Tags: SUMMARIZE

Determine the most recent status after satisfying certain conditions

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Assume a three column dataset with Patient ID, Smoking Status and Review Date PatientID SmokingStatus ReviewDate P1 10-03-2018 P1 9 09-03-2018 P1 1 08-03-2018 P1 4 07-03-2018 P2 9 10-03-2018 P2 9 09-03-2018 P2 9 08-03-2018 P2 9 07-03-2018 P3 2 10-03-2018 P3 09-03-2018 P3 9 08-03-2018 P4 9 10-03-2018 P4 1 09-03-2018 P4 4 […]

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Perform an aggregation on Top x items after satisfying certain conditions

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Visualise a 5 column dataset as show below.  This is a very small sample of the actual dataset.  It shows the date on which supplies were received for each item from Vendors and whether those supplies had errors in them.  Finally those identified errors have been bucketed into relevant categories.  The Item ID# is a […]

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Compute the average of values against the 5 most recent dates of each Category

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Here is a simple 3 column dataset showing Categories, Date and Value Catagorie Date Value Fish 08-12-2015 6 Crab 05-12-2015 7 Crab 04-12-2015 6 Bird 27-11-2015 4 Snow 25-11-2015 10 Cat 21-11-2015 7 Dog 12-11-2015 5 Dog 28-10-2015 5 Fish 12-10-2015 3 Bird 11-10-2015 9 Dog 22-09-2015 9 Crab 17-08-2015 8 Cat 11-08-2015 1 Fish […]

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In a Pivot Table, compute highest revenue earned on any day from each customer and the date thereof

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Here’s a simple dataset showing the Date of sale, Customer Name and Sales amount. Date Customer Name Sales amount 12-03-2017 A 1 12-03-2017 A 2 12-03-2017 A 3 12-03-2017 B 4 12-03-2017 B 5 12-03-2017 B 6 12-03-2017 B 7 12-03-2017 B 8 13-03-2017 A 1 13-03-2017 A 1 The objective is to determine Customer […]

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In a Pivot Table, show the most frequently appearing text entry by a certain parameter

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Here’s a simple two column dataset Comment Identifier Intervals A 3pm-6pm A 9pm-12pm S 3pm-6pm S 3pm-6pm S 9pm-12pm A 9pm-12pm S 9pm-12pm D 3pm-6pm A 9pm-12pm A 9pm-12pm A 9pm-12pm A 3pm-6pm A 3pm-6pm For identifiers listed in column A, there are time intervals in column B. Note that for a certain identifier, a […]

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Distribute projected revenue annually

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Here is a dataset showing Project wise forecast of open opportunities. Topic is the Project Name Est. Close Date is the date by when the opportunity would be closed i.e. the project would be won from that Client Duration is the time (in months) for which the project would run Amount is the total amount […]

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Determine cumulative interest payable on an annuity with varying time periods

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Imagine a fixed monthly amount due to an Organisation for services rendered to various customers.  While an invoice is raised every month by this Organisation, not all pay up the dues on time.  For unpaid dues, the Organisation charges its client interest ranging from 3% to 9% per annum.  The objective is to determine cumulative […]

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Data slicing and analysis with the Power Pivot

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Visualise an MS Excel file with two worksheets: Employee headcount – a multi column dataset with information such as Employee code, Date of Joining, Age, Division, Department and Location.  Each row represents data for one employee.  The number of rows on this worksheet is approximately 700. Training Data – a multi column dataset with information […]

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Computing penalties by Employee, Group and Labour type using a PowerPivot

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Assume a database of Maximum allowed pay and Actual pay for each employee.  The employees have been further categorized into Groups and labour categories. The task is to create three Pivot Tables (one each with Employee name, Group and Labour category in the row labels) with the following information in the Value area section: 1. […]

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Count unique values with conditions on large databases

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Given a database of 50,000 rows, counting unique values with conditions using formulas would either adversely effect workbook performance or would not work in the first place at all. In this workbook, I have shown the technique to count unique values with conditions on a large database 1. Using PowerPivot – Will only work in […]

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