How to calculate the average as per group in MS Excel - excel

As per below table how to calculate the average calls made by visitor per region in MS Excel.

You can use a Pivot table.
A PivotTable is an interactive way to quickly summarize large amounts of data. You can use a PivotTable to analyze numerical data in detail, and answer unanticipated questions about your data. A PivotTable is especially designed for: Querying large amounts of data in many user-friendly ways.
If you want to know morea about pivot tables please follow this Link
If you want to learn how to use pivot tables please follow this link
i hope this information can be useful for you.

If you have the newest version and want to stick with formulas:
=LET(x, UNIQUE(region_range),
y, AVERAGEIF(region_range, x, call_range),
IF(SEQUENCE(1,2)=1,x,y))
For example:
But pivot tables as recommended by #Ron Rosenfeld are likely faster. It would be a good idea to become familiar with them for possible future use in my opinion, as they can be handy for a variety of different situations.

Related

Return Exact Match

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

Excel Data Model not detecting relationships

I am struggling to get this simple data model to work in Excel's Data Model. I have 3 tables. One table is a large budget. The second table is a small budget. The last table is transactions. Each transaction is allocated to both a small budget and a large budget. I think my issue is because we can't use bi direction filtering with Excel's Data Model. When I try to use a field from the transaction table, there is no relationship to any of the budget table. Is there another way to set this up?
Please see pictures attached. Thanks!!!
You're correct that bi-directional filtering is not an option in Power Pivot, and so filtering only ever propagates from the one side to the many side. Which, in your case, means that the Transaction table cannot filter either of the other two tables.
Have you tried adding Calculated Columns to the Transactions table to pull in the Big Budget and Small Budget Values? For example, for Big Budget Value:
=
LOOKUPVALUE(
BigBudget[Big Budget Value],
BigBudget[Big Budget], 'Transaction'[Big Budget]
)
I got it I think. You can use the CROSSFILTER measure.
=CALCULATE([Sum of Big Budget Value],CROSSFILTER(BigBudget[Big Budget],'Transaction'[Big Budget],Both))

Excel pivot table with ranking

I'm in the processing of creating a report for the company I work at that has a rather complicated survey export file that needs to have the data extracted in meaningful ways.
The table headers are as follow https://docs.google.com/spreadsheets/d/1Et9Pg6k9CJA3HTO0aHcnSnOWVU05bmHYUsPS0wB2Nr8/edit?usp=sharing
It has respondents listing there top 3 most important options and the rest are left blank.
If anyone can help me figure out a way to potentially summarize this in a pivot table that would be great.
You're data is in a crosstab. Pivot's don't like that kind of layout. You need to unpivot your data.
If you've got the PowerQuery add-in installed (or have Excel 2016 or Excel/Office 365 subscription) then you can use PowerQuery to do this. Google "PowerQuery" and "Unpivot" and you'll turn up a whole heap of videos.
Otherwise you can use VBA such as my Unpivot routine I've previously blogged about at http://dailydoseofexcel.com/archives/2013/11/21/unpivot-shootout/
As always it depends what questions you want to ask in your analysis. Here are two suggestions.
What are the commonest first/second/third choices?
This assumes that the ranking is important, i.e. the first choice is ranked significantly higher than the second choice, so you want to analyse them separately.
You could add three extra columns to your data using this formula to convert the first choice to a single variable with 11 categories
=IFERROR(MATCH(COLUMNS($A:A),$A3:$K3,0),"")
in L3 and likewise with the second and third choices in M3 and N3.
in the event that a respondent (row) has less than three choices, it will give a blank for the second and/or third choice.
What are the commonest choices regardless of ranking?
This assumes that the ranking isn't so important - you just want to know which columns have been picked overall.
=INDEX($L$3:$N$10,INT((ROWS($1:1)-1)/3)+1,MOD(INT(ROWS($1:1)-1),3)+1)
In N3. This would have to pulled down for 3N rows, where N is the number of rows in the original dataset.
Then it would be a simple case of setting up pivot tables or charts for the four new variables.

Adding Multiple Filters to Pivot Tables

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.

Pros and cons of two types of PivotTables for BI purposes

I am trying to figure out how to create the most useful PivotTable for a user to view data for BI purposes. Here are two options I was considerating:
(1) Traditional PivotTable, pivot values on top:
(2) Drill-down type PivotTable:
What are the pros and cons of each method? For example, one for each to start might be:
Drilldown
PRO: trivial to add additional drilldown variables.
Pivot:
PRO: can easily sort by the column headers in the table UI.
And, are there any other possible tabular displays of data, either another type of PivotTable or another type altogether?
I'll suggest to keep it simple. If the objective is to present a view of the revenue figures of each region summarized by gender then pivot table in option 1 is the most effective of both, as it shows everything relevant in one simple look, keeping similar data at the same level making easier to compare.
Bear in mind that management requested that view to be able to effectively see how each region is performing on that specific category.
If the focus is revenue by different gender. Option 1 shows that in same row continuously for each region. It can easily be seen that the best performer on revenue generated by females is US, while best performer on revenue generated by males is Canada. While is not easy to see that in option 2.
If the focus is revenue by same gender. Option 1 shows that in same column continuously, which is not the case with option two.
Option 2 will be useful if the primary focus is set on revenue by region then if there is a need to see additional details based on the performance of any region management can drilldown to see the details of what makes the primary number. Which in this case is not the objective as the request is to show both.
Also best advice is to always agree requirements with clients (internal and/or external) you might find that they might have requested only what they believe it is possible to achieve and after they have that they will apply some "manual steps" to achieve their ultimate goal, something you could have done entirely if only you would have known.
Pivot Tables are used to -
summarize data
analyze data
explore data
present summary data
Both ways (traditional and drill down) of Pivot table can do the above listed.
It depends on what you want to achieve in BI.
If detailed data is not required to show or sort then you can use drill down.
Mostly in BI, data used in summarised form. So Drill down method will be good for display of data. Anyways you can double click and see the detailed data. See how to get details of drill
Drill Down:
a. Pros
Summarise Easily
Add sub points for summary
"Get Details" of Pivot for more details
b. Cons
The way you are doing sorting by pivot is not possible. Instead I would suggest to use pivot to drill down. So you can sort (And will move to Pros section :P) and check pivot details in another form.
Traditional Way
This way you are making to use pivot tables of your data. You should explore more in given links below.
5 pivot tables you probably haven't seen before
pivot tables save your job
23 things you should know about Excel pivot tables
Generally every representation of data has a purpose and with this purpose there come certain advantages and disadvantages.
Obviously with any kind of report, the audience matters most. Which would put you in the classical Requirement Analysis situation where you need to figure out what your customer wants (What data is of interest? How should it be sliced? What medium is it consumed on?)
Is the Revenue by Gender an important KPI?
If it is not, why including it at all?
If it is, let's see what a potential reader would do to answer a question like "How does the womens sale for Mexico compare with Canada?"
Drill down table:
Understanding the table will take a couple of second since they have to understand the different levels and their representation, the meaning of the bold and regular lines and realize that the man and women values accumulate to the total value for a region
Find Mexico in the list
Find the row for women and the value of it on the right
Find Canada in the list
Find the row for women and the value of it on the right
Remember the the value for Mexico or look it up again
Important here is also that this process will be repeated more or less exactly for every follow up question.
Traditional table
Understanding the table will be faster, they see a country name on the left and male/female on the top. Generally people are used to these tables since primary school and won't need further explanation.
Find Mexico in the list, go to the right until they find the value for women (if you try it you will see that you automatically see the values and the heading)
Find Canada in the list, (realize that it is only one line above) go to the right and have both values on top of each other.
For all the following questions the structure is easy to remember and it's a find and match game between rows and columns
I know that might be a bit subjective, but I hope the general idea is understandable
If you know have a question like "In which region do we sell more to men than women?" the advantage of a traditional over a drill down table becomes even more obvious.
With the drill down you will have to juggle several rows and their values while with the traditional you just skim through one column and look for the biggest value.
Is the Revenue per Region the main KPI?
You should then rather use a drill down table, possibly with additional levels (ie. North America in case it's international data or US State since I would assume it would be of interest if your product sells better in Alaska than Florida).
Your audience can then decide which granularity they want to see and adjust it accordingly. The gender is on the bottom of the hierarchy so either you have curious people who are interested in just another figure or they don't care and just don't drill down that deep.
The assumption here is that you deliver the table on the highest aggregate level.
One could argue that the same problem of finding row etc. exists as well for this case but I would assume you wouldn't necessarily compare the sales for Yucatán with Alberta so you stay in one group of states for example and again just have to skim up or down to find the states of the same country so you can compare it.
Using drilldowns in pivot tables is, in my opinion, a tool to be used by analysts, and not managers. Pivot tables are not quite intuitive enough to be used on reports that are being sent on for BI review by management. Typically any report which is being circulated for review by the powers that be should be consistent from user to user. That means using drilldowns would display different numbers if different items are selected - which could lead to 2 people talking about different values without knowing it.
Many people in management level positions outside of the core analytical group will still print anything you e-mail them before they look at it. I suspect that this is more likely to be true in a less technologically advanced company (ie: one which uses Excel as its database analysis tool instead of a full ERP-type system). In either case, anything being submitted for high level review should already be formatted exactly as you want them to see it.
The key in Excel deliverables within the workbplace is to make review as easy as possible. That means all necessary information should be immediately visible on each tab, with a minimum of scrolling (maybe scrolling down if necessary, but never scrolling right), and absolutely no clicking required.
Conclusion - Do not force a reviewer to manipulate your Excel file to use it
You may like drilldowns because you see how powerful it is to adjust reports as you are analyzing data - but once you have made your own analytical conclusions, those conclusions should be immediately apperent from the visible workspace that you leave for review.
Therefore, in order to achieve simplicity in high level review documents, you should use the 'traditional' format as you have shown it, which shows all numbers next to eachother in an easy to read table.

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