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267 posts

Ultimate Geek


# 240675 19-Sep-2018 21:03
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I have a table of transactional data with multiple rows (thousands) I am wanting to summarise with a pivot. 

 

Columns include cust_id, transaction_id, date, amount (among other things). 

 

I am using the excel feature where I select date as my columns, and excel automatically chunks the data into month, quarter and year. I am wanting the person viewing to be able to switch between levels (eg have a look at month, then switch to quarter etc)

 

This is all good for simple views such as "total amount" (by date), or total number of applications, or total customers etc....no problem.

 

Where I'm stuck is I want to view "average amount by customer, by date", or "average amount of transaction, by date". 

 

Is this kinda of nesting even possible in a pivot? I've started thinking perhaps one pivot to provide totals, then a second to compute the averages.....

 

Anyone any ideas? Thanks heaps


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  # 2093490 19-Sep-2018 21:31
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I haven't used Excel Pivot Tables for years but I would have had to use multiple Pivot Tables. Since then I know that Microsoft have introduced new features which provide the sort of OLAP capabilities you and many others want:

 

Power Pivot add-in which is available by enabling the Data Analysis Tool Pack (or whatever it is called now). You'll have to download it for older versions of Excel up to about 2013 but it is provided with the later versions.

 

Power BI has a free desktop version which provides much the same.

 

 

 

P.S. I forgot to say that Pivot tables might now provide for drill down of the sort you want, I just haven't heard of it.


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