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How to used pivot table to aggregate this request?

  1. #1
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    How to used pivot table to aggregate this request?

    Hello,

    Just wondering if this is even possible before i take it into a VBA format.

    Let's say I have multiple rows of data and each row is consists of 4 columns

    Column 1: Product name
    Column 2: Supplier A ID
    Column 3: Suplier B ID (if even available)
    Column 4: How much do we hold currently of this product

    This request does NOT make sense but here goes...

    I want to pivot by supplier ID and how much product we hold from each supplier. Sounds easy I know. But here's the difficult part:

    I need to combine the amount for duplicate supplier between supplier A and B (to be conservative : business requirement)

    What does this really mean?

    For example if product A only has 1 supplier , with the supplier ID of "Walmart" and we hold $5000, then the pivot should show Walmart and $5000. (easy enough)

    But if product B has 2 suppliers (A&B), with Supplier A ID of "costco" and supplier B ID of "Walmart" and we hold $1000 of product B... (keep in mind we have no way of distinguishing how much each supplier contributes TO that 1000, and we don't care right now)

    I want to see in some kind of pivot that Walmart: 6000 (5000+1000), Costco: 1000....and so on.

    I understand that this is not accurate at all, but this will, from a conservative standpoint, shows which supplier we hold goods with the most.


    If you pivot, how can you combine any duplicate ID betwen 2 separate columns without making 1 a subcolumn? I don't want 2 lines of walmart showiong 5000 and 1000.



    Hopefully this is understandable ., thanks for your time!

  2. #2
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    Re: How to used pivot table to aggregate this request?

    you will need to create a unique column for the EXACT level of granularity you need. If you have ONE row for multiple customers then I would split them out.

    Standardized data IS the answer.

    If you want further help, then attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
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    Re: How to used pivot table to aggregate this request?

    Thanks! i will upload them later on tonight when i get home.

    So each row is a unique product/product code. We have multiple columns because each product could have at least one (or multiple suppliers)

    And the goal is to figure out what is the exposure to each supplier from a conservative standpoint.

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    Re: How to used pivot table to aggregate this request?

    OK here it is, thanks for looking guys!
    Attached Files Attached Files

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    Re: How to used pivot table to aggregate this request?

    My proposal by the addition of Power Query
    Attached Files Attached Files

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    Re: How to used pivot table to aggregate this request?

    looking at the results, it definitely is what i'm looking for, but as far as how to create it, i'll have to google up power query since i can't seem to recreate what you did haha. thank you sir, you have lead the way for me!!

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    Re: How to used pivot table to aggregate this request?

    View a short video with advice on how to do:
    https://youtu.be/riCI0QkjkaM

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    Re: How to used pivot table to aggregate this request?

    Thanks so much!

    didn't know there is this power pivot here. Seems like I'll need Admin permission to add this add-in to excel at work...let me see how I can get around to it. thanks!!!

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    Re: How to used pivot table to aggregate this request?

    The addition of Power Query is completely free version for Excel 2010. Enter keywords "Add in for Excel 2010" into a search engine and further follow the instructions.

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