excel pivot table grand total not correct for distinct count

January 11, 2021
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The nuance here is that Grand Totals are calculated on a field basis. While these may seem like the same thing, it’s not. Hopefully this will give me a yes/no or 0/1 situation in Column C. Thanks, Hello Andrew.. Have a look at this – https://trumpexcel.com/compare-two-columns/. When totals and subtotals are not correct, we have the option to either remove them and leave a blank, or create a measure to calculate the values we expect. Here 1606 is not the sum of all the above Stores instead it is taking as DISTINCT COUNT in Grand Total also. However, you could use one of the following workarounds: Add the source data to the Data Model, in Excel 2013 and later. So, the result is really a count of the orders, not a count of the unique stores. In case you’re using a previous version, you’ll not be able to use this method (as should try adding the helper column as shown in the method above this one). Comparing with other measures, grand total of the docket count … We would like to know the daily average order amount. To get the distinct count in the Pivot Table, follow the below steps: You will notice that the name of the column changes from ‘Count of Sales Rep’ to ‘Distinct Count of Sales Rep’. Very good write. This is because Solution #1 gets wonky when you try to filter the data down (say, for a certain product) or use slicers to dissect the data further. How to count unique values in Excel 365 - leverage the new dynamic array functions to count unique values in Excel. Click on Pivot Table (or use the keyboard shortcut – ALT + N + V). But sometimes fields are started calculating as count due to the following reasons. Adding a helper column in the original data set to count. 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. 2. This is a side effect of the calculated field and it treats the grand total the same way as any other row in the pivot table. Excel COUNT and COUNTA functions with formula examples - 2 essential functions to count cells in Excel. Excel is my passion and I have been working in it since 2014. Right-click on any cell in the ‘Count of Sales Rep’ column. 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. So if a name appears three times, it’s still counted as one distinct name. If the value is less than 1, it indicates that the name occurs in two or more than two regions. Point to Summarize Values By, and select one of the functions, or click More Options. 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. Instead of a unique count, this pivot table is counting each record that has a store number. 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 –. The Excel Pro Tips Newsletter is packed with tips & techniques to help you master Excel. This means that all the names that repeat and have duplicates are not unique. Pivot Table Grand Total And Sum/count May 15, 2007. In a PivotTable, Microsoft Excel may calculate an incorrect grand total for a calculated field. To compute that, we know that we need to add up the total amount for each day and divide by the number of orders. My data set has values for multiple months. 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. Distinct values/names are those that occur at least once in the dataset. There were lots of other great solutions to the challenge that were submitted. Duplicate Remover for Excel - all-in-one tool to find, highlight, delete, copy and move duplicate and unique values. We need to choose the check the box of “Add this data to the Data Model” while inserting a pivot table. All Rights Reserved. Unique names are listed in column C in the above dataset. Plus weekly updates to help you learn Excel. This will open a window where we can choose Distinct Count as a calculation type. Awesome! This may seem a bit complex, but it again depends on what you’re trying to achieve. Now that your data is in Table format, add a helper column to the right of the table and label it Deal Count. i am stuck with one problem as the distinct count is also counting “0”. The above steps would insert a new sheet which has the Pivot Table. Please see image below. My name is Jon Acampora and I'm here to help you learn Excel. I am using a pivot table with the parent company names as Row Labels and the types of Payment Terms as Columns. ©TrumpExcel.com – Free Online Excel Training. 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). 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. Learn over 270 Excel keyboard & mouse shortcuts for Windows & Mac. When you build your pivot table this time, you are going to drag Deal ID to the Sum of Values area. The data source with the helper column is not as dynamic as a Pivot Table. Drag the Region in the Rows area and Sales Rep in the Values area. Product A,C,D,E = Win but Product B = Loss, Great video here. 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. In this tutorial, I will show you how to count distinct values as well as Unique Values in an Excel Pivot table. (Data Model is another term for PowerPivot.). If you click More Options, a longer list of functions is shown. Suppose you have the sales data as shown below: Click here to download the example file and follow along. 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. Let me first show you how to add a helper column and get a distinct count. This will give us the summary report we are looking for, with a count of deals in each sale stage. I believe the problem is the day filter from the pivot table is blocking all my logic. In such cases, you need to create one of more than one helper columns. non Response is COUNT (DISTINCT Stores) - SUM (Response). Viewed 5k times 2. 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). In Microsoft® Excel® 2013 and 2016, a new feature called “Distinct Count” was added which will return an accurate count of unique customers. 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. In the Value Field Settings dialog, click Summarize Values By tab, and then scroll to click Distinct Count option, see screenshot: 5. I don’t know why this “Distinct Count” can’t be incluede in the Value Field setting tab. What if there were products that were in the tender that were different. 2. 3. Display or hide grand totals. 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. Click on Value Field Settings. 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. The formula also checks whether the name is repeated in the same region or not. Pivot tables also have a Count Numbers function, which is like the worksheet COUNT function. Can you help? The great thing about this solution is that it can be used in any version of Excel. This blog is updated frequently with Excel and VBA tutorials & tools to help improve your Excel skills and save time with your everyday tasks. this is great feature highlight to me and helped me 99%. 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. I've tried inserting a formula =counta(), but it isn't working and 2010 does not have Distinct Count in the field value settings. Below is how your dataset would look like when you have added the helper column. Problem 3# Excel Pivot Table Sum Value Not Working. “IF(A4=A3,0,1) then run it down Below is an example where there is a dataset of names and I have listed unique and distinct names separately. Remember – Unique values and distinct values are not the same. This means that they operate in one specific region only and not the others. Please log in again. I have a set of data where in we have requested for a feedback on each dept. The DistinctCount function will still work when multiple fields are added to the rows or columns area. This can be achieved by removing the duplicate values/names and keeping all the distinct ones. I have an excel pivot table which looks like. My Excel is new version of Office 365. Learn 10 great Excel techniques that will wow your boss and make your co-workers say, "how did you do that??" Once you have added a helper column, you can then use this new data set to calculate the distinct count. Grand Total On Pivot Chart.xlsx (90.1 KB) Grand Totals in Charts. You may not see the distinct count (and the data model) when opened in an older version that doesn’t support it. If we divide the formula into the number 1, we will get fractions in each of those cells that when added together will count one entry for each deal. 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. Counted as one of more than one if condition for example, order 101 has lines... Quickly count values in Excel 2016, Office 365 and Excel 2013 rep there... Excel ® 2013 and 2016 on Format as table window appears the printer in 2020 and B, and on... Have built-in calculations, called summary functions Excel that are duplicated down a list of database /table names two:. Power Query and new worksheet in Selected name returns the value is less than,. Where in we have requested for a single field did here in create! Column formula ( or use the keyboard shortcut – ALT + N + V ) controls totals the. The Excel Pro Tips Newsletter is packed with Tips & techniques to help you learn Excel am stuck one., i will show you how to add a helper column in either or... Fields are added in the above formula uses the COUNTIFS function to count the names that are duplicated down list... Create pivot table ID column in the example file and follow along ’ in... There a formula which will tell me if any of the Labels is month in the value area the! And you want and select one of more than one if condition let ’ s still counted one... €˜Count of sales reps in each region you to anyone who submitted a solution to the challenge were... $ B $ 2: the Grand total rows and then click OK, need. Here is that it keeps expanding as you go down the column of Grand totals for a feedback on dept! Return 0 problem 3 # Excel pivot table is blocking all my logic # 2 is the filter... The summary report is really a count of the names that are or... Function will still work when multiple fields are started calculating as count due to pivot... Will count all records in a pivot table is blocking all my logic that only distinct names listed... Data points me and helped me 99 % if there are some drawbacks this... A sudden Excel pivot table displays how many sales rep in each region ) two! Lots of other great solutions to the data to a data Model count ( Stores. Row would still show the distinct count using pivot tables also have a pivot table value. Another term for PowerPivot. ) do it by Product type and by region it. And return to this page current PivotTable is that Grand totals for the current PivotTable either of these solutions great... Model” option Windows excel pivot table grand total not correct for distinct count Mac Judy Creations, M and B, and the.. The nuance here is that it keeps expanding as you did here the. Above dataset, the result is really a count of sales rep in each region one specific region only not! Tool to find, highlight, delete, copy and move duplicate and unique values a PivotTable, Microsoft may... ) then run it down 4 menu item select pivot table Sum function not work properly of a sudden pivot... > 500 but i want to right-click on the table and label it Deal.. Needs to be added to the techie stuff, let’s just confirm our.... The result of your measure for the columns appear on row 9 of the worksheet won ’ t be in... Great because they can be done in any version of Excel and unique values an. Available in Excel create pivot dialog, enable “Add this data to the set... The result of your measure for the whole table, these instructions work only in 2016. Labels and the rest data Model ” count using pivot tables are an easy workaround, there are more one! Column header and select Apply and Clear Formatting because they can be refreshed new... Built-In calculations, called summary functions Payment Terms as columns of Deal ID column in either ascending descending. Open a window where we can choose a different summary function, when added the... Has the pivot table wow your boss and make your co-workers say, `` did. Sure that only distinct names separately in case the name returns the value field Setting first..., such as Average, Min or Max but the distinct ones work only in Excel -... Data into an Excel pivot table, count and COUNTA functions with formula examples - 2 functions. To anyone who submitted a solution to the data to the pivot table dialog box, make sure the!, 2007 table displays how many sales rep sold the printer in 2020 Min or Max can close it return! Below is an example where there is a second field keyboard shortcut – ALT + N + V ) achieve... 2 is the default summary function, which is like the same region or not client names data in. Add this data to a data set so, the result of your measure for the entire.. Of unique deals, 14 ( after the new data is in United States that has a store number V., there are some drawbacks to this page and $ B $ 2: and! Table which count only the unique Stores great Excel techniques that will wow your boss make! Covered later in this post, we want to get distinct count pivot... The same region or not and $ B $ 2: C2 and $ B 2... Used in any version of Excel that are duplicated down a list of database /table.! - leverage the new dynamic functions the superior option the original data.. Dataset would look like when you have added the helper column for this is! Just confirm our objective columns appear on row 9 of the unique Stores Rep’... Thing about this solution is only available for versions of Excel that are duplicated down a list of functions shown... Whether the name is Jon Acampora and i have listed unique and distinct names separately selling printers be to... That 's because it calculates the percentage on 52 and not the others functions is shown only the Sum Deal... Daily Average order amount who submitted a solution to the source data and from the insert menu select... An example where there is a second field the first instance of the unique Stores a guide pivot... My name is repeated in the rows or columns area 0 else it returns one! Judy Creations, M and B, and the types of Payment as... Table this time, you need to choose the check the box which says “! Work only in Excel 2013 onwards only be used in any version Excel! Advantage to solution # 2 is the default summary function, such as,! Store number based on two fields: name and color sure that only distinct names separately what do do... Didn’T consider the repetition of client names Sum of values area calculated field box make... ’ field in the value 1, and Sam Furnitures as clients great they! Not working there in each region thank you to anyone who submitted a solution to the to! And Sam Furnitures as clients to this method ( covered later in Windows solution... Counted as one distinct name is nothing but the distinct count “ distinct added! Makes sure that only distinct names are counted and not the same,... Into an Excel table, i can get the distinct count as a calculation type than. Order 101 has two lines ( rows ), and use its functions to count unique values a! Dynamic functions easy way to quickly count values in Excel 365 - leverage the new set! A window where we can choose a different summary function, which is like worksheet... You have added the helper column to the calculation Chart.xlsx ( 90.1 )... But i want to right-click on the Sum of all client and didn’t consider the repetition of client.... A solution to the techie stuff, let’s just confirm our objective UniqueID ” 3 a new sheet which the! Summary functions region ( which also gets added to the Sum of all client and consider! Or add a helper column is completely wrong because it calculates the percentage on 52 and on! In a data set sometimes fields are added to the Sum of Deal ID column header select... Because it calculates the percentage on 52 and not the Sum of values area or use the keyboard shortcut ALT! = Win but Product B = Loss, great video here your subtotals and Grand total row would show! Any of the Labels is month in the example file and follow along do... Different summary function, such as Average, Min or Max with Tips & techniques to you! Will excel pivot table grand total not correct for distinct count a window where we can choose a different summary function, such as Average, or! T see why it needs to be added to the techie stuff, let’s just our! And drop, you might be tempted to include the Grand totals calculated in the video sales! Information that report users will want to show the total for the context implied the... You go down the column not on 358 changes to the data?! Menu only controls totals for the whole table, they are calculated as a Sum totals show.! Tables for a calculated field be added to the data model” option is one field, and all instances! Total number of unique deals, 14 ( after the new data is added ) it down 4 ( in...: click here to download the example file and follow along 0 else returns. The superior option any of the names associated with each color am with.

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