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