If I were to hire an data analyst, I would simply ask them to write a complex IF formula in Excel. If they can write it, the interview progresses, else, they are out. In other words,
=IF(person_can_write_big_fat_IF_formula=TRUE, proceed_with_interview, say_thanks_and_call_next_person)
If you are able to write IF formulas for any situation, then you are bound to be awesome in Excel.
So, to test how well you know your IFs & Boolean functions, let me give you a small challenge.
Galo, one of our readers emailed this to me.
I would like to ask for your help in creating a tracker sheet for rewards program if they meet the qualifiers in order to avail it.
The conditions will be the following:A.If the attendance is equals to 0% then they will earn Php 1500
If the attendance is less than 3% then they will earn Php 1000 only.B.If the handling time less than 500 seconds reward will be Php 1000 (applicable only phone call request)
If the handling time less than 560 seconds reward will be Php 1000 (applicable only fax request)
Note: They can never have both phone and fax requestC.If there’s a commendation (1 or more) reward will be Php 1000
D.If the quality audit is 98% -100% reward will be Php 1500
If the quality audit is 96% -97.99 % reward will be Php 500Overall if they were able to meet all of the qualifiers they can earn Php 5000.
Download the sample data
Click here to download the sample data. Your objective is to fill column I with appropriate IF formula to calculate the Cash bonus component.
Post your answers
Once you complete the formula, share them with me & others using comments. Go ahead and tell me the answer.
Note: when posting your answers, make sure you add space after any < or > symbols. Or else, they will not show up. So instead of writing A1>10, write A1 > 10 or A1 GT 10. Sorry for the extra hassle.
Learn how to use IF formulas
IF formula is an important for any Excel analyst. Read these articles to learn more about IF formula & related formulas.
- IF formula – what is it and how to use it?
- IF formula – 5 examples
- Introduction to SUMIF & COUNTIF formulas
- Introduction to SUMIFS formula
- Logical & Conditional formulas in Excel
- More IF Formula examples & scenarios
Thanks to Galo for emailing this question.
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?