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Count Planned vs Actuals by Date with Pivot Table

  1. #1
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    Count Planned vs Actuals by Date with Pivot Table

    Hi folks,

    I am trying to make a pivot table taking into consideration Plan Date of column F referring to cell J2 (which means result must count the plan dates which is less than or equal to cell J2).

    Columns G just need simple count as per Discipline i.e. Column B.

    and again for "plan approval date" need to repeat previous condition.

    I want the result as per the range K17:P23 (which is manually created for better understanding)


    Thanks in advance....
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    Re: Count Planned vs Actuals by Date with Pivot Table

    With SUMPRODUCT formulas it can be solved easily.
    When it must be a pivottable, you must first make the pivottable then make the calculated fields, which can be summarized then
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    Kind regards,
    Piet Bom

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    Re: Count Planned vs Actuals by Date with Pivot Table

    Thanks PietBom,

    i can get all that results easily with other formulas as well, but i want to get similar data with the help of Pivot.

    is there anyone can help to rid of it.

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    Re: Count Planned vs Actuals by Date with Pivot Table

    Here is a Power Pivot proposal, which I am hoping someone will be able to improve upon, so that the date will not have to be hard coded into the measures.
    1. Produce an Excel table of the data in columns A:J
    2. Load the table into the Data Model
    3. Add the following measures:
    Plan Submission Date_:=CALCULATE(COUNTA([Discipline]),Table1[Plan Submission Date]<=DATE(2022,4,4))
    Actual Submission Date_:=CALCULATE(COUNTA([Discipline]),Table1[Actual Submission Date]<=DATE(2022,4,4),NOT(ISBLANK(Table1[Actual Submission Date])))
    Plan Approval Date_:=CALCULATE(COUNTA([Discipline]),Table1[Plan Approval Date]<=DATE(2022,4,4),NOT(ISBLANK(Table1[Plan Approval Date])))
    Actual Approval Date_:=CALCULATE(COUNTA([Discipline]),Table1[Actual Approval Date]<=DATE(2022,4,4),NOT(ISBLANK(Table1[Actual Approval Date])))
    Let us know if you have any questions.
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    Re: Count Planned vs Actuals by Date with Pivot Table

    Thank You @ JeteMc

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    Re: Count Planned vs Actuals by Date with Pivot Table

    Use Var mDate = MIN(DataDateTable[Data Date])

    then replace the hard coded date with mDate

    =Var mDate = MIN(DataDateTable[Data Date])
    Return CALCULATE(COUNTA([Discipline]),Table1[Plan Submission Date]<=mDate)

    Maybe add Slicer for DataDateTable[Data Date] to be able to select date.

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