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How do I count customers on a Dashboard?|Dashboards & Charts|Excel Forum|My Online Training Hub

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How do I count customers on a Dashboard?
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John Oss

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July 4, 2021 - 12:36 am
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I am trying to create a Dashboard that will help our management team to get a pulse on the Transport business and our sales efforts. (I am new to Dashboards and our company does not have a strong IT presence). With near 2 years of Data I have over 150,000 probill records/invoices as my source data. They represent about 2000 active bill to clients.

I am using Office 365

In my draft Dashboard (Small excerpt of the data attached) I was able to Summarize the Freight Charges, Number of ProBills, Weight and create an Average Weight Per shipment and average Revenue Per Shipment value . What I can't do Is count the number of Bill To Clients in that Summary interactively. I can make a manual summary , count the records and put a Number, but I want to show the Number of Bill To Customers included in the Summary data.  

Example: When nothing is Filtered I should see 2000 Clients. If I Select Sales Person X it can show 500 Clients, If I filter that Data to a Terminal it Could show 50 Clients etc...

 

I have shown the Summary values by making the cell value equal to that of the total in the Pivot Table. (Not sue if this is the most effective means.)

I would look forward to any guidance in this Matter.

John

Cambridge ON CANADA 

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Mynda Treacy
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July 5, 2021 - 7:43 pm
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Hi John,

Welcome to our forum!

Have you tried creating a PivotTable that contains the customer field in the Values area and setting it to Count rather than the defaul, Sum?

See example PivotTable in columns L & M on Sheet5 in the file attached.

Mynda

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John Oss

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July 5, 2021 - 10:26 pm
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Mynda,

Thanks, you are a Rock Star!. I could not see the forest for the trees...

This opens up a whole new set of options I can use. Enjoy your week.

 

John

The following users say thank you to John Oss for this useful post:

Mynda Treacy
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John Oss

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Hi Mynda,

Sorry, In checking the numbers it is not capturing the number of clients, it is capturing the number of Probill records. (Shipments sent and billed to that client)

 

Example: In the Data worksheet under column BP (Updated Bill To Client) for Bill To Client "RON" there are 20 shipments that are billed to the 1 customer. So I would be looking for RON to be counted as 1 Client, not the 20 Shipments they sent. As our sales people gain and lose accounts over each month, when I am trying to report on their revenues, I would like to Count how many paying customers they have in that period. I am already getting the total number of shipments , but would like to identify the total number of accounts that rep has in that period (and the company as a whole if I don't filter the sales rep.)

 

Out of the 102 Probills with Revenue  (1 has no revenue for a total of 103) there are a Total of 41 unique Bill To Customers in the sample (unfiltered)

If there a way to possibly identify the range of the Client names listed in the Pivot table and count each cell in that column with data as 1 record and sum that up and be able to keep pace with any changes in the Dashboard filter changes so that it is dynamic like the GETPIVOTDATA statement?

John

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Mynda Treacy
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Hi John,

What you want is a distinct or unique count of the customers. You can either do a distinct count with Power Pivot PivotTables, or with a regular PivotTable workaround.

Mynda

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John Oss

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Mynda

Thank you, I will give it a go and also look into the Power Pivot options.

 

John

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