I have a pivot table in Excel, and I'm trying to do some calculations on the results. This is all fine and good, but I'm running into a problem due to the grouping of a pivot table.
I have a dataset indicating transaction history for a particular client/patient at a vet clinic. These are reflected by clientID and patient name in my pivot table. I've used a pivot table to group by client then patient to see when the first purchase was made and how many total purchases there have been. I want to then do a calculation on that for each patient.
My problem is here. Excel has all the data for each client grouped in what I'll call "tier 1 results". The only data I want to do the calculation on are the "tier 2 results". These are row 7 and then rows 8-9 in the screenshot below.
In effect, I wan to include something in the equation in column F to ignore any bold text, but Excel doesn't appear to be able to do this. VBA is an obvious solution for me, but I'm creating steps for salespeople to use to analyze the data while they're out in the field. We need to keep things as simple as possible. Copying and pasting an in-cell equation is one thing, but using VBA is way over their heads.
Any thoughts on how to ignore the tier 1 results?
Your pivot table uses compact form layout, where all the groupings appear in one column. You can change that to tabular form to have each group level in its own column. The screenshot shows the difference:
Click a cell in the pivot table and then Pivot table Design ribbon > Report Layout dropdown > Tabular form. There are other settings to get rid of subtotal rows, etc.
Now you can build formulas that take into account only the level that you require. (It is also possible to repeat the pivot group labels for each group level where there are blanks.)
Related
I work with Excel PivotTable connected to an SSAS Tabular Model.
I am using two dimension tables, Calendar and Link Number, attached to one Fact table, Sales, that has a simple, distinct count of sales orders as a measure.
In Calendar table, I have built a simple year/quarter/month hierarchy.
In Excel, I put the Calendar hierarchy on Rows, then Link Number column under it, with Sales Order Count in Values area.
I want to be able to collapse everything, including the link number field, up to the year.
Here is what I have at the moment:
Pivot table completely collapsed
Rows and Values layout
When I put each calendar component on rows, then put Link Number under it, the table collapses as expected:
The result I am looking for
Rows and Values layout using calendar components
I want to see the Results I am looking for image using the Rows and Values layout image.
Is this possible?
Using Excel 2013, I need a pivot table which:
Counts unique values in a field ('Distinct Count')
Groups the data by Year and Quarter
If I create the pivot table by checking "Add this data to the Data Model" then the "Distinct Count" option is available as expected. However, I cannot group my date columns (both Group and Ungroup are grayed out), making the report unusable.
OTOH if I don't check "Add this data to the Data Model" when I create the pivot table, Grouping dates works fine but I lose the "Distinct Count" option as expected. Exact same data with date column formatted as short date.
Can someone verify and/or enlighten me about the reason?
Correct: the grouping feature is not available in Pivots based on the Data Model, and the Distinct Count feature is not available on 'traditional' pivots. But you can either use formulas on your source data to add the groups there, and pivot that field, or use DAX formulas to create groups within the Data Model.
Gold star for whoever solves this! :)
I have a pivot table that has data from various attributes attached to unique ID numbers from an OLAP cube report. When I select ID# as a pivot field and all the corresponding attributes ie: Name,age,etc I end up getting about 10k ID's with 10k corresponding attribute values. I have a list of 3k ID#'s which I want to filter my report by. What is the best way to do this?
Simple example: Pivot table displays ID# 1,2,3,4,5 and corresponding attributes such as name,age,etc
I want to filter ID#'s from a column of values I have in another worksheet for example the column in other worksheet would have ID#'s 1,2,3 (Which in theory would omit values 4 and 5 from pivot)
(Keep in mind I am dealing with thousands of rows this example is made simple just for explanation)
I thought a VBA slicer combo might work, but I have no clue how to set up a slicer so when it is created it has only values selected from a column of values.
In my example VBA slicer will have ID#'s 1,2,3 selected upon creation or an easy way to select multiple ID#s from a list or something as I can't feasibly click through 3k values
Possible Solutions I Brainstormed
I was also thinking maybe just a VLOOKUP or something that will pull ID#'s against the column and also bring all corresponding attributes? The thing is I like the cube report being dynamic and updating with the slicer.
I then also thought to create a slicer based off of another pivot table which is composed simply of a header of ID#'s and lists ID# 1,2,3 I created in another worksheet and try and use that simple slicer against the OLAP cube, but the issue is the slicers have different connections and they can't overlap. :(
Any and all help is much appreciated!!! :)
I'm sure this is simple, but how do I get a pivot table to display an average for a calculated sum of fields? In the simplified example, I've filtered out fund x1, and the pivot table is showing the sums of the remaining funds per person. Now how do I get an average by person (so, manually calculated, 3300/3)?
I tried using a calculated field, but cannot figure out how it will work because the denominator will change based on how many people will have the funds I'm filtering on. If I use the averaging inside the calculated field it goes back to averaging the funds.
I tried putting the calculation outside the pivot table, and this works, but of course as I filter, my calculated field is no longer adjacent to the pivot table data, instead just floating off on the worksheet by itself.
TIA.
Per request here is the field list - if I try adding an "average of amount" to the value box it averages the fund amounts, instead of the fund amount per person. :
Here is a working solution:
Firstly you should install or enable Power Pivot. Quoting Microsoft:
Power Pivot is an Excel add-in you can use to perform powerful data
analysis and create sophisticated data models.
https://support.office.com/en-us/article/Power-Pivot-Powerful-data-analysis-and-data-modeling-in-Excel-a9c2c6e2-cc49-4976-a7d7-40896795d045?ui=en-US&rs=en-US&ad=US
In newer Excel versions Power Pivot is already installed and you can enable it by going to:
File > Options > Advanced > Data > Enable Data Analysis add-ins: Power Pivot, Power View, and Power Map
Alright, so you have Power Pivot now and you can see Power Pivot tab. Please follow the steps below:
Select your data and click add to “data model” icon on Power Pivot tab.
In Power Pivot window add column which will count distinct number of
persons in the data. =DISTINCTCOUNT([person]) name it for example
“DistPersNo”. This is crucial step – Power Pivot enables you to
count unique values in selected column.
Add another column with formula =[amount]/[DistPersNo] name it
“PersonAverages”.
In Power Pivot window click PivotTable and add new pivot table to
your worksheet.
In Pivot Table add 'persons' to rows and 'amount' to values. Now, if you add 'PersonAverages' to values (sum of it) and filter out fund 'x1' you will achieve desired result i.e. value of 1100.
Hope that helps.
I would add a helper column in column D to count unique customers.
Sort your data by person
In column D2 put =IF(A2=A1, 1, 0) and call the column UniqueCust
Copy formula down your dataset for all rows
Add the column to your pivot
Create a formula in your pivot table called Avg per Cust =Value/UniqueCust
This will flag each row in your data with a 1 if it is the first time a name appears in the column or zero otherwise. The pivot table calculation will sum up the total value and divide by the total unique customers.
I'm assuming that you want the value to come in any pivot table and not in a cell calculated outside the pivot table as a formula.
As a workaround you can use another pivot table, which takes the input as the original pivot table to find the average.
pivot tables
The second pivot table has data source as- E3:F5 or till whatever row you require.
You'll have to refresh all so that the second pivot table reflects any changes in the filter of first pivot table.
I've hidden (or you can filter it out) the grand total in the first pivot table so that the average gives the average of the sum of the amounts.
Since you didn't mention how you are using the data, I will give a couple of options that could work.
If you are the only user of the data or if someone else using the data is pivot table savvy you can use the following field list setups to switch data usage:
Sort by Fund (Note the Fund and Person in the Row labels section)
and Sort by Person (Note the reversed position of Fund and Person in the Row labels section)
To simplify the data, you can always minimize the main fields.
If you are distributing the pivot table to other people who aren't able or willing to modify the pivot table data, I would recommend setting up two separate pivot tables (using the same data source) with the same setups that I showed above.
Click the pivot table to bring up the field list.
In the Values section where it says "Sum of Amount" click the drop down.
Click "Value Field Settings" and choose average from the list in the pop-up.
I'm having a little bit of trouble grouping dates in excel. I have created a pivot table that groups a bunch of dates between 3 months together. However, I want to take advantage of the refresh ability of pivot tables--the idea in which when you refresh your pivot table, it will update to whatever you added or took away from the source of data your pivot table is based on.
However, when I grouped the dates between three months together, I noticed if I don't add a date that exactly corresponds to the dates within the grouping, the picot table does not add that entry into the pivot table. For example, if my grouping had the following dates (between May and July) in it:
5/21/2013, 7/18/2013, 6/8/2013
And in my source data spreadsheet had the following date added to it:
5/2/2013
5/2/2013 would not be added to that specific grouping in the pivot table because it is not exactly like the other dates as stated above. I want it so that I can group all dates from 5/1/2013 to 7/31/2013 inclusively as opposed to the dates in the original grouping. Would anyone have an idea on how to do so? Thanks!
http://www.datawright.com.au/excel_resources/expanding_pivot_tables.htm
im curious as to how you are currently grouping them without adding new ones, there may be a way to work with what you already have especially if you are willing to incorporate some VBA
Provided your source 'dates' are not text Excel should be able to cope.
I fear (hope?) we were at cross-purposes about which "Group" to use. I meant the one that pops up (as on the left below) when right-clicking one of the Qtr headings in the PivotTable.
If you have access to add additional formulas in the data you could just calculate "quarter" in an additional column (reference here)
How can I obtain the year quarter from a date?
I tend to always make my groups in the rows of data like this, rather than attempt it using pivot groups. For example, you might also extract "year" with = year(A1) in the rows - so you can easily add it as a pivot row item later for grouping. If your data source is properly formatted as an excel 2007 "table" these kind of formulas will fill themselves downward when you paste new data.