This solution is only available for versions of Excel that are 2013 or later for Windows. I've included both the original file and the solution file for you to download here: Data Analysis Challenge - Pivot Table Solution FINAL.xlsx (118.4 KB). If you'd like to learn more about using Pivot Tables, I have a separate blog post you can check out here: Introduction to Pivot Tables and Dashboards. Hit OK when the Format as Table window appears. In my pivot table, I have four Row Labels with one value. Therefore, the total count of the distinct days is 730, and the total sales with no filter are then divided by this value. For example, in cell E2, the criteria ranges are $C$2:C2 and $B$2:B2 and in cell E3 these ranges expand to $C$2:C3 and $B$2:B3. Using the standard Grand Total row total, will add up the number of instances a record shows up in the data set so Company 2 in the table below would be 9 as there are nine subsidiary accounts for this Company. No Unique Count in Pivot Table. You may not see the distinct count (and the data model) when opened in an older version that doesn’t support it. Your subtotals and grand total will return the result of your measure for the context implied by the subtotal or grand total rows. As Greg mentioned already, the DISTINCT in your measure means that the grand total would not equal the sum of the subtotals, as some Identifiers will be counted in multiple subtotals, but only once in the grand total. If you want to use this type of calculated formula and have a sum shown in the grand total, the best way is to create the formula in the source data table and then pull it into your pivot table as a separate column which will show the correct grand total. Learn 10 great Excel techniques that will wow your boss and make your co-workers say, "how did you do that??" Total count is >500 but I want to show the distinct count in the pivot, which is closer to 90. Start by turning your data into an Excel Table. We will take a look at those in future posts, but I wanted to start with these two because they were more universal in terms of Excel version access. Right-click on any cell in the ‘Count of Sales Rep’ column. What if there are more than one if condition? While these may seem like the same thing, it’s not. If the value is less than 1, it indicates that the name occurs in two or more than two regions. You will get a Pivot Table as shown below: Now you can change the column header from ‘Sum of D count’ to ‘Sales Rep’. Let’s say that you add a helper column to get the count of a distinct sales rep in each region. The formula also checks whether the name is repeated in the same region or not. The advantage to Solution #1 is that it can be done in any version of Excel. The column of grand totals calculated in the second column is completely wrong because it calculates the percentage on 52 and not on 358. Can you help? Grand Total On Pivot Chart.xlsx (90.1 KB) Grand Totals in Charts. Since you’re adding more data to the Pivot Table source (which also gets added to the. If you were to add the Product Name to the rows area above Sales Stage, then you would see the number of deals in each stage for each product. The above steps would insert a new sheet which has the Pivot Table. With a basic understanding and a little drag and drop, you can get a bucket-load of work done in a few seconds. I started a pivot table for our budget and on the left side I have the account names and about 4 columns of applicable account codes to which I turn on and off when needed. To get distinct count in the pivot table, These instructions work only in Excel 2016, Office 365 and Excel 2013. My Excel (365) doesn’t have “Distinct Count” in the menu of Value Field Setting. But we want to see just the distinct count (ie if there is a duplicate product in a day, we want to count it just once). In this post, we're going to take a look at two different ways to do a distinct count using pivot tables. Applies To: Microsoft ® Excel ® 2013 and 2016. Click on Value Field Settings. Bottom Line: Learn two ways to solve the data analysis challenge, calculating distinct count, with pivot tables. This means that it keeps expanding as you go down the column. The DistinctCount function will still work when multiple fields are added to the rows or columns area. If you create Count, CountA and Sum totals in the source data, only the Sum totals show errors. Since we only want to get the distinct names, the IF function is used which returns 1 when a name appears for a region the first time and returns 0 when it appears again. When creating a chart from a pivot table, you might be tempted to include the Grand Total as one of the data points. With the above dataset, let’s say that you want to find the answer to the following questions: While Pivot Tables can instantly summarize the data with a few clicks, to get the count of distinct values, you will need to take a few more steps. There were lots of other great solutions to the challenge that were submitted. Removing Totals and Subtotals. In this tutorial, I will show you how to count distinct values as well as Unique Values in an Excel Pivot table. Another very annoying Excel pivot table problem is that all of a sudden Excel pivot table sum value not working. One example could be when you have the below data set and you want to find out how many sales rep are unique to each region. with respective questions? Learn over 270 Excel keyboard & mouse shortcuts for Windows & Mac. We would like to know the daily average order amount. Right-click on the table format you want and select Apply and Clear Formatting. So, the result is really a count of the orders, not a count of the unique stores. Use the COUNTIF function, with the range being the Deal ID column, and the criteria being the cell in the Deal ID column that corresponds with the row you are in. 1. Counting Unique Values in a Pivot Table. I have an excel pivot table which looks like. My Excel is new version of Office 365. And one such thing is to count distinct values in a Pivot Table. Very good write. Pivot tables are an easy way to quickly count values in a data set. In the Create Pivot Table dialog box, make sure that the Table/Range is correct and New Worksheet in Selected. I have a set of data where in we have requested for a feedback on each dept. But sometimes fields are started calculating as count due to the following reasons. Whenever the fields are added in the value area of the pivot table, they are calculated as a sum. So we have to find a way to create a distinct count (counting unique rows) for each deal so that we can sum them up. 1. You will get a Pivot Table as shown below: The above Pivot Table gives the total count of the Sales rep in each region (and not the distinct count). Both of these solutions are great because they can be refreshed when new data is added to the source table. What if there were products that were in the tender that were different. Thanks! After logging in you can close it and return to this page. Some things you know when you add your data to the Data Model: If you want to count unique values, you don’t have any inbuilt functionality in the Pivot Table and will have to rely on helper columns only. Excel Pivot Tables are amazing (I know I mention this every time I write about Pivot Tables, but it’s true). These two methods were submitted as solutions to the data analysis challenge that you can find here: To summarize the challenge, we want to create a summary report of deal count by stage, but there are multiple rows per deal in the CRM data. Therefore, I can’t create the Povit Table as you did here in the video. Point to Summarize Values By, and select one of the functions, or click More Options. I can NOT get this to work. Recommended Articles. In this situation, Shoes is one field, and Shirts is a second field. Below is an example where there is a dataset of names and I have listed unique and distinct names separately. Click on Pivot Table (or use the keyboard shortcut – ALT + N + V). Subscribe above to stay updated. In the example shown, the pivot table displays how many unique colors are sold in each state. Pivot Table Average of Averages in Grand Total Row, Data Analysis Challenge - Pivot Table Solution FINAL.xlsx, Introduction to Pivot Tables and Dashboards, How to Add Grand Totals to Pivot Charts in Excel, How to Apply Conditional Formatting to Pivot Tables, Macro Buttons to Add Fields to Pivot Tables. In the Value Field Settings dialog, click Summarize Values By tab, and then scroll to click Distinct Count option, see screenshot: 5. I notice that every Deal has a common outcome for all products. When you add your data to a Data Model and. As a workaround, you can add a column to the pivot table source data, and use a formula to calculate one or zero in each row. Great question! So if a name appears three times, it’s still counted as one distinct name. Pivot tables also have a Count Numbers function, which is like the worksheet COUNT function. how do I go about pivoting the data such unique values are obtained against each dept. Correct Grand Total in Pivot Using Calculated Field. To fix this, we want to right-click on the Sum of Deal ID column header and select Value Field Settings. An instance is in United States that has just Judy Creations, M and B, and Sam Furnitures as clients. If you do it by Product type and by region, what do you do in Power Pivot? The Distinct Count function goes through the Deal ID column and gives us a count of the unique values, so our summary report will look just like it did for Solution #1. Similarly, in the pivot table, Count and Count Numbers show totals. If the name is repeated, only the first instance of the name returns the value 1, and all other instances return 0. Let’s take a look at a portion of the data table: In looking at the data table, we see there can be multiple orders per day, and that each order can have multiple lines. Based on what I have seen, most of the times when people say that they want to get the unique count in a Pivot Table, they actually mean distinct count, which is what I am covering in this tutorial. This ensures that the COUNTIFS function counts the first instance of a name as 1, the second instance of the name as 2, and so on. Also, note that the criteria range is $C$2:C2 and $B$2:B2. Here we discuss how to count unique values in an excel pivot table with some examples. Drag the ‘Region’ field in the Rows area and ‘D Count’ field in the Values area. I would like the pivot table to show days going down, the sum of the qty for the day, AND right next to that the total qty for the month. Viewed 5k times 2. Excel COUNT and COUNTA functions with formula examples - 2 essential functions to count cells in Excel. Product A,C,D,E = Win but Product B = Loss, Great video here. Pivot tables have built-in calculations, called Summary Functions. Drag the Region in the Rows area and Sales Rep in the Values area. there is no such “Distinct Count” option my friend, If I have a list of peoples Names in Column A and each week I add a list of people to column B. This means that all the names that repeat and have duplicates are not unique. I have a pivot table of Server names that are duplicated down a list of database /table names. Now, most regular tables have summary rows at the bottom such as a Sum to show the total sales of all products in all states or a Count of all of the entries included within the table. I can get the total for the whole table, I can get mtd, ytd, and the rest. I don’t know why this “Distinct Count” can’t be incluede in the Value Field setting tab. Cause This problem occurs when you use a calculated field (a field that is based on other fields) in a PivotTable, and the calculated field is defined by performing a higher order arithmetic operation, such as exponentiation, multiplication, or division on other fields in the PivotTable. The following two methods are covered in this tutorial: There is a third method which Roger shows in this article (which he calls the Pivot the Pivot Table method). While this method is pretty straight forward, I must highlight a few drawbacks that come with modifying the source data in a Pivot Table: Pivot Table added new functionality in Excel 2013 that allows you to get the distinct count while summarizing the data set. The formula will return the number of rows for each Deal ID number. Add a new column called “UniqueID” This means that they operate in one specific region only and not the others. Excel is my passion and I have been working in it since 2014. This can be achieved by removing the duplicate values/names and keeping all the distinct ones. Use PowerPivot to create the pivot table, and use its functions to create a unique count. Before we get to the techie stuff, let’s just confirm our objective. To get distinct count in the value field option you need to add a data model. This is an easy way to count distinct values in the Pivot Table as you only need to add a helper column to the source data. In the Create Pivot Table dialog box, make sure that the Table/Range is correct (and includes the helper column) and’New Worksheet’ in selected. The distinct count is pretty slick, but I’d like to find a way to get my Grand Total to actually sum all of the subtotals. To do that, just select any cell in the data set, and click on Format as Table on the Home tab. e.g. Note: If you’re using Excel 2013 and higher versions, skip this method and move to the next one (as it uses an inbuilt Pivot Table functionality –. 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