Tags: ALLSELECTED

Segment towns according to volume contribution and market share with a slicer

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This post is an extension to the one I posted here - Segment towns according to volume contribution and market share. Here's a simple dataset of Shampoo sales in the state of Rajasthan, India.

For a chosen segment, one may want to segment the 4 towns based on the following conditions:
Based on the two screenshots shared above, the desired result is shown in the screenshot below:
The difference between this solution at the previous one (the link of which I have shared above) is that in this one we want to drag the Classification (range E16:E17) to either the row/column/report filter section of the Pivot Table use it as a slicer.  The current limitation with measures that one writes in PowerPivot's is that measures cannot be used in either row/column/report filter section or as a slicer of/in a Pivot Table.  So in the previous solution, I had written a measure to return the result as Headroom, Stronghold, Emerging or small in only the value area section of the Pivot Table.  One could not drag that measure into the row labels of a Pivot Table.  In this solution, one can drag the Town classification to the row/column/report filter section or even to the slicer (see images below)
You may download my solution workbook from here.

Alter the behaviour of a filter/slicer from OR to AND

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Here is a simple two column dataset which shows EmpID in column A and DateWorked in column B.  My objective is to filter the table to show those employees who worked ONLY on August 17 and August 18.  I'd like to exclude employees who:

  1. Did not work on both these days; and
  2. Worked on both these dates but also worked on other dates

A simple filter on the DatesWorked column with the criteria of August 17 and August 18, would return 7 employees.  This is clearly wrong because this will show employees who:

  1. Worked on any of the two chosen dates; and
  2. Worked on dates other than the two chosen dates

From Table 1, one can clearly observe that the correct result should be EmpID E.  Only EmpID E worked on August 17 and 18.  While others also worked on both these dates, they worked on other dates as well and should therefore be excluded.

The problem outlined above holds true for selections made via a slicer in a Pivot Table as well.  So this is a generic problem with a filter/slicer - conditions specified therein behave like OR conditions, not like AND conditions.

Base dataset

EmpID DateWorked
A 14-08-2017
A 15-08-2017
A 16-08-2017
A 17-08-2017
A 18-08-2017
B 15-08-2017
B 16-08-2017
B 18-08-2017
C 14-08-2017
C 15-08-2017
C 16-08-2017
C 17-08-2017
C 18-08-2017
D 14-08-2017
D 15-08-2017
D 16-08-2017
D 17-08-2017
D 18-08-2017
E 17-08-2017
E 18-08-2017
F 16-08-2017
F 17-08-2017
G 18-08-2017

Filtered dataset (after specifying the criteria as 17 Aug and 18 Aug)

EmpID DateWorked
A 17-08-2017
A 18-08-2017
B 18-08-2017
C 17-08-2017
C 18-08-2017
D 17-08-2017
D 18-08-2017
E 17-08-2017
E 18-08-2017
F 17-08-2017
G 18-08-2017

So the question is "How does one change the behavior of a filter/slicer from OR to AND?". To make things worse, the data is arranged as follows:

EmpID DateWorked
A 14/8/17;15/8/17;16/8/17;17/8/17;18/8/17
B 15/8/17;16/8/17;18/8/17
C 14/8/17;15/8/17;16/8/17;17/8/17;18/8/17
D 14/8/17;15/8/17;16/8/17;17/8/17;18/8/17
E 17/8/17;18/8/17
F 16/8/17;17/8/17
G 18-08-17

As you can see, there are multiple dates in a single cell separated by a ;.

You may refer to my Power Query and PowerPivot solution here.

Rank numbers in a range after satisfying conditions

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Assume a five column dataset - ID, Age, Gender, Time and Class.  For chosen ID's, the objective is to:

1. Assign a Rank (in ascending order of time i.e. lowest time will be rank 1 and so on) to each ID
2. Determine the overall place of each ID - Count of unique time entries lesser than equal to the chosen ID' time entry

These can be computed with the VLOOKUP(), RANK(), FREQUENCY(), INDIRECT() functions and array formulas.  You may refer to range H3:K8 of the Sample worksheet.  So far so good.

What adds to the problem is to meet the objectives outlined above after satisfying additional conditions.  For e.g., one may want to give conditions such as Age between 20 and 35 and colours as Orange and Yellow.  Carrying out computations for ranking and Overall place after satisfying these conditions will make the formulas fairly complex.

I have been able to solve this problem with the help of the PowerPivot.  You may download my solution workbook from this link.