns. Columns are (ID, NAME, GROUP_NAME, IS_APPROVER), ID is not the primary key. There are many rows with same ID. Now I got a new Table, say TABLE-2 with Columns, (NEW_ID, OLD_IDs), in this table (TABLE-2), OLD_ID is the primary Key. I have to replace all the values of IDs in TABLE-1, with the NEW_ID (in TABLE-2) values compared using OLD_ID (in TABLE-2). How can I do this?
You could potentially use VLOOKUP to make it a little easier.
I added a new column to the first table and the formula for that column is simply
=VLOOKUP([#ID], Table2[#All], 2)
Assuming your tables look like the below:
You should just be able to use a combination of INDEX and MATCH to get your desired results:
=INDEX(TABLE-2[NEW_ID],(MATCH(TABLE-1[#ID],TABLE-2[OLD_IDs],0)))
If your data is not actually in tables but in ranges the general formula is:
=INDEX(ColumnFromWhichValueShouldBeReturned, (MATCH(LookupValue, ColumnAgainstWhichToLookup, 0)))
EDIT following further info from OP:
If not all the ID's are matched in TABLE-2 you can use the following:
=IFERROR(INDEX(TABLE-2[NEW_ID],(MATCH(TABLE-1[#ID],TABLE-2[OLD_IDs],0))), Table1[#ID])
In practice you can see this working below:
This is the solution..
Ref: https://www.ablebits.com/office-addins-blog/2014/08/13/excel-index-match-function-vlookup/
=INDEX(Table_2[NewIDs],MATCH(Table_1[#ID],Table_2[Old_ID],0))
Ex: =INDEX($K$2:$K$253,MATCH(B2,$J$2:$J$253,0))
In Microsoft Excel, how can I compute a range (portion of a column), based on the values in another column of the same table, returning the result in an Array form for further processing by other functions?
In SQL, what I mean is "SELECT field1 FROM table WHERE field2=value".
The selected results will be fed (twice) to FREQUENCY(), to compute the number of distinct entries in "field1". That is: given an existing table like this:
Box Date
1 07/01/12
13 07/01/12
13 07/01/12
27 07/18/12
13 07/18/12
55 07/18/12
I want to produce a resulting table like this:
Boxes Date
2 07/01/12
3 07/18/12
Note that "13" is only counted once in the first date ("distinct"), but it's still counted again in the second date.
I already have an expression that does the right thing for the whole of the table,
=SUM(N(FREQUENCY(Box,Box)>0))
where "Box" is a named range of the first table, consisting of the whole Box column. (Using the same range/array/list as the data and the bins for FREQUENCY is a stupefyingly subtle trick actually contained in the Excel help but -- alas! -- by no means adequately explained.)
But I want (several) subsets, one for each date. I want to expand my "SUM(N(FREQUENCY…" expression to act only on the rows of the first table whose Date column matches the Date column of the row being computed. That is, again resorting to SQL,
SELECT count(DISTINCT t1.Box), t2.Date
FROM `t1` JOIN `t2` ON (Date)
GROUP BY Date
I can even build a pivot table of the interesting values (which gets me counts in its cells), then use a parallel, date-indexed column of
=COUNTIF(…)
to reduce each row of counts down to a single count of uniques for that date. But this requires me to update the pivot table to notice new data in the base table, and then to drag-expand the column of answers to include the new date (or suffer ugly value error markers). So something more automatic, less fussily manual, would be sweet.
I guess not available when you asked, but Excel 2013 has Distinct Count as an option in a PivotTable: