How to group or calculate so that multiple items sum to 1 in a Pivot Table?

[Rubikahn]

Good morning,

I am working with a sales data table for which I have created the following corresponding Pivot Table fields:

1. customer (company name)
2. deal stage (Lead, Prospect, Qualification, Evaluation, On Hold, POC, Negotiations/Legal, Closed Won, Closed Lost)
3. deal name (internal name for a deal)

In the source data, there can be multiple deals - "deal names" - associated with a single customer/company. I need to accurately sum customers/companies, but those that have multiple deals associated with them are skewing the totals for customer/company (see below).

	Customers	Total by Stage
Customer ABC
Negotiations/Legal​	2	2
Dealname 1​	1	1
Dealname 2​	1	1
Grand total	2	2

<tbody>
</tbody>

Customer ABC should count as 1 company with 2 deals. My current solution is overstating how many customers/companies there are. I am looking for a "reductionist" solution that will group or calculate the sum of this field as 1.

I have looked everywhere for a solution to this seemingly simple calculation problem, and I'm out of ideas, and hope someone can help!

Thanks!

 

[oldbrewer]

Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

show us the raw sales data table please - anonymise it if required............

 

[Rubikahn]

Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

Deal Stage	Deal Name	Associated Company
Lead	Company A Integration	Company A
Closed Lost	Company Z Implementation	Company Z
On Hold	Company B Regional Deal	Company B
Lead	Company A API	Company A
POC	Company C Implementation	Company C

<colgroup><col width="100" style="width: 75pt;"><col width="271" style="width: 203pt;"><col width="180" style="width: 135pt;"></colgroup><tbody>
</tbody>

Here is some dummy data I created. I used the "Borders-Copy-Paste" option...new to the board, thanks for your patience!

 

[oldbrewer]

Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

so do you want to see total of 4 representing companies A,B,C,Z ?

 

[Rubikahn]

Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

Yes. Currently I see a total of 5 for Associated Company. Thank you for any help you can provide!

 

[SpillerBD]

Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

Select your source range.
Use ALT+N+V, to invoke the modern Pivot Table wizard.
CLICK the "Add this data to the Data Model" option.

You will no have an additional count option for values, "DISTINCT COUNT"
If this does not provide a solution, you will need to use Power Pivot functions.

 

[oldbrewer]

Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

Deal Stage	Deal Name	Associated Company
Lead	Company A Integration	Company A
Closed Lost	Company Z Implementation	Company Z
On Hold	Company B Regional Deal	Company B
Lead	Company A API	Company A
POC	Company C Implementation	Company C
					Count of Deal Stage	Deal Stage
					Associated Company	Closed Lost	Lead	On Hold	POC	Grand Total
					Company A		2			2
					Company B			1		1
					Company C				1	1
					Company Z	1				1
					Grand Total	1	2	1	1	5
					a pivot gives you the 4 companies and the 5 deal stages
					if you need to get the 4 calculated automatically, try
					4
					=SUM(K1:K100)/2-COUNTIF(K1:K100,">1")+1

<colgroup><col><col><col><col span="2"><col><col span="4"><col><col></colgroup><tbody>
</tbody>

 

[Rubikahn]

Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

Thanks for the tip - however that shortcut doesn't work on my MacBook

 

[Rubikahn]

Re: Weird reductionist problem: How to group or calculate so that multiple items sum to 1 in a Pivot Table?

That worked perfectly! Thank you so much for your time and assistance!