How to group or calculate so that multiple items sum to 1 in a Pivot Table?

R

Rubikahn

New Member
Joined
Oct 22, 2018
Messages
5
Good morning,

I am working with a sales data table for which I have created the following corresponding Pivot Table fields:

1. customer (company name)
2. deal stage (Lead, Prospect, Qualification, Evaluation, On Hold, POC, Negotiations/Legal, Closed Won, Closed Lost)
3. deal name (internal name for a deal)

In the source data, there can be multiple deals - "deal names" - associated with a single customer/company. I need to accurately sum customers/companies, but those that have multiple deals associated with them are skewing the totals for customer/company (see below).

[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD][/TD]
[TD]Customers[/TD]
[TD]Total by Stage[/TD]
[/TR]
[TR]
[TD]Customer ABC[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]
Negotiations/Legal​
[/TD]
[TD]2[/TD]
[TD]2[/TD]
[/TR]
[TR]
[TD]
Dealname 1​
[/TD]
[TD]1[/TD]
[TD]1[/TD]
[/TR]
[TR]
[TD]
Dealname 2​
[/TD]
[TD]1[/TD]
[TD]1[/TD]
[/TR]
[TR]
[TD]Grand total[/TD]
[TD]2[/TD]
[TD]2[/TD]
[/TR]
</tbody>[/TABLE]

Customer ABC should count as 1 company with 2 deals. My current solution is overstating how many customers/companies there are. I am looking for a "reductionist" solution that will group or calculate the sum of this field as 1.

I have looked everywhere for a solution to this seemingly simple calculation problem, and I'm out of ideas, and hope someone can help!

Thanks!
 

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Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

show us the raw sales data table please - anonymise it if required............
 
Upvote 0
Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

[TABLE="width: 551"]
<colgroup><col width="100" style="width: 75pt;"><col width="271" style="width: 203pt;"><col width="180" style="width: 135pt;"></colgroup><tbody>[TR]
[TD="class: xl65, width: 100"]Deal Stage[/TD]
[TD="class: xl65, width: 271"]Deal Name[/TD]
[TD="class: xl65, width: 180"]Associated Company[/TD]
[/TR]
[TR]
[TD="class: xl66, bgcolor: #D9D9D9"]Lead[/TD]
[TD="class: xl66, bgcolor: #D9D9D9"]Company A Integration[/TD]
[TD="class: xl66, bgcolor: #D9D9D9"]Company A[/TD]
[/TR]
[TR]
[TD]Closed Lost[/TD]
[TD]Company Z Implementation[/TD]
[TD]Company Z[/TD]
[/TR]
[TR]
[TD="class: xl66, bgcolor: #D9D9D9"]On Hold[/TD]
[TD="class: xl66, bgcolor: #D9D9D9"]Company B Regional Deal[/TD]
[TD="class: xl66, bgcolor: #D9D9D9"]Company B[/TD]
[/TR]
[TR]
[TD]Lead[/TD]
[TD]Company A API[/TD]
[TD]Company A[/TD]
[/TR]
[TR]
[TD="class: xl66, bgcolor: #D9D9D9"]POC[/TD]
[TD="class: xl66, bgcolor: #D9D9D9"]Company C Implementation[/TD]
[TD="class: xl66, bgcolor: #D9D9D9"]Company C[/TD]
[/TR]
</tbody>[/TABLE]

Here is some dummy data I created. I used the "Borders-Copy-Paste" option...new to the board, thanks for your patience!
 
Upvote 0
Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

so do you want to see total of 4 representing companies A,B,C,Z ?
 
Upvote 0
Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

Yes. Currently I see a total of 5 for Associated Company. Thank you for any help you can provide!
 
Upvote 0
Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

Select your source range.
Use ALT+N+V, to invoke the modern Pivot Table wizard.
CLICK the "Add this data to the Data Model" option.

You will no have an additional count option for values, "DISTINCT COUNT"
If this does not provide a solution, you will need to use Power Pivot functions.
 
Upvote 0
Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

[TABLE="width: 1128"]
<colgroup><col><col><col><col span="2"><col><col span="4"><col><col></colgroup><tbody>[TR]
[TD]Deal Stage[/TD]
[TD]Deal Name[/TD]
[TD]Associated Company[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Lead[/TD]
[TD]Company A Integration[/TD]
[TD]Company A[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Closed Lost[/TD]
[TD]Company Z Implementation[/TD]
[TD]Company Z[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]On Hold[/TD]
[TD]Company B Regional Deal[/TD]
[TD]Company B[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Lead[/TD]
[TD]Company A API[/TD]
[TD]Company A[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]POC[/TD]
[TD]Company C Implementation[/TD]
[TD]Company C[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]Count of Deal Stage[/TD]
[TD]Deal Stage[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]Associated Company[/TD]
[TD]Closed Lost[/TD]
[TD]Lead[/TD]
[TD]On Hold[/TD]
[TD]POC[/TD]
[TD]Grand Total[/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]Company A[/TD]
[TD] [/TD]
[TD="align: right"]2[/TD]
[TD] [/TD]
[TD] [/TD]
[TD="align: right"]2[/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]Company B[/TD]
[TD] [/TD]
[TD][/TD]
[TD="align: right"]1[/TD]
[TD][/TD]
[TD="align: right"]1[/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]Company C[/TD]
[TD] [/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]1[/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]Company Z[/TD]
[TD="align: right"]1[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"]1[/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]Grand Total[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]2[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]5[/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="colspan: 4"]a pivot gives you the 4 companies and the 5 deal stages[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="colspan: 3"]if you need to get the 4 calculated automatically, try[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"]4[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
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[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="colspan: 3"]=SUM(K1:K100)/2-COUNTIF(K1:K100,">1")+1[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
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[TD][/TD]
[TD][/TD]
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[TD][/TD]
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[/TR]
</tbody>[/TABLE]
 
Upvote 0
Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

Thanks for the tip - however that shortcut doesn't work on my MacBook :)
 
Upvote 0
Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

That worked perfectly! Thank you so much for your time and assistance!
 
Upvote 0
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