I'm new to Qliksense and I'm trying to generate a table as shown below. Using the Pivot table, I came up with getting near the structure, but could not add the Total row for Amount as shown for each unique value in Name. How can I add that?
Expand the dimension tab under Data about halfway down you'll see a slider to put totals on and off.
Related
Have this Table below ,
I would Like to use the Header Column to transform the Table like this
Any Help It will be great, Best regards
Hala
You can easily solve this puzzle with a pivot table. Put the amount field into the values section of the pivot and set to get sums. Put the header field into the columns section of the pivot. And put the rest fields into the rows section of the pivot. Pivot will auto-show the grandtotal and subtotals per rows but you can remove them easily with a right click on it. And finally to get a view like a data table click repeat all item labels in pivot's report layout.
Basically, I have a set of data, with the following columns: date, price, daily price change and % change, the former two calculated using pivot table field list menu. I want to calculate the cumulative daily change over the period of time, in a next column. As it is a pivot table, it has absolute references and I cannot simply add previous day's change to a today's change one by one, due to a large data set. What is the most efficient way to do it? Thank you.
Go to pivot table option tab which appears when you select any cell in the pivot table range. The click on the drop down menu Option and deselect Generate GetPivotData.
After this, you can use the formulas as normal.
You can add additional column in the main sheet as "cumulative change". The new column can have the cumulative value and you can use summation formula for this.
Then you can take this value in pivot table for further analysis.
Take the help of Vlookup also.
You can follow the steps in the video below for detail pivot analysis as per your need.
https://www.youtube.com/watch?v=vzd7RUGloXM
https://www.youtube.com/watch?v=wsCxOmsMq6k
I'm trying to change the way a pivot table displays values that im trying to track on a month to month basis. Below is a picture of what I have vs what I would like:
The first table is what I have. The second table is one I manually created to show what I would like displayed. Basically what I want to display is the % of total in column P for all of the highlighted cells in column F through O. I cant figure this one out after a good bit of trial and error and googling. Any help would be greatly appreciated.
Here is an additional picture to add clarity to what I'm trying to display:
It is not clear what the percentages relate to in your screenshot.
In a pivot table you can set the values to display as percentages, with a few different options, like percentage of total, percentage of column, percentage of row, etc.
This Microsoft Support article has the details how to set it up.
I'm sure this is simple, but how do I get a pivot table to display an average for a calculated sum of fields? In the simplified example, I've filtered out fund x1, and the pivot table is showing the sums of the remaining funds per person. Now how do I get an average by person (so, manually calculated, 3300/3)?
I tried using a calculated field, but cannot figure out how it will work because the denominator will change based on how many people will have the funds I'm filtering on. If I use the averaging inside the calculated field it goes back to averaging the funds.
I tried putting the calculation outside the pivot table, and this works, but of course as I filter, my calculated field is no longer adjacent to the pivot table data, instead just floating off on the worksheet by itself.
TIA.
Per request here is the field list - if I try adding an "average of amount" to the value box it averages the fund amounts, instead of the fund amount per person. :
Here is a working solution:
Firstly you should install or enable Power Pivot. Quoting Microsoft:
Power Pivot is an Excel add-in you can use to perform powerful data
analysis and create sophisticated data models.
https://support.office.com/en-us/article/Power-Pivot-Powerful-data-analysis-and-data-modeling-in-Excel-a9c2c6e2-cc49-4976-a7d7-40896795d045?ui=en-US&rs=en-US&ad=US
In newer Excel versions Power Pivot is already installed and you can enable it by going to:
File > Options > Advanced > Data > Enable Data Analysis add-ins: Power Pivot, Power View, and Power Map
Alright, so you have Power Pivot now and you can see Power Pivot tab. Please follow the steps below:
Select your data and click add to “data model” icon on Power Pivot tab.
In Power Pivot window add column which will count distinct number of
persons in the data. =DISTINCTCOUNT([person]) name it for example
“DistPersNo”. This is crucial step – Power Pivot enables you to
count unique values in selected column.
Add another column with formula =[amount]/[DistPersNo] name it
“PersonAverages”.
In Power Pivot window click PivotTable and add new pivot table to
your worksheet.
In Pivot Table add 'persons' to rows and 'amount' to values. Now, if you add 'PersonAverages' to values (sum of it) and filter out fund 'x1' you will achieve desired result i.e. value of 1100.
Hope that helps.
I would add a helper column in column D to count unique customers.
Sort your data by person
In column D2 put =IF(A2=A1, 1, 0) and call the column UniqueCust
Copy formula down your dataset for all rows
Add the column to your pivot
Create a formula in your pivot table called Avg per Cust =Value/UniqueCust
This will flag each row in your data with a 1 if it is the first time a name appears in the column or zero otherwise. The pivot table calculation will sum up the total value and divide by the total unique customers.
I'm assuming that you want the value to come in any pivot table and not in a cell calculated outside the pivot table as a formula.
As a workaround you can use another pivot table, which takes the input as the original pivot table to find the average.
pivot tables
The second pivot table has data source as- E3:F5 or till whatever row you require.
You'll have to refresh all so that the second pivot table reflects any changes in the filter of first pivot table.
I've hidden (or you can filter it out) the grand total in the first pivot table so that the average gives the average of the sum of the amounts.
Since you didn't mention how you are using the data, I will give a couple of options that could work.
If you are the only user of the data or if someone else using the data is pivot table savvy you can use the following field list setups to switch data usage:
Sort by Fund (Note the Fund and Person in the Row labels section)
and Sort by Person (Note the reversed position of Fund and Person in the Row labels section)
To simplify the data, you can always minimize the main fields.
If you are distributing the pivot table to other people who aren't able or willing to modify the pivot table data, I would recommend setting up two separate pivot tables (using the same data source) with the same setups that I showed above.
Click the pivot table to bring up the field list.
In the Values section where it says "Sum of Amount" click the drop down.
Click "Value Field Settings" and choose average from the list in the pop-up.
I am using an Excel 2010 pivot table to display data. I need the sub totals in most columns but some columns display percentages and totaling the percentages is not correct and displays confusing values. Is there any way I can choose which columns not to total.
It's hard to make sure I'm accurately addressing your question without more detail about your data, but I will provide a simple example.
Recommendation
I would suggest that you put all measures/values in the Values area of the Pivot Table, and not in the Row Labels. That way, you will not get Row sub-totals for values.
In order to address the non-additive totals and sub-totals for your percentages, I recommend that you remove the pre-calculated percentages from your Pivot Table Values and instead use a Calculated Field that is calculated within the Pivot Table itself from the base data, and will provide correct aggregate totals and sub-totals.
Example
See below:
Method
In order to create a Calculated Field using the Ribbon, select your Pivot Table, and then go to PivotTable Tools --> Options --> Fields, Items, & Sets --> Calculated Field.
Then, enter a name for the new Field (CalcPercentSoldUnits in my example below), as well as the formula definition for the field ( =UnitsSold /UnitsProduced in my example below). Click 'Add' to create the field and then 'OK' to exit the dialog box.
Now you have created a derived field not in your base data table, but in your Pivot Table, which can be used just like a normal field. You can also see that it will calculate totals and sub-totals correctly because instead of adding constants, it is calculating based on the sums of other constants from which the percentages are derived.
In some cases depending on how your data is structured, you may need to create a Calculated Item instead of a Calculated Field.
I hope this helps - if this doesn't address your situation, please post additional examples of your data and desired results. Thanks!
I have the same problem. Some Columns should be totaled, and others should not be. The only thing I figured out is to Grand Total all columns, then format those cells in the Grand total so that the font color matches the background color. This hides those selected Grand Totals from being viewed and/or printed. I experimented by expanding the Pivot Table rows, and the formatting for the selected cells followed into the new cell(s) and when I removed some of the rows, the formatting followed as well.
Wherever you don't want to show the total columns simply hide the column in the total section. I couldn't find any other way to do it.
Be careful about things like distinct/unique counts. This method helps with percentages, but you don't want to sum or average or otherwise aggregate unique counts. I would prefer to be able to just exclude a total for a single field but haven't found a method to do so.
I think I have a similar situation and a great answer for presentation purposes. I'm billing a customer for unbilled items; my pivot shows Qty, rate, and total missed revenue (qty*rate) for each month. Having a sum of Qty and Revenue makes sense for each month, but totaling the rates of the items doesn't. Pivot table and value options are an all-or-none solution. Rather, I just selected the totals I needed to hide and formatted them with white font color (blue for the grand total). My pivot table looks great now with this band-aid approach.