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double counting pivot table

  1. #1
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    double counting pivot table

    Hi, I created a source table in which each institution has 1 or more projects, each project has an assigned number. However, the same project may spread over several rows. I now would like to create a pivot table to extract and summarize information from that source table. The problem I am facing is that general project informatoin are provided repetitively in the source table. If you have a look at the example attached, the projects 1-4 have several rows but the information provided in rows C, D and E are the same. The pivot table 1 I want to create should count the number of distinct projects per institution and summarize the volume of these projects, without counting projects and volumes several times. Is there a setting in pivot table so that these general project information are counted only once per project?
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  2. #2
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    Re: double counting pivot table

    I tried several ways to replicate the first pivot table using Power Pivot alone, but failed.
    Here is how I replicated using both power pivot and a helper column.
    1. Convert A2:H16 into an Excel table (Ctrl + t)
    2. Add the table to the data model
    3. Add the following measure: Distinct Count:=DISTINCTCOUNT([General Project Name 1])
    4. Add a column (I) to the table populated using: =IF([@[General Project Name 1]]=INDEX(tbl_Source[[#All],[General Project Name 1]],ROW()-2),0,[@[General Project Volume 2]])
    5. In the pivot table the DAX measure populates the Distinct Count field and the added column populates the Sum of Distinct GPV2 field
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

  3. #3
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    Re: double counting pivot table

    See the video about the problem with the source of pivot table.

    Excel PivotTables Made Easy - And Why Things Go Wrong!

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