pivot table count based on criteria

swofm

New Member
Joined
Apr 12, 2018
Messages
15
Hi Everyone,
I have a table where it shows logs of different users working on a claim. I want to be able to create a pivot table but the count on the "Status" field should satisfy two conditions.

For this scenario, I want to count the "Pending" status for User1. For User1 to have a count, User1 has to have both "Pending" and "Ready" status. So for claim# 123, User1 will have 1 count but not for claim# 456 because User2 had the Ready status. I hope I have explained it clearly. Thank you in advance.

[TABLE="width: 500"]
<tbody>[TR]
[TD]Claim#[/TD]
[TD]Status[/TD]
[TD]Username[/TD]
[TD]Date[/TD]
[/TR]
[TR]
[TD]123[/TD]
[TD]Pending[/TD]
[TD]User1[/TD]
[TD]4/1/18[/TD]
[/TR]
[TR]
[TD]123[/TD]
[TD]Ready[/TD]
[TD]User1[/TD]
[TD]4/2/18[/TD]
[/TR]
[TR]
[TD]123[/TD]
[TD]Archived[/TD]
[TD]User2[/TD]
[TD]4/4/18[/TD]
[/TR]
[TR]
[TD]456[/TD]
[TD]Pending[/TD]
[TD]User1[/TD]
[TD]4/10/18[/TD]
[/TR]
[TR]
[TD]456[/TD]
[TD]Ready[/TD]
[TD]User2[/TD]
[TD]4/11/18[/TD]
[/TR]
[TR]
[TD]456[/TD]
[TD]Archived[/TD]
[TD]User2[/TD]
[TD]4/13/18[/TD]
[/TR]
</tbody>[/TABLE]
 
Last edited:

Excel Facts

When did Power Query debut in Excel?
Although it was an add-in in Excel 2010 & Excel 2013, Power Query became a part of Excel in 2016, in Data, Get & Transform Data.
Build Pivot Table.
Status for Columns
Claim# for Rows
Username for Rows (2nd position)
Count of Claims in Values

Set to Tabular mode under Design
Turn off Grand Totals and Subtotals

Filter Status to NOT show "Archived"
Right Click a User name to select the Filter, Values, Count of Claim Greater or equal to 2.

Turn Grandtotals back on.
 
Upvote 0
For any fields to subtotal, Right click on a label and choose Subtotal.
 
Upvote 0

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