Excel Pivot Table Count of Sub-Rows - excel

I have a Pivot Table structure as follows:
ROWS:
+-State
+---Customer
+-----Brand
Columns:
+-Cost
I would like to have another column that contains the number of Customers in each state. The issue being that my data contains every order that the customers had placed, so when I try to get the count of Customers it is returning every instance of said customer in the column. Another issue is that my data is 40,000 rows, so I want to try and avoid having to edit the raw data.
I can easily do this with brute force, but I was wondering if there is anyway to do this with standard pivot tables and no add-ons. The pivot table already does a nice job of consolidating the unique values for customers, now I just need a count of those unique values.

Related

Excel XP for inventory management Simple in theory but can't achieve it

I need to create a simple and easy to use inventory management sheet or database.
It may be better to use access as I see it, but people is more familiar using excel.
Imagine a warehouse where we store goods. Goods are often delivered so I have to reduce the stock cound for a particular item. Then if the warehouse is short in some goods, more of these are bought.
The thing is I need to store a history of delivers we make but also store per item the actual count.
I thought having a column for initial items count, then add ins and subtract outs.
I tried using db functions, dynamic tables etc, but the problem is that when I add new registries for new item outs and ins, the dynamic table wont resize it's source and the same for range for functions.
What would be the best way to achieve what I want?
The thing is that we do everything manually, counting, summing and subtracting each time we have ins and outs.
I didn't want to make something overcomplicated to use, but rather save time by automatinc the ins and outs calculations and making it easier to search for particular registries.
You can do this with an Excel Table and a pivot table (or some formulas). The columns should include date, item code, transaction type (coming in or going out), number of units. You can add columns with more information.
Next, enter a starting stock for each item code. Then enter new lines for each transaction. If you have bought new stock, put a positive number into Units. If you have sold or delivered stock, put a negative number.
Then you can build a pivot table that calculates the totals per item code (or use formulas). You can build other pivot tables to calculate values per month or using other data you may want to include in the data entry table.
An Excel Table will automatically adjust formulas and formatting to new rows. If you base the pivot table on the Excel Table, you only need to refresh the pivot table after you have entered new data. If you prefer formulas, you can use Sumifs(), but you need to keep the list of items for the stock totals list up to date manually.

How to use the unique items from in a column from several tables as the row criteria of a pivot table in excel data model using Dax?

I have 3 different tables with the customer name and there are duplicates as well as unique customers in the 3 tables and I need to get the unique for all 3 to be used as the rows criteria in the pivot table.
I've been finding a way to do so but I cannot seem to figure it out.
The measure I tried is: Customers:=DISTINCT(UNION(VALUES('Test1 - Invoice'[CustomerID]),VALUES('Test2 - Invoice'[CustomerID]),VALUES('Test3 - Invoice'[CustomerID])))
But I get the error below:
Semantic Error: Too many arguments were passed to the VALUES function.
The maximum argument count for the function is 1.
I am quite new to DAX and have no idea how to do it. I believe it is because measures are only for values if i'm not mistaken
I read that to place on other fields of the pivot table, it has to be a calculated column although I do not see how it can be a calculated column as well.
One approach is to create a separate table to store the Customer Name dimension - then create relationships between that Customer dimension table and your 3 fact tables. This would be most effective at the Power Query stage, but can be done using DAX.
An alternative is to merge your 3 fact tables - again, this would be best done with Power Query, but is possible with DAX.

How to invert a merge query in power query

I have a single column table of customer account numbers and a main table containing 400,000 records pulling from an access database. I want to remove all records from the table where the customer account number can be found in the single column table.
The merge query capability in power query allows me to return only the records where there is a match on the customer list (in addition to a variety of other variations on this theme) but I would like to know whether there is a way to invert this so that I return all records where the customer number does not appear in this list.
I have achieved this already by using the List.Contains function and adding a custom column to identify the rows to exclude and then filtering them out, but I think this is severely impacting the performance of my workbook. Refreshing the table that initially has 400,000 rows prior to this series of transformations takes a very long time, and all queries that depend on this table then also take a long time to refresh.
Thank you
If you do a Left Anti Join of your table with a single column, this will give you your table filtered to only have the rows which do not match to the single column.

Avoid DISTINCTCOUNT in PowerPivot

Due to performance issues I need to remove a few distinct counts on my DAX. However, I have a particular scenario and I can't figure out how to do it.
As example, let's say one or more restaurants can be hired at one or more feasts and prepare one or more menus (see data below).
I want a PowerPivot table that shows in how many feasts each restaurant was present (see table below). I achieved this by using distinctcount.
Why not precalculating this on Power Query? The real data I have is a bit more complex (more ID columns) and in order to be able to pivot the data I would have to calculate thousands of possible combinations.
I tried adding to my model a Feast dimensional table (on the example this would only be 1 column of 2 rows). I was hoping to use that relationship to be able to make a straight count, but I haven't been able to come up with the right DAX to do so.
You could use COUNTROWS() combined with VALUES().
Specifically, COUNTROWS() will give you the count of rows in a table. That means COUNTROWS is expecting a table is input. Here's the magic part: VALUES() will return a table as results, and the table it returns are the distinct values in the table/column that you provide as the argument for VALUES().
I'm not sure if I'm explaining it well, so for the sample data you provided, the measure would look like this (assuming the table is named Table1):
Unique Feasts:=COUNTROWS(VALUES('Table1'[Feast Id]))
You can then create a pivot table from Powerpivot, and drag Restaurant Id into Rows, and drag the measure above into Values. Same result as DISTINCTCOUNT, but with less performance overhead (I think).

Summing transactions using DAX functions in Excel PowerPivot

I have a table in my PowerPivot data model called Orders which stores all our order records, each row is a unique order record and their are no duplicates.
I have a second table in my data model called Transactions - this table does not have any unique columns however it does have a column called 'OrderID' which is related to the orders stored in the 'Orders' table. A single OrderID may have multiple transactions against it.
I want to add a calculated column to the Orders table which sums the value of all the transactions in 'Transactions' which have a 'OrderID' equal to the 'OrderID' in 'Orders'
Before I was using PowerPivot this was simple, I used a SUMIFS function, this however is not available in PowerPivot, and building a relationship between the two tables does not work because their are multiple transactions for each Order.
Can anyone recommend I can achieve the same SUMIFS result in PowerPivot using a DAX syntax?
Thanks.
I'm updating this to say that I was being a complete muppet. The reason that my relationships weren't working was because my column headers had somehow been duplicated and was appearing a record elsewhere in the table.
As soon as I removed this and created a relationship between the tables as above and the PivotTables worked absolutely fine.
Apologies for wasting anyones time.

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