How would you go about adding a column to a Product Designer table. For example if you go into PersonalAutoLine under Policy Lines and click on coverages you will get a table with "Name, Code, Category" etc. Is there a way to add a column on that table? I don't see an option.
Yes you can do that. You have to modify your specific coverage lookup table, and add a new Dimension to the lookuptables.xml under the LookupTable for your entityName.
I added the PolicyTypeGroup and DwellingUsage columns below for DwellingCov.
Related
I have a [Company] column, I have a [Billing day] column in a powerpivot sheet.
A Company can have several different Billing days.
I want to show in a Pivot table, next to the company name, the Billing day with the highest number of occurences.
The tricky part is that the number must appear in a [Calculated Column] that will not be put as a Measure in my Pivot table, but as a Column.
I have reviewed such posts as:
this one or this one.
I have learned much but I am still unable to get the correct values.
Any idea ?
Many thanks
This may not be the best way to get you what I understand you are asking for, but it is a way. I believe it achieves what you want regarding the calculated column.
If I start with this table as Table1:
Then I add a column using this code: MaxByDate = COUNTX(FILTER(FILTER(Table1,Table1[Company]=EARLIER(Table1[Company])),Table1[Billing Day]=EARLIER(Table1[Billing Day])),Table1[Billing Day])
And I add another column using this code: MaxOverall = MAXX(FILTER(Table1,Table1[Company]=EARLIER(Table1[Company])),COUNTX(FILTER(FILTER(Table1,Table1[Company]=EARLIER(Table1[Company])),Table1[Billing Day]=EARLIER(Table1[Billing Day])),Table1[Billing Day]))
Then I add one last column using this code: DateOfMaxOverall = FORMAT(SUMX(FILTER(FILTER(Table1,[Company]=EARLIER([Company])),[MaxByDate]=[MaxOverall]),[Billing Day])/COUNTX(FILTER(FILTER(Table1,[Company]=EARLIER([Company])),[MaxByDate]=[MaxOverall]),[Billing Day]),"m/d/yyyy")
I get this table:
Then if I choose to create a Flattened PivotTable from it (Home tab / PivotTable dropdown arrow button / Flattened PivotTable), and set things up like this:
...and turn off the subtotals and grand totals, I get this:
Which is, I believe, what you requested.
But I think a simpler approach might be this:
Start with the first table (Table1):
And, using that table as is, create a Flattened PivotTable directly. Then set the PivotTable up like this:
...and turn off the subtotals and grand totals, to get this:
...Which you can then filter for the max occurring day for each company:
...to get this:
I'm pulling my hair at this one. I have a Table with some categories of data ("Income", "Health", "Housing", "Education", "Others") with their respective subcategories. When I create a Pivot Table, we have this categories as filters. But I don't want a certain category, let's say "Income", to show up in the filters menu neither do I want it to show in the pivot table. Is there any way to do it?
Due to low rep, I need to answer in order to clarify your question. Do you mean that "Income", "Health", "Housing", "Education", etc. are all categories of one column? In this case, you cannot have this particular field hide the items in your filters. You can, however, add a field in your table that looks like this (assuming your category field is in column A): =IF(A2="Income","",A2). Lets say that field is in column Z. give that field a column header you wish people to see, select your data source for the pivot table to not include the first column (column A) but include column Z. The user will be able to see an option for blanks but not know what that choice represents.
As an aside, if this is a privacy issue and you are wanting to report data via a pivot table but hide certain information, you must NOT include the sensitive information in your data source AT ALL. any sophisticated Excel user can obtain that sensitive data with ease. You are better providing a data set for these users to run their reports off of, which do not contain any of the sensitive information at all.
It seems so silly, but I am trying to set up my pivot table, and it doesnt seem to be my strongest side.
The following picture demonstrates what I am after:
... so basically in the data there is a currency string, however it seems as if I cant get this string to be represented in the matix - only in either the row labels or columns labels, which makes the table very unstructured. Is there a way to match the security (row label) with its denominated currency ?
this part of my source table:
... where CCY is the currency column I would like within the pivot table and not as a pivot row or column label.
/ Phillip
Make the pivot as a classic pivot, you will see how the above person sees it.
Classic pivot is your answer of putting in text strings inside pivot. It somehow aligns better.
Right click on pivot --> Pivot table option --> Display --> Check the box which says "Classic Pivot table layout".
Take a backup of the excel copy before you switch to classic pivot. Some say it's irreversible
Include the currency-field in the Pivot table, like this:
This is exactly what I am after #MatsLind however this is what I receive when doing this:
so my question is why is our results different ?
Please let me know if I am totally off, but end goal should preferably be the following image:
.. however with this sorting (1.Security , 2.CCY) I am not allowed to sort the value within the pivot table. If I make the follwing sorting (1.CCY, 2.Security):
then I am allowed to sort the data within the pivot table, but I would prefer the former layout.
Can't add comments due to lack of reputation but this ain't an answer exactly.. Maybe..
From what I see in the below image, it looks like you have the row CCY on top and then security. If you want it like the top image, change the hierarchy.
Go to field list and under rows, drag and place the Security on top of CCY, youre pivot will look like above picture.
But you're speaking of sorting, it looks like the above picture has been sorted with the grand total column.. I didn't follow you completely on the sorting peice..
Edit: I understood the problem now, what values exactly are you trying to sort?
is it possible to have a single pivot table that combines 2 worksheets as the data?
For example, first data table will be made up of the following columns:
ID/Details/Category
The second data table will be made up of the following columns:
ID/Customer name
The reason why the 2 tables are not combined is because there may be many customer names to the same customer name.
I want a pivot table that will show me the following things:
1) Be able to sort by ID and see for each ID the details linked to that ID sorted by category
2) Be able to sort by customer name and see the details linked to that customer sort by category.
Thank you for your help.
Press Alt+D+P. Select multiple consolidation ranges, choose your two ranges of data, and you've got it.
Is there a way to create a SharePoint calculated column that returns a count of the number of entries in a list? So If I have 3 customers in my list with the company "Starbucks" I'd like the field to return "3"
(Edited some wording for clarity per suggestion from dariom).
You may be able to get what you want with another list using a not-so-well-known variation of a lookup column.
Let's say you have a list called Companies with values in the title column like "Starbucks", "Peets", etc. Now you also have the Customers list you refer to, but the "Company" column is a lookup column pointing to the title column in the Companies list.
You can add a count very similar to what you described to your Companies list. Go to your Companies list, add a column of type "Lookup" referring to the Customers list and you'll notice that in the drop-down area where you define the lookup if you point back to the Customers list, you'll have a new option called "Count Related". This is here automatically because it recognizes that the Customers list has a lookup pointing back to this one. Select that Count Related option and now your Companies list will have a column counting how many customers are associated with that company.
No coding, Javascript hacks, or anything. Just hidden SharePoint auto-magic.
No, I don't think there's a way to do this using the out-of-the-box calculated column.
Some other ways you could accomplish this are:
Create a view for your list that with a group by on the company field and include the total count. This is easiest, but might not be exactly what you're looking for.
Create a custom column type that executes a CAML query to find items that you're interested in. There is a learning curve if you've not done it before and if the list that you're adding this custom column to has lots of rows, you'll be executing a query for each row which is inefficient - it'll be OK for a small number of rows.
Use an event handler on the list that updates a column value each time a new item is added or removed from a list. This is easier, but can also be inefficient if you have a large number of items in your list.
As dariom said (damn my slow typing skills, +1!), only the current row can be operated on with calculated columns by default in SharePoint. There are a couple of documented workarounds involving SharePoint Designer or jQuery, though.
You can get a Count of specific list items in an XSLT Data View
To do this you will need SharePoint Designer.
Right click on your SharePoint List view (ensure the list view contains the field you want to filter by) select convert to XSLT Data View. Then in the Data Source Windows select Data Source Tab and drag and drop the field you want to get a total on for the specific items into where you want it displayed in your XSLT Data View. Click on the numerical value that is showing you should get a lightening bolt icon, select the drop down and choose Count, then select again and choose Filter. Select "Click here to add a new clause" then choose your field name again and enter your unique value as Starbucks and click OK, you can repeat this process for other fields you want the totals on. You will now see the total number of Starbucks items in the list.
I got something similar to work in a way similar to Niall. Basically, I:
Based on the source list, created a Data View Web Part (DVWP) on a "test" web
part page.
Added the footer column, which gives a count.
Set the filter for my conditions (i.e., the items I want to count).
In the code, deleted the recurring items row.
I was left with just the footer, which displayed a filtered count for all the list items. I further customized the footer by taking out the shaded background. Finally, I exported this web part and imported it onto the page where I wanted users to see a total of items in the list (which met the criteria).