I'm creating a pivot table which has 2 fields, one names and another handling time of cases.
The problem is, when I'm selecting a date range, it will show me duplicate agent names.
For example if John has the highest handling time on Monday and also Tuesday, it will show me John twice with two different amounts.
How can i show John only once with his average handling time for the date range that I'm selecting?
Thanks
It sounds like you just need a table rather than a pivot.
Your dimension being agent name and metric being average handling time
Related
I have a 4 types of customers, each pay in a different payment plan.
group 1 - monthly
group 2 - semi monthly
group 3 - bi weekly
group 4 - weekly
I have a sheet with a range of all the relevant payment dates for those group sorted in the right order in row 1
I would like that for each customer there will be a data validation list (group 1,group 2, group 3,group 4)
When selected the customer's row will populate on the correct dates according to his group number and the date the payment starts.
My work around to do that was to create 4 separate sheets for each group, auto populate from the correct date and run it for all customers in each group meaning you can see for John Doe what and when will be his payments in each group even though he is in group 3 for example. And a MAIN sheet where John Doe has group 3 selected where a MATCH and INDEX is running to find when he is supposed to pay and how much. The issue is that for 400 rows and 300 column this becomes heavy.
How would you go about solving that?
each cell looks like this in the MAIN sheet
=LET(mothlydate,Monthlyrd3!$BK$3:AAC$3,semidate,Monthlyth16!$BK$3:ZZ$3,namemonthly,Monthlyrd3!$BK79:AAC79,namesemi,Monthlyth16!$BK79:ZZ79,
IF(OR($BA96="Monthly 3 rd",$BA96="Semi-Monthly",$BA96="Monthly 16 th"),
IF((IF(IFERROR(INDEX(namemonthly,1,MATCH(GH$2,mothlydate,0)),"")+IFERROR(INDEX(namesemi,1,MATCH(GH$2,semidate,0)),"")>$AE96,$AE96,IFERROR(INDEX(namemonthly,1,MATCH(GH$2,mothlydate,0)),"")+IFERROR(INDEX(namesemi,1,MATCH(GH$2,semidate,0)),"")))=0,"",(IF(IFERROR(INDEX(namemonthly,1,MATCH(GH$2,mothlydate,0)),"")+IFERROR(INDEX(namesemi,1,MATCH(GH$2,semidate,0)),"")>$AE96,$AE96,IFERROR(INDEX(namemonthly,1,MATCH(GH$2,mothlydate,0)),"")+IFERROR(INDEX(namesemi,1,MATCH(GH$2,semidate,0)),"")))),
IF($BA96="Bi-Weekly 1",(IFERROR(INDEX(NewBiWeekly!$BK79:AAC79,1,MATCH(GH$2,NewBiWeekly!$BK$3:AAC$3,0)),"")),IF($BA96="Bi-Weekly 2",(IFERROR(INDEX(NewBiWeeklyTwo!$BK79:AAC79,1,MATCH(GH$2,NewBiWeeklyTwo!$BK$3:AAC$3,0)),"")),IF($BA96="Other",(IFERROR(INDEX(NewOther!$BK79:AAC79,1,MATCH(GH$2,NewOther!$BK$3:AAC$3,0)),""))))))
)
THANKS!!!
This is based on a purely textual analysis of your formula, since data required for a meaningful analysis hasn't been forthcoming:
the expression below occurs 4 times in your formula
IFERROR(INDEX(namesemi,1,MATCH(GH$2,semidate,0)),"")
as does this one
IFERROR(INDEX(namemonthly,1,MATCH(GH$2,mothlydate,0))
which means that, in the worst-case circumstances, one or both expressions are being evaluated on FOUR separate occasions - it would be sensible to consider making one or both of these named 'values' at the start of the LET() function, such that, in the worst-case cirumstances going forward, each would be evaluated only once.
After looking at a few similarish questions I figured I needed something more specific so asking here. I will start by explaining the situation:
The Setup
I have a Store which sells Cakes, Cookies and Wine. I have the weekly sales data of each product sorta like this:
Product ID
Product Name
Quantity
Value
Week Ending
1
Ginderbread
2
£4
13/01/22
2
Chocolate chip
5
£25
13/01/22
3
Red Wine Bottle
1
£10
13/01/22
4
Sponge Cake
3
£9
13/01/22
Currently every week's data is stored within the same table, with me using a Week filter to show only the week i'm interested in.
Using this Data I created PivotTables that shows the sales of each category, with the ability to drill down to show the specific products. Table looks something like this:
Category
Quantity
Value
Cakes
2
£4
Cookies
7
£29
Wine
1
£10
The issue
I now want to stick in a new calculated column that shows the Value as a %. E.g The total value for the previous table was £43, so Cookies is about 67%. If I drill down, it would show the Chocolate Chip record as 80% and Gingerbread as 20%
I imagine doing this would be easier if each individual week's data was on a different table, but I got a lot of weeks and I also want to do tables showing the sales for over a period of time. Plus I don't know of a way to merge the "value" and "quantity" columns, etc instead of having 1 for each week being shown.
any advice would be appreciated
Create an extra column in the source table (prior to filtering) entitled "perc" calculated as the corresponding value for each row divdied by the total value across all rows (se pic. / eqn. for first row below) --
=E2/$E$6
No calculated fields required - just include perc as the mesaure of interest in your pivot table, with value setting as 'sum':
The reason why this worked is because of the common denominator - which allows one to sum ratios on a 1:1 basis.
Devising a calculated field using the standard 'fields, items & sets' functionality for ordinary pivot tables would not be feasible / possible as far as I am aware. You would need to move into the realm of power pivots and data models - which is not too complicated (readily accesible directly from the field list per below) - however, I see this as unnecessary complication for the task at hand.
Side notes:
Using table names in your functions is sometimes more convenient when entering, albeit may appear tricky at first when reviewing - first eqn above becomes:
=[#Value]/Table1[[#Totals],[Value]]
I have a table:
I've created a new column called Distinct Delivery Week, where I have the weeks 1-52 listed.
I want to create a count function if Week == distinct delivery week, make it so it does a count and returns the Channel category that has the most appearances in each respective week.
For example, if App - Activation Organic appears more often than anything else in Week 1, then it will be returned in a new column next to Distinct Delivery Week
With so many data, it may be helpful if you use a simple PivotTable to count how many times per week does each channel appears, and get TOP 1 per week.
I made a fake dataset kind of like yours:
Then I created a Pivot Table like this:
Fields WEEK and CHANNEL into rows section (first WEEK, second CHANNEL, the order is important)
Again, field CHANNEL into VALUES section (make sure the field does a COUNT operation)
Applied a VALUE FILTER in column CHANNEL --> TOP 10, set it up to show just TOP 1
It's a really easy way to get a list where you can see the channel that appears most per week.
I figured out how to do it using this source.
The formula I used was:
{=INDEX(D1:D74686, MODE(IF(H2:H74686=M2,MATCH(D2:D74686,D2:D74686,0))))}
I have an Index Match Match question that I have not been able to find the answer for in researching. Although the solution may actually might be different than an Index Match Match formula - I'm open to try something more efficient than my current workaround.
I have one worksheet with data from my company on it. We sell a Product (let's call it Coke Zero) and we track the weeks that we put a promotion on and how much profit we make by selling it to the retailer. For example a promotion for Coke Zero starts the first week of Jan and ends 3 weeks later and we make a gross profit of $100 each week the promotion runs. I then have an external database with sales data formatted on a weekly basis to tell me how many units of Coke Zero I sold in each week. My internal data has thousands of lines like this with dozens of products, however the promotions are consolidated on one single row regardless of if it runs for more than one week, making matching up to the external database difficult. I need to create a lookup for what our Gross Profit was for each week of the promotion.
I have attached an example image of the workbook + two data sheets of what I've tried to do, summarised below.
On the Internal Data Sheet I've created additional columns to the right with all of the weeks listed that the promotion is on for, and concatenated them with the Product Code to be able to match week by week to the data in the External data sheet. Then my lookup basically checks every column one after another until it finds one where the concatenate of Week_Product Code concatenate matches.
My current solution technically works but my final formula is really slow and cumbersome given the data can be anywhere from 10K-200K lines when looking at multiple retailers. I was hoping to find a more efficient formula to complete the lookup.
Current solution on the External Data Sheet Column E:
=IF(ISNUMBER(MATCH(D2,'Internal Data'!$E:$E,0)),INDEX('Internal Data'!$D:$D,MATCH(D2,'Internal Data'!$E:$E,0)),
IF(ISNUMBER(MATCH(D2,'Internal Data'!$F:$F,0)),INDEX('Internal Data'!$D:$D,MATCH(D2,'Internal Data'!$F:$F,0)),
IF(ISNUMBER(MATCH(D2,'Internal Data'!$G:$G,0)),INDEX('Internal Data'!$D:$D,MATCH(D2,'Internal Data'!$G:$G,0)),
"0")))
I got SUMPRODUCT to work using this formula in J2:
=SUMPRODUCT(--($B$2:$D$3=H2)*--($E$2:$E$3=I2)*$F$2:$F$3)
And, you don't need those concatenated lookup columns:
Well, that was fun.
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.