Mar 28 2021 11:28 PM
hello, i am very new to power pivot and eager to learn abilities. i have a data like the one below. what i want to do is to find the sum of total sales of the customers who have sales via web.
for example 10004427 customers has sales via web and it's total sales is 0.22 and so on. the correct result for the example below is 8.04. how can i do it with powerpivot ?
note : my data has more columns, such as sales employee name, region etc. i want to be able to report in all those details.
customer | date | sales via web | sales via employee |
10004416 | 3.03.2021 | 0,20 | |
10004416 | 10.03.2021 | 0,10 | |
10004416 | 19.03.2021 | 0,70 | |
10004427 | 4.03.2021 | 0,12 | |
10004427 | 25.03.2021 | 0,10 | |
10004449 | 1.03.2021 | 0,22 | |
10004449 | 8.03.2021 | 0,10 | |
10004449 | 11.03.2021 | 0,12 | |
10004449 | 18.03.2021 | 0,12 | |
10004449 | 25.03.2021 | 0,10 | |
10004462 | 2.03.2021 | 0,22 | |
10004462 | 9.03.2021 | 0,22 | |
10004462 | 12.03.2021 | 0,22 | |
10004462 | 16.03.2021 | 0,24 | |
10004462 | 23.03.2021 | 0,10 | |
10004462 | 26.03.2021 | 0,24 | |
10004537 | 1.03.2021 | 0,66 | |
10004537 | 4.03.2021 | 0,76 | |
10004537 | 11.03.2021 | 1,18 | |
10004537 | 18.03.2021 | 1,08 | |
10004537 | 20.03.2021 | 1,14 | |
10004537 | 23.03.2021 | 0,02 | |
10004537 | 25.03.2021 | 0,76 | |
10004537 | 27.03.2021 | 0,98 |
Mar 29 2021 02:37 AM
I guess PivotTable shall work here
Create a PivotTable to analyze worksheet data - Office Support (microsoft.com)
Better to add data to data model creating it if more complex measures will be required.
Mar 29 2021 03:20 AM
Hi Sergei, thank you for the input.
this information is part of a bigger data set. and i can achieve the results I want, with multiple pivot tables and formulas.
having seen the capabilities of power pivot i thought i can do the whole thing with one single pivot table, and made much of it. but this part, I couldn't figure.
regards,
Mar 29 2021 05:04 AM
Yes, Power Pivot provides more possibilities. In particular you may add your own measures in addition to ones which are built in into PivotTable, you may create and use relationships between tables, etc.
But you question was how to sum by customers, for that ordinary PivotTable is enough. Instead if using implicit measure you may add data to data table and use DAX measure like =SUM(Table1[sales via web]), result will be the same.
Mar 29 2021 12:07 PM
Mar 31 2021 03:53 AM
SolutionSorry, busy on this week and thank you for the clarification.
To receive result like this
we may use two measures
Sales:=VAR SW =
SUMX ( Range, Range[sales via web] )
VAR SE =
SUMX ( Range, Range[sales via employee] )
RETURN
IF ( ISBLANK ( SW ), BLANK (), SW + SE )
and
Total Sales:=SUMX (
GROUPBY (
Range,
Range[customer]
),
[Sales]
)
Please check in attached file.
Apr 07 2021 11:16 PM
Mar 31 2021 03:53 AM
SolutionSorry, busy on this week and thank you for the clarification.
To receive result like this
we may use two measures
Sales:=VAR SW =
SUMX ( Range, Range[sales via web] )
VAR SE =
SUMX ( Range, Range[sales via employee] )
RETURN
IF ( ISBLANK ( SW ), BLANK (), SW + SE )
and
Total Sales:=SUMX (
GROUPBY (
Range,
Range[customer]
),
[Sales]
)
Please check in attached file.