I have a table called "purchase" with the following data:
year month time day_week name provider service purchase revenue
I am using this data to make a pivot table. Then I have another table called "active":
name provider service description month year number_active
I used this data to create a separate pivot table.
Now I need a third pivot table with something like:
number_active/revenue
and slice it vertically to by year. The problem is that I cannot create a relationship between the table because in Purchase I have the services by day and hour and in Active I have the services by month. I think I need to create another table that is a view of Purchase grouped by month.
I tried the following :
home -> From Database -> From analysis services or PowerPivot
But i have a error:
I'm not sure where to go from here.
How can I make this view grouped by month?
I don't think you need to create a new view of summarized data as a source. You just need to be able to summarize by date, and you can do this by adding a date dimension.
You can download one for free from the Windows Azure marketplace.
Once you have your date table, add a calculated column to the Active table in your Power Pivot model called Date that is =[Month]&"/01/"&[year]. Then change the data type to date.
Then do the same thing to your Purchase table. Next, create relationships from Active[Date] to Date[DateKey] and from Purchase[Date] to Date[DateKey].
You could make all of this go down to the time level and related it there instead (Power Pivot will assume midnight if you don't specify a time in your date column). But I'm simplifying since that is not needed for this one scenario.
Next make your two base calculated measures
Number Active:=Sum(Active[number_active])
Total Revenue:=Sum(Purchase[revenue])
I'm not sure what your number active means, so I'm assuming it is just a sum. You can adjust this calc if this is not the case.
Then make your final calculation: Revenue Per Active User:= [Number Active]/[Total Revenue]
Then you should be able to pull month and year into a pivot table along with this new calculated measure and your original measures (number active and revenue).
Related
I have a pivot table that summarized data from multiple lines of hours on different accounts an employee has planned to work.
I want to have a calculated field that shows the difference between the hours the employee has planned to work and the number of hours authorized for an employee to work for the year.
The number of hours authorized is different for certain employees.
I am currently using a helper field in my pivot table and xlookup to another employee authorized hours table to add the authorized hours on each of the lines in the source data.
I can get the table to display the correct authorized hours using the "max of" but I don't know how to calculate the difference by either modifying the table, or using calculated fields.
Any ideas appreciated.
I need some help with an Excel Project that's giving me headaches. I succeeded to achieve everything I wanted but the result is too heavy for Excel and it crashes all the time. I'm over-using the INDEX and MATCH functions on large tables (50 000+ lines) and Excel doesn't like it. I'm looking for a way to do the same thing in a lighter way for Excel.
Here's what I achieved : I created a report that helps me analyzing my employees's performance VS their billing targets. To create such a report, I used a Pivot Table.
That Pivot Table needs this information as its source :
Each sales that every employee made (amount in $ and date)
The hourly rate of each employee (which changes for every period, see TABLE1 below)
The billing target for each employees (which changes for every period, see TABLE1 below)
Here's my setup. I have 3 tables :
TABLE1 (See attached image) - A table where I manually input data for each of my employees (hourly rate and billing target). Their billing target and hourly rate change every period. So, each period has a different line and I indicate the first day of the period and the last day of the period.
TABLE2 (See attached image) - Table that contains sales data exported from another software I use. Each line represents an amount sold by an employee to a customer on a specific date. This table is pretty heavy and contains more than 50 000 lines. Moreover, the last 2 columns of this table use Index and Match functions to get the right hourly rate and the right billing target from TABLE1. That means that each of those 50 000 lines uses the INDEX and MATCH functions twice… This part is too heavy for Excel and I need a workaround.
Moreover, TABLE2 is getting refreshed every few days with new data coming from my other software (an ERP). So the solution I need to find must take that into account and must be permanent (I try to avoid steps that will have to be done everytime I refresh TABLE2 with new data).
TABLE3 - A Pivot Table that uses TABLE2 as its data source. I use the slicer to select the name of an employee and a timeline to specify which months I want to display. Then the Pivot Table shows my employee's statistics grouped by months. The main statistic is the amount of "billed hours" for each employee, which is in reality the amount of sales made by that employee, divided by their hourly rate on a specific date.
My thoughts :
It is absurd that TABLE2 uses that many INDEX and MATCH functions. For example, if Employee1 made 500 sales between 2020-07-01 and 2020-07-31 (the same month, thus the same period, thus the same hourly rate and billing target), there will be 500 different lines that will use INDEX and MATCH to get the same hourly rate and billing target from TABLE1. That leads to a lot of duplicated calculation and a lot of duplicated data.
Would it be possible for a Pivot Table Calculated Field to use INDEX and MATCH in its formula? And would it be lighter for Excel to do so?
Another way would be to add, at the bottom of TABLE2, 12 lines per year (1 for each month) for every employee where I would write their hourly rate and the billing target. That way, the Pivot Table would be able to display an hourly rate and a billing target for each month, for each employee. That solution would work and would be lighter for Excel, but it would create a high risk of making mistakes while manually inputting the data.
I'm open to all suggestions including VBA!
Thank you very much for your precious time!
EDIT : FORMULA
As requested, here's my INDEX AND MATCH formula that is in TABLE2 and gets the hourly rate from TABLE1 :
=INDEX(TAB_Employee_Data[[#All];[Hourly_Rate]];MATCH([#[Date (Cell)]]; IF(TAB_Employee_Data[[#All];[Name]]=[#[Employee(Cell)]];TAB_Employee_Data[[#All];[First day of the period]]);1))
TAB_Employee_Data is the tab that contains "TABLE1".
I translated the names of the fields since all my work is in French.
This formula does the following : it searches the name of an employee in TABLE1 and finds the period which fits the date of a line in TABLE2.
Also, to work properly, I need to sort the lines of TABLE1 in chronological order.
TABLE 1 :
TABLE 2:
I've been strugling with this and searching for an answer for about a week so far..
I got a list of projects with a person responsible, utilization for each project, start and end date. Looks like that:
What I would like to achieve is to get an utilization sum for every single date between project start (in fact min date) and project end (max date), like that:
In pivot table of course.
I tried to work with self-build dynamic calendar but I don't have a clue how to DAX it for every single date...
Please help!
you need to create a table with every single date and then bring that table into the data model. Then use those dates as the column headers. Make sure your dates are in the same format as your table with information. Are you using power pivot in Excel or PowerBI? The steps are similar but easier in PowerBI.
I have a pivot table with imported data from a raw data list, which is also filterable between 4 different months. I want to show, in the same pivot table, the averages of last month, the current month, and the average of all four, but every time I change one column, the others change as well. How do I get them to be accurate and act independently? Would offset be the best option. I know this question is rather confusing, but I'm not sure how to even ask the question. Thanks for your time.
You can create fórmula the last month based on you Date field.
First you need to create a formula on your data source and named
"last month":
=IF(AND(A2>=EDATE(DATE(YEAR(TODAY()), MONTH(TODAY()),1),-1), A2<=EDATE(DATE(YEAR(TODAY()), MONTH(TODAY()),DAY(TODAY())),-1)),D2,0)
"the current month":
=IF(AND(A2>=DATE(YEAR(TODAY()), MONTH(TODAY()),1), A2<=DATE(YEAR(TODAY()), MONTH(TODAY()),DAY(TODAY()))),D2,0)
"the average of all four":
=IF(AND(A2>=EDATE(DATE(YEAR(TODAY()), MONTH(TODAY()),1),-4), A2<=DATE(YEAR(TODAY()), MONTH(TODAY()),DAY(TODAY()))),D2,0)
After you create the fórmula you can able to add it to your pivot table as Sum, Average etc...
Example:
Currently i had a project using Microsoft SQL Server Analysis Service. I found a problem regarding filtering data with excel timeline.
Here is my date dimension screenshot:
<img src="https://i.stack.imgur.com/NUr2x.png"/><img src="https://i.stack.imgur.com/5OSgA.png" />
I had a cube with 2 measures, Sales Quantity (measures) and Sales Quantity Last Year (calculation). Here is MDX expression for Sales Quantity Last Year calculation:
( ParallelPeriod([Date].[YM].[Calendar Year],1,[Date].[YM].CurrentMember),[Measures].[Sales Quantity In 1000] )
After deploying the project to my local server, the data can be shown perfectly using excel 2013:
Pic: Data in Excel without filter
The problem start when i want to filter the data using excel timeline. When i filter only '2016', my calculation measure is no longer working. You can see the data in 'Sales Quantity in 1000 LY' column is blank. It looks like that i cant see the data outside current filter (2016). Pic: Filtered using timeline filter
But when i use slicer, the data can be shown normally Pic:Filtered using Slicer
Did i make a mistake in building date dimension? Or i need to fix the MDX calculation query? Because when i test this case in Microsoft AdventureWorksDW2014 with the same date hierarchy and the same calculation, all is going well.
Your parallel period calculation looks correct assuming [Date].[YM] is your date hierarchy. I am guessing that your date dimension is off somehow.
Make sure that:
it has a hierarchy created, and the hierarchy is what you are referencing in the parallel period calculation. Here is an example, you could have more or less attributes in the hierarchy obviously.
Your attribute relationships are defined correctly.
Key columns on the attributes in the hierarchy are correct. In the example above, you would just make year the key for the year column, but then for quarter it would be a collection of the year and quarter column. For period, key columns would be year, quarter, period. For week, key columns would be year, quarter, period, week. Date would just use the date column since date is the key.
4.Make sure that the date key attribute is using a date field for it's value column, as a time slicer needs this.
define time intelligence on your date dimension. Right click on the date dimension on the solution explorer and choose add business intelligence, then on choose enhancement screen pick define dimension intelligence. Then set the attribute type for each dimension attribute. Here is how it would be for our example.
Hopefully one of these does it for you.