I have a bunch of values that are part of categories. Now I want to show the sum of each category in my chart. How can I group rows values of the same category in my chart only?
Basically, you can't achieve aggregate result without some data manipulation.
There are two ways to go on that issue.
First ,create a distinct categories, then sum-up the values by category using SUMIF Excel function, create your chart. The draw back of this method that if more categories added you'll have to add them manually.
Second option, is to create a Pivot-table of your original data and only afterwards create pie chart.This option is more convenient, hence it is a scalable solution
Have a great day
Related
I have around about 12,000 individual accounts with balances ranging from .01 to over 5mm. I want to group them in a column header so that I know the number of accounts that fall into each range as well as the summed up value of those accounts. I know how to create my pivot table to do this except for the grouping. I can only get one group to work (0-100,000 and >100,000). What I need is:
0-100,000; 100,000-1,000,000; 1,000,000-5,000,000; 5,000,000+
Can this be done? Manually grouping them isn't very viable given that I have 12,000 different account balances....and I wouldn't really want to do that manually anyway.
Can you add a calculated column to the source of the data with a formula to return the categories you want? A nested "If" statement should handle it with ease. Something along the line of:
=IF(AND(BALANCE>0,BALANCE<100000),"0-100,0000",IF(AND(BALANCE>=100000,BALANCE<1000000),"100,000-1,000,000"))
Just add in the rest of the IF(AND(X,Y),"Display text") to generate your categories.
You could skip the Pivot table entirely and use COUNTIFS
=COUNTIFS(A$1:A$10,">"&0,A$1:A$8,"<="&100000)
=COUNTIFS(A$1:A$10,">"&100000,A$1:A$10,"<="&500000)
And so on
For the last category you can use a COUNTIF
=COUNTIF(A$1:A$10,">"&5000000)
(My formulas assume the data is in Range A1:A10)
I'm quite new to using pivot tables and data models, so I don't even know if what I want to do is possible. I have a pivot table (PivotTable1) and its source (Table 25) and I would like to add a hundred or so measures which are listed in the TableCombinations.
For example, I entered the two first measure in orange, but they are not linked to TableCombination and entering them all one by one would be quite long. Each measure is for a distinct Sum wfn column that sums all other rows multiplied by a coefficient. The TableCombinations table simply states the coefficient to be used for each column. For the first three rows, these are my measure formulas :
sum wf1=1.4*Table25[Sum of wD]+0*Table25[Sum of wL]+0*Table25[Sum of wS]+0*Table25[Sum of wW]+0*Table25[Sum of wWSOUL]
sum wf2=1.25*Table25[Sum of wD]+1.5*Table25[Sum of wL]+1*Table25[Sum of wS]+0*Table25[Sum of wW]+0*Table25[Sum of wWSOUL]
sum wf3=1.25*Table25[Sum of wD]+1.5*Table25[Sum of wL]+0*Table25[Sum of wS]+0.4*Table25[Sum of wW]+0*Table25[Sum of wWSOUL]
...
Two questions :
Is there a way to link the tables so that any change made to TableCombination would then be updated in the pivot table measures?
Is there a way to generate all the of the measures without typing them in one by one.
You should be able to use just one DAX measure to do this, using the CROSSJOIN function.
Don't set up a relationship between the Tables, and drag # to the Columns area of the PivotTable. Then create this Measure:
=SUMx(CROSSJOIN(Table1,Table2),Table1[wD]*Table2[wD]+Table1[wL]*Table2[wL]+Table1[wS]*Table2[wS]+Table1[wW]*Table2[wW]+Table1[wWSOUL]*Table2[wWSOUL])
That should give you the exact answer you need.
Here's how it looks using some sample data:
...and here's the sample data I'm using:
You could certainly use VBA to add measures, and to update them when the Table changes. I might have a crack at writing up an answer along that approach shortly. But here's another way to achieve what you want.
I've previously written some code to slave a Table to a PivotTable, so that any change in the PivotTable's dimensions or placement will be reflected in the shadowing Table's dimensions and placement. This effectively gives us a way to add a calculated field to a PivotTable that can refer to something outside of that PivotTable. If the PivotTable grows, the Calculated Table will grow. If the PivotTable shrinks, the Calculated Table will shrink, and any redundant formulas in it will be deleted.
You can easily use this approach to perform your calculations in a 2nd table alongside your PivotTable, and each column x in that 2nd table could easily reference row x in your 'parameters' table.
See Select Newest Record and Create New Table of Unique Values in Excel
Or in another words the question is - how to add some calculation in the pivot table based on columns which do not exist in model level.
I've reproduced my problem using AdventureWorksDW2014 sample database.
Let's say I want to calculate difference between Actual and Budget scenario amounts in the FactFinance table for each Organisation and present it in a form of pivot table.
To achieve that I've created a simple model (screen above) and added SumOfAmount measure to the FactFinance table SumOfAmount:=SUM([Amount])
Next, I've opened my model in Excel and created very simple pivot table (shown below)
So, (the question part) now I want to add an extra column to my pivot table, which should calculate something (for example difference) between columns Actual and Budget. And I want this new column been a part of the pivot table so I could filter it or\and add new grouping levels without necessity to change something "outside" the pivot table.
TRIED SO FAR
I tried to add Calculated Field but it seems like I can only use "real" columns for calculations. Columns which appeared in a pivot table based on values from COLUMNS quadrant can't be used as sources for calculations.
FINAL SOLUTION
I got it finally combined two pivot tables: the old one and the one with Diff measure, defined as Diff:=[Actual Amount]-[Budget Amount], where
Actual Amount:=Calculate([SumOfAmount];'DimScenario'[ScenarioName] = "Actual")
Budget Amount:=Calculate([SumOfAmount];'DimScenario'[ScenarioName] = "Budget")
as #WimV suggested
First calculated measure is good:
SumOfAmount:=SUM('FactFinance'[Amount])
Add the following Calculated measures (if needed mark as hidden):
Budget Amount:=Calculate([SumOfAmount],'DimScenario'[Scenariokey] = "Budget")
Actual Amount:=Calculate([SumOfAmount],'DimScenario'[Scenariokey] = "Actual")
You can use the new calculations for example in a difference calculations
I have imported a bunch of data using PowerQuery into a single table and am building dashboard reporting. I have been using Pivot Tables to build my reports, which has worked fine so far.
However, I've come to a point though where I want to simply show the count of multiple columns (calculated fields). So I have column A,B,C,D, and want to show the count each of each. But, I don't want them to be subsets (or children) of one another, and I don't want to build a bunch of Pivot Tables (file is already getting pretty big, and I want them row by row for easy viewing). Any suggestions?
Also, I am using the "Columns" field already to show the counts by certain weeks (week one, week two, etc.).
Thanks,
-A
Thanks for the follow-up. Within PowerPivot, I have four calculated fields/columns that are True/False for each column. I want to know how many times each of those columns were marked "True" (I can rename the "True" field to distinguish between which field it's referencing). But I don't want four pivot tables. Right now I can only think of making four pivot tables, filtering out the false for each one, then hiding the rows so the "True" values stack on top of one another. If I put all the four fields together in the same Pivot, the three below the first become subsets. I don't want subsets, just occurrence counts.
Does this help provide clarification?
If I understand you correctly, here's an example that shows what you're trying to achieve:
The table on the left has the TRUE/FALSE entries and the PivotTable on the right just shows the number of true items in each of those columns.
The format of the DAX measure to produce these count totals is:
[Count of A]=CALCULATE(COUNTROWS(PetFacts),PetFacts[A]=TRUE)
(Apologies to any parrot owners who may get upset that I have inadvertently re-classified their pets as cold-blooded!)
I am working on a PowerPivot report that has the following tables/relationships:
FactTable:
SponsorId
OfficeId
Type
Color
Quantity
DimSponsor:
SponsorId
SponsorName
ProjectName
DimOffice:
OfficeId
Region
Country
Manager
NumberEmployees
Relationships exist FactTable to each of the two dimension tables.
I wish to create a calculated measure that is the SUM(Quantity)/SUM(NumberEmployees) which represents the average number of items processed by number of employees.
I believe I am having the problem listed here at PowerPivotPro FAQ
When I create a pivot table that has an X-Axis of [Region] with [NumberEmployees] as the only value it always displays the sum of ALL [NumberEmployees] regardless of any slicer selection (in this case, I created a horizontal slicer of [SponsorName]).
I am new to DAX and have struggled to find a formula to meet my needs. Is there any solution to this problem?
I found working examples of what I needed to accomplish on Marc Russo's blob. It is a matter of creating a custom measure that filters the Office table by the already filtered rows of FactTable.
As some of the comments on the page mention, it isn't as easy as drag-n-drop but it works.