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:
Related
I'm working on achieving the following data transformation/wrangling within Power Query but can't seem to get there on my own. i have read a lof of different questions and answers on the forum but it seems just a bit beyond my grasp.
I have a table which has the ticker of a specific currency in the first column.
There is a second column with the date and time when a certain event, related to that specific currency, happens. This second column is basically the different 5-minute intervals which exist on any given day.
Finally there is a third column which describes the magnitude of the event.
The table therefore looks like this
What I would like to do in power Query is transpose the uniques name of the currencies as the first row of a new table. The first column of this table would be the largest time interval for any given currency. In this case, as you can see in the data I am attaching, the largest timeseries would be that of the currency ETH. Using the longest calendar as our first column I would then like to place the values described in item 3 above as rows in the new table.
The new layout would look like this
My steps to transform the raw data in the first table are detailed in this image. Basically just expanding a JSON file and getting all the data I need into that first format which I described previously.
What I then do is:
Pivot using the first column
Transpose
That gives me a whole bunch of new columns. Way more than I want. Any idea what I can do differently?
In powerquery,
click select pair column
Transform .. pivot column .. values column: basis advanced options: do not aggregate
code:
#"Pivoted Column6" = Table.Pivot(YourPriorStepName, List.Distinct(Source[pair]), "pair", "basis", List.Sum)
output:
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
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?
I have two tables: one of customers ("Donor"), and one of transactions ("Trans"). In Donor, I want a "Total" column that sums all the transactions by a particular Donor ID, which I would calculate in a standard Excel table thus:
=SUMIF(Trans[Donor ID],[#ID],Trans[Amt])
Simple! How do I do the same thing with a DAX formula? I thought
=CALCULATE(SUM(Trans[Amt]),Trans[Donor ID]=[ID])
would do it, but I get the error
Column "ID" cannot be found or may not be used in this expression.
Strangely, when I use
=CALCULATE(SUM(Trans[Amt]),Trans[Donor ID]=3893)
I do get the total for ID 3893.
Eschewing CALCULATE, I did find that this works:
=SUMX(FILTER(Trans, Trans[Donor ID]=[ID]),[Amt])
...but it only allows the one filter, and I'll need to be able to add more filters, but:
=SUMX(CALCULATETABLE(Trans, Trans[Donor ID]=[ID]),[Amt])
...(which I understand is like FILTER but allows for multiples) does not work.
Can you identify what I'm doing wrong?
After putting together a quick model that looks like this:
I've confirmed that this DAX forumla works as a Calculated Column in the Donor table:
=CALCULATE(SUM(Trans[Amt]), FILTER(Trans, Trans[Donor] = Donor[DonorKey]))
The key here is to make sure that the relationship between the two tables is correctly configured, and then make sure to use the combination of CALCULATE() and FILTER() -- filtering the trans table based on the current donor context.