Yesterday we saw a beautiful example of panel charts with R. Today let me show you how to create the same (or even better) with Power BI & R.
What you need:
- Power BI Desktop and R
- Raw data set – rem-data.csv
Creating Panel Charts in Power BI with R
- Load CSV data in to Power BI
- Edit the query in so we can transform the data in to Pivot shape in Power Query
- Apply below steps in Power Query
- Group data by Group and Branch with aggregations on count (named Branch Count) and All rows (named Ratings)
- We get a totals by group and branch level.
- Expand Ratings table and show only Ratings column
- This creates a table with all group, branch and rating combinations along with branch total
- Group again, this time on Group, Branch, Branch total and Ratings with aggregation on count.
- Calculate count as percent of Branch count
- Format the percentage as percent
- Close and apply to Load this data in to Power BI
- Group data by Group and Branch with aggregations on count (named Branch Count) and All rows (named Ratings)
- Insert R script visualization
- Add Group, Branch, Ratings and Pct to values area. This creates a dataframe with all 4 columns.
- Add below R script and your visualization is ready.
library(tidyverse)
ggplot(data=dataset) +
geom_bar(aes(x=Rating, y=Pct), stat="identity")+
scale_x_discrete(limits = c("NME","AME","SP","OP","NR"))+
facet_wrap(~Branch, nrow=1)+
theme(strip.text.x = element_text(size = 8))
To run the R script, simply press play button in R script editor pane.
Enhancing your visualization – Adding a slicer on Group
This creates a truly powerful interactive panel chart in Power BI. Simply add Group as a slicer and play with it. Every time you select a new Group, Power BI runs the R script with filtered data fed to the dataframe. There is a second or two lag, but the wait is totally worth it. 🙂
Creating Interactive Panel charts in Power BI with R – Video tut
Here is a video outlining the entire process along with some tips on how to use R in Power BI. Check it out below or on Chandoo.org YouTube channel.
Download Power BI workbook
Click here to download Power BI workbook for this. You may need to adjust the data source settings. Play with the slicer to refresh the R panel charts.
Have you tried Power BI yet?
I am playing with Power BI for last year or so and I am in love. You are going to hear more about it on Chandoo.org for sure.
What about you? Have you played with Power BI yet? What are your thoughts?
Related: Introduction to Power Query.
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?