TheMacroNoob
Board Regular
- Joined
- Aug 5, 2022
- Messages
- 52
- Office Version
- 365
- Platform
- Windows
Hello all,
I am trying to use PivotTables to summarize and filter data. I have various tables that all do what I want, except for one.
I have a list of RMs (People), their Units Under Management, and Total Claim Cost per RM. Some properties have multiple claims, thus repeating data such as Unit count.
(A property with 100 units might have 3 claims, making the PivotTable display 300 units.)
Is there any way to make a PivotTable sumdistinct, or something similar, to display the RM, their units under management (counting the units for a property only once), and their total cost?
Please advise if you know the solution off the top of your head. Thank you very much.
I am trying to use PivotTables to summarize and filter data. I have various tables that all do what I want, except for one.
I have a list of RMs (People), their Units Under Management, and Total Claim Cost per RM. Some properties have multiple claims, thus repeating data such as Unit count.
(A property with 100 units might have 3 claims, making the PivotTable display 300 units.)
Is there any way to make a PivotTable sumdistinct, or something similar, to display the RM, their units under management (counting the units for a property only once), and their total cost?
Please advise if you know the solution off the top of your head. Thank you very much.
Problem Example.xlsm | |||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | |||
1 | Data | Problem | Desired Result (Reality) | Comparison | |||||||||||||
2 | Property | Max of Units | Sum of Incurred Total | RM | Sum of Units | Sum of Incurred Total | RM | Units | Sum of Incurred Total | Ben (wrong) | Ben (correct) | ||||||
3 | 100 | 250 | $150,000.00 | Amy | 650 | $662,407.90 | Amy | 350 | $662,407.90 | Units | 1065 | 515 | |||||
4 | 101 | 500 | $180,459.00 | Ben | 1065 | $5,052,489.80 | Ben | 515 | $5,052,489.80 | ||||||||
5 | 102 | 100 | $19,795.00 | Clarissa | 200 | $647,976.00 | Clarissa | 200 | $647,976.00 | ||||||||
6 | 103 | 300 | $49,594.00 | Daryn | 20 | $826,395.80 | Daryn | 20 | $826,395.80 | ||||||||
7 | 104 | 400 | $683,140.00 | Jamie | 125 | $643,325.60 | Jamie | 125 | $643,325.60 | ||||||||
8 | 105 | 200 | $647,976.00 | Jason | 650 | $1,162,045.90 | Jason | 325 | $1,162,045.90 | ||||||||
9 | 106 | 50 | $665,044.00 | John | 100 | $19,795.00 | John | 100 | $19,795.00 | ||||||||
10 | 107 | 75 | $1,012,045.90 | Josh | 1000 | $180,459.00 | Josh | 500 | $180,459.00 | ||||||||
11 | 108 | 100 | $1,134,092.70 | Phil | 175 | $673,837.30 | Phil | 175 | $673,837.30 | ||||||||
12 | 109 | 50 | $612,813.90 | Sharlene | 100 | $665,044.00 | Sharlene | 50 | $665,044.00 | ||||||||
13 | 110 | 125 | $643,325.60 | Ted | 1200 | $2,427,466.70 | Ted | 600 | $2,427,466.70 | ||||||||
14 | 111 | 175 | $673,837.30 | Grand Total | 5285 | 12961243 | 2960 | $12,961,243.00 | |||||||||
15 | 112 | 150 | $3,000,466.20 | This is a problem because the | This desired result shows the RM and their | ||||||||||||
16 | 113 | 20 | $826,395.80 | PivotTable is summing the units | total units under management, without | ||||||||||||
17 | 114 | 200 | $1,744,326.70 | summing the units, adding the | duplicating properties by claims | ||||||||||||
18 | 115 | 265 | $917,930.90 | same property values however | |||||||||||||
19 | Grand Total | 500 | $12,961,243.00 | many times there are claims | I would like it to sum units per property | ||||||||||||
20 | (in that property) | Sum Distinct units based on ID | |||||||||||||||
PivotTables |
Cell Formulas | ||
---|---|---|
Range | Formula | |
J3 | J3 | =DATA!R8+DATA!R19 |
K3:K13 | K3 | =SUMIF(DATA!$H:$H,PivotTables!I3,DATA!$S:$S) |
J4 | J4 | =DATA!R17+DATA!R22+DATA!R29 |
J5 | J5 | =DATA!R12 |
J6 | J6 | =DATA!R26 |
J7 | J7 | =DATA!R20 |
J8 | J8 | =DATA!R3+DATA!R15 |
J9 | J9 | =DATA!R7 |
J10 | J10 | =DATA!R5 |
J11 | J11 | =DATA!R21 |
J12 | J12 | =DATA!R13 |
J13 | J13 | =DATA!R10+DATA!R27 |
J14:K14 | J14 | =SUM(J3:J13) |
N3 | N3 | =GETPIVOTDATA("Units",$E$2,"RM","Ben") |
O3 | O3 | =J4 |