I have a table as follows:
I have made a PivotTable as follows. The PivotTable sums up the Quantity for each combination of Product ID, Year and Supplier. It also does an average of the Price for each combination of Product ID, Year and Supplier. But the problem is that we know that the Price is always the same given one combination of Product ID, Year and Supplier. So I want to change the field name Average of Price to just Price.
I tried to directly modify in the Field name in the popup window, but it gave me an alert PivotTable field name already exists..
Could anyone help?
You cannot reuse an existing field name. You could however simply add a space to the end of the new name so that it appears the same.
Related
We have a saved search in place that displays date of first order and last order by customer & item within a given date range. For example - Looking at sales for May 2022 - today, it shows the item, the customer, the date they first ordered the item, and the date they last ordered the item.
I am now also trying to incorporate the quantity ordered on the first order.
crietera
results
I've tried the following, but keep getting an invalid expression. Can anyone advise on how I might be able to display the qty on the date of the first order?
MIN(CASE WHEN {custbody_reporting_ship_date} THEN {quantity} END)
and
CASE WHEN (MIN({custbody_reporting_ship_date})THEN {quantity} END)
I think this can't be achieved in saved search via simple formula. You may want to try below, what I will do is try to record the first and last order id in the customer record, then from customer saved search you can source from these order fields to the order details.
Create 2 custom entity fields applied to customer
first order id => Type:List/Record => List/Record:Transaction
last order id => Type:List/Record => List/Record:Transaction
Create 1 saved search to get the first order id per customer
Similar to the one that you created, the result field just need the customer internal id and min(document number) and filter need to add customer.internal id
Create 1 saved search to get the last order id per customer
Similar to the one that you created, the result field just need the customer internal id and max(document number) and filter need to add customer.internal id
Create 2 scheduled workflows, to update the first order id and last order id fields in respective customer record.
Create your first and last order customer Saved Searches using the 2 custom fields to source for the order details.
Not sure if this help.
I am having an issue with showing last value.
I have a source table, where is every single day (once) and for each day I have for item 1 total amount in stock.
I put it in pivot table. Column for total item in stock, for each day in month July for example, shows me balance for every day. When I group the month, it shows cumulative amount - which is wrong. I need to show last value.
Therefore I searched for a solution, I found on webpage ExcelJet this.
But when I tried it, for some reason, the date 31/07/2020 shows value 0 on top first, and on top second place the correct value for the last day of month.
Does anyone know why that happens? In source data there is 31/7/2020 with only 9.546.
You are applying the filter in the wrong field. You must apply it to your AMOUNT field, and you are applying it to your ITEM field (the field that holds the value VEL).
This is happening because you are working in the compact view of Pivot Table, and I think it's easier to work in tabular design.
Design the layout and format of a PivotTable
My Pivot Table is like this:
As you can see, ITEM and AMOUNT field are in the rows section. And DATE field in the Values section, set to MAX DATE and renamed as LATEST.
The filter is applied in the field AMOUNT.
I know what you mean, but actually the filter is applied on the correct field/row. See the prtscrn.
For the references, I attached the source table too.
btw, if I tried filtered out the column Note it still doesn't work properly
I am Counting on Distinct ID's in a column - this is leading to the sum of the subtotals not equalling the grand total as follows:
What I want to do is rank the Payment Dates in cronological order and select ONLY the highest date to display. In the example above the Grand Total won't change, but the Townville row will not show a Distinct Student Count.
This is a very specific requirement and I'm assuming there's an easy way to do it in DAX - I've tried playing around with both RANKX and MAX but am no closer to solving this.
One last thing - the Rank must be contextual to the Time Filter selected by the user (so if they select 2015 it'd give the second record Rank 1 and the top record wouldn't show. If they select May 2015 it'd give the top record Rank 1 and the second record wouldn't show)
I think this is what you are looking for - I added a calculated column to the PowerPivot model that provides a rank based on the Last Payment Date and the Name of the Student. It will rank the earliest payment for any student as a 1.
The code for the column is as follows:
=RANKX(FILTER(Table1, [Student Name] = EARLIER([Student Name])), [Last Payment Date])
... assuming your table is named "Table1"!
The FILTER is the key that limits the ranking to dates belonging to students with that name only.
Update for Multiple tables
To set up relationships between the tables, go to the "Diagram View" of the model, available in the Home tab of the Power Pivot window.
You can drag fields from one table to the other to create relationships. This will only work if at least one of the fields is unique - it's a good idea to think of the model as a dimensional model, with a tables that acts like a fact and other tables around it that act like dimensions.
From the comment, I would try to get the Payments to act like the fact, and have it link to the Community and Student tables. in this case, you could then have the following code:
=RANKX(FILTER(Table1, Related('Students'[Student Name]) = EARLIER('Students'[Student Name])), [Last Payment Date])
This calculated column would be on your Payments Fact table, and it uses a lookup to a related field.
Note that in this specific case, it would be easier to just run the filter over your Student ID field that is used to lookup the Student name.
The starting data set is the standard output generated from an online application that cannot be altered.
Date, Qty, Item, First Name, Last Name, Email, Comment, Timestamp, Phone, PhoneType
So if the same person orders 2 items (there are only 2 items available for people to choose from), it creates 2 rows, each with duplicate data other than the item and the quantity.
The output data set is desired to be on a new worksheet and sorted by last name, then first name.
Last Name, First Name, Email, Phone, Item 1 Qty, Item 2 Qty
Here is a file with sample input and output data. Sorry, can't post images until reputation >= 10.
https://www.dropbox.com/s/2ig3jdd9n7p2h9w/Example.xlsx
Any help is greatly appreciated, Excel is not my forte!
The simplest way should be a PIVOT table ...
Settings in Pivot Table Tools / Design
Subtotals: Do not show subtotals
Report Layout: Show in tabular form (to get names/1st names in seperate fields)
Report Layout: Repeat All Label Items (for displaying the 2nd Mr. Jones)
Settings in Pivot Table Tools / Options (if you want ... I did it but it's not strictly necessary)
Options / Display / Classic Pivot Table Layout
You can make a pivot table with Last Name, First Name, Email and Phone in the Row Fields, Item as a Column Field, and Qty as a Data field.
I've got 2 columns - Name ID and Name.
When a user adds a new entry to the sharepoint datasheet in the form, they have a dropdown list of all names (around 20 in total).
What can I do, so that when they select the name, the Name ID field auto-populates with its corresponding details?
Is there somewhere I need to hold this data and how do I go about creating these calculated columns?
Thanks in advance
You should just be able to do something like this
=TEXT([NameIDcolumn])
# Or
=CONCATENATE("You selected:", [NameIDColumn])
However, you cant use the value from the ID column or any think like that in a calculated col since the value does not exist yet. The SharePoint dev team was most likely smoking crack when creating that datatype since a lot of good stuff that should have been there isn't.
You have the complete reference of stuff you can make with calculated columns here http://office.microsoft.com/en-us/windows-sharepoint-services-help/CH010065006.aspx