Happy Birthday Hui…
Note: Hui’s birthday is yesterday (13th). I planned to write this post and share the dashboard workbook with you all yesterday itself, but my daughter wasn’t keeping well and we were busy taking care of her. (And yes, she is ok now, thanks for asking. 🙂 )
Some of you know our guest author and Excel ninja Hui. Yesterday was his birthday. And I wanted to create nice birthday gift for him. So I took a database dump of our forums data and created a dashboard.
First take a look the dashboard I made for him:
[click here for a large version]
Some Key Findings
- Our forums have a total of 5,227 posts, out of which Hui contributed 24% (roughly 1 in 4)
- On average Hui takes 13 and half hours to get back to the questioner with an answer. The fastest he has been was 31 seconds. (only last year data)
- Hui has been very busy on November 30th – 2010, answering 19 times on that day.
- The person who got benefited most from Hui is indi visual, with 44 replies from Hui.
- People used the words thank and Hui in same post 395 times.
- Hui wakes up early and answers questions on our forums. Then, before sleep, he spends some time helping people.
- If Hui had $2.5 per each letter he typed in our forums, he would be a millionaire.
- All data as of Jan 11, 2011. Between that and now, Hui has already answered 37 more times (and still helping…)
How is this dashboard constructed?
With lots of love of course. But quite a few excel techniques were used too.
- Structurally, this dashboard is similar to my 10,000 comment dashboard.
- Word cloud of Hui’s replies is from wordle.net
- Scrollable chart at the bottom is a grid of 20×42 cells conditionally formatted. Scrolling effect thru OFFSET formula.
- Pivot tables, a whole lot of them were used to find the summaries I want
- The header content is picture links & shapes.
- Rest of them are left to your imagination.
Download Excel Workbook with this Dashboard
Please click here to download the workbook. It is locked.
I have made a 45 minute video explaining how this dashboard is constructed. I will be giving this video & unlocked workbook as a bonus to people joining Excel School dashboard option or purchasing Dashboard training kit.
Interested in Dashboards?
- I recommend joining Excel School. You can learn how to make awesome charts & dashboards.
- Visit our Dashboards Page. It has tons of useful information, examples, tutorials & templates.
Say Happy Birthday & Thanks to Hui
I am sure directly or indirectly, Hui has helped many of you. So take a minute and say thanks to him. Wish him several more years of awesomeness, happiness, wealth & health. 🙂
21 Responses to “Distinct count in Excel pivot tables”
The distinct count option works well but I have found that if I have a date field and want to group by year, month, etc. that option seems to be disabled. I need to do both, distinct count and group by year/month.
Example data; sales orders with item quantities with dates.
Challenge; sum the item quantities, count the distinct orders and group by month. How do I do this?
Perhaps that's not possible due to the grouping?
@Al... When you use data model based pivots, you cannot group values manually anymore. Why not use Excel 2016's default date grouping option? In this case we have just a few dates, so Excel is not grouping them, but if you have an year's worth of data, when you make the pivot with date in the row label area, Excel automatically groups them. If you have fewer dates or want to use your own grouping, just create a table with all dates, add columns with month, week, year etc. Then connect this table (these types of tables are usually called as calendar tables) to your data on date field as a relationship. Now you can create reports by month, quarter etc easily.
Is this the only way to do it in 2013? I find it rather cumbersome to have to create another data table listing dates with the another column for MONTH() and YEAR() to be able to summarise data for senior level...
I know people find adding calendar tables cumbersome, but it is a best practice and let's you add more layers of analysis quite easily. For example, adding analysis by weekday vs. weekend or by financial quarter or YTD calculations (you would need either Power Pivot DAX or some very carefully setup pivot table value field settings)
I had absolutely no idea this was possible. Very useful, nice work!
Doesn't work for 2010 version though (or at least not my works version)
Hi ,
The post has the following in it :
These instructions work only in Excel 2016, Office 365 and Excel 2013.
when i have 2 different Pivot tables, one without the enabled “Add this data to data model” option, and the other one with it enabled.. is there anyway i can link slicers between them?
if the answer is NO,, what to do ?
Quick note, the “Add this data to data model” option is not available for the Mac version.
perhaps outside scope of this article but I have found when I attempt to create a pivot table from an external data source (connection to a sql view) the "Add this data to data model" becomes greyed out. Anybody experienced and found a solution so I can start getting distinct count in my pivot tables?
Is there a way to still add a calculated field when using distinct count?
I found I can't change the date source after tick the " add this data to the data model", can you help to adv how to change the date source in such case?
Is there a way to update the source once you have added to the data model? I receive a new spreadsheet weekly and would like to update the connection so my tables pull from the new source.
Hi Crhis, I like how you have hulk (superhero) as your avatar. Do you know that there is a superhero in Excel too? It's Power Query. You can use it to solve your problem in a simple click. Here an intro if you need some guidance.
Powerful Introduction to Power Query
A big Thank you. It worked.
Hi, have survey data that I need to analyze but the challenge is that my key fields are showing horizontally. I tried to transpose the fields using Power Query, but unfortunately the new fields are returning same values on a pivot table despite using distinct values
How I can a do a pivot table with discount conts in some columns and then generate shor report filter pages. pls it drives crazy
Hi. Why grand total pivot of distinct count is 13? shouldn't it be 67?
Great Answer! Saved me lots of time!
Thank you!!!
Worked awesome! Thanks!!
Hi Chandoo,
I am using pivot tables for distinct count and now I need to update them with new set of data. But when I update the source data, all the columns and formatting of Pivot table disappears and I need to build it from Scratch.
Is there a possibility that I can update the source data with new rows added and also retain my pivot tables?