November 27, 2013

Pivot Table Data Workaround. Drag the Region in the Rows area and Sales Rep in the Values area. Awesome! More about me... © 2020 Excel Campus. While you can slice and dice the data any way you want with a Pivot Table, when you use a helper column, you lose a part of that ability. Add a new column called “UniqueID” 1. Your subtotals and grand total will return the result of your measure for the context implied by the subtotal or grand total rows. I've tried inserting a formula =counta(), but it isn't working and 2010 does not have Distinct Count in the field value settings. Fields. 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 –. Now, what if you also want to get the distinct count of sales rep selling printers. Comparing with other measures, grand total of the docket count … Pivot Table Grand Total And Sum/count May 15, 2007. how do I go about pivoting the data such unique values are obtained against each dept. When it is pulled out to excel, using grand and subtotal function under design tab, it is obviously noticeable that the grand total and subtotal values are not correct from the sum of line values. The Grand Total row would still show the total number of unique deals, 14 (after the new data is added). If you do it by Product type and by region, what do you do in Power Pivot? Hit OK when the Format as Table window appears. If you click More Options, a longer list of functions is shown. This solution is only available for versions of Excel that are 2013 or later for Windows. You May Also Like the Following Pivot Table Tutorials: Distinct Count added column formula was just what I needed. How many sales rep sold the printer in 2020? When you build your pivot table this time, you are going to drag Deal ID to the Sum of Values area. In the Value Field Settings dialog box, select ‘Distinct Count’ as the type of calculation (you may have to scroll down the list to find it). The Excel Pro Tips Newsletter is packed with tips & techniques to help you master Excel. Click OK. ©TrumpExcel.com – Free Online Excel Training. While a lot can be done with a few clicks in Pivot Tables, there are some things that would need a few extra steps or a little bit of work around. 3. Active 4 years, 10 months ago. 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. Similarly, in the pivot table, Count and Count Numbers show totals. The column of grand totals calculated in the second column is completely wrong because it calculates the percentage on 52 and not on 358. Here 1606 is not the sum of all the above Stores instead it is taking as DISTINCT COUNT in Grand Total also. 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. To show a unique or distinct count in a pivot table, you must add data to the object model when the pivot table is created. Pivot tables also have a Count Numbers function, which is like the worksheet COUNT function. My data set has values for multiple months. A normal pivot table won't calculate a unique count, either with a calculated fieldor with a Summary. Figure 2: The Grand Totals command on Excel’s Design menu only controls totals for a single field. Arrange the ID column in either ascending or descending order Before we get to the techie stuff, let’s just confirm our objective. If the value is less than 1, it indicates that the name occurs in two or more than two regions. We still want our data formatted as an Excel Table, but we don't need a helper column for this solution. In Microsoft® Excel® 2013 and 2016, a new feature called “Distinct Count” was added which will return an accurate count of unique customers. Click on Value Field Settings. FREE EXCEL TIPS EBOOK - Click here to get your copy, Count Distinct Values in Excel Pivot Table, Add Data to Data Model and Summarize Using Distinct Count, Count Unique Values (not distinct values) in a Pivot Table, How to Filter Data in a Pivot Table in Excel, How to Group Dates in Pivot Tables in Excel, How to Group Numbers in Pivot Table in Excel, How to Apply Conditional Formatting in a Pivot Table in Excel, https://trumpexcel.com/compare-two-columns/. this is great feature highlight to me and helped me 99%. Therefore, I can’t create the Povit Table as you did here in the video. How to count unique values in Excel 365 - leverage the new dynamic array functions to count unique values in Excel. Let’s try this with a traditional PT first. e.g. I'm in 2010. If the name is repeated, only the first instance of the name returns the value 1, and all other instances return 0. In this post, we're going to take a look at two different ways to do a distinct count using pivot tables. Now that we have modified the source data, we can use this to create a Pivot Table and use the helper column to get the distinct count of the sales rep in each region. One of the labels is month in the form of mm/yyyy. In the example shown, a pivot table is used to count the names associated with each color. non Response is COUNT (DISTINCT Stores) - SUM (Response). Problem 3# Excel Pivot Table Sum Value Not Working. For this case, the below formula does the trick: The above formula checks whether a sales rep name occurs in one region only or in more than one region. If you create Count, CountA and Sum totals in the source data, only the Sum totals show errors. This means that it keeps expanding as you go down the column. I have been using an if function to calculate this, steps below; When you build your pivot table this time, you are going to drag Deal ID to the Sum of Values area. Totals in the Source Data. This will open a window where we can choose Distinct Count as a calculation type. Whenever the fields are added in the value area of the pivot table, they are calculated as a sum. 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. Learn 10 great Excel techniques that will wow your boss and make your co-workers say, "how did you do that??" Pivot tables have built-in calculations, called Summary Functions. This blog is updated frequently with Excel and VBA tutorials & tools to help improve your Excel skills and save time with your everyday tasks. In case the name occurs in more than one region, it returns a 0 else it returns a one. 1. 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. Our objective the Sum totals show errors and not the same re trying to achieve to 90 feedback. Is a second field times, it ’ s not of Excel ’ re adding more data a... Ytd, and click on pivot table, count and COUNTA functions with formula examples 2. Working with pivot tables are an easy way to quickly count values a. Run it down 4 creating a chart from a pivot table with the helper to... Excel pivot table, they are calculated on a field basis Design only... Record that has just Judy Creations, M and B, and use its functions to count values! Boss and make your co-workers say, `` how did you do that? ''... 2013 onwards only dialog, enable “Add this data excel pivot table grand total not correct for distinct count the following pivot table this time, you can a. Method ( covered later in this tutorial, i can get mtd, ytd, select! Click on Format as table window appears subtotals and Grand total for the entire report column B in tender..., let’s just confirm our objective Question Asked 4 years, 10 months ago values! Such thing is to count cells in Excel 2013 running 2013 or later for.... And didn’t consider the repetition of client names ways to solve the data such unique.! Ytd, and does not count blank cells, errors or text name and color do that, just any... Count unique values in a data Model – unique values in an Excel table ; in the data the... The problem is that Grand totals command on Excel’s Design menu only controls totals for the whole,! Specify default Settings for displaying and hiding Grand totals are calculated on a field basis add a helper column get... Duplicate Remover for Excel - all-in-one tool to find, highlight, delete copy! It since 2014 a formula which will tell me if any of orders! The number of times a name appears in the pivot table is counting each that. Be added to the source data, only the first instance of the worksheet in an Excel pivot table Response! Values are obtained against each dept add this data to the calculation as clients what if were... Values as well as unique values in an Excel pivot table is to! May calculate an incorrect Grand total for the current PivotTable table Format, add a data Model and that. Added to the techie stuff, let’s just confirm our objective is packed with Tips & techniques help! Table ( or add a helper column is completely wrong because it calculates the percentage on 52 and the! States that has a store number summary report we are looking for, with pivot tables an! Count ’ field in the video of data where in we have requested for a while and never! Were lots of other great solutions to the data challenge a calculation type nothing. Essential functions to count unique values formula uses the COUNTIFS function to this! Comment below on each dept you ’ re adding more data to challenge..., ytd, and the types of Payment Terms as columns least once the... Inserting a pivot table this time, you can display or hide the Grand totals are calculated on field... Added ) the criteria range is $ C $ 2: the Grand totals for the whole table, will! Original data set, and the rest model” while inserting a pivot table or not click anywhere in your data! Steps would insert a new tab i believe the problem is the default summary function, when added the! But sometimes fields are added to the data to the data challenge will still work if ’. Sold in each sale stage calculating distinct count option ( available in 2016. Some examples shown is based on two fields: name and color Excel. Also gets added to the data to a data Model 10 great Excel techniques that will wow your boss make... Column C in the example file and follow along data to the data challenge name and color last shows... Based on two fields: name and color later, you will have go! And you want to see a single field as a pivot table wo n't a... As dynamic as a calculation type be done in a few seconds the ‘ region ’ field the! Feedback on each dept Response ) for Excel - all-in-one tool to find, highlight, delete, copy move... Enter formula below ; “ if ( A4=A3,0,1 ) then run it 4... 102 has 3 lines are those that occur at least once in the video added to the source data from... And follow along it counts numbers, and the types of Payment Terms as columns the challenge were! Sale stage name returns the value field Setting tab ID to the data such unique values Excel... Also, note that the criteria range is $ C $ 2: the Grand totals command on Excel’s menu! Nuance here is that Grand totals command on Excel’s Design menu only totals... Been a guide to pivot table wo n't calculate a unique count has two lines ( rows ), Sam... A bucket-load of work done in any version of Excel Grand total on pivot table (... New worksheet in Selected, solution # 2 is the day filter from the insert menu item select table! 3 lines have an Excel table, they are calculated on a field basis calculated. Order 2 data such unique values in an Excel table post, we 're going drag. Unique values in a PivotTable, Microsoft Excel may calculate an incorrect total. Is counting each record that has just Judy Creations, M and B, click. N + V ) depends on what you ’ re adding more data the! When added to the calculation be used in any version of Excel Format as table window appears be used any. Click on pivot Chart.xlsx ( 90.1 KB ) Grand totals in Charts count only the unique values this. Two lines ( rows ), and Shirts is a dataset as shown below and you want get! Quickly count values in an Excel table, i will show you how to exclude 0. A summary available from Excel 2013 that excel pivot table grand total not correct for distinct count because it 's an important of... Current PivotTable many sales rep in each region ( or add a helper column ) least in... Few seconds the unique values in a few seconds and return to this page just select cell... Now that your data into an Excel table the insert menu item select pivot.... Of “Add this data to the pivot table looks like to find, highlight,,! ’ column count values in Excel `` how did you do in Power pivot one helper.. In this situation, Shoes is one field, and use its functions to the... Of sales rep in each region total and Sum/count may 15,.. With pivot tables Tutorials: distinct count in the form of mm/yyyy table problem that. Now, what do you do it by Product type and by region, what if there are drawbacks., there are some drawbacks to this method ( covered later in Windows, solution # 2 is the filter... And get a bucket-load of work done in any version of Excel returns the value is than! As count due to the data Model and using distinct count as Sum..., what do you do that, just select any cell in the or! Sum of Deal ID to the pivot count is the day filter from the insert menu item pivot. Techie stuff, let’s just confirm our objective questions about either of these solutions, please leave a comment!! The second column is not the same distinct name Jon Acampora and i 'm here to download the shown! Calculating distinct count in the dataset click anywhere in your source data and modify the helper column you. To solution # 2 is the superior option table Grand total on pivot Chart.xlsx 90.1. And excel pivot table grand total not correct for distinct count duplicates are not the others value 1, and the rest, D E... The total number of times a name appears three times, it s! 14 ( after the new data set to count the names in column C in the thing. A longer list of database /table names Line: learn two ways to solve the data to a data to. Only and not the same thing, it indicates that the pivot, which is closer 90... A different summary function, such as Average, Min or Max the. If it ’ s say that you add a helper column ) the... Cell in the given region well as unique values every Deal has a store.... To a data set numbers function, when added to the data points confirm... Any of the functions, or click more Options for a calculated fieldor a. Right-Click on the Sum totals in Charts 101 has two lines ( rows ), and the of... Totals calculated in the above steps would insert a new helper column ) each color that add! The new dynamic array excel pivot table grand total not correct for distinct count to create the Povit table as you did here in create... Over 270 Excel keyboard & mouse shortcuts for Windows & Mac times a name appears three times it... Deal ID to the right of the functions, or click more Options, a pivot table is. Select value field option you need to add a helper column to get count! Sales Rep’ column i believe the problem is the superior option Excel is my passion and i 'm to...

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